Investing Calculators

100 Minus Age Asset Allocation Calculator

Calculate stock vs bond allocation using 100-minus-age rule. Shows stock and bond allocation percentages from the values you enter.

409A Valuation Impact Calculator

Calculate 409A valuation impact on stock option exercise and exit profits. Enter strike price and 409a fmv for an instant result.

Active vs Passive Investing Calculator

Compare active and passive investment strategies accounting for fees over long horizons. Enter initial investment to see difference and passive.

Hotel ADR Calculator

Calculate hotel ADR, RevPAR, and occupancy from revenue and rooms data. Enter room revenue and rooms sold total for an instant result.

After Repair Value (ARV) Calculator

Calculate real estate flip profit with ARV, repair costs, and the 70% rule check. Enter purchase price and after repair value arv for an instant result.

Agricultural Land Calculator

Calculate agricultural land investment IRR including lease income and appreciation. Enter land purchase price and lease rate for an instant result.

Airbnb Income Calculator

Calculate Airbnb monthly and annual net income from nightly rate, occupancy, and expenses. Shows monthly net income and annual net from the values you enter.

Airbnb vs Long-Term Rental Calculator

Compare net income between Airbnb short-term rental and long-term rental strategies. Enter airbnb monthly revenue and see the result instantly.

Angel Investment Return Calculator

Calculate angel investment exit proceeds, MOIC, and IRR with dilution. Enter initial investment and initial ownership for an instant result.

Angel Investment Risk-Adjusted Return Calculator

Calculate risk-adjusted expected return on angel investment accounting for failure probability. Enter success probability to see expected value.

Annuity Present Value Calculator

Calculate present value of an ordinary annuity of regular payments. Enter payment per period and periodic rate for an instant result.

Anti-Dilution Protection Calculator

Calculate anti-dilution protection adjustments in down rounds. Enter original price per share to see anti-dilution conversion price adjustment in down rounds.

APR to APY Calculator

Convert APR to APY for any compounding frequency to see the true effective annual yield. Enter apr annual percentage rate and see the result instantly.

Art Investment Calculator

Calculate art investment net returns including insurance and carrying costs. Enter purchase price and value for an instant result.

Asset Allocation Calculator

Calculate suggested portfolio asset allocation by age and risk tolerance (stocks/bonds/cash). Enter risk tolerance 1-10 to see suggested stock and bond.

Asset Allocation Drift Calculator

Calculate drift between current and target asset allocation to decide if rebalancing is needed. Enter equity to see drift percentage and rebalance flag.

Asset Allocation Return Calculator

Calculate weighted average return of a portfolio across equity, bond, and cash allocations. Enter equity return to see weighted portfolio return.

Asset Growth Projection Calculator

Project the future value of any asset compounding at a steady annual rate. Enter current value, growth rate, and years. Free and educational.

Barista Effect Simulator

Simulate the 30-year opportunity cost of a daily spending habit. See what investing that amount could grow to over time.

How to Become a Millionaire Calculator

How to become a millionaire calculator. See exactly how much to save each month to reach $1 million at your expected return and time horizon.

Bitcoin Calculator

Project Bitcoin or crypto investment growth at assumed annualized return. See gain, return multiple, horizon impact. Instant result, no signup.

Bond Duration Calculator

Calculate bond Macaulay and Modified duration for interest rate sensitivity. Enter coupon rate and market yield for an instant result.

Bond Ladder Average Yield Calculator

Calculate weighted average yield of a bond ladder across multiple maturities. Enter 1-year amount and 1-year yield for an instant result.

Bond Ladder Income Calculator

Calculate annual income from a 5-rung bond ladder. Enter each rung's face value and yield. Enter rung 1 face value and rung 1 yield for an instant result.

Bond Price Calculator

Calculate bond price as present value of coupon payments and face value. Enter face value par and coupon rate for an instant result.

Bond Yield Calculator

Calculate current yield on a bond from coupon and price. Free educational calculator with methodology and a worked example.

Bond Yield vs Inflation Calculator

Calculate real bond yield by adjusting nominal yield for inflation. Enter nominal bond yield to see real yield: nominal bond yield adjusted for inflation.

BRRRR Calculator

Calculate BRRRR cash recovery and cash-on-cash return for real estate strategy. Enter purchase price and rehab cost for an instant result.

Buy-to-Let Calculator

Calculate buy-to-let total ROI combining rental income and property appreciation over hold period. Enter property price and down payment for an instant result.

Buy-to-Let Mortgage Stress Test Calculator

Stress test BTL mortgage affordability against lender DSCR requirements. Enter property price and deposit for an instant result.

Buy-to-Let vs Savings Calculator

Compare BTL property returns vs high-yield savings over time. Enter investment capital and savings interest rate to see to high-yield savings.

CAGR Calculator

Calculate compound annual growth rate (CAGR) between any two values over a chosen period. Enter starting value and ending value for an instant result.

Calmar Ratio Calculator

Calculate Calmar ratio — annualised return divided by maximum drawdown. Enter max drawdown and see the result instantly.

Cap Rate Calculator

Calculate real estate cap rate from NOI and purchase price plus implied value at market cap rates. Enter net operating income noi and see the result instantly.

Cap Rate vs GRM Calculator

Compare Cap Rate and GRM for comprehensive property analysis. Enter property price and gross rent to see both cap rate and grm for property investment analysis.

Cap Table Calculator

Calculate company cap table values for founders, employees, and investors. Enter founder shares and employee pool shares for an instant result.

Car Park Investment Calculator

Calculate car park investment cap rate from spaces, rates, and occupancy. Enter property price and weekly rate per space for an instant result.

Cash-on-Cash Return Calculator

Calculate cash-on-cash return for real estate investment cash flow analysis. Enter pre-tax cash flow and cash invested for an instant result.

Cash vs Finance Calculator

Compare paying cash vs financing a purchase. Calculate net advantage, break-even rate, and whether investing the cash outperforms loan interest.

Classic Car Investment Calculator

Calculate classic car investment IRR after storage and maintenance costs. Enter purchase price and value for an instant result.

Co-Living Investment Calculator

Calculate co-living/HMO investment net yield from rented-by-room properties. Enter property price to see co-living/hmo net yield from per-room rents.

Collectibles Return Calculator

Calculate collectibles net returns after transaction costs. Free calculator with the working shown and a worked example.

Commercial Property ROI Calculator

Calculate commercial property cap rate and total NOI accounting for vacancy assumptions and full lease term. Enter property price and see the result instantly.

Compound After-Tax Return Calculator

Project the future value of an investment after annual tax on returns. Tax in taxable accounts significantly erodes compound growth.

Compound Growth Doubling Tracker

Calculate exact years to double money at any compound growth rate. Enter initial value to see exact doubling time and projected values at any growth rate.

Compound Interest Calculator

Calculate compound interest growth on savings and investments with adjustable rates, time periods, and compounding frequency for accurate projections.

Compound vs Simple Interest Calculator

Compare compound interest against simple interest on the same principal, rate, and term. Enter years to see future values under compound vs simple interest.

Compounding Frequency Calculator

Compare how annual, monthly, and daily compounding produce different final values at the same nominal rate. Enter principal and years for an instant result.

Constructive Sale Calculator

Calculate constructive sale tax trigger from position value, basis, and hedge percentage. Enter cost basis and hedge locks in for an instant result.

Convertible Bond Calculator

Work out whether a convertible bond is worth more as a bond or converted into shares. Enter face value, conversion ratio and share price.

Convertible Note Calculator

Calculate convertible note conversion ownership at next funding round. Enter note investment and valuation cap for an instant result.

Cost of Delay Calculator

Calculate the financial impact of delaying investment decisions using compound growth, showing opportunity costs and projected investment outcomes.

Covered Call Return Calculator

Calculate covered call premium income, yield, and break-even. Enter stock price and call strike price for an instant result.

Cross-Currency Swap Calculator

Calculate cross-currency swap net cash flow from rate differentials between currencies. Enter notional amount and leg a rate paid for an instant result.

Crowdfunding Return Calculator

Calculate crowdfunding investment net returns after defaults and fees. Enter investment amount to see net crowdfunding returns after defaults and platform fees.

Crypto Cost Basis Calculator

Calculate crypto cost basis per coin from purchase amount and transaction fees. Enter coins purchased and paid excl fees for an instant result.

Crypto Dollar Cost Average Calculator

Calculate dollar cost averaging outcome in crypto across start and end prices. Enter amount and months to see final value and average cost per unit.

Crypto Futures Calculator

Calculate crypto futures P&L, margin, and liquidation distance for leveraged trading. Enter contract size units and entry price for an instant result.

Crypto Investment Calculator

Crypto investment calculator. Enter amount, expected annual return, and years to see projected value and total return on your crypto position.

Crypto Portfolio Calculator

Crypto portfolio calculator. Enter quantities and prices across multiple coins to see total value, allocation percentages, and concentration risk.

Crypto Profit Calculator

Calculate crypto profit or loss after fees. Net gain, ROI percentage, and total fee drag. Enter units owned and buy price per unit for an instant result.

Crypto Staking Calculator

Crypto staking calculator. Enter staked amount, APY, and compounding frequency to see rewards earned and final staked balance.

Data Centre Investment Calculator

Calculate data centre investment cap rate from kW capacity and rates. Enter facility cost and rate per kw for an instant result.

Days on Market Cost Calculator

Calculate true cost of slow property sale including holding costs and opportunity cost. Enter property value and days on market for an instant result.

DCA vs Lump Sum Calculator

Compare dollar-cost averaging versus lump sum investing outcomes across any period and return rate. Enter investment amount and see the result instantly.

Debt Freedom Countdown

Calculate months to debt payoff, interest savings from extra payments, total interest costs, and projected debt freedom date with payment scenarios.

DeFi Yield Calculator

DeFi yield calculator with protocol fees and gas costs. See net yield, final balance, and effective APY after deducting realistic DeFi costs.

Development Finance Calculator

Calculate property development profit factoring land, build, finance, and selling costs. Enter land cost and build cost for an instant result.

Digital Asset Portfolio Calculator

Calculate how much of each digital asset to buy or sell to reach target allocation percentages. Enter asset 1 current value to see trades needed to rebalance.

Discounted Cash Flow (DCF) Calculator

Calculate company valuation using two-stage Discounted Cash Flow model. Enter year 1 free cash flow and growth rate explicit period for an instant result.

Dividend Cover Ratio Calculator

Calculate dividend cover ratio for dividend sustainability analysis. Enter earnings per share eps and dividends per share dps for an instant result.

Dividend Growth Calculator

Project future dividends and calculate Gordon Growth Model fair value. Enter annual dividend and growth rate for an instant result.

Dividend Income Calculator

Calculate annual and quarterly dividend income from share holdings, price, and yield percentage. Enter shares owned to see annual dividend income and quarterly.

Dividend Income Goal Calculator

Calculate the portfolio size needed to produce a monthly dividend target at a given yield. Enter portfolio yield and see the result instantly.

Dividend Reinvestment Calculator

Calculate dividend reinvestment portfolio growth from initial shares, dividends, price growth, and dividend growth over any horizon.

Dividend Reinvestment Projector

Project the long-term growth of dividend reinvestment (DRIP). See how reinvesting dividends accelerates wealth building.

Dollar Cost Averaging Calculator

Project portfolio value from dollar cost averaging with initial investment, monthly contributions, and expected return. Free and runs in your browser.

Dollar-Cost Averaging Simulator

Simulate Dollar-Cost Averaging final value vs lump sum investing. Enter investment and annual return for an instant result.

Dollar Return Calculator

Calculate dollar return including capital gains and dividends. Enter initial investment value to see total dollar return from initial value and final value.

Currency Strength Impact Calculator

Calculate the effect of exchange rate movement on the local-currency value of a foreign-currency investment. Free — transparent math, no signup.

Effective Yield After Fees Calculator

Work out your real yield on an investment after platform and fund fees are deducted. Enter gross yield to see effective (net) yield you actually earn.

Enterprise Value Calculator

Calculate Enterprise Value for company valuation and acquisition analysis. Enter market capitalisation and debt for an instant result.

Equity Compensation Value Calculator

Calculate annualized equity compensation value from RSUs, options, and employer stock purchase program. Enter rsu value and options intrinsic value for an instant result.

Equity Crowdfunding Return Calculator

Calculate equity crowdfunding portfolio returns using power-law distribution with failure rate. Enter portfolio investment and see the result instantly.

Equity Dilution Calculator

Calculate ownership dilution from new share issuances and remaining ownership %. Enter current shares and new shares issued total for an instant result.

Equity Return Calculator

Calculate total equity return from share price change and dividend yield. Enter buy price per share and sell price per share to see total return.

Equity Risk Premium Calculator

Calculate equity risk premium as expected stock return minus Treasury yield. Educational tool — instant results from the numbers you enter.

Equity vs Debt Investment Calculator

Compare the long-term returns of equity investing against debt (bond) investing at different return and risk assumptions.

ESG Portfolio Return Calculator

Compare ESG portfolio return vs conventional including fee premium over years. Enter portfolio value and esg return for an instant result.

ESG Score Calculator

Calculate ESG composite score from Environmental, Social, and Governance dimensions. Shows weighted esg composite score from e and s from the values you enter.

ESG vs Traditional Fund Calculator

Compare ESG fund versus traditional fund wealth outcomes accounting for return and fee differences. Enter initial investment and see the result instantly.

employer stock purchase program Calculator

Calculate employer stock purchase program immediate discount benefit from contribution amounts, stock price, and purchase discount. Free and runs in your browser.

ETF Calculator

Project ETF investment growth accounting for expense ratio fee drag across any horizon. Enter initial investment to see final balance and total contributed.

ETF Expense Ratio Drag Calculator

Calculate ETF expense ratio drag impact on long-term returns. Enter initial investment and gross annual return for an instant result.

ETF vs Mutual Fund Calculator

Compare long-term investment outcomes between ETFs and mutual funds accounting for fees and loads. Enter investment amount and see the result instantly.

Exit Proceeds Calculator

Calculate net exit proceeds from ownership, valuation, liquidation preferences, and tax. Enter exit valuation and see the result instantly.

Expense Ratio Lifetime Drag Calculator

Calculate the lifetime drag of a fund expense ratio on a long-term investment portfolio. Enter initial investment and gross annual return for an instant result.

Factor Investing Calculator

Calculate expected returns using Fama- factor model. Enter market return and portfolio beta for an instant result.

Farmland Return Calculator

Estimate the total annual return on farmland. Enter land value, annual rental income, and expected appreciation to see yield and total return.

Fixed Deposit Calculator

Calculate fixed deposit maturity amount. Enter principal, rate, term, and compounding frequency. Educational tool — instant results from the numbers you enter.

Fee Impact Comparison Calculator

See how two fee levels change the end value of an investment over 20 years. Enter balance, return, and both fees. Free and runs in your browser.

FIRE Number Calculator

Calculate FIRE number using the 4% rule from annual expenses plus gap to current savings. Enter expenses in retirement and see the result instantly.

Fix and Flip Calculator

Calculate fix and flip profit and ROI for property investment. Enter purchase price and rehab cost for an instant result.

Forex Pip Calculator

Forex pip calculator — the exact cash value of one pip for any lot size and exchange rate. Size positions and risk in account currency.

Forex Profit Calculator

Forex profit calculator. Enter entry, exit, and lot size to calculate P&L, pips captured, and return on margin for any long or short position.

Founder Dilution Calculator

Calculate founder equity dilution through multiple funding rounds. Enter initial founder shares and dilution rounds for an instant result.

4% Rule Calculator

Calculate sustainable annual withdrawal from a portfolio using the 4% safe withdrawal rate. Enter portfolio value and see the result instantly.

Future Value Calculator

Calculate future value of an investment with optional monthly contributions. See compound growth over years at any rate.

Future Value Lump Sum Calculator

Calculate future value of lump sum investment at compound growth. Instant results from your inputs, with the methodology visible.

Gold Investment Calculator

Gold investment calculator with inflation-adjusted real return. See nominal and real future value of a gold position over any holding period.

Gordon Growth Model Calculator

Calculate Gordon Growth Model fair value for dividend stocks. Enter annual dividend and dividend growth rate for an instant result.

Green Bond Yield Calculator

Calculate approximate yield to maturity for green bonds funding environmental projects. Enter face value and coupon rate for an instant result.

Gross Development Value Calculator

Calculate Gross Development Value (GDV) and net realisation for property developments. Enter number of units and unit sale value for an instant result.

Gross Rent Multiplier Calculator

Calculate Gross Rent Multiplier for quick property investment screening. Enter property price and see the result instantly.

Growing Perpetuity Calculator

Calculate present value of a growing perpetuity using the Gordon formula. Enter first year cash flow and growth rate for an instant result.

Halal Investment Return Calculator

Calculate compound return on Sharia-compliant investment portfolio. Enter initial amount and contribution to see portfolio value.

Hard Money Loan Calculator

Calculate hard money loan total cost including interest, origination points, and effective APR. Enter loan amount and interest rate for an instant result.

Hedge Fund vs Index Fund Calculator

Compare hedge fund net returns after fees vs index fund. Enter investment amount and hedge fund gross return to see after 2-and-20 fees vs index fund.

HMO Rental Yield Calculator

Calculate HMO rental yield from property price, rooms, weekly rent, and expenses. Enter rooms let to see hmo gross and net yield from property price.

Holiday Home vs Investment Calculator

Compare holiday home returns vs equivalent stock market investment. Enter holiday property price and rental income for an instant result.

Holiday Let Income Calculator

Calculate short-term rental net income from nightly rates, occupancy, and operating costs. Enter expenses to see annual net income and gross income.

Hotel Investment Calculator

Calculate hotel investment cap rate from ADR, occupancy, and rooms. Enter hotel purchase price and number of rooms for an instant result.

House Hacking Calculator

Calculate house hacking effective housing costs and savings. Enter property price and down payment for an instant result.

Inflation Adjusted Return Calculator

Calculate real investment return after adjusting nominal return for expected inflation. Enter nominal annual return and inflation rate for an instant result.

Inflation-Beating Return Calculator

Calculate real return after inflation using Fisher equation. Enter nominal return and inflation rate to see real inflation-beating return.

Inflation Impact on Investments

Calculate real investment returns after inflation adjustment. Compare nominal vs inflation-adjusted growth to measure true wealth accumulation.

Inflation-Proof Portfolio Calculator

Project real purchasing power of portfolio after inflation over investment horizon. Enter portfolio value and nominal return for an instant result.

Information Ratio Calculator

Calculate Information Ratio measuring active manager skill per unit of tracking error. Enter portfolio return and benchmark return for an instant result.

Infrastructure Investment Calculator

Calculate infrastructure investment IRR with inflation-linked cash flows. Enter investment amount and cash yield for an instant result.

Infrastructure Investment Return Calculator

Estimate return on infrastructure investments — long-term yield plus appreciation. Enter asset value, annual distribution and growth rate.

Inheritance Invested vs Spent Calculator

Calculate long-term financial impact of investing vs spending inheritance. Enter inheritance amount to see inheritance investment future value vs spending now.

Investment Calculator

Project investment growth from lump sum plus monthly contributions at expected return over years. Enter initial investment and see the result instantly.

Investment Fee Calculator

Calculate total dollar cost of investment fees compounded over any horizon at any return rate. Enter portfolio value and see the result instantly.

Investment Fee Drag Calculator

Calculate impact of investment fees on portfolio over time. Enter portfolio value and expense ratio to see fees paid over period.

Investment Fee Erosion Calculator

Compare wealth accumulation across low-cost and high-fee investment scenarios. Quantify long-term impact of expense ratios on portfolio growth.

Investment Horizon Calculator

Calculate how many years an investment needs to compound at a given rate to reach a target amount. Enter principal to see years needed to reach the target.

Investment Minimum Calculator

Work out the minimum lump sum needed today, invested at an annual return, to reach a future target. Enter target amount and years for an instant result.

Investment Property Cash Flow Calculator

Calculate monthly cash flow from an investment property: rent minus mortgage, taxes, insurance, and maintenance. Enter management to see monthly cashflow.

Investment Return After Fees Calculator

Calculate net investment return after fund fees, platform fees, and other charges. Enter gross return and principal to see net return and fee drag.

Investment Return Comparison Calculator

Compare two investments' final values after matched time horizons at different expected returns. Enter principal and option a return for an instant result.

Investment Time to Double Calculator

Calculate years required for investment to double at specified rate of return. Estimate growth timeline based on compound interest and market assumptions.

Investment Value at Target Date Calculator

Calculate projected investment value at a specific target date based on current value and expected return. Enter years to target to see projected value.

IRR Calculator

Calculate Internal Rate of Return for investment decisions. Enter initial investment and cash flow to see irr using bisection method on cash flow streams.

Jensen's Alpha Calculator

Calculate Jensen's alpha — return above what CAPM predicts for the portfolio beta. Enter portfolio return and market return for an instant result.

Kelly Criterion Calculator

Calculate Kelly Criterion optimal bet size for positive expected value bets. Enter win probability and win payoff for an instant result.

Landlord Expense Calculator

Calculate total landlord expenses including agent fees, maintenance, insurance, and taxes. Enter gross annual rent and mortgage interest for an instant result.

Landlord vs Tenant Cost Comparison

Compare long-term financial position of buying vs renting equivalent property. Enter property price and deposit for an instant result.

Leveraged Return Calculator

Calculate the return on a leveraged investment after borrowing cost. Enter equity, leverage ratio, asset return and borrow rate.

Liquidation Preference Calculator

Calculate investor liquidation preference proceeds in exit scenarios. Enter investment amount and preference multiple for an instant result.

Logistics Real Estate Yield Calculator

Calculate rental yield on a logistics or warehouse real estate investment from purchase price and annual rent. Enter operating costs to see gross and net yield.

Lump Sum vs DRIP Feed Investing Calculator

Compare lump sum vs drip feed investing strategies. Runs in your browser with a transparent formula — free and no signup.

Lump Sum vs Dollar Cost Averaging Calculator

Compare lump sum investing against dollar cost averaging across any total amount, spread period, and return assumption. Free and educational.

Margin of Safety Calculator

Calculate margin of safety: discount between current stock price and estimated intrinsic value. Enter intrinsic value estimate and see the result instantly.

Maximum Drawdown Calculator

Calculate maximum drawdown and recovery percentage required. Free educational calculator with the math explained step by step.

Mining Rig ROI Calculator

Calculate crypto mining rig payback period and net profit. Enter mining rig cost and hashrate th/s for an instant result.

Monthly Investment Goal Calculator

Work out the monthly investment needed to reach a target amount over a set period at an expected return rate. Enter years and see the result instantly.

Multi-Family Property Calculator

Calculate multi-family property cap rate from rents, vacancy, and operating expenses. Enter property price and units for an instant result.

NAV Calculator

Calculate NAV total return including distributions for funds. Educational tool — instant results from the numbers you enter.

Net Operating Income Calculator

Calculate net operating income (NOI) for rental property from gross rent, vacancy, and expenses. Enter gross rental income annual and see the result instantly.

Net Worth Percentile Calculator

Calculate net worth and debt-to-asset ratio with age-based percentile comparisons. Benchmark financial position against demographic peers.

NPV Calculator

Calculate Net Present Value of cash flows for investment decisions. Enter initial investment and years for an instant result.

Occupancy Rate Calculator

Calculate occupancy rate using unit-based or time-based methodology. Enter occupied units and units for an instant result.

Opportunity Cost Calculator

Calculate opportunity cost of money sitting idle versus invested. Enter amount sitting idle to see opportunity cost: foregone returns from not investing money.

Options Premium Calculator

Calculate options premium using Black-Scholes for calls and puts. Enter stock price and strike price to see option premium using black-scholes formula.

Options Profit Calculator

Calculate options profit at expiration. Enter strike, premium, and underlying to see P&L. Enter option type 0=call, 1=put and see the result instantly.

P2P Lending Calculator

Calculate P2P lending net returns after defaults and platform fees. Enter investment amount and gross interest rate for an instant result.

Passive vs Active Fund Calculator

Compare long-term returns of passive index funds vs active managed funds at typical fee levels. Enter investment and gross return to see fee-drag gap.

Pension Pot Target Calculator

Calculate pension pot target from desired retirement income and sustainable withdrawal rate. Enter desired annual income to see target pot and projected pot.

Pension vs Property Calculator

Compare pension vs property investment returns over years. See which builds more wealth. Enter pension contribution and see the result instantly.

Perpetuity Value Calculator

Calculate the present value of a perpetuity — infinite annual cash flow at a discount rate. Free educational calculator with the math explained step by step.

Portfolio Allocation Calculator

Portfolio allocation calculator by age and risk tolerance. Get recommended splits across stocks, bonds, and cash with dollar amounts.

Portfolio Beta Calculator

Calculate portfolio beta from weighted individual stock betas. Enter stock a weight and stock a beta for an instant result.

Portfolio Concentration Risk Calculator

Calculate portfolio concentration risk: largest holding as percentage of total portfolio value. Enter portfolio total and see the result instantly.

Portfolio Growth Projection Calculator

Project portfolio value at horizon from current balance, contributions, and expected return. Shows projected value from the values you enter.

Portfolio Income Calculator

Calculate annual income from a portfolio based on average dividend and interest yield. Enter portfolio value and blended yield for an instant result.

Portfolio Rebalancing Calculator

Calculate portfolio rebalancing trades to return to target asset allocation. Enter stock holdings and bond holdings for an instant result.

Portfolio Rebalancing Frequency Calculator

Calculate drift cost from infrequent rebalancing against transaction cost of frequent rebalancing. Enter portfolio value to see annual trade-off.

Portfolio Turnover Cost Calculator

Calculate annual cost drag from portfolio turnover based on commission and spread. Enter portfolio value and commission per trade for an instant result.

Position Sizing Calculator

Calculate optimal position size based on account risk and stop loss. Enter account size and risk per trade for an instant result.

Pre-Money / Post-Money Valuation Calculator

Calculate pre-money valuation, dilution, and price per share for VC deals. Enter investment amount and post-money valuation for an instant result.

Preferred Shares Calculator

Calculate preferred shares current yield and yield to redemption. Enter face value and dividend rate for an instant result.

Present Value Calculator

Calculate present value of a future cash flow at any discount rate and time horizon. Enter future value and years until received for an instant result.

Price to Earnings Calculator

Calculate price-to-earnings ratio from share price and earnings per share, the core stock valuation metric. Free and runs in your browser.

Price-to-Rent Ratio Calculator

Calculate price-to-rent ratio for buy vs rent decision making. Educational tool — instant results from the numbers you enter.

Price-to-Sales Ratio Calculator

Calculate Price-to-Sales ratio for company valuation analysis. Enter share price and revenue per share to see p/s ratio from price and revenue or market cap.

Private Equity Return Calculator

Calculate private equity net IRR after management fees and carry. Enter initial investment to see net pe returns after management fees and 20% carry.

Property Appreciation Calculator

Project property value over time with annual appreciation rate. Enter years to project to see future property value based on annual appreciation rate.

Property Cash Flow Calculator

Calculate monthly and annual cash flow from rental property. Enter mortgage payment to see net rental property cash flow after all expenses and vacancy.

Property Development Profit Calculator

Calculate property development profit including land, construction, soft costs, and finance. Enter land acquisition cost and see the result instantly.

Property Exchange Break-Even Calculator

Calculate years to break even on swapping properties including transaction costs. Shows break-even years from the values you enter.

Property Flip Profit Calculator

Calculate property flip profit including financing, holding costs, and selling costs. Enter purchase price and rehab cost for an instant result.

Property Investment Calculator

Calculate property investment ROI from price, deposit, rent, expenses, appreciation, and years. Enter property price and see the result instantly.

Property Management Fee Calculator

Calculate total annual property management fees including monthly, leasing, and setup costs. Enter rent and mgmt fee for an instant result.

Property Portfolio Calculator

Calculate property portfolio total value, equity, and yield across multiple holdings. Enter number of properties and property value for an instant result.

Property Yield Gross vs Net Calculator

Compare property gross vs net rental yield after costs. Runs in your browser with a transparent formula — free and no signup.

Put Option Cost Calculator

Calculate put option insurance cost for downside protection. Enter stock price and put strike price for an instant result.

Real Asset Return Calculator

Calculate real (inflation-adjusted) returns from real asset investments. Enter initial investment to see real and nominal returns from real asset investments.

Real Estate Cash Flow Calculator

Calculate real estate cash flow including operating expenses, debt service, and capex reserve. Enter gross rent and vacancy for an instant result.

Real Estate ROI Calculator

Calculate real estate total ROI combining rental income and appreciation over a planned hold period. Enter purchase price and see the result instantly.

Real Estate Syndication Calculator

Calculate LP returns from real estate syndications with preferred return and promote. Enter lp investment and gp promote for an instant result.

Real Property Return Calculator

Calculate total annual return on a property investment from appreciation and net rental yield. Shows total return from the values you enter.

Real Rate of Return Calculator

Calculate real (inflation-adjusted) rate of return on investment. Enter nominal return and inflation rate to see real return.

Rebalancing Trigger Calculator

Determine if portfolio rebalancing is triggered by drift threshold. Enter stock allocation and target stock allocation for an instant result.

REIT Dividend Calculator

Calculate REIT dividend income and yield from holdings. Enter reit share price to see reit annual dividend income and yield from holdings.

REITs vs Buy-to-Let Calculator

Compare REITs vs Buy-to-Let property investment returns. Enter investment capital and reit dividend yield to see to buy-to-let property total returns.

REITs vs Direct Property Calculator

Compare REIT returns vs direct property purchase factoring leverage benefit. Enter cash to invest to see to direct property factoring leverage on equity.

Rent Increase Calculator

Calculate future rent based on annual percentage increase over years. Runs in your browser with a transparent formula — free and no signup.

Rent-to-Income Ratio Calculator

Calculate rent-to-income ratio with affordability categorization. 30% rule ceiling and cost-burdened thresholds. Free and runs in your browser.

Rental Income Calculator

Calculate monthly net rental income after mortgage, taxes, maintenance, vacancy, and management fees. Enter mortgage payment and see the result instantly.

Rental Property Depreciation Calculator

Calculate rental property annual depreciation deduction excluding land value. Enter property price and depreciation period years for an instant result.

Rental Property ROI Calculator

Calculate rental property cap rate, cash-on-cash return, and gross yield. Estimate net operating income and monthly net cash flow.

Rental Vacancy Rate Calculator

Calculate rental vacancy rate using unit-based or time-based methodology. Enter vacant units and units for an instant result.

Rental Yield Calculator

Calculate gross and net rental yield from property value, annual rent, and annual operating expenses. Enter rent received and see the result instantly.

Rental Yield Net of Costs Calculator

Calculate net rental yield after all landlord costs — management, maintenance, voids, insurance. Enter property value and gross rent for an instant result.

Return Needed Calculator

Work out the annual return you'd need to grow a lump sum to a target over a set number of years. Pure compound-rate math.

RevPAR Calculator

Calculate RevPAR (Revenue Per Available Room) for hotel performance analysis. Enter room revenue and rooms available to see revpar from total revenue and rooms.

Risk-Reward Ratio Calculator

Calculate risk-reward ratio and break-even win rate for trading. Enter entry price and target price for an instant result.

Risk Tolerance Calculator

Calculate your investment risk tolerance score. See suggested equity allocation based on time horizon, income, and comfort.

Robo-Advisor vs Self-Investing Calculator

Compare robo-advisor fees vs self-investing in low-cost ETFs. Enter initial investment and gross annual return for an instant result.

ROI Calculator

Calculate return on investment percentage and net profit gains. Determine ROI for stocks, real estate, business ventures, and other investment types instantly.

Rule of 72 Calculator

Estimate investment doubling timeframe at specified interest or growth rates. Calculate years needed to double capital using the rule of 72 formula.

SAFE Note Calculator

Calculate SAFE note conversion ownership and return based on cap, discount, and round valuation. Enter investment amount and see the result instantly.

Safe Withdrawal Rate Calculator

Calculate sustainable annual withdrawal from retirement portfolio using safe withdrawal rate. Enter portfolio value and see the result instantly.

SAR (Stock Appreciation Rights) Calculator

Calculate SAR (Stock Appreciation Rights) cash value at exercise. Enter sar units and grant price to see sar cash value from units and grant price.

Self-Storage ROI Calculator

Calculate self-storage facility ROI cap rate from rent, occupancy, and operating expenses. Enter facility price and storage units for an instant result.

Senior Living Investment Calculator

Calculate senior living investment cap rate from rents, occupancy, and operating costs. Enter facility price and units for an instant result.

Sequence of Returns Calculator

Calculate sequence of returns risk impact during retirement withdrawals. Enter starting portfolio balance and year 1 return for an instant result.

Serviced Accommodation ROI Calculator

Calculate serviced accommodation cash-on-cash ROI from nightly rate, occupancy, and costs. Enter property price and deposit for an instant result.

Sharpe Ratio Calculator

Calculate Sharpe ratio for risk-adjusted investment performance. Enter portfolio annual return to see sharpe ratio: excess return per unit of volatility.

Short-Term Rental Calculator

Calculate short-term rental annual income with seasonal occupancy variation. Enter nightly rate and peak occupancy for an instant result.

SIP Annual Increase Calculator

Project SIP (systematic investment plan) with annual step-up in monthly contributions. Enter starting monthly and increase to see final pot.

Social Impact Measurement Calculator

Calculate Social Return on Investment (SROI) ratio for impact investments. Enter investment amount and beneficiaries count for an instant result.

Sortino Ratio Calculator

Calculate Sortino ratio measuring risk-adjusted return using downside deviation only. Enter portfolio annual return and see the result instantly.

Stablecoin Yield Calculator

Stablecoin yield calculator. Project yield on USDC, USDT, or DAI holdings at user-supplied APY — fiat-denominated math without crypto price volatility.

Startup Equity Calculator

Calculate founder equity dilution through multiple funding rounds. Enter initial equity and number of funding rounds for an instant result.

Startup Equity Split Calculator

Calculate startup equity split allocations for founders, advisors, and employees. Enter ceo equity and cto/co-founder equity for an instant result.

Stock Earnings Yield Calculator

Calculate stock earnings yield as the inverse of P/E ratio. Instant results from your inputs, with the methodology visible.

Stock Option Calculator

Calculate stock option net value from strike, current price, vested %, and tax. Enter options count and strike price for an instant result.

Stock Portfolio Value Calculator

Calculate total stock portfolio value from individual position values and average cost basis. Enter position 1 value and position 2 value for an instant result.

Stock Profit and Loss Calculator

Calculate profit or loss from a stock trade including buy price, sell price, shares, and commissions. Shows net profit or loss from the values you enter.

Stock Profit Calculator

Calculate stock trade profit and ROI after commissions from buy and sell prices. Enter buy price per share to see net profit and roi percentage.

Stock Return Calculator

Calculate stock total return including capital gains and dividends. Enter initial price per share and final price per share for an instant result.

Stock Split Calculator

Calculate new share count and price after stock split. Free educational calculator with the math explained step by step.

Stock Split Value Calculator

Calculate new share count and price after stock split (forward or reverse). Enter shares and new shares in ratio for an instant result.

Stocks vs Bonds Allocation Calculator

Calculate stocks vs bonds asset allocation based on age, risk tolerance, and time to retirement. Enter risk tolerance 1-10 and see the result instantly.

Student Property ROI Calculator

Calculate student HMO property ROI from per-room rents and academic year letting. Enter property price and bedrooms for an instant result.

Tax Refund Invested Calculator

See what investing your annual tax refund could grow to over working years. Enter annual refund and return for an instant result.

Tenant Screening Cost Calculator

Calculate tenant screening cost ROI by quantifying bad tenant prevention. Enter screening prevention rate and see the result instantly.

Tenant Turnover Cost Calculator

Calculate the full cost of replacing a rental tenant including vacancy, fees, and refresh. Enter vacant weeks and agent fees to see tenant turnover cost.

Term Sheet Analysis Calculator

Score term sheet founder-friendliness based on liquidation preference, anti-dilution, and governance. Enter investment amount and see the result instantly.

Timber Investment Return Calculator

Estimate return on timberland: biological growth rate plus timber price appreciation. Enter the two and see total expected annual return.

Timberland Investment Calculator

Calculate timberland investment IRR including biological growth and harvest income. Enter initial investment and harvest yield for an instant result.

Time Value of Money Calculator

Calculate future value of present money plus annual contributions. Enter present value lump sum and payment for an instant result.

TIPS vs Nominal Bond Calculator

Compare TIPS vs nominal Treasury bonds based on inflation expectations. Enter investment amount and tips real yield for an instant result.

Total Investment Return Calculator

Calculate total investment return combining capital growth and income returns. Enter initial value and final value to see total return.

Total Return Calculator

Calculate portfolio total return including dividends and contributions over multiple years. Enter starting portfolio value and see the result instantly.

Tracking Error Calculator

Calculate tracking error and information ratio for active management evaluation. Enter portfolio return and benchmark return for an instant result.

Treynor Ratio Calculator

Calculate Treynor ratio measuring return per unit of market beta risk. Enter portfolio annual return to see treynor ratio: excess return per unit of beta.

Vacation Rental ROI Calculator

Estimate cash-on-cash return and cap rate for a vacation rental property from nightly rate and occupancy inputs. Free educational tool.

Value at Risk (VaR) Calculator

Calculate Value at Risk (VaR) for portfolio risk management. Enter portfolio value and annual return for an instant result.

Venture Capital Return Calculator

Calculate venture capital fund expected returns using power-law distribution. Enter fund size to see using failure rate and average winner multiple.

Vesting Schedule Calculator

Calculate equity vesting schedule with cliff and remaining time to full vest. Enter units and vest period years for an instant result.

Volatility Impact Calculator

Calculate the drag of volatility on long-term investment returns using the arithmetic minus geometric return gap. Enter principal and see the result instantly.

Warrant Value Calculator

Calculate the intrinsic value of stock warrants. Enter share price, strike price and number of warrants to see total value and in-the-money status.

Wealth Building Rate Calculator

Calculate projected annual wealth growth from savings rate and expected investment returns. Shows projected wealth in 1 and 5 from the values you enter.

Windfall Allocation Calculator

Model optimal windfall distribution between debt repayment, savings growth, and discretionary spending with adjustable allocation percentages.

Wine Investment Calculator

Calculate wine investment IRR factoring storage costs. Free educational calculator with the math explained step by step.

XIRR Calculator

Calculate XIRR (Extended Internal Rate of Return) for irregular cash flows. Enter initial investment to see xirr for cash flows received over multiple years.

Yield Comparison Calculator

Compare yields across three investments on the same principal. See which pays the most income per year and the gap between them.

Yield on Cost Calculator

Calculate yield on cost showing dividend power for long-term holders. Enter annual dividend and original cost basis for an instant result.

Yield to Maturity Calculator

Calculate Yield to Maturity for bonds using bisection method. Enter face value par and bond price for an instant result.