DCA Calculator

Dollar Cost Averaging — The Disciplined Investor's Edge

Dollar Cost Averaging (DCA) is a strategy where you invest a fixed amount at regular intervals, regardless of price. When prices are low you buy more units; when prices are high you buy fewer — automatically lowering your average cost basis over time.

Average Cost Basis

Your blended entry price across all purchases. DCA typically produces a lower average than a single entry at any random point in a trending market.

DCA vs Lump Sum

In a steadily rising market, lump sum investing outperforms DCA. But in volatile markets, DCA reduces the risk of buying at peak prices.

Removes Emotion

By committing to a fixed schedule, DCA prevents you from trying to "time the market" — one of the most common costly mistakes investors make.

Works for Any Asset

Stocks, ETFs, crypto, index funds — DCA is asset-agnostic. It's the preferred strategy for long-term wealth building with regular income.

Presets:

DCA Results

Total Invested
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Total Units Acquired
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Avg Cost Basis
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Final Asset Price
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DCA Portfolio Value
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Total Profit / Loss
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ROI
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Lump Sum Alternative
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Year-by-Year Breakdown

Year Total Invested Units Owned Avg Cost Basis Asset Price Portfolio Value Gain / Loss

How DCA Works in Practice

Suppose you invest $200/month into an ETF priced at $100. In month 1 you buy 2 units. If the price drops to $80 in month 2, you buy 2.5 units. If it rises to $120 in month 3, you buy 1.67 units. Your average cost = $600 ÷ 6.17 units = $97.25 — lower than any single price you paid.

When DCA Outperforms Lump Sum

When Lump Sum Outperforms DCA