Investment Calculators
Compound interest, ROI, savings goals
Compound Interest Calculator
See how your money grows over time with compound interest and regular contributions.
Investment Returns Calculator
Calculate your potential investment returns over different time horizons.
ROI Calculator
Calculate return on investment including annualized returns and net gain.
Dollar-Cost Averaging Calculator
Compare dollar-cost averaging vs lump sum investing to see which strategy wins.
Simple Interest Calculator
Calculate simple interest on a principal amount over time.
CAGR Calculator
Calculate the Compound Annual Growth Rate of an investment.
NPV Calculator
Calculate Net Present Value for investment decisions with multiple cash flows.
Future Value Calculator
Calculate the future value of a lump sum or annuity.
Present Value Calculator
Discount future money to find what it is worth today.
Millionaire Calculator
Find out how long it takes to reach $1 million (or any target).
Dividend Calculator
Calculate dividend income with DRIP reinvestment and dividend growth.
Dividend Yield Calculator
Calculate dividend yield from stock price and dividend payments.
Stock Profit Calculator
Calculate profit or loss from buying and selling stocks.
Bond Yield Calculator
Calculate current yield and yield to maturity for bonds.
WACC Calculator
Calculate the Weighted Average Cost of Capital for a company.
IRR Calculator
Calculate the internal rate of return for a series of cash flows.
DCF Calculator
Discounted cash flow valuation with 5-year projections.
Black-Scholes Calculator
Calculate European option prices and Greeks using the Black-Scholes model.
Sharpe Ratio Calculator
Calculate the Sharpe ratio for risk-adjusted investment returns.
Asset Allocation Calculator
Get a recommended portfolio allocation based on your risk tolerance.
Stock Option Calculator
Calculate employee stock option value with vesting schedule.
Municipal Bond Yield Calculator
Calculate tax-equivalent yield for municipal bonds.
Mutual Fund Expense Calculator
See how mutual fund fees impact your returns over time.
EPS Calculator
Calculate basic and diluted earnings per share.
1031 Exchange Calculator
Calculate tax deferral and reinvestment requirements for a 1031 like-kind exchange.
NUA Company Stock Calculator
Calculate tax savings using Net Unrealized Appreciation (NUA) for employer stock distributions.
Taxable vs Tax-Deferred Calculator
Compare investing in taxable, tax-deferred, and tax-free accounts.
About our investment calculators
Investment math is dominated by two ideas: compound growth, which rewards time and consistency, and the time value of money, which makes the timing of cash flows matter as much as their size. Our investment calculators are designed to make both ideas concrete for everything from a first index-fund contribution to a discounted-cash-flow valuation of a private company.
Start with the compound interest, future value, present value, and CAGR calculators to build intuition for how money grows under different rate assumptions. The simple interest calculator is included for the cases where compounding doesn't apply — short-term promissory notes, some bonds, and many "no-interest financing" promotional offers that aren't really no-interest.
For investment selection and analysis, we cover the standard metrics: ROI, NPV, IRR, Sharpe ratio, WACC, and DCF. The Black-Scholes calculator handles European-style option pricing for educational purposes. Dividend yield, dividend reinvestment, and EPS calculators support equity analysis. The 1031 exchange calculator addresses the tax-deferred real estate swap rules specific to U.S. investors.
Savings-goal style calculators (millionaire calculator, savings goal, cool million) reverse the question: given a target balance and timeline, how much do you need to save each month to get there? The asset allocation calculator helps build a stock/bond split appropriate for your time horizon and risk tolerance using the classic age-based rules of thumb.
Where calculators reference historical returns (e.g., S&P 500 long-term average of ~10% nominal, ~7% real), we use Ibbotson SBBI data. Tax treatment assumes long-term capital gains rates and standard cost basis; speak to a CPA for actual tax filing. Nothing here is investment advice — every market projection is a planning scenario, not a forecast, and past performance is not a guarantee of future returns.