Investment calculators
Investment returns, stocks, dividends, options, bonds and portfolio tools.
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Bond Yield CalculatorFind a bond’s exact yield to maturity, current yield and total returnCAGR CalculatorTurn a starting and ending value into a smooth yearly growth rateCash-Secured Put CalculatorPremium yield, annualized return and breakeven for selling putsCost Basis CalculatorCost basis and capital gain by FIFO, LIFO, HIFO or average costDividend CalculatorSee your dividend income per payment, per month and per yearDividend Reinvestment CalculatorSee how reinvesting dividends compounds your shares and incomeDividend Yield CalculatorTurn a share price and dividend into yield and yearly incomeDollar Cost Averaging CalculatorFind your average cost per share and return from regular investingEnterprise Value CalculatorEnterprise value plus EV/EBITDA, EV/EBIT and EV/Sales multiplesFree Cash Flow CalculatorFree cash flow, FCF per share, FCF yield and price-to-FCFGraham Number CalculatorBenjamin Graham’s number and formula value with margin of safetyInvestment CalculatorProject how your money grows with monthly contributions and compoundingIron Condor CalculatorMax profit, max loss, breakevens and payoff chart for an iron condorIRR CalculatorFind the internal rate of return and NPV of any series of cash flowsKelly Criterion CalculatorOptimal bet or position size from your win rate and payoff ratioLumpsum CalculatorSee what a one-time mutual fund investment could grow toOptions Greeks CalculatorDelta, gamma, theta, vega and rho for your call or put positionOptions Profit CalculatorSee profit, break-even and max risk for calls, puts and spreadsPip CalculatorWork out forex pip value for any pair, lot size and account currencyPosition Size CalculatorKnow exactly how many shares to buy so one loss never sinks your accountSIP CalculatorSee what a fixed monthly investment grows into with compoundingStep-Up SIP CalculatorSee how raising your SIP every year multiplies the final corpusStock Average CalculatorFind your average cost per share and how many to buy to average downSWP CalculatorPlan monthly mutual fund withdrawals and see how long your corpus lastsWash Sale CalculatorCheck the 30-day wash sale window and find your disallowed lossXIRR CalculatorGet the true annual return on investments with irregular dates
More investment tools
83(b) Election CalculatorCompare paying tax now with an 83(b) election vs at vestingAfter-Tax Return CalculatorSee what your investment really earns after dividend and capital gains taxAnnualized Option Return CalculatorTurn option premium into an annualized yield on the capital you tie upAsset Allocation CalculatorGet a suggested stock, bond and cash mix for your age and risk levelBlack-Scholes CalculatorPrice European calls and puts and see delta, gamma, theta, vega and rhoBond Accrued Interest CalculatorAccrued interest and dirty price between coupon dates, by day countBond Convexity CalculatorConvexity, the convexity adjustment and a better price-change estimateBond Ladder CalculatorSplit money across staggered maturities and see income by yearBond Price CalculatorPrice any bond from its coupon, yield and years to maturityBrokerage CalculatorSee every charge on your trade — brokerage, STT, GST and exchange feesCovered Call CalculatorSee your covered call return if called, if unchanged and annualisedDCF CalculatorEstimate a stock’s intrinsic value with a two-stage discounted cash flow modelDividend Discount Model CalculatorValue a dividend stock with the Gordon growth or two-stage modelDividend Payout Ratio CalculatorPayout, retention and FCF payout ratios — is the dividend covered?Drawdown Recovery CalculatorSee the gain needed to break even after a loss and how long it takesESPP CalculatorWork out your ESPP purchase price, gain and return with a lookbackExpected Move CalculatorTurn implied volatility into an expected price range by expirationExpense Ratio CalculatorCompare two funds and see what higher fees cost you over decadesFibonacci Retracement CalculatorGet Fibonacci retracement and extension levels from any price swingFinancial Advisor Fee CalculatorSee what a 1% advisory fee really costs you over decadesForex Margin CalculatorFind the margin a forex trade needs from lot size, price and leverageHistorical Volatility CalculatorPaste closing prices and get annualized historical volatilityIndex Fund CalculatorProject index fund growth with monthly investing, fees and inflationIndia SIP CalculatorCalculate your mutual fund SIP maturity value in rupees, with step-upISO Exercise CalculatorCash to exercise ISOs, the AMT it triggers and the tax when you sellLeveraged ETF Decay CalculatorSee how volatility drag erodes 2x, 3x and inverse ETFs over timeMargin Call CalculatorFind the price that triggers a margin call and how much cash you’d needMaximum Drawdown CalculatorFind the worst peak-to-trough loss in any price or portfolio seriesMoving Average Calculator (SMA/EMA)Get simple and exponential moving averages and crossovers from pricesMutual Fund Load CalculatorSee what front-end and back-end sales loads really cost youP/E Ratio CalculatorCalculate P/E, forward P/E, PEG ratio and earnings yield in one placePEG Ratio CalculatorCheck whether a stock’s P/E is justified by its earnings growthPerpetuity CalculatorValue a never-ending stream of level or growing paymentsPortfolio Rebalancing CalculatorFind the exact buys and sells that bring your portfolio back to targetPortfolio Weighted Return CalculatorCombine holdings into one weighted portfolio return and allocationPrice to Book Ratio CalculatorCompare a stock’s price with the net assets behind each sharePut-Call Parity CalculatorSolve for a missing option price and spot parity mispricingRisk Reward Ratio CalculatorSize up a trade: reward-to-risk, break-even win rate and expectancyRSI CalculatorCalculate the Relative Strength Index from your closing pricesSharpe Ratio CalculatorMeasure risk-adjusted return with Sharpe and Sortino ratiosSIP LTCG Tax CalculatorEstimate LTCG and STCG tax when you redeem an equity mutual fund SIPSIP vs Lump Sum CalculatorInvest it all now or spread it out? Compare both side by sideSortino Ratio CalculatorScore returns against downside risk only, not total volatilityStock Options CalculatorSee what your ISOs or NSOs are worth, what exercising costs and the taxStock Return CalculatorTotal and annualized return on a stock, including dividends and feesStop Loss CalculatorFind your stop-loss and take-profit prices and what each would costSTP CalculatorMove a lump sum from a debt fund into equity, month by monthStraddle & Strangle CalculatorFind breakevens, max profit and loss for straddles and stranglesTIPS CalculatorProject inflation-adjusted principal and interest on Treasury TIPSTrading Compounding CalculatorSee how a daily or per-trade return compounds, with regular withdrawalsTrading Expectancy CalculatorFind the expected profit per trade, profit factor and breakeven win rateVertical Spread CalculatorMax profit, max loss and breakeven for debit and credit spreadsYield to Call CalculatorFind a callable bond’s yield to call, yield to maturity and yield to worstZero Coupon Bond CalculatorPrice a zero-coupon bond, solve its yield and see the yearly accretionATR CalculatorCompute average true range and set volatility-based stops and sizeBond Duration CalculatorMacaulay and modified duration, convexity and DV01 for any bondBond Equivalent Yield CalculatorConvert a T-bill or discount note price into its bond equivalent yieldButterfly Spread CalculatorMax profit, max loss and both breakevens for a call or put butterflyCAPM CalculatorExpected return and cost of equity from beta and the market premiumCFD CalculatorWork out CFD margin, profit or loss, overnight financing and break-evenCollar Strategy CalculatorSee the floor, cap, net cost and breakeven of a protective collarConvertible Bond CalculatorFind conversion value, conversion premium and the premium payback periodCurrency Cross Rate CalculatorDerive any cross rate from two quotes against a common currencyEPS CalculatorBasic and diluted earnings per share, with options and P/EF&O Turnover CalculatorCompute F&O and intraday turnover and check the tax audit limitForex Swap & Rollover CalculatorEstimate the overnight swap you pay or earn on a forex positionFutures Profit CalculatorFutures P&L in ticks and dollars for ES, NQ, CL, GC and moreImplied Volatility CalculatorBack out implied volatility from any call or put priceJensen's Alpha CalculatorMeasure risk-adjusted outperformance with Jensen’s alpha and Treynor ratioMargin Interest CalculatorSee what a brokerage margin loan really costs per day, month and tradeNAV CalculatorWork out net asset value per unit from a fund’s assets and liabilitiesOption Probability CalculatorSee the odds an option finishes in the money or touches its strikePivot Point CalculatorClassic, Fibonacci, Camarilla and Woodie support and resistance levelsPortfolio Variance CalculatorMeasure portfolio risk and the diversification benefit of correlationsReal Rate of Return CalculatorFind what your investment really earns after inflation and taxesRights Issue CalculatorWork out the theoretical ex-rights price and what your rights are worthShort Interest & Days to Cover CalculatorCalculate days to cover, short percent of float and short squeeze riskShort Selling CalculatorProfit, loss and break-even on a short sale after borrow fees and dividendsStock Beta CalculatorMeasure how much a stock moves with the market from its returnsStock Split CalculatorNew share count, price and cost basis after a split or reverse splitTime-Weighted Return CalculatorMeasure portfolio performance without the distortion of deposits and withdrawalsYield on Cost CalculatorDividend yield on what you actually paid, and where it could grow