📈 Investment
79 free investment tools. No sign-up. Works on any device.
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CAGR Calculator
Calculate the Compound Annual Growth Rate of any investment — from starting value, endi...
Sharpe Ratio Calculator
Risk-adjusted return for any portfolio.
IRR Calculator
Calculate the Internal Rate of Return of a series of cash flows.
NPV Calculator
Calculate the Net Present Value of any investment or project.
Max Drawdown Calculator
Peak-to-trough decline of a portfolio.
Portfolio Volatility Calculator
Calculate the expected volatility (standard deviation) of a multi-asset portfolio, acco...
Dividend Yield Calculator
Dividend yield, yield on cost, and payout ratio.
401(k) Calculator
Estimate how much your 401(k) will be worth at retirement.
P/E Ratio Calculator
Price-to-earnings ratio and PEG ratio.
Annualised Return Calculator
Convert a total investment return into an annual figure.
Dollar-Cost Averaging Calculator
Calculate how dollar-cost averaging grows your investment over time.
Total Return Calculator
Calculate the total return on any investment including capital gains and dividends rein...
SIP Calculator
Calculate the returns on a Systematic Investment Plan (SIP).
Bond YTM Calculator
Calculate the yield to maturity (YTM) of a bond.
Lump Sum vs SIP Calculator
Compare lump sum investing against a Systematic Investment Plan (SIP/DCA).
Expense Ratio Calculator
Calculate the long-term cost of a fund's expense ratio and compare how different fees a...
Portfolio Rebalancing Calculator
Calculate the trades needed to rebalance your investment portfolio to your target alloc...
Future Value Calculator
Calculate what a sum of money will be worth at a future date.
Present Value Calculator
Calculate the present value of a future sum or series of cash flows.
Investment Growth Calculator
Model how your portfolio grows over time.
Rule of 72 Calculator
rule of 72 calculator.
Payback Period Calculator
Calculate how long it takes an investment to recoup its initial cost from cash flows.
Beta Calculator
Calculate the beta of a stock or portfolio.
Value at Risk (VaR) Calculator
Calculate the Value at Risk for any investment portfolio using historical simulation, p...
CVaR Calculator
Calculate the Conditional Value at Risk (CVaR) of a portfolio or investment.
Calmar Ratio Calculator
Calculate the Calmar ratio of an investment portfolio or fund.
Information Ratio Calculator
Calculate the Information Ratio (IR) of an investment portfolio.
Sortino Ratio Calculator
Calculate the Sortino Ratio — a risk-adjusted return measure that only penalises downsi...
Treynor Ratio Calculator
Calculate the Treynor Ratio — a risk-adjusted performance measure that uses systematic ...
Jensen's Alpha Calculator
jensen's alpha calculator.
Tracking Error Calculator
Calculate tracking error between a portfolio and its benchmark.
Correlation Calculator
Calculate the Pearson correlation coefficient between two data series.
Dividend Discount Model (DDM)
dividend discount model (ddm).
Discounted Cash Flow (DCF) Calculator
Calculate the intrinsic value of a business or investment by discounting projected futu...
Graham Number Calculator
Calculate Benjamin Graham's intrinsic value estimate for a stock.
EPS Calculator
Calculate earnings per share for any company.
DRIP Calculator
Calculate how your investment grows when dividends are automatically reinvested.
Stock Return Calculator
Calculate total return on any stock investment including dividends, capital gains, and ...
Earnings Growth Rate Calculator
Calculate the earnings growth rate of a company over any period.
Book Value Per Share Calculator
Calculate the book value per share of a company.
Price-to-Book Ratio Calculator
Calculate the price-to-book ratio for any company.
Price-to-Sales Ratio Calculator
Calculate the price-to-sales ratio for any company.
EV/EBITDA Calculator
Calculate the EV/EBITDA multiple of a company.
Bond Price Calculator
Calculate the fair price of a bond.
Duration Calculator
Calculate the Macaulay duration of a bond.
Modified Duration Calculator
Calculate the modified duration of a bond — the measure of a bond's price sensitivity t...
Convexity Calculator
Calculate the convexity of a bond.
Zero-Coupon Bond Calculator
Calculate the price, yield, and duration of zero coupon bonds.
Bond Equivalent Yield Calculator
Convert the yield of a bond or money market instrument to an annualised bond equivalent...
Accrued Interest Calculator
Calculate the interest that has built up on a bond between coupon payment dates.
Credit Spread Calculator
Calculate the credit spread of a bond — the additional yield it offers above a risk-fre...
T-Bill Yield Calculator
Calculate Treasury bill discount yield, investment yield, and bond equivalent yield (BEY).
TIPS / Inflation-Linked Bond Return
tips / inflation-linked bond return.
Yield to Call (YTC) Calculator
Calculate the yield to call on a callable bond — the return if the bond is redeemed by ...
Yield to Worst (YTW) Calculator
Calculate the Yield to Worst for any callable or putable bond — the minimum yield assum...
Black-Scholes Options Calculator
Price European call and put options using the Black-Scholes model.
Options P/L Calculator
Calculate the profit and loss of any options trade at expiry and before expiry.
Implied Volatility Calculator
Calculate the implied volatility (IV) of an option by working backwards from its market...
Options Greeks Calculator
Calculate the Greeks for any option — Delta, Gamma, Theta, Vega, and Rho — using the Bl...
Options Break-Even Calculator
Calculate the break-even price at expiry for calls, puts, and multi-leg options strateg...
Covered Call Calculator
Calculate the return on a covered call strategy.
Cash-Secured Put Calculator
Calculate the return on a cash-secured put strategy.
Iron Condor P&L Calculator
Calculate the profit and loss of an iron condor options strategy.
Straddle/Strangle Calculator
Calculate profit/loss, breakeven points, and maximum risk for long and short straddle a...
Futures P/L Calculator
Calculate profit and loss for futures positions.
Annuity Calculator
Calculate either the lump sum needed to fund an annuity or the regular income an annuit...
Retirement Savings Rate Calculator
Find the monthly savings rate you need to reach your retirement goal — based on your cu...
Roth vs Traditional IRA Calculator
Compare a Roth IRA (after-tax contributions, tax-free growth) against a Traditional IRA...
RMD Calculator
Calculate your Required Minimum Distribution from US retirement accounts.
Pension Calculator
Project the value of your pension pot at retirement.
Safe Withdrawal Rate Calculator
Calculate the sustainable withdrawal rate for your retirement portfolio.
Retirement Income Calculator
Work out how long your pension pot will last.
Social Security Benefits Calculator
Estimate your US Social Security benefits at different claiming ages.
FIRE Calculator
fire calculator.
Retirement Age Calculator
Find your State Pension age, earliest private pension access age, and how much you need...
Retirement Inflation Impact Calculator
Calculate how inflation erodes your retirement savings and income over time.
Sequence of Returns Risk Calculator
Model how the order of investment returns affects your portfolio when making withdrawal...
Longevity Risk Calculator
Estimate the probability of living to various ages based on your current age, sex, and ...
MIRR Calculator
Calculate the Modified Internal Rate of Return (MIRR) for an investment.