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Dollar Cost Average Calculator for Stocks, Etfs & Crypto

Data updated 2023-Dec-08 (Friday)

 


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Instantly analyze Dollar Cost Averaging (DCA) for Stocks, Etfs & Crypto over any investment schedule using recent financial data. DCA is a popular strategy to invest small amounts on a regular basis without regard for short-term price movements. Aiolux automatically calculates DCA for key assets in your portfolio over different time horizons so that you dont have to do the tedious what-if scenario calculations

Provided As-is for informational/educational purposes only and should not be construed as investment advice . Past performance may not be not indicative of future results. Always consult your Investment Adviser before any decision

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DCA Schedule & Settings


 Use either Quick Date ranges OR specify Start & End (optional) dates

Takeaway: Investing $100.00 on a bi-weekly basis from 2021-Dec-09 would have generated $1,109.69 in gains with position valued at $6,409.69 (32.75 shares) on 2023-Dec-08

Takeaway: Dollar Cost Averaging for Apple Inc. by investing $100.00 on a bi-weekly basis generated a cumulative return of +20.94% from 2021-Dec-09. Underlying Apple Inc. stock returned +12.12% over the same period with bi-weekly returns averaging +0.35%

Takeaway: See how your blended Dollar Cost Averaged Price evolves from 2021-Dec-09 when compared to the underlying price of Apple Inc.



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  Value At Risk : Historical distribution of daily Portfolio drawdowns
  Dollar Cost Averaging : Dollar Cost Averaging (DCA) individual stocks in your portfolio Currently Viewing










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  •  Hi! Ask me something. Use "$" to identify stock / etf / crypto symbols (e.g. $aapl for Apple Inc.) OR use special shortcuts (e.g. $btc for Bitcoin or $tech for Technology sector ETF). Click on below for examples of queries, list of special shortcuts & more