General Investment calculators
55 calculators APY Calculator Convert a nominal rate and compounding frequency into APY, project a deposit to its final balance and interest earned, or reverse solve the rate for a target APY.
Open CAGR Calculator Find compound annual growth rate from a start and end value, or reverse solve for the final value or years needed. Get total return, doubling time, and a growth chart.
Open Compound Interest Calculator Project savings growth with compounding, regular deposits (start or end of period), annual deposit increases, APY, time to double, a year by year schedule, and a growth chart.
Open Future Value Calculator Project the future value of a lump sum and regular contributions at any compounding frequency, with interest earned, an inflation-adjusted real value, and a yearly schedule.
Open Holding Period Return Calculator Find your total and annualized holding period return from buy price, sell price and income. Breaks out capital gain vs dividend yield, dollar profit, and yearly rate.
Open Investment Calculator Project an investment with contributions and compounding, or reverse-solve for the return, deposit, starting amount or years to hit a goal. Shows growth and a schedule.
Open Present Value Calculator Find the present value of a future lump sum or a stream of equal payments. Set the discount rate, term, compounding and payment timing, with a full period schedule.
Open ROI Calculator Work out return on investment, net profit and annualized ROI. Add fees and income, hold over any time period, or reverse-solve the final value you need to hit a target.
Open Sharpe Ratio Calculator Find the Sharpe and Sortino ratios of a portfolio from summary stats or a paste of periodic returns. Annualizes any frequency and shows the full working.
Open Simple Interest Calculator Find simple interest and final balance, or reverse-solve the principal, rate, or time. Pick days, weeks, months, or years, view a yearly breakdown, and price it.
Open Appreciation Calculator: Future Value, Rate and Gain Calculate the future value of any asset using compound appreciation. Find final value, total gain, CAGR, or reverse-solve for the rate you need. Chart included.
Open Basis Point Calculator Convert basis points to percent, decimal, and permille, calculate the dollar impact on any notional, find the DV01, and compare two rates in BPS. Instant results.
Open CAGR Calculator (Compound Annual Growth Rate) Calculate the compound annual growth rate of any investment. Solve for CAGR, start value, end value, or number of years, with a year-by-year growth table.
Open Capital Gains Yield Calculator Calculate capital gains yield (CGY), dividend yield, total return and CAGR. Enter purchase price, current price and dividends for a full investment return breakdown.
Open CD Calculator - Certificate of Deposit Calculate your CD earnings: final balance, total interest, APY, and a month-by-month growth schedule. Supports all compounding frequencies and optional tax.
Open Compound Growth Calculator Calculate compound growth rate (CAGR), future value, initial value, or number of periods. Get a year-by-year schedule, doubling time, and total return in seconds.
Open Compound Interest Rate Calculator Find the annual compound interest rate from any starting balance, ending balance, and time period. Supports 8 compounding frequencies and continuous compounding.
Open Continuous Compound Interest Calculator Calculate continuous compound interest (A = Pe^rt). Solve for balance, principal, rate, or time. Year-by-year schedule and monthly compounding comparison included.
Open Discount Rate Calculator Calculate your discount rate three ways: implied rate from present and future value, cost of equity via CAPM, or full WACC. Instant results with step-by-step math.
Open Discounted Cash Flow Calculator (DCF) DCF calculator: enter free cash flow, growth rates, and discount rate to get fair value per share, margin of safety, and a full 10-year cash flow projection.
Open EAR Calculator - Effective Annual Rate Calculate the Effective Annual Rate (EAR) from any nominal rate and compounding frequency - monthly, daily, continuous and more. Compare frequencies side by side.
Open Effective Annual Yield Calculator Calculate the effective annual yield (EAY) for a bond or effective annual rate (EAR) from a nominal rate. All compounding frequencies supported, including continuous.
Open Effective Interest Rate Calculator Convert a nominal interest rate to EAR for any compounding frequency, including continuous. Shows periodic rate, multi-period totals, and a balance growth chart.
Open Equivalent Rate Calculator - AER Convert any nominal rate between compounding frequencies and find the true Annual Equivalent Rate (AER). Instant results with worked steps and a comparison table.
Open Expense Ratio Calculator See exactly how much your mutual fund or ETF expense ratio costs in dollars over time and compare two funds side by side. Free, instant, no signup.
Open Hedge Ratio Calculator Calculate your hedge ratio in three modes: simple exposure ratio, optimal ratio using correlation and volatility, or futures contracts needed to hit your target.
Open Information Ratio Calculator Calculate the information ratio of any portfolio. Enter portfolio return, benchmark return and tracking error, or paste periodic returns to auto-compute it.
Open Interest Rate Calculator Enter the loan amount, term, and monthly payment to calculate the annual interest rate, APR, total interest paid, and a full amortization schedule.
Open Investment Fee Calculator Calculate how mutual fund and ETF fees erode your portfolio over time. Compare your fund value with and without fees, and see the total drag on wealth.
Open IRR Calculator - Internal Rate of Return Calculate IRR (Internal Rate of Return) and MIRR for any investment. Enter up to 12 years of cash flows and instantly see your return rate, NPV, and net profit.
Open Jensen's Alpha Calculator Calculate Jensen's alpha to measure how much your portfolio beat (or missed) the CAPM expected return. Solve for alpha, beta, market return, or risk-free rate.
Open Maximum Drawdown Calculator Calculate maximum drawdown (MDD) as a percentage and dollar loss from peak to trough. Add a CAGR to see recovery time. Steps, chart, and reference table included.
Open MIRR Calculator - Modified Internal Rate of Return Calculate the Modified Internal Rate of Return (MIRR) for up to 10 cash flow periods. Set financing and reinvestment rates for a realistic project comparison.
Open Money Factor Calculator Convert money factor to APR, calculate your monthly lease payment with depreciation and rent charge, or reverse-solve the implied money factor from a known payment.
Open Money Market Account Calculator Calculate your money market account balance, total interest earned, and year-by-year growth. Enter your initial deposit, APY, and optional monthly contributions.
Open Moving Average Calculator Calculate the simple, exponential, or weighted moving average for any data series. See each period's value in a full table with a live chart. Free and instant.
Open Mutual Fund Calculator Calculate mutual fund growth, net return, and IRR with sales charges and expense ratios included. See a year-by-year balance chart and full fee breakdown.
Open MVA Calculator (Market Value Added) Calculate Market Value Added (MVA) from share price, shares outstanding, debt, and invested capital. Get MVA %, MVA per share, and a full value-creation breakdown.
Open NOPAT Calculator Calculate NOPAT from EBIT, Net Income, EBITDA, or Revenue and Expenses. Get NOPAT Margin, EVA, and ROIC with step-by-step workings.
Open NPV Calculator Calculate net present value (NPV) and IRR for up to 10 cash flow periods. See a year-by-year PV breakdown, cumulative NPV chart, and full worked steps.
Open Opportunity Cost Calculator Calculate the true opportunity cost of spending vs. investing. Shows nominal and inflation-adjusted returns with tax, monthly compounding, and a year-by-year growth chart.
Open Optimal Hedge Ratio Calculator Calculate the minimum-variance optimal hedge ratio (h*), number of futures contracts, hedging effectiveness (R2), and dollar coverage for any position.
Open Percentage Return Calculator Calculate your percentage return, absolute gain or loss, annualized CAGR, and net return after fees and income. Free investment return calculator with chart.
Open Perpetuity Calculator Calculate the present value of a perpetuity - fixed or growing. Solve for PV, payment, discount rate, or growth rate with step-by-step math and a growth chart.
Open PVIFA Calculator Calculate PVIFA with the present value annuity factor formula. Supports ordinary annuity and annuity due, with a per-period payment schedule and reference table.
Open Rate of Return Calculator Calculate your investment rate of return instantly. Supports simple ROR, annualised CAGR, and compound growth with regular contributions. Free, no sign-up.
Open Real Rate of Return Calculator Calculate your real rate of return using the Fisher equation. Adjust for inflation and taxes, compare nominal vs real, and project purchasing power over time.
Open Return on Capital Employed Calculator (ROCE) Calculate ROCE instantly from EBIT and capital employed. Choose total-assets or equity method, see your capital efficiency band, and compare against WACC.
Open ROI Calculator - Return on Investment Calculate ROI, net profit, annualized return and payback period from any investment. Enter costs and returns to get an instant percentage breakdown.
Open Savings Interest Rate Calculator Find the annual interest rate your savings account must earn to reach your goal. Supports compound interest, recurring deposits, and a year-by-year growth schedule.
Open Sinking Fund Calculator Calculate the periodic payment needed to reach any savings goal. See your contribution schedule, interest earned, and running balance month by month.
Open Sortino Ratio Calculator Calculate the Sortino ratio from portfolio return, minimum acceptable return, and downside deviation, with a step-by-step breakdown and Sharpe ratio comparison.
Open Time Value of Money Calculator Solve for present value, future value, interest rate, periods or payment amount. Supports lump-sum and annuity (ordinary or due) with 7 compounding frequencies.
Open Treynor Ratio Calculator Calculate the Treynor Ratio from portfolio return, risk-free rate, and beta. Shows excess return, CAPM expected return, and Jensen's Alpha with step-by-step workings.
Open TTM Calculator - Trailing Twelve Months Calculate trailing twelve months revenue, EPS, P/E ratio, EV/EBITDA, and dividend yield. Enter four quarterly values or use the annual + YTD shortcut formula.
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