Basis · the gain desk
Buy the price.
Name the exit.
Stake the dollars, set what you pay, and slide a sale that has not happened. The desk counts the shares, the fees, the tax, and what you would keep.
Sample ticket
$0Breakeven $225.40$1,352.40
+$3,190.33 net · +31.90% · 44.3656 sh
Tax on the gain
Solve for a profit
Exit at $357.99 to net $5,000.00.
Net if you sell
AAPL
+$3,190.33
After the tax modeled above.
- Return
- +31.90%
- Multiple
- 1.32×
- You keep
- $13,190.33
- Annualized
- +31.90%
Payoff
Drag the sale, or click the curve
The curve shows up once the ticket is valid.
Where the money goes
- Basis back$10,000.00
- Tax$563.00
- You keep$3,190.33
Breakdown
Per share and the whole position
| Line | Per share | Position |
|---|---|---|
| Shares | — | 44.3656 |
| Basis | $225.40 | $10,000.00 |
| Proceeds | $310.00 | $13,753.33 |
| Gain | +$84.60 | +$3,753.33 |
| Tax · 15% | −$12.69 | −$563.00 |
| Net | +$71.91 | +$3,190.33 |
Exit ladder
Tap a row to use that sale
| Mark | Exit | Proceeds | Gain | Return | Net |
|---|---|---|---|---|---|
| $112.70 | $5,000.00 | −$5,000.00 | −50.00% | −$5,000.00 | |
| $169.05 | $7,500.00 | −$2,500.00 | −25.00% | −$2,500.00 | |
| $202.86 | $9,000.00 | −$1,000.00 | −10.00% | −$1,000.00 | |
| $225.40 | $10,000.00 | $0.00 | 0.00% | $0.00 | |
| $247.94 | $11,000.00 | +$1,000.00 | +10.00% | +$850.00 | |
| $281.75 | $12,500.00 | +$2,500.00 | +25.00% | +$2,125.00 | |
| $310.00 | $13,753.33 | +$3,753.33 | +37.53% | +$3,190.33 | |
| $338.10 | $15,000.00 | +$5,000.00 | +50.00% | +$4,250.00 | |
| $450.80 | $20,000.00 | +$10,000.00 | +100.00% | +$8,500.00 | |
| $676.20 | $30,000.00 | +$20,000.00 | +200.00% | +$17,000.00 | |
| $1,127.00 | $50,000.00 | +$40,000.00 | +400.00% | +$34,000.00 | |
| $2,254.00 | $100,000.00 | +$90,000.00 | +900.00% | +$76,500.00 |
Pinned marks
Keep a few exits and read them against the live ticket.
Nothing pinned yet. The live ticket is the only mark on the desk.