Investing Calculators
Last updated: October 2026
Retirement Savings Calculator
Project the size of your retirement nest egg given your current age, retirement age, monthly contribution, 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.
Stock Valuation Calculator
Estimate the fair value of a stock using earnings per share, expected growth, and a target P/E ratio.
Present Value Calculator
Find what a single future amount is worth today: PV = FV ÷ (1 + r)ⁿ, given the discount rate per period and the number of periods.
401k Calculator
Project your 401(k) balance at retirement from your current balance, salary, contribution rate, employer match and expected return, using the 2026 IRS deferral limit.
Roth IRA Calculator
Project your Roth IRA balance at retirement from your current balance, yearly contribution and expected return, checked against the 2026 IRS limit and income phase-out.
Portfolio Return Calculator
Calculates the weighted average return of a two-asset portfolio based on each asset's allocation and individual return.
Portfolio Allocation Calculator (Stocks, Bonds, Cash)
Split a total investment amount into dollar amounts for stocks, bonds and cash from your target percentage weights, and check that the weights add up to 100%.
Cost Basis Calculator
Calculates your average cost per share across multiple stock purchases by dividing total dollars invested by total shares owned.
Investment Growth Calculator
Project the future value of an investment combining a lump-sum deposit with regular monthly contributions.
Real Return Calculator
Find out what your investment actually earned after accounting for inflation using the Fisher equation.
Stock Return Calculator
Calculate the total percentage return on a stock position by combining capital gains and dividends received.
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.