Investing & Markets Calculators (101)
Real investing math starts with an investment calculator for real growth over time, a 401k contribution optimizer, and a Roth versus traditional IRA comparison, alongside dividend yield, dollar cost averaging, and a money market account calculator. Investment tracking gets its own dedicated set too, with versions for index funds and the S&P 500, real estate, gold and commodities, bonds, crypto portfolios, startup equity, dividend stocks, a 529 college fund, peer to peer lending, and angel investing.
ROI gets the deepest coverage of any calculator here, with dedicated versions for real estate, marketing campaigns, stocks and equities, rental property, solar panels, Google Ads, email marketing, SEO, ecommerce, employee training, chatbots, AI automation, dropshipping, YouTube channels, podcasts, print on demand, restaurants, franchises, manufacturing equipment, hiring, CRM software, online courses, influencer marketing, content marketing, and SaaS tools. Depreciation follows the same pattern for vehicles, business equipment, aircraft and marine vessels, real estate, computers and electronics, manufacturing machinery, rental property, and home appliances.
There is also real coverage for the technical side of markets: P/E ratio, bond yield, price, convexity, and YTM, Black-Scholes, put-call parity, options spread and Greeks, Sharpe ratio, Jensen's alpha, Value at Risk, WACC, CAPM, cost of capital and equity, DuPont analysis, Graham number, market capitalization, maximum drawdown, portfolio, stock, and unlevered beta, Fibonacci retracement, credit spread, EV to sales, NAV, capital gains tax and yield, wash sale rules, stock split adjustment, stock cost basis, and a stock profit and average price calculator for tracking any position.
401(k) Contribution Optimizer
Calculate your total annual 401(k) contribution including employer match.
Open calculator →Appliance Depreciation Calculator
Estimates the current actual cash value of a home appliance, using a standard annual depreciation rate looked up by appliance type.
Open calculator →Bitcoin ETF Calculator
Calculate the annual and total cost of a Bitcoin ETFs expense ratio, and its drag on your investment return.
Open calculator →Black-Scholes Calculator
Calculate the theoretical price of a European call and put option using the Black-Scholes model.
Open calculator →Bond Convexity Calculator
Calculate a bonds convexity, a measure of how much its price-yield relationship curves, using the effective convexity method.
Open calculator →Bond Price Calculator
Calculate the fair price of a bond by discounting its coupon payments and face value at the current yield to maturity.
Open calculator →Bond Yield Calculator
Calculate the current yield of a bond from its coupon payment and market price.
Open calculator →Bond YTM Calculator (Yield to Maturity)
Calculate a bonds yield to maturity from its current price, face value, coupon rate, and years to maturity.
Open calculator →Call and Put Option Calculator
Calculate the profit or loss of a call or put option at a target underlying price.
Open calculator →Capital Gains Tax Calculator
Estimate capital gains tax owed on the sale of stocks or other investment assets.
Open calculator →Capital Gains Yield Calculator
Calculate the percentage price appreciation of an investment, excluding any dividend income.
Open calculator →CAPM Calculator
Calculate the expected return of a stock using the Capital Asset Pricing Model.
Open calculator →Cost of Capital Calculator
Calculate a simplified overall cost of capital by combining the cost of equity and the cost of debt.
Open calculator →Cost of Equity Calculator
Calculate the cost of equity using the Dividend Growth Model, based on expected dividends, share price, and growth rate.
Open calculator →Credit Spread Calculator
Calculate the yield spread between a corporate bond and a government bond of the same maturity.
Open calculator →Depreciation Calculator
Calculate annual straight-line depreciation for a business or investment asset.
Open calculator →Depreciation Calculator for Aircraft / Marine Vessels
Estimate the depreciated value of an aircraft or marine vessel over time.
Open calculator →Depreciation Calculator for Business Equipment
Estimate the depreciated value of business equipment using straight-line depreciation.
Open calculator →Depreciation Calculator for Computers & Electronics
Estimate the depreciated value of computers and electronics over time.
Open calculator →Depreciation Calculator for Manufacturing Machinery
Estimate the depreciated value of manufacturing machinery over time.
Open calculator →Depreciation Calculator for Real Estate / Buildings
Estimate annual depreciation for a building using standard straight-line schedules.
Open calculator →Depreciation Calculator for Rental Property
Estimate annual depreciation deductions for a rental property.
Open calculator →Depreciation Calculator for Vehicles / Cars
Estimate the depreciated value of a vehicle over time using straight-line depreciation.
Open calculator →Dividend Discount Model Calculator
Calculate a stocks intrinsic value using the Dividend Discount Model (Gordon Growth Model).
Open calculator →Dividend Yield Calculator
Calculate a stock dividend yield from its annual dividend payment and current price.
Open calculator →Dollar-Cost Averaging (DCA) Calculator
Calculate total shares purchased and average cost from a recurring fixed-dollar investment strategy.
Open calculator →DuPont Analysis Calculator
Break down Return on Equity into net profit margin, asset turnover, and financial leverage using the 3-step DuPont formula.
Open calculator →ETF Expense Ratio Impact Calculator
Calculate the long-term dollar cost of an ETF expense ratio compared to a lower-fee alternative.
Open calculator →EV/Sales Calculator
Calculate a companys Enterprise Value to Sales ratio, a valuation multiple that accounts for debt and cash.
Open calculator →Expected Utility Calculator
Calculate the expected utility of an uncertain outcome using a square-root utility function, reflecting risk aversion.
Open calculator →Fibonacci Retracement Calculator
Calculate key Fibonacci retracement price levels between a swing high and swing low for technical trading analysis.
Open calculator →Forex Compounding Calculator
Calculate the compounded growth of a forex trading account based on a consistent monthly return.
Open calculator →Free Float Calculator
Calculate a companys free float shares, free float percentage, and free float market capitalization.
Open calculator →Graham Number Calculator
Calculate Benjamin Grahams estimate of a stocks maximum fair value using earnings per share and book value per share.
Open calculator →Holding Period Return Calculator
Calculate the total return on an investment over your holding period, combining price appreciation and dividend income.
Open calculator →Intrinsic Value (DCF) Calculator
Estimate a simplified intrinsic value using a discounted cash flow approach over a set number of years.
Open calculator →Investment Calculator
Project the future value of an investment, or solve for the contribution, return rate, starting amount, or time needed to reach a specific goal amount.
Open calculator →Investment Calculator for 529 College Fund
Project the future value of a 529 college savings plan.
Open calculator →Investment Calculator for Angel Investing
Estimate the blended return of an angel investing portfolio accounting for startup failure rates.
Open calculator →Investment Calculator for Bonds
Project the value of a bond investment including coupon payments.
Open calculator →Investment Calculator for Crypto Portfolio
Project the future value of a cryptocurrency portfolio with regular contributions.
Open calculator →Investment Calculator for Dividend Stocks
Project the growth of a dividend stock portfolio with reinvested dividends.
Open calculator →Investment Calculator for Gold & Commodities
Project the growth of a gold or commodities investment over time.
Open calculator →Investment Calculator for Index Funds / S&P 500
Project growth of a regular index fund investment over time using compound returns.
Open calculator →Investment Calculator for Peer-to-Peer Lending
Project returns from a peer-to-peer lending investment, accounting for expected defaults.
Open calculator →Investment Calculator for Real Estate
Project the growth of a real estate investment including appreciation and rental income.
Open calculator →Investment Calculator for Startup Equity
Estimate the potential future value of startup equity based on exit valuation scenarios.
Open calculator →Jensens Alpha Calculator
Calculate Jensens Alpha to see how much a portfolio outperformed or underperformed its CAPM-predicted return.
Open calculator →Margin Interest Calculator
Calculate the interest charged on a brokerage margin loan over a given number of days.
Open calculator →Market Capitalization Calculator
Calculate a companys market capitalization from its share price and number of shares outstanding.
Open calculator →Maximum Drawdown Calculator
Calculate the maximum drawdown of an investment, the largest peak-to-trough decline in its value.
Open calculator →Money Market Account (MMA) Calculator
Calculate the future value of a money market account deposit.
Open calculator →Mutual Fund Calculator
Calculate the future value of a mutual fund investment, either as a lump sum or as regular monthly contributions.
Open calculator →NAV Calculator (Net Asset Value)
Calculate a funds Net Asset Value (NAV) and NAV per share from its total assets and liabilities.
Open calculator →Optimal Price Calculator
Calculate the profit-maximizing price for a product using its marginal cost and price elasticity of demand.
Open calculator →Options Greeks Calculator (Delta, Theta, Vega)
Estimate an option's Delta, Theta, and Vega using the Black-Scholes model.
Open calculator →Options Spread Calculator (Bull Call Spread)
Calculate the net cost, maximum profit, maximum loss, and breakeven price of a bull call spread options strategy.
Open calculator →P/E Ratio Calculator
Calculate a stock price-to-earnings ratio.
Open calculator →Portfolio Beta Calculator
Calculate the overall beta of a portfolio as the weighted average of each holdings individual beta.
Open calculator →Pre-Money and Post-Money Valuation Calculator
Calculate a startups pre-money and post-money valuation from the investment amount and the investors equity stake.
Open calculator →Price per Share Calculator
Calculate a companys price per share from its total market capitalization and number of shares outstanding.
Open calculator →Put-Call Parity Calculator
Calculate the theoretical put option price implied by put-call parity, given the call price, spot price, strike, and risk-free rate.
Open calculator →ROI Calculator
Calculate the return on investment and net profit from any investment.
Open calculator →ROI Calculator for AI Automation
Calculate the return on investment from automating workflows with AI tools.
Open calculator →ROI Calculator for Chatbot Implementation
Estimate the return on investment from implementing a customer service or sales chatbot.
Open calculator →ROI Calculator for Content Marketing
Estimate the return on investment from a content marketing program.
Open calculator →ROI Calculator for CRM Software
Estimate the return on investment from adopting CRM software.
Open calculator →ROI Calculator for Dropshipping Business
Estimate the return on investment for a dropshipping store, including ad spend and supplier costs.
Open calculator →ROI Calculator for E-Commerce Store
Calculate the return on investment for launching or investing in an e-commerce store.
Open calculator →ROI Calculator for Email Marketing
Calculate the return on investment for an email marketing campaign or platform.
Open calculator →ROI Calculator for Employee Training
Calculate the return on investment for an employee training program based on productivity value gained.
Open calculator →ROI Calculator for Franchise
Estimate the return on investment for purchasing and operating a franchise.
Open calculator →ROI Calculator for Google Ads / PPC
Calculate the return on investment for a Google Ads or other PPC campaign.
Open calculator →ROI Calculator for Hiring a New Employee
Estimate the return on investment from hiring a new employee.
Open calculator →ROI Calculator for Influencer Marketing
Estimate the return on investment from an influencer marketing campaign.
Open calculator →ROI Calculator for Manufacturing Equipment
Estimate the return on investment from purchasing new manufacturing equipment.
Open calculator →ROI Calculator for Marketing Campaigns
Calculate the return on investment for a marketing campaign.
Open calculator →ROI Calculator for Online Course Creation
Estimate the return on investment from creating and selling an online course.
Open calculator →ROI Calculator for Podcast
Estimate the return on investment for producing a podcast, factoring in equipment and sponsorship income.
Open calculator →ROI Calculator for Print-on-Demand
Estimate the return on investment for a print-on-demand store, factoring in design and ad costs.
Open calculator →ROI Calculator for Real Estate Investment
Calculate the return on investment for a real estate purchase.
Open calculator →ROI Calculator for Rental Property
Calculate the annual return on investment for a rental property based on net rental income.
Open calculator →ROI Calculator for Restaurant Business
Estimate the return on investment for opening or upgrading a restaurant.
Open calculator →ROI Calculator for SaaS Tools & Software
Estimate the return on investment from adopting a SaaS tool.
Open calculator →ROI Calculator for SEO
Calculate the return on investment for an SEO investment based on the value of organic traffic generated.
Open calculator →ROI Calculator for Solar Panels
Calculate the return on investment for a solar panel installation based on annual energy savings.
Open calculator →ROI Calculator for Stock & Equity Investments
Calculate the return on investment for a stock or equity position.
Open calculator →ROI Calculator for YouTube Channel
Estimate the return on investment for time and money put into growing a YouTube channel.
Open calculator →Roth vs. Traditional IRA Comparison
Compare the projected after-tax value of a Roth IRA versus a Traditional IRA at retirement.
Open calculator →Safety Stock Calculator
Calculate the safety stock needed to buffer against demand variability during lead time, at a chosen service level.
Open calculator →Sharpe Ratio Calculator
Calculate the Sharpe ratio of a portfolio, measuring risk-adjusted return.
Open calculator →Stock Average Price Calculator
Calculate your average (weighted) cost per share across multiple stock purchases at different prices and quantities.
Open calculator →Stock Beta Calculator
Calculate a stocks beta from four periods of asset and market returns, measuring how much the stock moves relative to the overall market.
Open calculator →Stock Cost Basis Calculator
Calculate the average cost basis per share from total shares purchased and total cost.
Open calculator →Stock Profit Calculator
Calculate the profit, ROI, and breakeven price of a single stock buy-and-sell trade, including broker commissions.
Open calculator →Stock Return Calculator (CAGR)
Calculate the compound annual growth rate of a stock investment from purchase to current value.
Open calculator →Stock Split Adjustment Calculator
Calculate your adjusted share count and price after a stock split.
Open calculator →Unlevered Beta Calculator
Calculate a companys unlevered (asset) beta by removing the effect of its debt, using the Hamada equation.
Open calculator →VaR Calculator (Value at Risk)
Calculate a portfolios Value at Risk (VaR) using the parametric (variance-covariance) method.
Open calculator →WACC Calculator
Calculate the Weighted Average Cost of Capital (WACC), the blended rate a company pays to finance its assets.
Open calculator →Wash Sale Rule Checker
Check whether a stock repurchase may trigger the wash sale rule, disallowing a tax loss.
Open calculator →