Investment Calculators
Showing 39 of 39 tools
Project your 401(k) retirement savings growth with employer matching contributions, salary increases, and investment returns. Visualize year-by-year balance growth and see how contribution changes impact your retirement nest egg.
Project a 529 plan against future tuition. Enter your balance, monthly contribution, expected return and today's college cost to see projected savings, the inflated tuition bill, the share you cover, and the contribution needed.
Calculate the theoretical fair value of European call and put options using the Black-Scholes model. Includes Delta, Gamma, Theta, Vega, Rho calculations with interactive payoff diagrams and sensitivity analysis.
Calculate capital employed using multiple methods with visual breakdown, step-by-step calculations, ROCE analysis, and interactive balance sheet diagram.
Build a CD ladder and see your blended APY, the value and maturity date of every rung, and when cash frees up. A staircase diagram and rollover simulation show the steady-state yield once every rung renews at the top rate.
Calculate how your savings grow with compound interest and regular contributions. See year-by-year breakdown, growth charts, milestones, and inflation-adjusted projections.
Calculate cost of equity using Dividend Discount Model (DDM) and Capital Asset Pricing Model (CAPM) with step-by-step formulas, sensitivity analysis, and professional interpretation.
Project portfolio growth with dividends automatically reinvested. Includes year-by-year projections, a with-versus-without DRIP comparison, a growth chart, a dividend income forecast and a snowball-effect visualization.
Work out how fixed regular investments grow over time with dollar cost averaging. Compare DCA against a lump sum, follow portfolio growth on an interactive chart, and plan ahead with year-by-year projections.
Project your Employees Provident Fund corpus from monthly basic salary, employee and employer contributions, increments and interest. Splits the employer 12% into EPF and the capped EPS pension share and credits interest at year-end.
Calculate Fibonacci extension levels (61.8%, 100%, 127.2%, 161.8%, 200%, 261.8%, 423.6%) for profit targets using 3-point ABC wave analysis. Interactive wave visualization, step-by-step formulas, and one-click copy for trading.
Calculate Fibonacci retracement and extension levels (23.6%, 38.2%, 50%, 61.8%, 78.6%, 127.2%, 161.8%) with interactive visual price ladder, step-by-step formulas, and one-click copy for trading.
Calculate the exact date you can achieve financial independence and retire early. Based on your savings rate, monthly expenses, current savings, and expected investment returns. Compare Lean, Regular, and Fat FIRE strategies side by side.
Project the triple-tax-advantaged growth of a Health Savings Account. Enter contributions, employer match, expected return and tax rate to see your retirement balance, an HSA-versus-taxable chart and all three tax benefits explained.
Calculate the Internal Rate of Return (IRR) for investments with variable cash flows, visual timeline, NPV sensitivity analysis, and step-by-step calculation breakdown.
Calculate the optimal percentage of your capital to bet or invest using the Kelly Criterion formula. Features interactive visualization, fractional Kelly options, risk analysis, and step-by-step calculations for traders and bettors.
Project mutual fund investment growth accounting for expense ratios, front-end loads, and annual contributions. Visualize the true cost of fees on your long-term wealth and compare fee scenarios side by side.
Calculate your National Pension System maturity corpus, the tax-free lump sum and the monthly pension you can expect. Watch your wealth grow year by year and use the annuity-versus-lump-sum slider to find the split that suits you.
Calculate Net Present Value (NPV), Internal Rate of Return (IRR), Profitability Index, and Payback Period with step-by-step formulas, cash flow visualization, and investment decision analysis.
Estimate probability of profit for long calls, puts, spreads, covered calls, strangles, and iron condors using implied volatility and expiration break-even prices.
Calculate and visualize the profit/loss potential of Long Call and Long Put option strategies at expiration with interactive payoff diagrams and comprehensive risk analysis.
Calculate simple and discounted payback periods for investments with year-by-year cash flow analysis, interactive visualization, and break-even timeline.
Calculate pension payouts from years of service, salary and benefit multiplier. Compare early against normal retirement, project COLA-adjusted income over 30 years, weigh lump sum versus annuity, and estimate survivor benefits.
Calculate your Public Provident Fund maturity value, total interest and year-by-year passbook at the current 7.1% rate. See the rupee advantage of depositing before the 5th, the EEE tax-free benefit and 5-year extension projections.
Find out whether your retirement savings will last, with year-by-year projections, a Monte Carlo success probability, withdrawal strategy comparison, Social Security integration and inflation-adjusted spending analysis.
Calculate your Required Minimum Distribution from a Traditional IRA, 401(k), 403(b) or other retirement account using the latest IRS Uniform Lifetime Table, with year-by-year projections, tax estimates and a depletion timeline.
Project Roth IRA growth with tax-free compounding and compare it side by side with a Traditional IRA. See year-by-year projections, tax savings analysis and which account type leaves you better off given your tax brackets.
Calculate how your savings will grow over time with compound interest, monthly deposits, and detailed year-by-year projections. Includes growth charts, milestone tracking, and inflation-adjusted estimates.
Calculate how much you need to save each month to reach your financial goal by a target date. Includes growth chart, milestone tracking, and step-by-step breakdown with interest compounding.
Calculate the Sharpe Ratio to measure risk-adjusted investment returns. Analyze portfolio performance with step-by-step calculations, interactive charts, and professional benchmarking.
Calculate short selling profit or loss including stock borrow fees, margin interest costs, and commissions. Visualize your short position breakdown with interactive charts and detailed cost analysis.
Model returns from systematic investment plans over time. Calculate how regular monthly investments grow with compound interest, step-up SIP, and lump sum additions.
Estimate your monthly Social Security retirement benefit for claiming ages 62 to 70. Compare early against delayed claiming with charts, break-even analysis, COLA-adjusted projections and lifetime benefit totals.
Calculate the Sortino ratio from direct inputs, derive it from a return series with a full downside-deviation breakdown, or compare up to five portfolios. Visualises the split around your Minimum Acceptable Return.
Calculate optimal stop loss and take profit price levels based on risk/reward ratio. Visualize trade setup, determine position size, and manage trading risk effectively.
Plan a Systematic Withdrawal Plan. Enter your corpus, monthly withdrawal and expected return to see how long the money lasts, the final balance, total withdrawn and interest earned, with an optional annual step-up for inflation.
Calculate the Treynor ratio from portfolio return, risk-free rate and beta, or derive it from a return series. Compare up to five portfolios, see how it differs from the Sharpe ratio, and split excess return into market premium and alpha.
Calculate WACC (Weighted Average Cost of Capital) with interactive capital structure visualization, step-by-step formula breakdown, and component analysis for corporate finance decisions.
Compare your wealth trajectory under different saving scenarios side by side. Overlay up to three contribution and return assumptions on one timeline and watch the gap widen, with each scenario's final balance and compound growth.
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