Share Size and Portfolio Growth Calculator

About the Calculator

Based on popular demand, here is the online version of our Share Size and Portfolio Growth Calculator.  This tool was developed by Profit Mission Control in 2017 using Excel and has been instrumental in creating the trading plans for 2017 and the new $2.5K challenge.  Several of our great followers have requested a copy.  Instead of sharing the Excel file, a stripped down version was recreated for the web so that you can use anytime here. 

calculator

What is it For ?

This tool helps you implement sound risk management when determining the proper number of shares to procure as you enter a trade.  The tool will also calculate the portfolio growth based on your starting equity and your individual profit/risk and accuracy.  These factors are essential to achieving profitable growth.   If you are not familiar with these topics, I highly suggest you read more about Risk Management, Profit To Loss Ratio and Profit Factor.  The video shown here explains in detail these topics as well as how to use the Calculator. 

So is the Calculator Free ?

While the use of this Calculator is not restricted and no payment is required prior to use, if you find the Calculator useful and would like to support our site for developing similar tools in the future, we kindly ask you to consider chipping in with a $20 payment to cover some of the development and publishing costs. 

1 My Equity (or Wipeout Loss) $
2 Max Account Risk % % Low Risk
3 Round Trip Commission $ $
4 Trade Risk $ $ Reasonable
5 Loss Cap/Trade $ $
6 Max Account Risk/Trade $100.00
7 Max Account Risk/Trade - Commision $90 Positive Net Profit Potential
8 Number of Shares Per Trade
9 Commission To Max Account Risk/Trade 6%
 
10 Stock Price $
11 Buying Power Multiplier
12 Buying Power $0,000
13 Number of Open Simultaneous Trades
14 Cost/Trade $7,607
15 Consecutive Losing Trades to Wipeout 119
 
16 Profit/Risk Ratio %
17 Profit Taking Accuracy %
18 Portfolio Growth Target %
19 Profit Target/Trade $0.44
20 Trades to Growth Target 391 Growth Possible
21 Trading Days To Growth Target 112
22 Trading Months To Growth Target 5.3
 
Quick Overview
Broker
Plan Date
# Shares To Trade 300
Profit Target $0.44 $131
Max Loss $ $0.39 $118.00
Max Stock Price $25.33
 
Launch Plan
Stock Price Abort Price Profit Price Max Loss Min Profit Net Profit
$25.33 $24.94 $25.77 $118.00 $131.04 $123.04
 
Portfolio Growth Summary
Number of Winning Trades 258
Number of Losing Trades 133
Total Number of Trades 391
Total Portfolio Profit $31,749
Total Portfolio Loss -$16,749
Total Profit $15,000
Ending Portfolio Balance $30,000
 

The following document outlines the proper use and explains what each row/cell parameter means.  You can use it to guide you through the Calculator.

Disclaimer

This calculator is designed to be an informational and educational tool only, and when used alone, does not constitute investment advice. We strongly recommend that you seek the advice of a financial services professional before making any type of investment. We also encourage you to review your investment strategy periodically as your financial circumstances change. This model is provided as a rough approximation of future financial performance. The results presented by this calculator are hypothetical and may not reflect the actual growth of your own investments. Profit Mission Control is not responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by this tool. Profit Mission Control is not responsible for any human or mechanical errors or omissions and can not guarantee the accuracy of this tool.