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Portfolio & CalculationsStocks
How to use the DCA Calculator
How to estimate average-down scenarios without creating portfolio transactions.
Common symptoms
- You want to estimate how many shares to buy to lower average price.
- You want to compare automatic and custom average-down scenarios.
- You want to share DCA results without changing your portfolio.
What to try first
- 1Open DCA Calculator from the bottom navigation if enabled, or from Settings > DCA Calculator.
- 2Enter current shares, current average price, and available investment amount.
- 3Use Automatic mode to let FolioSync generate possible scenarios.
- 4Use Custom Range mode when you want to test a specific target average or buy-price range.
- 5Tap Calculate to view scenarios.
- 6Review new average price, required shares, investment amount, and remaining amount.
- 7Use Share if you want to save or send the scenario.
- 8The DCA Calculator is only a planning tool; it does not create buy transactions.
When opening a ticket
- Send the input values and screenshot if calculated scenarios do not look right.
- Mention whether you used Automatic mode or Custom Range mode.