Investment Calculators
Analyze investment growth, stock returns, dividends, portfolio allocation, bonds, funds, ETFs, and cryptocurrency gains.
20 tools
investments
Asset Allocation Calculator (by age)
Estimate a simple stock and bond allocation using age-based allocation rules.
investments
Bond Price Calculator
Estimate a bond price from face value, coupon rate, market yield, and time to maturity.
investments
Bond Yield Calculator
Estimate current yield and approximate yield to maturity for a bond.
investments
Capital Gains Calculator
Calculate capital gain or loss from cost basis, sale value, and selling fees.
investments
Cryptocurrency Profit Calculator
Calculate crypto profit or loss from coin amount, buy price, sell price, and fees.
investments
Dividend Calculator
Estimate annual dividend income from shares, dividend per share, and payment frequency.
investments
Dividend Reinvestment (DRIP) Calculator
Project portfolio value when dividends are reinvested over time.
investments
Dividend Yield Calculator
Calculate dividend yield and annual dividend income from dividend per share and share price.
investments
Dollar-Cost Averaging Calculator
Estimate shares purchased, average cost, and ending value from investing a fixed amount over time.
investments
ETF Calculator
Project ETF investment growth after recurring contributions, returns, and fund expenses.
investments
Expense Ratio Impact Calculator
Compare the long-term impact of lower and higher investment expense ratios.
investments
Index Fund Calculator
Project index fund value after contributions, market returns, and expense ratio drag.
investments
Investment Growth Calculator
Project how an investment grows over time with recurring contributions and compound returns.
investments
Lump Sum vs DCA Calculator
Compare investing all at once against dollar-cost averaging across a chosen price path.
investments
Mutual Fund Fee Calculator
Estimate how mutual fund expense ratios affect investment value over time.
investments
Portfolio Allocation Calculator
Convert target allocation percentages into dollar amounts for stocks, bonds, cash, and other assets.
investments
Portfolio Rebalancing Calculator
Calculate how much to buy or sell to rebalance stocks, bonds, and cash to target percentages.
investments
Stock Average Calculator
Calculate a new average cost basis after buying additional shares at a new price.
investments
Stock Profit Calculator
Calculate stock profit or loss from shares, buy price, sell price, and fees.
investments
Treasury Bill Calculator
Calculate T-bill discount earned, bank discount yield, and investment yield.