Dollar Cost Average Calculator for Stocks, Etfs & Crypto

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Dollar Cost Average Calculator for Stocks, Etfs & Crypto

Data updated 2025-Mar-21 (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

Choose which financial instrument, how much and how often you would consider buying as a part of your Dollar Cost Averaging strategy

Stock / ETF / Crypto

Periodic Investment $

Frequency

Quick Ranges

1-yr

2-yr

5-yr

10-yr

Custom

Start Date

End Date (optional)

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

Initial Quantity (optional)

Initial Basis / Share (optional)

Recalculate Results Below
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Takeaway: Investing $100.00 on a bi-weekly basis from 2023-Mar-24 would have generated $452.87 in gains with position valued at $5,652.87 (26.48 shares) on 2025-Mar-14

Takeaway: Dollar Cost Averaging for Apple Inc. by investing $100.00 on a bi-weekly basis generated a cumulative return of +8.71% from 2023-Mar-24. Underlying Apple Inc. stock returned +33.22% over the same period with bi-weekly returns averaging +0.66%

Takeaway: See how your blended Dollar Cost Averaged Price evolves from 2023-Mar-24 when compared to the underlying price of Apple Inc.

Related Resources for Portfolio

Performance & Drawdowns : Benchmark Portfolio performance & Drawdown analysis
Portfolio Seasonality : Absolute/Benchmarked performance through calendar months
Risk Reward Ratios : Evaluate Risk-Reward tradeoff with Sharpe & Sortino ratios
Portfolio Alpha : Quantify portfolio outperformance with Jensen's Alpha
Portfolio Beta : Analyze portfolio volatility with Portfolio Beta
Correlation Matrix : Correlations between Portfolio constituents & find other uncorrelated/negatively correlated assets
Value At Risk : Historical distribution of daily Portfolio drawdowns
Dollar Cost Averaging : Dollar Cost Averaging (DCA) individual stocks in your portfolio Currently Viewing

Analyze Portfolios instantly with the available tools

Symbol	Special	Category
$SPY	$market, $sp500	index
$IWM	$russell2000	index
$IWB	$russell1000	index
$XLC	$communication	sector
$XLY	$discretionary	sector
$XLP	$staples	sector
$XLE	$energy	sector
$XLF	$financials	sector
$XLV	$healthcare	sector
$XLK	$technology	sector
$XLI	$industriaks	sector
$XLB	$materials	sector
$XLRE	$realestate	sector
$XLU	$utilties	sector
$FXI	$china	region
$INDA	$india	region
$EWZ	$brazil	region
$EWC	$canada	region
$EWG	$germany	region
$EWJ	$japan	region
$EWW	$mexico	region
$EZA	$southafrica	region
$EWY	$korea	region
$EEM	$emerging	region
$EZU	$europe	region
$GLD	$gold	benchmarks
$SLV	$silver	benchmarks
$HYG	$highyield	benchmarks
$TLT	$treasuries	benchmarks
$VIG	$dividendgrowth	strategies
$VUG	$growth	strategies
$HDV	$highdividend	strategies
$MTUM	$momentum	strategies
$VTV	$value	strategies
$KBE	$banks	themes
$IBB	$biotech	themes
$ITB	$homebuilders	themes
$IPO	$ipos	themes
$VV	$largecap	themes
$VUG	$largecapgrowth	themes
$VTV	$largecapvalue	themes
$VO	$midcap	themes
$IWP	$midcapgrowth	themes
$IWS	$midcapvalue	themes
$VB	$smallcap	themes
$VBK	$smallcapgrowth	themes
$VBR	$smallcapvalue	themes
$BTCUSD	$btc	crypto
$ETHUSD	$eth	crypto
$ADAUSD	$cardano	crypto
$DOGEUSD	$doge	crypto
$LTCUSD	$litecoin	crypto
$XRPUSD	$ripple	crypto
$USDTUSD	$tether	crypto

Dollar Cost Average Calculator for Stocks, Etfs & Crypto

DCA Schedule & Settings

Ask brAIn Experimental

Examples

Examples

Examples

Examples

Examples

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Dollar Cost Average Calculator for Stocks, Etfs & Crypto

DCA Schedule & Settings

Ask brAIn Experimental