Investments calculators
SIP, CAGR, stocks, bonds, mutual funds, and compound-growth calculators.
Average Return Calculator
Calculate average annual return, geometric mean (CAGR), and cumulative return for multiple investments or holding periods.
Bid Ask Spread Calculator
Calculate bid-ask spread, spread percentage, and mid-market price for stocks, securities, and currencies. Free online bid-ask calculator.
Black Scholes Calculator
Calculate the theoretical fair value of European call and put options using the Black-Scholes model. Includes Delta, Gamma, Theta, Vega, Rho calculations.
Bond Calculator
Calculate bond price or Yield to Maturity (YTM) based on face value, coupon rate, and payment frequency.
Bond Convexity Calculator
Calculate bond convexity, Macaulay duration, modified duration, and price sensitivity to yield changes.
Bond Current Yield Calculator
Calculate a bond's current yield, annual coupon income, and premium or discount status from its market price and coupon rate.
Bond Equivalent Yield Calculator
Calculate bond equivalent yield (BEY), bank discount yield, and effective annual yield (EAY) for short-term discount securities.
Bond Price Calculator
Calculate the fair market price of a bond, present value of coupon cash flows, and par value discount/premium.
Book Value Per Share Calculator
Calculate book value per share (BVPS) with visual equity breakdown, Price-to-Book ratio analysis, and investment valuation insights.
Buying Power Calculator
Calculate total purchasing power, max loan or home price, margin buying power, and leverage ratios for investments or mortgages.
CAGR Calculator
Calculate the compound annual growth rate (CAGR) of your investments over any period with precise results.
Capital Gains Yield Calculator
Calculate capital gains yield, dividend yield, and total return of an investment.
CAPM Calculator
Calculate the expected return of an asset using the Capital Asset Pricing Model (CAPM).
Carried Interest Calculator
Calculate private equity and venture capital carried interest, hurdle rate, and LP/GP profit distributions.
Compound Daily Interest Calculator
Calculate the growth of your investments or savings with daily compound interest. See the impact of daily compounding over time with detailed charts and tables.
Compound Growth Calculator
Calculate the final value, compound annual growth rate (CAGR), or periodic growth of an asset, investment, or business metrics over a given period.
Compound Interest Calculator
Free online compound interest calculator to calculate future value, total interest earned, and compound growth over time with additional monthly payments.
Compound Interest Rate Calculator
Calculate the required annual compound interest rate and APY needed to grow an initial investment to a target final amount.
Compounding Discount Calculator
Calculate time value of money with compounding, discount, capital recovery, annuity, and sinking fund formulas.
Continuous Compounding Calculator
Calculate future value, interest, and APY under continuous compounding using A = Pe^(rt). Compare interest returns across daily, monthly, and annual compounding schedules.
Coupon Payment Calculator
Calculate periodic, annual, and total lifetime bond coupon payments based on par value, coupon rate, and payment frequency with our free Coupon Payment Calculator.
Coupon Rate Calculator
Calculate a bond's annual coupon rate and current yield from par value, market price, and periodic coupon payments with our free Coupon Rate Calculator.
Credit Spread Calculator
Calculate option credit spread profit, max risk, break-even price, and bond credit yield spreads easily.
Discount Rate Calculator
Calculate discount rate, present value, future value, and number of periods with step-by-step financial formulas.
Discounted Cash Flow Calculator
Calculate the intrinsic value of an investment or company using discounted cash flow (DCF) analysis, cash flow projections, discount rate, and terminal value.
Dividend Calculator
Project your dividend portfolio years into the future with reinvestment (DRIP), dividend growth, and ongoing contributions.
Dividend Discount Model Calculator
Calculate intrinsic stock value using the Dividend Discount Model (DDM) with Gordon Growth, Two-Stage, and H-Model variations. Features step-by-step calculations and dividend projections.
Dividend Payout Ratio Calculator
Calculate dividend payout ratio, retention ratio, and assess dividend sustainability with step-by-step formulas for investors and financial analysts.
Dividend Reinvestment Calculator
Project portfolio growth with DRIP, year-by-year projections, with-vs-without comparison, and snowball effect visualization.
Dividend Yield Calculator
Calculate dividend yield, annual income, and monthly income from dividend-paying stocks
Dollar Cost Averaging Calculator
Calculate how fixed regular investments grow over time with dollar cost averaging. Compare DCA vs lump sum strategies and view detailed year-by-year projections.
Doubling Time Calculator
Calculate how long it takes for an investment to double at a constant growth rate. Features Rule of 72 comparison, growth milestones, and interactive chart.
Earnings Per Share Calculator
Calculate basic EPS, diluted EPS, and weighted average EPS with step-by-step breakdowns, quality ratings, and period comparisons.
Effective Annual Yield
Calculate the effective annual yield of a bond considering coupon reinvestment. Get real return from coupon rate, face value, and payment frequency.
Effective Duration
Calculate effective duration of bonds with embedded options to measure interest rate sensitivity. Analyze bond price changes for yield shifts.
EPS Growth Calculator
Calculate single-period and CAGR Earnings Per Share (EPS) growth rates instantly with step-by-step breakdown.
Expected Return Calculator
Calculate investment expected return using probability scenarios, CAPM model, or asset portfolio weighting.
Expected Utility Calculator
Calculate expected utility, certainty equivalent, and risk premium for risky payoffs using logarithmic, square root, or linear utility functions.
Expense Ratio Calculator
Calculate mutual fund and ETF expense ratio fees, final balance, and investment returns lost to operating fees over time.
Exponential Growth Calculator
Calculate exponential growth with compound interest. Fast and accurate growth calculator for investments, population, and more.
Fibonacci Extension Calculator
Calculate Fibonacci extension levels for price targets in trading. Supports uptrend and downtrend extensions with customizable ratios.
Fibonacci Retracement Calculator
Calculate Fibonacci retracement levels for support and resistance in trading. Works with any financial instrument and time frame.
Finance Calculator
Solve Time Value of Money (TVM) equations for Present Value (PV), Future Value (FV), Payment (PMT), Interest Rate, or Number of Periods.
Free Float Calculator
Calculate free float shares, free float percentage, and free float market capitalization from outstanding and restricted shares.
Future Value Calculator
Calculate the future value of your investments with compound interest. Estimate how much your savings will grow over time with periodic deposits.
Future Value Factor Calculator
Calculate the Future Value Interest Factor (FVIF) to determine how much $1 invested today will grow over time. Features period-by-period breakdown, doubling time analysis, and interactive visualization.
Futures Contract Calculator
Calculate notional value, initial margin, profit or loss, and ROI for futures trading contracts.
Goal SIP Calculator
Free online Goal SIP Calculator: Calculate the monthly SIP investment needed to reach your financial target. Plan your investment goals with accurate projections.
Gold Melt Calculator
Calculate the intrinsic melt value of scrap gold based on weight, karat purity, current gold spot price, and dealer payout percentage.
Graham Number Calculator
Calculate the Graham Number for stock valuation based on Earnings Per Share (EPS) and Book Value Per Share (BVPS) to determine maximum fair price and margin of safety.
Hedge Ratio Calculator
Calculate the optimal hedge ratio, optimal number of futures contracts, and hedged portfolio value using spot & futures price volatilities and correlation.
Holding Period Return Calculator
Calculate holding period return (HPR) for investments with income, capital gains analysis, annualized returns, and detailed breakdowns.
Implied Volatility Calculator
Find implied volatility from option prices using Black-Scholes model with Newton-Raphson method. Get IV, Greeks, and option analysis.
Information Ratio Calculator
Calculate portfolio Information Ratio, active return, and tracking error to evaluate investment performance relative to a benchmark index.
Interest Rate Calculator
Calculate simple and compound interest with growth charts, tax calculations, and regular contributions
Interest Rate Table Creator
Create printable interest rate tables showing the rate required to grow $1 to a target future value over any number of periods. Free online interest rate table generator.
Intrinsic Value Calculator
Calculate stock intrinsic value using Benjamin Graham formula, Dividend Discount Model (DDM), or Discounted Cash Flow (DCF).
Investment Calculator
Calculate and visualize how your investments will grow over time with compound interest. Free online investment calculator with monthly contributions and inflation adjustment.
Investment Fees Calculator
Calculate how expense ratios, management fees, and front/back-end loads reduce your long-term investment portfolio growth and returns over time.
Investment Return Calculator
Calculate investment returns with compound interest, regular contributions, inflation adjustment, and tax impact. Visualize growth with interactive charts and year-by-year breakdown.
IRR Calculator
Calculate the Internal Rate of Return (IRR) for a series of cash flows, view NPV, and analyze project profitability.
Jensen's Alpha Calculator
Calculate Jensen's Alpha (alpha) to evaluate portfolio excess returns relative to the Capital Asset Pricing Model (CAPM) benchmark.
Kelly Criterion Calculator
Optimize bet sizes and maximize investment growth using the Kelly Criterion calculator with bankroll simulations.
Lumpsum Calculator
Calculate the future value of your lumpsum investment with compound interest. Free online lumpsum calculator.
Lumpsum Plus SIP Calculator
Calculate the future value of combining an initial lump sum investment with recurring monthly SIP contributions over time.
Margin Interest Calculator
Calculate margin loan interest, total borrowing cost, and daily interest charges when trading on margin with customizable loan terms.
Margin of Safety Calculator
Calculate margin of safety in dollars, percentage, and units for business sales and value investing analysis.
Market Capitalization Calculator
Calculate market capitalization, share price, or total outstanding shares for any company instantly.
Martingale Strategy Calculator
Simulate Martingale and Anti-Martingale strategies for trading and betting. Understand capital requirements, risk of ruin, position sizing implications, and expected outcomes with Monte Carlo simulations.
Maximum Drawdown Calculator
Calculate maximum drawdown percentage and dollar loss between peak portfolio value and subsequent trough.
Millionaire Calculator
Calculate how many years it will take to become a millionaire based on your savings, monthly contributions, and investment return.
Mutual Fund Calculator
Calculate mutual fund returns with our free online mutual fund calculator. Estimate SIP and lump sum investment growth with projected returns.
NAV Calculator
Calculate net asset value (NAV) and NAV per share for investment funds using fund assets, liabilities, and shares outstanding.
Net Present Value Calculator
Calculate the net present value (NPV) of a series of future cash flows with different discount rates, compounding frequencies, and cash flow timing options.
Opportunity Cost
Calculate the opportunity cost of spending money now versus investing it to understand the trade-off between consumption and investment.
Options Spread
Calculate profit, loss, breakeven, and potential returns for Bull Call, Bear Call, Bull Put, and Bear Put vertical options spread strategies.
Payback Period Calculator
Calculate the payback period and discounted payback period for your investments. Analyze fixed or irregular cash flows with our easy-to-use financial calculator.
PEG Ratio Calculator
Calculate Price-to-Earnings-to-Growth (PEG) ratio and dividend-adjusted PEG ratio to analyze stock valuation against earnings growth.
Percentage Return Calculator
Calculate total percentage return, total profit or loss ($), and annualized return (CAGR) on any investment over time.
Periodic Compound Interest Calculator
Calculate compound interest per period using the formula A = P(1+r)^t. Solve for accrued amount, principal, interest rate, or number of periods.
Perpetuity Calculator
Calculate the present value of a standard or growing perpetuity stream with custom cash flow and discount rate.
Pivot Point Calculator
Calculate technical trading pivot points, support (S1, S2, S3), and resistance (R1, R2, R3) levels using Standard, Fibonacci, Woodie, and Camarilla methods.
Portfolio Beta Calculator
Calculate the overall weighted beta and systematic risk of your investment portfolio based on individual stock betas and portfolio allocation weights.
Portfolio Rebalancing Calculator
Calculate how to rebalance your investment portfolio to target asset allocation
Position Size Calculator
Calculate the optimal position size for your trades based on account balance, risk percentage, entry price, and stop loss.
Present Value Annuity Calculator
Calculate the present value of ordinary annuities, annuities due, growing annuities, and perpetuities with various compounding options.
Present Value Annuity Factor Table
Generate printable present value interest factor of an annuity (PVIFA) tables for ordinary annuities and annuities due.
Present Value Calculator
Calculate the present value (PV) of a future cash sum or a stream of periodic annuity payments using customizable discount rates.
Present Value Factor Table
Generate printable present value interest factor (PVIF) tables for any interest rates and time periods.
Present Value of Cash Flows Calculator
Calculate the present value of uneven or even cash flows with customizable interest rates, compounding, and payment timing.
Price Per Share Calculator
Calculate price per share, market capitalization, outstanding shares, and investment value.
Price To Book Ratio Calculator
Calculate the price-to-book ratio of a company to evaluate its market value against book value.
Price To Cash Flow Ratio Calculator
Calculate price-to-cash-flow (P/CF) ratio using share price, operating cash flow per share, market cap, and total operating cash flow.
Price To Earnings Calculator
Calculate price-to-earnings (P/E) ratio using share price, earnings per share (EPS), market cap, and net income.
Price To Sales Ratio Calculator
Calculate price-to-sales (P/S) ratio using share price, revenue per share, market cap, and total revenue.
Profitability Index Calculator
Calculate profitability index (PI) to evaluate investment projects. Solve for PI, present value of cash flows, or initial investment with instant results.
Put Call Parity Calculator
Calculate European call and put option prices, spot price, or strike price using the Put-Call Parity formula with arbitrage checks.
PVGO Calculator
Calculate PVGO (Present Value of Growth Opportunities), zero-growth stock price, and growth component percentage of share value.
Rate of Return Calculator
Calculate total rate of return and compound annual growth rate (CAGR) on investments including dividends and cash income.
Real Rate of Return Calculator
Calculate real rate of return on investments adjusted for inflation and capital gains taxes with instant breakdown.
Relative Strength Index Calculator
Calculate Relative Strength Index (RSI) for stock and crypto trading from price series or average gain and loss.
Risk Reward Ratio Calculator
Calculate the risk-reward ratio for your trades based on entry price, stop loss, and target price.
ROI Calculator
Calculate the return on investment (ROI) for any investment. Free online ROI calculator with profit, cost, and percentage results.
Rule of 72 Calculator
Calculate how long it takes for your investment to double using the Rule of 72.
Sharpe Ratio Calculator
Calculate the Sharpe Ratio for investments or portfolios using expected return, risk-free rate, and standard deviation to assess risk-adjusted performance.
Simple Interest Calculator
Calculate simple interest and total amount from principal, annual rate, and time period.
SIP Calculator
Calculate SIP maturity amount, total invested, and wealth gained with monthly systematic investment plans.
Sortino Ratio Calculator
Calculate the Sortino Ratio for investments or portfolios using expected return, target minimum return (MAR), and downside deviation.
Step Up SIP Calculator
Calculate your SIP returns with annual step-up. Plan your investments with our free Step Up SIP calculator.
Stock Average Calculator
Calculate the average price of your stock purchases. Free online stock average calculator for investors.
Stock Beta Calculator
Calculate a stock beta coefficient relative to the market using covariance/variance or CAPM method in real time.
Stock Ratios Calculator
Calculate key stock performance ratios including Earnings Per Share, P/E Ratio, Price to Sales Ratio, Price to Book Value Ratio and Dividend Payout Ratio.
Stock Split Calculator
Calculate how a stock split affects your share count, price per share, and total portfolio value. Supports forward and reverse stock splits.
STP Calculator
Calculate your Systematic Transfer Plan (STP) returns with our free online STP calculator. Estimate transfers and growth from one fund to another.
SWP Calculator
Free online SWP calculator to calculate monthly withdrawals from your investment corpus. Plan your systematic withdrawal plan with expected returns and withdrawal amount.
Taxable Equivalent Yield Calculator
Calculate the Taxable Equivalent Yield (TEY) of tax-free municipal bonds versus corporate/taxable bonds based on federal and state tax brackets.
Time Value of Money Calculator
Calculate Present Value, Future Value, Interest Rate, or Number of Periods for lump sum investments.
Trading Simulator
Simulate trading scenarios with win rate, risk-reward ratio, compounding, and platform fees to estimate P&L and maximum drawdown.
Treynor Ratio Calculator
Calculate the Treynor ratio to evaluate risk-adjusted return relative to systematic risk (Beta).
Value at Risk Calculator
Compute the Value at Risk (VaR) of a portfolio using parametric or historical simulation methods with custom inputs.
XIRR Calculator
Calculate annualized returns for investments with irregular cash flows using XIRR formula
Yield to Call Calculator
Calculate the yield to call (YTC) of callable bonds with exact IRR and approximate yield formulas.
Yield to Maturity Calculator
Calculate the yield to maturity (YTM) of bonds with exact IRR and approximate yield formulas.