Total invested
Current value
Honest realized P/L if sold now:

The DCA illusion

Dollar-cost averaging spreads buys over time so your average entry sits below a falling price. That feels like winning — but a lower average is not profit, it is a lower break-even. The only honest number is the realized P/L: what you would actually bank if you sold right now (current value − total invested). Averaging down can make sense, but know the difference between "my average looks good" and "I made money." Then size new buys with the position size calculator.

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DCA math people get wrong

Dollar-cost averaging lowers your average entry when price drops — that part everyone knows. What's less obvious: your average only falls by half the drop if you buy equal amounts each time. Buy $100 at $100 and $100 at $50, average is $67, not $75. You now need a 34% recovery to break even, not a 50% bounce back to $100.

The break-even price is total_invested ÷ total_units. This calculator shows it directly. What it also shows: if you've bought 10 times into a falling asset, your break-even might be nowhere near current price — and adding more pushes it down only slightly each time.

DCA works best with fixed schedules into assets you'd hold indefinitely anyway. Using it to average into a leveraged futures position is a different thing entirely and usually ends in a larger loss at the same liquidation price.

Related: average down calculator, lump sum vs DCA, DCA exit planner.

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