ROI, compound interest, and dividend calculators. Browse our free investing tools below — all calculators are instant, accurate, and require no sign-up.
Alpha and Beta Calculator — Free alpha and beta calculator. Measure your portfolio's market sensitivity (beta) and excess risk-adjusted return (alpha) against a benchmark index.
Annualized Return Calculator — Free annualized return calculator. Convert cumulative investment returns into annualized rates to compare performance across different holding periods.
Annuity Calculator — Calculate the future value, present value, and payment schedule for ordinary annuities and annuities due. Includes growing annuity analysis and year-by-year breakdown.
Asset Allocation Rebalance Calculator — Calculate exactly how much to buy or sell in each asset to rebalance your portfolio to target allocations. Free online rebalancing tool.
Beta (Stock) Calculator — Calculate a stock's beta coefficient, alpha, R-squared, and correlation from historical returns. Includes unlevered beta and CAPM expected return.
Bitcoin ETF Calculator — Project Bitcoin ETF investment returns with expense ratios, DCA contributions, volatility analysis, and tax implications. Compare NAV vs ETF performance.
Bond Yield to Maturity Calculator — Calculate bond yield to maturity (YTM), current yield, duration, and total return. Includes cash flow schedule and premium/discount analysis.
CAGR Calculator — Calculate the Compound Annual Growth Rate of any investment. Enter beginning value, ending value, and time period to find your annualized return.
Call & Put Option Calculator — Price call and put options using the Black-Scholes model. Calculate premium, Greeks (delta, gamma, theta, vega), break-even price, and P/L at expiry.
Capital Gains Tax Calculator — Free capital gains tax calculator — estimate federal tax on investment gains using short-term and long-term rates, NIIT surcharge, and optional state tax.
CAPM Calculator — Calculate expected return using the Capital Asset Pricing Model (CAPM). Visualize the Security Market Line and project investment growth.
Compound Interest Calculator — Calculate how your savings and investments grow with compound interest. See future value, total contributions, interest earned, and a year-by-year growth breakdown.
Cost of Equity Calculator — Calculate the cost of equity using CAPM, Dividend Discount Model, and Bond Yield + Premium method. Includes sensitivity analysis and method comparison.
DCF (Discounted Cash Flow) Calculator — Calculate the intrinsic value of a company or stock using a discounted cash flow model. Includes terminal value, fair value per share, and sensitivity analysis.
Dividend Calculator — Project dividend income growth with DRIP reinvestment, monthly additions, and portfolio value. See yield on cost, income schedule, and total dividends.
Dividend Payout Ratio Calculator — Calculate the dividend payout ratio, retention ratio, FCF payout, and dividend sustainability. Compare across sectors with scenario analysis.
Dollar Cost Averaging Calculator — Simulate dollar cost averaging vs lump sum investing. See how periodic fixed-dollar investments perform with varying prices over time.
Enterprise Value Calculator — Calculate enterprise value (EV) from market cap, debt, and cash. Compute EV/EBITDA, EV/Revenue multiples and compare against sector benchmarks.
Effective Annual Yield Calculator — Convert nominal interest rates to effective annual yield (EAY/APY). Compare compounding frequencies and see the difference in future value.
EPS Growth Calculator — Analyze earnings per share growth trends, compute CAGR, PEG ratio, and project future EPS. Includes target price calculation and growth visualization.
Future Value Calculator — Calculate the future value of a lump sum or recurring payments with compound interest. Supports ordinary annuity and annuity due modes.
Futures Contract Calculator — Calculate futures profit/loss, margin requirements, leverage, and margin call price. Includes scenario analysis for crude oil, S&P 500, gold, and more.
Gift of Equity Calculator — Calculate gift of equity savings, effective down payment, monthly payments, and gift tax implications. Compare buying at discounted sale price vs fair market value.
GMROI Calculator — Calculate Gross Margin Return on Investment (GMROI), inventory turnover, sell-through rate, and compare to industry benchmarks for retail performance analysis.
Growing Annuity Calculator — Calculate the present and future value of a growing annuity with payments that increase at a constant rate. Includes payment schedule and growing perpetuity value.
Hedge Ratio Calculator — Calculate the minimum variance (optimal) hedge ratio, number of futures contracts, hedge effectiveness, and basis risk for commodity, FX, and financial hedging.
Holding Period Return Calculator — Calculate total and annualized holding period return including income, transaction costs, taxes, and inflation adjustment. Compare against major benchmarks.
HR Software ROI Calculator — Calculate ROI of HR software investment including efficiency gains, turnover reduction, compliance savings, and a 5-year cost-benefit projection.
Inflation-Adjusted Return Calculator — Free inflation-adjusted return calculator. Convert nominal investment returns into real returns that reflect actual purchasing power gains after inflation.
Intrinsic Value Calculator — Estimate a stock's intrinsic value using DCF, Dividend Discount Model, and Graham formulas. Includes margin of safety, sensitivity table, and multi-model comparison.
Jensen's Alpha Calculator — Calculate Jensen's Alpha, Treynor Ratio, Sharpe Ratio, and Information Ratio to evaluate risk-adjusted portfolio performance against the CAPM benchmark.
Lottery Annuity Calculator — Compare lottery lump sum vs annuity payments after taxes and inflation. Calculate NPV, break-even return rate, and see the full payment schedule.
Margin Comparison Calculator — Compare profit margins between two products, departments, or time periods. Calculate gross, operating, and net margins with visual side-by-side analysis.
Margin Call Calculator — Calculate the exact stock price that triggers a margin call. See your equity ratio, leverage, interest cost, and a full scenario table for price changes.
Margin Interest Calculator — Calculate the true cost of borrowing on margin. Compare broker rates, see daily/monthly costs, effective rates, and whether leverage boosts or erodes your returns.
Margin of Safety Calculator — Calculate the margin of safety between intrinsic value and market price. Includes value scoring, max buy price, P/E & P/B analysis, and sensitivity table.
Marginal Revenue Calculator — Calculate marginal revenue from price elasticity, find the profit-maximizing price, and analyze how price changes impact revenue and profit with a full schedule.
Modified IRR (MIRR) Calculator — Calculate MIRR with separate finance and reinvestment rates. Compare against standard IRR, see NPV, cash flow schedule, and reinvestment rate sensitivity.
Market Capitalization Calculator — Calculate market cap, enterprise value, P/E, and P/S ratios. Classify stocks by cap tier and compare valuation metrics against major index benchmarks.
Net Present Value (NPV) Calculator — Calculate net present value of future cash flows. Enter up to 20 periods with a discount rate to evaluate any investment or project decision.
Mutual Fund Fee Calculator — Calculate the true cost of mutual fund fees. Compare expense ratios, front/back loads, and see how much a low-cost index fund saves you over decades.
Optimal Hedge Ratio Calculator — Calculate the minimum-variance hedge ratio, optimal number of futures contracts, hedge effectiveness, and variance reduction with correlation sensitivity analysis.
Online Marketing ROI Calculator — Calculate ROAS, CPA, LTV:CAC ratio, and marketing ROI. Compare your ad performance against industry benchmarks for Google, Facebook, LinkedIn, and more.
Percentage Return Calculator — Calculate total, annualized, real, and after-tax investment returns. Compare against benchmarks and project growth with the Rule of 72.
Options Spread Calculator — Calculate profit, loss, and breakeven for bull call spreads, bear put spreads, iron condors, and straddles. View P/L at expiration across price ranges.
Portfolio Return Calculator — Calculate weighted portfolio return across multiple assets. Enter each holding with its weight and return to get your overall portfolio performance.
Portfolio Beta Calculator — Calculate weighted portfolio beta from individual asset betas. See CAPM expected return, market scenario analysis, and beta contribution by asset.
Put-Call Parity Calculator — Verify put-call parity for European options. Calculate implied call/put prices, detect arbitrage violations, and analyze strike and rate sensitivity.
Present Value Calculator — Calculate the present value of a future sum or annuity stream. Discount future cash flows to today using any rate and time period.
Return on Investment (ROI) Calculator — Calculate return on investment as a percentage and annualized rate. Enter cost and gain to instantly see your ROI, annualized return, and net profit.
Return on Capital Employed (ROCE) Calculator — Calculate ROCE, after-tax ROCE, and DuPont decomposition. Compare against sector benchmarks and analyze EBIT sensitivity on capital returns.
ROIC (Return on Invested Capital) Calculator — Calculate ROIC, economic profit, and value spread. Includes DuPont decomposition, NOPAT sensitivity analysis, and WACC comparison for value creation assessment.
ROI Calculator — Calculate return on investment (ROI) percentage, annualized ROI, net profit or loss, and break-even point. Compare multiple investment options side by side.
Sharpe Ratio Calculator — Free Sharpe ratio calculator. Measure risk-adjusted investment returns by comparing portfolio performance against the risk-free rate relative to volatility.
Rule of 72 Calculator — Use the Rule of 72 to estimate how long it takes to double your money. Enter any interest rate and instantly see years to double plus the exact result.
Stock Average Calculator — Calculate your weighted average cost basis across multiple stock purchases. See per-lot P/L, position value, break-even price, and average-down scenario analysis.
Stock Calculator — Analyze any stock with P/E, P/S, P/B ratios, dividend yield, Graham Number, position P/L, and price scenario analysis. Compare valuation vs S&P 500 benchmarks.
Treynor Ratio Calculator — Calculate the Treynor ratio for risk-adjusted portfolio evaluation. Compare funds, benchmark vs market, and analyze beta sensitivity with Jensen's alpha.
Tax-Loss Harvesting Calculator — Free tax-loss harvesting calculator. Estimate tax savings from selling losing investments, accounting for the $3,000 annual deduction limit and wash sale rules.
Variable Annuity Calculator — Analyze variable annuity growth, fees, surrender penalties, tax impact, and compare vs taxable investing. See fee drag, M&E cost, and after-tax value projections.
Unlevered Beta Calculator — Calculate unlevered (asset) beta from levered beta using the Hamada equation. Re-lever to target D/E ratios, decompose business vs financial risk, and compare industry betas.
Yield to Call (YTC) Calculator — Calculate yield to call, yield to worst, and current yield for callable bonds. Compare YTC vs YTM, view call year scenarios, and cash flow schedules.