Total Return Calculator — Dividend & DRIP Stock Investment Returns

Description

Calculate stock total return, dividends & DRIP from your tax lots. See price return, annualized return & portfolio performance. Total Return Calculator is a free tool that calculates stock total return, dividend income, and annualized return from your own tax lots—with or without dividend reinvestment (DRIP). See the true performance of your investments beyond what your brokerage shows. WHY YOU NEED THIS Most brokerages—like Fidelity, Schwab, or Vanguard—show only price return or current value. They don't factor in dividends, making it hard to know your real total return. This free calculator fills that gap: enter your actual buy and sell lots with dates and quantities, toggle DRIP on or off, and get a complete picture of your investment performance. WHAT YOU GET • Total Invested — Your total cost basis across all tax lots • End Value — Current market value plus any sale proceeds • Dividends Received — Total cash dividends earned over the holding period • Price Return — Return based on price appreciation alone • Total Return — Full return including dividends (reinvested or as cash) • Annualized Return — Your return expressed as an annual rate for easy comparison • Holding Period — Time from earliest lot to present HOW IT WORKS 1. Enter a ticker symbol (e.g. AAPL, JNJ, VTI, SCHD) 2. Add tax lots with dates, quantities, and buy/sell type 3. Optionally use custom cost basis or custom sale prices per lot 4. Toggle "Reinvest Dividends" to compare DRIP vs. cash dividends 5. Click Calculate Return WORKS ON YOUR FAVORITE SITES Auto-opens on popular brokerage and financial sites. You can change this in Options: open on all sites, no sites, or only on sites you choose. Not affiliated with any named companies. OPTIONS Right-click the extension icon and choose Options to: • Set when the calculator auto-opens: on all sites, on no sites, or only on a custom list • Restore the default list of brokerage/financial sites • Read the full disclaimer and permissions DISCLAIMER This extension is an estimation tool only. It is not financial, tax, or investment advice. Results are estimates and may be incomplete or inaccurate. You are responsible for verifying all figures and for your own investment and tax decisions. Use at your own risk. Do not rely on this tool as the sole basis for any financial or tax decision. --- What's new in 1.1 • Session dismiss — Close the popup with X on auto-open sites and it stays closed for the rest of your visit. • Draggable popup — Drag the calculator by its header to move it anywhere on the page. • Click behind to send to back — Click the page behind the popup to send it to the back; click the icon to bring it forward again. • Fix: Popup now receives clicks on all sites. • Fix: Result area stays visible after Calculate.

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