Investment Calculators
Model compounding growth, test investment strategies, and measure performance in seconds. These calculators cover every stage of portfolio building—from savings plans and cash-flow projections to risk metrics and benchmarking.
Featured investment tools
Compound Interest Calculator
Project lump sums and recurring contributions with flexible compounding and inflation adjustments.
Simple Interest Calculator
Compute linear interest on loans or deposits using principal, rate, and time in one step.
Investment Return (ROI)
Calculate net profit, ROI %, annualized return (CAGR), and break-even targets.
SIP / DCA Calculator
Model systematic investments, step-up plans, and inflation-adjusted results.
Net Present Value (NPV)
Discount cash flows, evaluate project viability, and compare scenarios instantly.
Internal Rate of Return (IRR)
Solve for IRR, XIRR, and payback with custom cash-flow timing.
Modified IRR (MIRR)
Account for distinct finance and reinvestment rates to compare projects accurately.
Growth & savings planners
Future Value Calculator
Estimate future balances for lump sums or annuities with optional inflation.
Savings Goal Planner
Target a future amount and compute the monthly contributions required.
CD Calculator
Compare certificate of deposit terms, APYs, and renewal strategies.
Annuity Calculator
Price immediate or deferred annuities and translate payouts to present value.
Inflation Calculator
Convert historical amounts to today’s dollars using CPI-based adjustments.
Lump Sum vs SIP
Compare lump-sum investing against phased contributions over time.
Portfolio & risk analytics
Asset Allocation Calculator
Build diversified mixes by risk profile and rebalance with drift controls.
CAPM Expected Return
Estimate required returns using beta, risk-free rate, and market premium.
Sharpe Ratio Calculator
Score risk-adjusted performance with optional Sortino comparison.
Beta Calculator
Measure systematic risk versus a benchmark using covariance inputs.
Portfolio Standard Deviation
Quantify volatility with support for multi-asset correlation matrices.
Dividend Yield Calculator
Track yield-on-cost, payout ratios, and growth assumptions for income portfolios.
Need more help?
Head to the finance hub for budgeting, debt, and tax tools, or browse the entire catalog with the search bar above. New calculators are published weekly—bookmark this page to stay current.