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Free Realized vs Unrealized P/L Calculator

Free Realized vs Unrealized P/L Calculator

Track Profits You’ve Taken vs. Gains Still on Paper

The Realized vs Unrealized P/L Calculator makes it easy to understand the difference between profits you’ve already secured and gains or losses that exist only on paper. Realized profit or loss happens when you sell your stock, while unrealized profit or loss shows the current value of a stock you still hold. By entering your buy price, sell price (if any), and number of shares, this tool clearly separates realized and unrealized results. This helps investors see their actual cash returns and also track the potential value of open positions. Using this calculator regularly improves portfolio tracking, helps avoid confusion, and provides a better view of your true performance. Whether you are an active trader or a long-term investor, knowing the balance between realized and unrealized P/L gives you clarity and smarter decision-making power.

Unrealized P/L Calculator

Calculate the potential profit or loss on open positions.

Unrealized P/L

$0.00

Return

0.00%

Realized P/L Calculator

Calculate the final profit or loss on closed positions.

Realized P/L

$0.00

Return

0.00%

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Realized vs Unrealized P/L Calculator Guide

The Formulas We Use

  • Cost (per leg) = Buy Price × Quantity
  • Turnover = (Buy Price + Sell/Current Price) × Quantity
  • Fees = (Fees% ÷ 100 × Turnover) + Flat Fees (allocated)
  • Realized P/L (for closed quantity Qc):
    Gross = (Sell − Buy) × Qc
    Net Realized = Gross − Fees_on_closed
  • Unrealized P/L (for open quantity Qo):
    Gross = (Current − Buy) × Qo
    Est. Exit Fees = (Fees% ÷ 100 × [(Buy + Current) × Qo]) + Flat × (Qo ÷ Qtotal)
    Net Unrealized = Gross − Est. Exit Fees
  • Total Net P/L: Net Realized + Net Unrealized
  • Percentages:
    Realized % = Net Realized ÷ (Buy × Qc) × 100
    Unrealized % = Net Unrealized ÷ (Buy × Qo) × 100
    Portfolio % = (Total Net P/L ÷ (Buy × Qtotal)) × 100

Example (USD)

Buy $150.00
Total Qty 100
Sold 60 @ $155.00
Current $140.00
Fees 0.20% + $10.00 (flat)
  • Realized (Qc=60): Turnover = (150 + 155) × 60 = $18,300.00
    Fees = 0.20% × 18,300 + $10 × (60/100) = $42.60
    Gross = (155 − 150) × 60 = $300.00
    Net Realized = 300 − 42.60 = $257.40 (~2.86% on closed cost)
  • Unrealized (Qo=40): Turnover_est = (150 + 140) × 40 = $11,600.00
    Est. Exit Fees = 0.20% × 11,600 + $10 × (40/100) = $27.20
    Gross = (140 − 150) × 40 = −$400.00
    Net Unrealized = −400 − 27.20 = −$427.20
  • Total Net P/L = 257.40 − 427.20 = −$169.80 (−1.13% of total cost)

How to Use This Calculator

  1. Enter Buy Price, Total Quantity, Current Price, and Fees % + Flat Fees.
  2. Enter any closed quantity and average sell price for realized P/L.
  3. See Net Realized, Net Unrealized (with estimated exit fees), and Total P/L.
  4. Adjust closed qty or current price to stress-test outcomes.

Tips

  • Allocate flat fees fairly: split by quantity across partial sells.
  • Mark-to-market: unrealized P/L changes with price; refresh often.
  • Include exit costs in unrealized to avoid overstating gains.
  • Multiple buys/sells? Use weighted average cost per share for accuracy.

This is educational content, not financial advice.

Benefits of Using
Realized vs Unrealized P/L Calculator

Track Realized & Unrealized Gains

Monitor which profits are realized and which are still on paper.

Precise Calculations

Compute accurate P/L percentages for your portfolio.

Beginner-Friendly

Simple inputs for all users to understand gains and losses.

Global Support

Works with multiple stock exchanges and currencies.

Secure

No data is stored or shared; calculations remain private.

Investment Insights

Gain clarity on which investments are performing and where adjustments may be needed.

Frequently Asked Questions

What is the difference between realized and unrealized P/L?

Realized P/L is profit/loss from closed trades; unrealized P/L is from current open trades.

How do I calculate both?

Enter buy/sell prices and quantities. The calculator separates realized and unrealized gains/losses.

Can I track multiple stocks?

Yes, input each stock individually for detailed analysis.

Does it support global currencies?

Yes, input values in your preferred currency.

Is it beginner friendly?

Yes. Simple interface and visual separation of realized vs unrealized P/L make it easy to use.