investing Calculators
Last updated: May 2026
Compound Interest Calculator
Project the future value of an investment given a lump-sum principal, recurring monthly contributions, an annual rate, and a compounding frequency.
ROI Calculator
Calculate the simple return on investment (ROI) percentage from an initial outlay and a final value.
Dividend Yield Calculator
Project the total dividend income you would collect from a stock position over a multi-year holding period, factoring in annual dividend growth.
Present Value Calculator
Calculate the present value of a future amount given a discount rate and time period — the dollar amount today that is mathematically equivalent to a future payment.
Dollar Cost Averaging Calculator
Estimate the future value of a dollar-cost-averaging (DCA) strategy where you invest a fixed monthly amount over a chosen period, given an assumed average annual return and a volatility multiplier.
Stock Profit/Loss Calculator
Calculates the total profit or loss from a stock trade using your number of shares and buy/sell prices.
Bond Current Yield Calculator
Calculates the current yield of a bond by dividing its annual coupon payment by its current market price.
Portfolio Return Calculator
Calculates the weighted average return of a two-asset portfolio based on each asset's allocation and individual return.
Break-Even Price Calculator
Calculates the minimum sale price needed to cover your purchase cost plus all transaction fees.
Cost Basis Calculator
Calculates your average cost per share across multiple stock purchases by dividing total dollars invested by total shares owned.
P/E Ratio Calculator
Compute a stock's P/E ratio by dividing its current share price by earnings per share.
Annualized Return Calculator
Convert a multi-year investment gain into an equivalent yearly growth rate using the compound annual growth rate (CAGR) formula.
Retirement Savings Calculator
Project how much your current retirement nest egg will grow by the time you retire, based on your age, target retirement age, and expected annual return.
Real Return Calculator
Find out what your investment actually earned after accounting for inflation using the Fisher equation.
Investment Goal Calculator
Calculate the fixed monthly contribution needed to reach a specific financial target, given your time horizon and expected investment return.
Earnings Yield Calculator
Calculates the earnings yield of a stock — the percentage return on each dollar invested based on earnings per share.
Capital Gains Calculator
Quickly find your capital gain or loss when selling an investment.
Investment Risk Calculator
Estimates the dollar amount at risk on an investment given a specified risk percentage.
Market Capitalization Calculator
Calculates a company's total market capitalization by multiplying its current share price by the number of shares outstanding.
401k Calculator
Projects your 401(k) balance at retirement by combining your current savings, ongoing contributions, employer match, and expected investment growth.
Stock Valuation Calculator
Estimate a stock's intrinsic value by blending the Gordon Growth Model (DDM) with an earnings-based P/E approach.
Portfolio Rebalancing Calculator
Find out exactly how much to buy or sell in each asset class to restore your target investment allocation.
Retirement Withdrawal Calculator
Determine a safe monthly withdrawal amount from your retirement savings based on your balance, expenses, and chosen withdrawal strategy.
Roth IRA Calculator
Project your Roth IRA's tax-free balance at retirement by combining your existing savings with years of annual contributions compounding at your expected return.
401k Retirement Calculator
Estimate your 401(k) balance at retirement by factoring in your salary, contribution rate, employer match, and expected investment returns.
Stock Valuation Calculator
Estimate the fair value of a stock using earnings per share, expected growth, and a target P/E ratio.
REIT Investment Calculator
Project the future value of a REIT investment by combining dividend yield, property appreciation, and management fees over a chosen holding period.
Stock Return Calculator
Calculate the total percentage return on a stock position by combining capital gains and dividends received.
Portfolio Allocation Calculator
Break down a total investment amount into dollar allocations across stocks, bonds, and cash based on target percentage weights.
Investment Growth Calculator
Project the future value of an investment combining a lump-sum deposit with regular monthly contributions.
Bond Yield to Maturity Calculator
Calculate the approximate yield to maturity (YTM) and current yield of a bond given its price, coupon rate, and time to maturity.
Margin of Safety Calculator
Calculate the discount between a stock's intrinsic value and its market price using Benjamin Graham's valuation formula.
Options Break-Even Calculator
Find the break-even price for a call or put option at expiration: strike plus premium for calls, strike minus premium for puts.