Calcupedia

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.

investing markets

401(k) Contribution Optimizer

Calculate your total annual 401(k) contribution including employer match.

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investing markets

Appliance Depreciation Calculator

Estimates the current actual cash value of a home appliance, using a standard annual depreciation rate looked up by appliance type.

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investing markets

Bitcoin ETF Calculator

Calculate the annual and total cost of a Bitcoin ETFs expense ratio, and its drag on your investment return.

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Black-Scholes Calculator

Calculate the theoretical price of a European call and put option using the Black-Scholes model.

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Bond Convexity Calculator

Calculate a bonds convexity, a measure of how much its price-yield relationship curves, using the effective convexity method.

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Bond Price Calculator

Calculate the fair price of a bond by discounting its coupon payments and face value at the current yield to maturity.

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Bond Yield Calculator

Calculate the current yield of a bond from its coupon payment and market price.

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Bond YTM Calculator (Yield to Maturity)

Calculate a bonds yield to maturity from its current price, face value, coupon rate, and years to maturity.

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Call and Put Option Calculator

Calculate the profit or loss of a call or put option at a target underlying price.

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Capital Gains Tax Calculator

Estimate capital gains tax owed on the sale of stocks or other investment assets.

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Capital Gains Yield Calculator

Calculate the percentage price appreciation of an investment, excluding any dividend income.

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CAPM Calculator

Calculate the expected return of a stock using the Capital Asset Pricing Model.

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Cost of Capital Calculator

Calculate a simplified overall cost of capital by combining the cost of equity and the cost of debt.

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Cost of Equity Calculator

Calculate the cost of equity using the Dividend Growth Model, based on expected dividends, share price, and growth rate.

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Credit Spread Calculator

Calculate the yield spread between a corporate bond and a government bond of the same maturity.

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Depreciation Calculator

Calculate annual straight-line depreciation for a business or investment asset.

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Depreciation Calculator for Aircraft / Marine Vessels

Estimate the depreciated value of an aircraft or marine vessel over time.

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Depreciation Calculator for Business Equipment

Estimate the depreciated value of business equipment using straight-line depreciation.

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Depreciation Calculator for Computers & Electronics

Estimate the depreciated value of computers and electronics over time.

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Depreciation Calculator for Manufacturing Machinery

Estimate the depreciated value of manufacturing machinery over time.

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Depreciation Calculator for Real Estate / Buildings

Estimate annual depreciation for a building using standard straight-line schedules.

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Depreciation Calculator for Rental Property

Estimate annual depreciation deductions for a rental property.

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Depreciation Calculator for Vehicles / Cars

Estimate the depreciated value of a vehicle over time using straight-line depreciation.

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Dividend Discount Model Calculator

Calculate a stocks intrinsic value using the Dividend Discount Model (Gordon Growth Model).

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Dividend Yield Calculator

Calculate a stock dividend yield from its annual dividend payment and current price.

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Dollar-Cost Averaging (DCA) Calculator

Calculate total shares purchased and average cost from a recurring fixed-dollar investment strategy.

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DuPont Analysis Calculator

Break down Return on Equity into net profit margin, asset turnover, and financial leverage using the 3-step DuPont formula.

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ETF Expense Ratio Impact Calculator

Calculate the long-term dollar cost of an ETF expense ratio compared to a lower-fee alternative.

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EV/Sales Calculator

Calculate a companys Enterprise Value to Sales ratio, a valuation multiple that accounts for debt and cash.

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Expected Utility Calculator

Calculate the expected utility of an uncertain outcome using a square-root utility function, reflecting risk aversion.

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Fibonacci Retracement Calculator

Calculate key Fibonacci retracement price levels between a swing high and swing low for technical trading analysis.

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Forex Compounding Calculator

Calculate the compounded growth of a forex trading account based on a consistent monthly return.

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Free Float Calculator

Calculate a companys free float shares, free float percentage, and free float market capitalization.

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Graham Number Calculator

Calculate Benjamin Grahams estimate of a stocks maximum fair value using earnings per share and book value per share.

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Holding Period Return Calculator

Calculate the total return on an investment over your holding period, combining price appreciation and dividend income.

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Intrinsic Value (DCF) Calculator

Estimate a simplified intrinsic value using a discounted cash flow approach over a set number of years.

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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.

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Investment Calculator for 529 College Fund

Project the future value of a 529 college savings plan.

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Investment Calculator for Angel Investing

Estimate the blended return of an angel investing portfolio accounting for startup failure rates.

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Investment Calculator for Bonds

Project the value of a bond investment including coupon payments.

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Investment Calculator for Crypto Portfolio

Project the future value of a cryptocurrency portfolio with regular contributions.

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Investment Calculator for Dividend Stocks

Project the growth of a dividend stock portfolio with reinvested dividends.

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Investment Calculator for Gold & Commodities

Project the growth of a gold or commodities investment over time.

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Investment Calculator for Index Funds / S&P 500

Project growth of a regular index fund investment over time using compound returns.

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Investment Calculator for Peer-to-Peer Lending

Project returns from a peer-to-peer lending investment, accounting for expected defaults.

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Investment Calculator for Real Estate

Project the growth of a real estate investment including appreciation and rental income.

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Investment Calculator for Startup Equity

Estimate the potential future value of startup equity based on exit valuation scenarios.

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Jensens Alpha Calculator

Calculate Jensens Alpha to see how much a portfolio outperformed or underperformed its CAPM-predicted return.

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Margin Interest Calculator

Calculate the interest charged on a brokerage margin loan over a given number of days.

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Market Capitalization Calculator

Calculate a companys market capitalization from its share price and number of shares outstanding.

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Maximum Drawdown Calculator

Calculate the maximum drawdown of an investment, the largest peak-to-trough decline in its value.

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Money Market Account (MMA) Calculator

Calculate the future value of a money market account deposit.

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Mutual Fund Calculator

Calculate the future value of a mutual fund investment, either as a lump sum or as regular monthly contributions.

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NAV Calculator (Net Asset Value)

Calculate a funds Net Asset Value (NAV) and NAV per share from its total assets and liabilities.

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Optimal Price Calculator

Calculate the profit-maximizing price for a product using its marginal cost and price elasticity of demand.

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Options Greeks Calculator (Delta, Theta, Vega)

Estimate an option's Delta, Theta, and Vega using the Black-Scholes model.

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Options Spread Calculator (Bull Call Spread)

Calculate the net cost, maximum profit, maximum loss, and breakeven price of a bull call spread options strategy.

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P/E Ratio Calculator

Calculate a stock price-to-earnings ratio.

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Portfolio Beta Calculator

Calculate the overall beta of a portfolio as the weighted average of each holdings individual beta.

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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.

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Price per Share Calculator

Calculate a companys price per share from its total market capitalization and number of shares outstanding.

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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.

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ROI Calculator

Calculate the return on investment and net profit from any investment.

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ROI Calculator for AI Automation

Calculate the return on investment from automating workflows with AI tools.

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ROI Calculator for Chatbot Implementation

Estimate the return on investment from implementing a customer service or sales chatbot.

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ROI Calculator for Content Marketing

Estimate the return on investment from a content marketing program.

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ROI Calculator for CRM Software

Estimate the return on investment from adopting CRM software.

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ROI Calculator for Dropshipping Business

Estimate the return on investment for a dropshipping store, including ad spend and supplier costs.

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ROI Calculator for E-Commerce Store

Calculate the return on investment for launching or investing in an e-commerce store.

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ROI Calculator for Email Marketing

Calculate the return on investment for an email marketing campaign or platform.

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ROI Calculator for Employee Training

Calculate the return on investment for an employee training program based on productivity value gained.

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ROI Calculator for Franchise

Estimate the return on investment for purchasing and operating a franchise.

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ROI Calculator for Google Ads / PPC

Calculate the return on investment for a Google Ads or other PPC campaign.

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ROI Calculator for Hiring a New Employee

Estimate the return on investment from hiring a new employee.

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ROI Calculator for Influencer Marketing

Estimate the return on investment from an influencer marketing campaign.

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ROI Calculator for Manufacturing Equipment

Estimate the return on investment from purchasing new manufacturing equipment.

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ROI Calculator for Marketing Campaigns

Calculate the return on investment for a marketing campaign.

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ROI Calculator for Online Course Creation

Estimate the return on investment from creating and selling an online course.

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ROI Calculator for Podcast

Estimate the return on investment for producing a podcast, factoring in equipment and sponsorship income.

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ROI Calculator for Print-on-Demand

Estimate the return on investment for a print-on-demand store, factoring in design and ad costs.

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ROI Calculator for Real Estate Investment

Calculate the return on investment for a real estate purchase.

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ROI Calculator for Rental Property

Calculate the annual return on investment for a rental property based on net rental income.

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ROI Calculator for Restaurant Business

Estimate the return on investment for opening or upgrading a restaurant.

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ROI Calculator for SaaS Tools & Software

Estimate the return on investment from adopting a SaaS tool.

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ROI Calculator for SEO

Calculate the return on investment for an SEO investment based on the value of organic traffic generated.

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ROI Calculator for Solar Panels

Calculate the return on investment for a solar panel installation based on annual energy savings.

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ROI Calculator for Stock & Equity Investments

Calculate the return on investment for a stock or equity position.

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ROI Calculator for YouTube Channel

Estimate the return on investment for time and money put into growing a YouTube channel.

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Roth vs. Traditional IRA Comparison

Compare the projected after-tax value of a Roth IRA versus a Traditional IRA at retirement.

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Safety Stock Calculator

Calculate the safety stock needed to buffer against demand variability during lead time, at a chosen service level.

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Sharpe Ratio Calculator

Calculate the Sharpe ratio of a portfolio, measuring risk-adjusted return.

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Stock Average Price Calculator

Calculate your average (weighted) cost per share across multiple stock purchases at different prices and quantities.

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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.

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Stock Cost Basis Calculator

Calculate the average cost basis per share from total shares purchased and total cost.

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Stock Profit Calculator

Calculate the profit, ROI, and breakeven price of a single stock buy-and-sell trade, including broker commissions.

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Stock Return Calculator (CAGR)

Calculate the compound annual growth rate of a stock investment from purchase to current value.

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Stock Split Adjustment Calculator

Calculate your adjusted share count and price after a stock split.

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Unlevered Beta Calculator

Calculate a companys unlevered (asset) beta by removing the effect of its debt, using the Hamada equation.

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VaR Calculator (Value at Risk)

Calculate a portfolios Value at Risk (VaR) using the parametric (variance-covariance) method.

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WACC Calculator

Calculate the Weighted Average Cost of Capital (WACC), the blended rate a company pays to finance its assets.

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Wash Sale Rule Checker

Check whether a stock repurchase may trigger the wash sale rule, disallowing a tax loss.

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