Investments calculators

Calculate return on investment (ROI) and annualized ROI (CAGR) between an initial and final value.

Quickly estimate how many years it takes to double your money at a given interest rate.

Estimate dividend income, yield, projected dividend growth, and investment cash flow.

Estimate the lump-sum cash-out value of an annuity after applying the surrender charge and discount rate.

Project the long-term portfolio impact of an ongoing assets-under-management advisory fee.

Estimate net annual return from peer-to-peer lending after accounting for platform fees and expected defaults.

Compare long-term portfolio growth between a robo-advisor and a comparable low-cost index fund based on fee difference.

Estimate potential tax savings from harvesting cryptocurrency losses to offset capital gains.

Compare projected outcomes of investing a lump sum immediately versus dollar-cost averaging over time.

Calculate dividend yield and annual income from share price and annual dividend per share.

Compare tax owed on an investment gain if sold before versus after the one-year long-term holding threshold.

Determine if a stock repurchase falls within the wash sale rule window and estimate the disallowed loss.

Compare tax owed on qualified versus ordinary (non-qualified) dividend income at your tax bracket.

Plan a bond ladder structure showing maturity schedule and blended yield across multiple bond rungs.

Compare long-term growth between a low-cost index fund and a higher-fee actively managed fund.

Calculate REIT dividend yield and estimated annual income from share price and distribution rate.

Estimate premium income and total return from a covered call options strategy on owned shares.

Calculate new share count and adjusted price per share after a stock split.

Estimate years required to double an investment at a given annual rate of return using logarithmic growth math.

Calculate inflation-adjusted real return from a nominal investment return and inflation rate.

Estimate a suggested stock-to-bond allocation glide path based on your current age and a chosen rule.

Calculate trades needed to bring a drifted portfolio back to its target asset allocation.

Calculate historical dividend growth rate and project future dividend income from consistent annual increases.

Estimate annual staking rewards and effective yield from staked crypto holdings and reward rate.

Estimate accumulated crypto holdings and average cost basis from a recurring dollar-cost averaging schedule.

Estimate mining profitability from hash rate, power cost, electricity rate, and block reward value.

Calculate capital gain or loss and estimated tax owed on a cryptocurrency sale.

Calculate trades needed to bring a drifted crypto portfolio back to target allocation percentages.

Estimate creator royalty earnings from secondary NFT sales based on royalty percentage and sale price.

Estimate annual percentage yield return from providing liquidity in a crypto yield farming pool.

Estimate total transaction cost in dollars from gas price, gas limit, and native token price.

Calculate margin loan-to-value, maintenance margin threshold, and cushion before a margin call.

Estimate weighted portfolio return, volatility planning range, fees, and real return.

Estimate portfolio allocation weights, rebalance trades, risk exposure, and target drift.

Calculate average share cost after multiple buys, fees, and position additions.

Estimate stock trade profit after entry, exit, shares, fees, and tax assumptions.

Estimate bond current yield, yield to maturity proxy, coupon income, and price premium impact.

Estimate advisor fee and fund expense impact on long-term portfolio value.

Estimate portfolio growth from dividend yield, reinvestment, price growth, and contribution assumptions.

Estimate average purchase price, shares accumulated, and contribution timing for recurring investing.

Estimate systematic investment plan growth from monthly contribution, return, step-up, and horizon.

Compare lump-sum investing with recurring contributions across return, volatility, and time assumptions.

Estimate long-term drag from fund expense ratio, advisor fees, and compounding opportunity cost.

Calculate target trades needed to rebalance holdings back to selected allocation weights, accounting for new cash contributions and trade costs.

Calculate shares, capital at risk, stop-loss distance, and position sizing for disciplined investing.

Estimate reward-to-risk ratio, break-even win rate, downside exposure, and target return.

Estimate breakeven price after multiple purchases, fees, dividends, and weighted average cost.

Estimate realized loss value, tax offset potential, replacement exposure, and wash-sale planning context.

Estimate future investment value from starting balance, recurring deposits, return assumptions, fees, and time.