Investment Calculators
Project returns and compare opportunities: present and future value, IRR, ROI, bonds, funds, fees and dollar-cost averaging.
Hover (or focus) any calculator to see what it does, then tap to open it and run the numbers.
Investment CalculatorGrow a starting amount plus contributions, or solve for the contribution, rate or years to hit a goalFinance CalculatorSolve for any time-value-of-money variable — N, rate, PV, PMT or FV — like a BA II PlusPresent Value CalculatorDiscount a future lump sum or annuity to today’s value at any discount rateFuture Value CalculatorGrow a lump sum plus contributions and split the result into your money vs interestAverage Return CalculatorCAGR vs the simple average — the compound-growth gap most investors missIRR CalculatorSolve IRR, dated XIRR, NPV and MIRR from any cash-flow seriesROI CalculatorTotal and annualized ROI with net profit and a CAGR cross-checkPayback Period CalculatorSimple and discounted payback from uneven cash flows, with a break-even chartBond CalculatorPrice a coupon bond from its yield, or solve YTM from price, with durationMutual Fund CalculatorFund growth after the expense ratio, loads and dividends — with lifetime fees in dollarsInflation CalculatorSee what any amount is worth across years with real BLS CPI data or a fixed rateETF Fee Comparison CalculatorTwo expense ratios head-to-head — the wealth gap fees open over decadesDRIP CalculatorReinvested vs cash-out dividends, with share-count growth and yield on costOptions Profit CalculatorInteractive payoff diagram with break-even, max profit and max loss for a call or putPosition Size CalculatorTurn your risk per trade and stop-loss into the exact shares to buyDCA CalculatorCompare dollar-cost averaging vs a lump sum and see your average cost per share
Learn the concepts
New to investment? Our guide walks through the formulas, the terms and the trade-offs in plain English.
Read the Investment guide →