FIFO Multi-Lot Sell Settlement Calculator

Allocate one sell across multiple buy lots first-in-first-out to settle realized P&L and the remaining position, with the average-cost method for comparison.

Results

Fill in the inputs and click Calculate.

Risk disclaimer

Results follow the cost convention and fee treatment you choose; the page gives no tax advice.

How do FIFO and average-cost differ?

FIFO assumes the earliest lots are sold first, so realized P&L depends on the cost of the lots consumed.

Average cost blends all lot costs into one mean; results differ when lot costs differ.

This is bookkeeping math only — no tax-filing methodology is implied.

How to use

  1. Enter buy lots from earliest to latest (cost × quantity, up to five).
  2. Enter the sell quantity and sell price.
  3. The sell quantity cannot exceed total holdings.
  4. Click Calculate for both realized P&L figures and remaining average costs.

Formula

  • FIFO: consume lots oldest-first and compute realized P&L from consumed lot costs
  • Average: realized = (sell price − all-lots average) × sell quantity
  • Remaining average = remaining cost ÷ remaining quantity

Example

Lots 100×2, 90×3, 80×5; sell 3 at 120 → FIFO realized = (2×120+1×120) − (2×100+1×90) = 70.

With an average of 87, average-cost realized = 99; the two differ by −29, remaining FIFO average ≈ 82.86 vs 87.

FAQ

Fees included?

No. Fold fees into lot costs or the net sell price if you want them reflected.

Selling more than held?

Not settleable — the page rejects it. Keep sell quantity ≤ the sum of all lot quantities.