Copy the following and put it into your favorite AI (works well on ChatGPT, Gemini and Deepseek):




Compute the Weighted Average Cost (WAC) per portfolio, including transaction fees.

Rules:
Fees are total fees per transaction and must be added fully to BUY cost (not per share).
Use Weighted Average Cost method per portfolio separately.
SELL transactions reduce holdings but do not contribute to cost, and do not reset cost basis.
Maintain a running weighted average after each BUY transaction.
Assume portfolios are independent (no cross-portfolio mixing).

Output requirements:

For each portfolio:
Show step-by-step calculation per transaction (BUY and SELL separately)
Show running shares, total cost, and updated average price after each BUY
Show final weighted average cost for that portfolio

Final section:
Compute a combined weighted average cost across all portfolios
Only include remaining open positions
Weight by total shares and total cost across portfolios

Format:
Use clear tables or structured bullet points per portfolio
Show formulas where useful

Final answer must include:
WA per portfolio
Combined WA across all portfolios

Your Holdings
Dashboard
Portfolio
Options

Tools
Screener
Watchlist
Alerts
Notes
Community
Forum
Blog
YouTube
Shared Portfolios
Shared Screeners

Collab with Brokerages
LongBridge x StocksCafe
Moomoo x StocksCafe
Tiger x StocksCafe

Help
Quickstart Guides
StocksCafe Academy
StocksCafe YouTube Channel
Contact Evan

About StocksCafe
Our Story
Send Feedback
Pricing
Market
Singapore
Hong Kong
Tokyo
Kuala Lumpur
United States
London
Shenzhen
Shanghai
Indexes
Singapore Savings Bonds
Singapore T-Bills
CoinGecko
Your Account
Settings
Subscriptions
Referrals
Messages
Profile
YouTube
Server T1

About · FAQs · StocksCafe © 2026 · Privacy · Terms