Investment Calculators
A dedicated hub for investors. Analyze projects with NPV/IRR and DCF, value stocks and dividends, size option strategies, quantify portfolio risk and performance, and explore technical indicators. Clear inputs, transparent formulas, and instant results to support smarter decisions.
Investing Basics
Compound Interest Calculator
Project balances with compounding frequency and contributions.
Future Value Calculator
Estimate investment value at a target date.
Present Value Calculator
Discount future cash flows back to today.
Investment Return (ROI) Calculator
Compute simple and annualized returns from cash flows.
Capital Budgeting & Valuation
CAPM Calculator
Estimate required return from beta, risk-free rate, and market premium.
Discounted Cash Flow (DCF) – FCFF
Value the firm using free cash flow to the firm and WACC.
Discounted Cash Flow (DCF) – FCFE
Value equity using free cash flow to equity and cost of equity.
Dividend Discount Model (DDM)
Gordon growth and multi-stage dividend valuation.
Net Present Value (NPV) Calculator
Evaluate projects with uneven cash flows and discount rates.
Payback Period Calculator
Find simple and discounted payback times.
Profitability Index (PI) Calculator
Rank projects by value created per dollar invested.
Internal Rate of Return (IRR) Calculator
Solve for the discount rate that sets NPV to zero.
WACC Calculator
Compute the weighted average cost of capital from debt and equity.
Equity Analysis
Dividend Yield Calculator
Yield from price and dividend; forward or trailing.
Dividend Yield on Cost
Track yield based on your original purchase price.
Stock Average Down Calculator
Find new average cost after additional purchases.
Stock Calculator
Shares, price, fees, and profit/loss in one view.
Relative Valuation (Comps)
Value by multiples (P/E, EV/EBITDA, P/S) vs. peers.
Precedent Transaction Analysis
Benchmark acquisition multiples for deal context.
Portfolio Risk & Performance
Beta Calculator
Estimate systematic risk relative to a market index.
Covariance Calculator
Measure how two asset returns move together.
Correlation Coefficient Calculator
Quantify strength of linear return relationships.
Portfolio Standard Deviation
Compute multi-asset volatility from weights and correlations.
Sharpe Ratio Calculator
Risk-adjusted return using excess return over volatility.
Sortino Ratio Calculator
Downside-risk-adjusted performance vs. target return.
Treynor Ratio Calculator
Risk-adjusted return per unit of beta (systematic risk).
Value at Risk (VaR) Calculator
Parametric or historical VaR at chosen confidence levels.
Options & Derivatives
Black-Scholes Option Pricing
Price European calls/puts from inputs or implied vols.
Binomial Option Pricing
Multi-period lattice pricing with early exercise.
Options Greeks Calculator
Delta, gamma, theta, vega, and rho for sensitivity.
Implied Volatility Calculator
Back out IV from market price via numerical methods.
Covered Call Calculator
Yield, breakeven, and outcome scenarios at expiry.
Cash-Secured Put Calculator
Premium income, assignment risk, and ROI metrics.
Iron Condor Calculator
Max profit/loss, breakevens, and margin for spreads.
Straddle & Strangle Calculator
Analyze long/short volatility strategies by strikes.
Technical Analysis
Bollinger Bands Calculator
Upper/lower bands from SMA and price volatility.
Fibonacci Retracement Calculator
Key retracement/extension levels from swing points.
MACD Calculator
MACD, signal line, and histogram from EMA periods.
Moving Average (SMA & EMA)
Simple and exponential averages over custom windows.
Pivot Point Calculator
Daily/weekly pivots with support and resistance levels.
Relative Strength Index (RSI)
Momentum oscillator from gains/losses over N periods.
Bonds & Fixed Income
Bond Ladder Calculator
Stagger maturities to manage reinvestment and cash flow.
Bond Yield Calculator
Current yield, YTM, and YTC from price and coupons.
Asset Allocation & Costs
Asset Allocation Calculator
Model portfolios by risk level or custom weights.
Mutual Fund Fee Calculator
See long-term impact of expense ratios and loads.
Portfolio Rebalancing Calculator
Generate buy/sell trades to restore target weights.
Position Size Calculator
Risk per trade sizing from stop distance and capital.
Kelly Criterion Calculator
Optimal fraction to bet given edge and odds.