Investing Calculators

Project how an initial amount plus monthly contributions could grow at a chosen return, with an inflation-adjusted value in today’s dollars.

Calculate the compound annual growth rate (CAGR) between a beginning and ending value, and see why it beats a simple average.

Turn a total return over a holding period into an annualized (geometric) yearly return, with the equivalent growth of $10,000.

See how investing a fixed amount at different prices lowers your average cost per share below the simple average price.

Project the maturity value of a fixed monthly investment: total invested, wealth gain and growth year by year.

Find out how long it takes to reach $1,000,000 from your savings and contributions — and the monthly amount to hit it by a target year.

Calculate your FIRE number from annual expenses and a safe withdrawal rate, plus how long until your savings reach it.

See the annual and monthly income a portfolio can sustain at a chosen withdrawal rate, and the portfolio needed for a target income.

See how a fund’s annual expense ratio erodes your returns over time — ending value with fees vs without, and the growth lost.

Calculate the Sharpe ratio from portfolio return, the risk-free rate and standard deviation, with a plain-language reading.

Work out the net profit or loss and percent return on a stock trade after buy and sell commissions.

Blend up to four buy lots into one average cost per share, then see your break-even price and unrealized gain or loss.

See your new share count and adjusted price after a forward or reverse stock split — your total value stays the same.

Project how reinvesting dividends (a DRIP) compounds an investment over time versus taking the dividends as cash.

Turn a portfolio value and average dividend yield into annual, quarterly and monthly income — and the portfolio a target income needs.

Find a bond’s current yield and an approximate yield to maturity from its face value, coupon rate, market price and years left.

Calculate the profit, loss and percent return on a cryptocurrency trade after buy and sell trading fees.

Estimate a rental’s annual cash flow, cap rate and cash-on-cash return from its price, rent, expenses and mortgage.

Split a portfolio into target dollar amounts across stocks, bonds, cash and other from percentages that sum to 100%.

Compare the after-tax retirement value of a Roth versus a Traditional account, given your contribution, return and tax rates.