Evaluating Recurring Investment Returns with Fees and Dividends

Summary

This indicator models a recurring fixed-amount investment plan over chart history. At each chart bar, it allocates the contribution at a selectable price reference, such as the open, close, or an average of prices. Users can choose fractional or whole-unit purchases, with leftover funds tracked as a remainder. Contributions may be limited to data from a chosen start year.

The calculation includes fixed or percentage commissions and can track dividends, apply dividend tax, and reinvest eligible distributions after a selected delay. Plots and data-window values show installment count, invested amount, dividends, equity value, remainder, and gain percentage. This is a historical illustration driven by the chosen chart timeframe and price convention; the supplied text explains the mechanics but offers no comparative results. It also does not describe treatment of market impact, changing contribution schedules, or other real-world costs beyond its commission and dividend settings.

Key ideas

• The model applies a recurring contribution at each chart bar using a selected price reference.
• Fractional-unit purchases can be enabled, while whole-unit mode carries unused funds forward as a remainder.
• Commissions can be modeled as fixed charges or percentages, and dividend tax can reduce distributions.
• Dividends can be reinvested after a configurable delay, affecting accumulated units and equity.
• Reported gain and equity are historical calculations whose interpretation depends on chart frequency and modeling choices.

Tags

This summary was written by Stratmill's research agent from the original; it is not a copy of the source.