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Investment Calculators

Project growth, returns, dividends and compounding to see what your investments could become.

29 calculatorsFree · no sign-up
Annuity (Present Value) Calculator

Free annuity calculator. Find the present value of a stream of equal payments.

APY Calculator

Free APY calculator. Convert a nominal rate to the effective annual yield for any compounding frequency.

Bond Yield Calculator

Free bond yield calculator. Find a bond's current yield from face value, coupon rate, and price.

CAGR Calculator

Free CAGR calculator. Compute the compound annual growth rate from a start value, end value and number of years.

CD Calculator (Certificate of Deposit)

Free CD calculator. See what a certificate of deposit earns at maturity from the APY and term.

College Savings (529) Calculator

Free college savings (529) calculator. Project your education fund from contributions and return.

Compound Interest Calculator

Free compound interest calculator. Project investment growth from a starting amount, monthly contributions, rate, and time horizon.

Cost Basis Calculator (Average Down)

Free cost basis calculator. Find your average cost per share after buying at two prices.

Crypto Profit Calculator

Free crypto profit calculator. Find your profit and return on a trade after fees.

Dividend Calculator

Free dividend calculator. Estimate annual, quarterly and monthly dividend income from an investment and yield.

Dividend Reinvestment (DRIP) Calculator

Free dividend reinvestment (DRIP) calculator. Project growth when dividends are reinvested and compound.

Dollar-Cost Averaging Calculator

Free dollar-cost averaging (DCA) calculator. Project how a fixed monthly investment could grow over time at an expected annual return.

Future Value Calculator

Free future value calculator. See what a lump sum grows to at a given rate and time.

Future Value of Annuity Calculator

Free future value of annuity calculator. See what regular monthly payments grow to over time.

HSA Calculator

Free HSA calculator. Project your Health Savings Account balance from contributions and return.

Investment Calculator

Free investment calculator. Project future value from an initial amount, monthly contributions, return and time — with a growth chart.

Money Market Account Calculator

Free money market calculator. Project account growth from balance, deposits, and APY.

Mutual Fund Fee Calculator

Free mutual fund fee calculator. See how much a fund's expense ratio costs you over time.

P/E Ratio Calculator

Free P/E ratio calculator. Compute price-to-earnings and earnings yield from price and EPS.

Perpetuity Calculator

Free perpetuity calculator. Value a stream of payments that continues forever.

Present Value Calculator

Free present value calculator. Find what a future amount is worth today at a given discount rate.

Real Rate of Return Calculator

Free real rate of return calculator. Convert a nominal return into an inflation-adjusted return using the Fisher equation.

ROI Calculator

Free ROI calculator. Compute total and annualized return on investment from the amount invested and final value.

Rule of 72 Calculator

Free Rule of 72 calculator. Estimate how many years it takes an investment to double at a given return.

Savings Drawdown Calculator

Free savings drawdown calculator. See how many years a balance lasts under fixed monthly withdrawals while it keeps earning a return.

Simple Interest Calculator

Free simple interest calculator. Compute interest and total value from principal, rate, and time.

Stock Average Down Calculator

Free average down calculator. Find your new average cost per share and break-even price after buying more shares at a lower price.

Stock Return Calculator

Free stock return calculator. Compute your total return in dollars and percent from buy price, sell price, shares, and dividends.

Yield to Maturity (YTM) Calculator

Free yield to maturity calculator. Estimate a bond's YTM and current yield from its face value, price, coupon rate, and years to maturity.

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