Investment calculators
Compound growth, annuities, bonds, IRAs, RMDs, rental property, and related figures from the numbers you type. No live market data. Not investment advice.
31 tools
In this group
Start with compound interest or simple interest. Growth wrappers include mutual fund, Roth IRA, traditional IRA, and retirement savings. Cash-flow tools cover annuity, bond, RMD, and rental property. SIP, CAGR, ROI, dividend yield, NPV, and IRR stay in the same group.
- Annuity Payout Calculator Find the fixed withdrawal that exhausts a starting balance over a set number of years. Choose ordinary or due timing. Figures stay on this device. Informational, not investment advice.
- Annuity Calculator Solve for payment, present value, or future value on a level annuity. Choose end-of-period (ordinary) or beginning-of-period (due). Figures stay on this device. Informational, not investment advice.
- APR to APY Calculator Convert a nominal APR and compounding frequency to APY, or the reverse. Informational, not a product APY.
- Bond Price Calculator Enter face, coupon, yield, years, and coupon frequency. The page discounts remaining cash flows to a clean price sketch. Informational, not investment advice.
- Bond Yield Calculator Type face, coupon rate, market price, and years remaining. Read current yield, approximate YTM, and premium or discount versus face. Informational, not investment advice.
- Bond Calculator Discount coupon cash flows and face value to a clean price sketch. Also shows current yield and a simple approximate YTM. Informational, not investment advice.
- CAGR Calculator Compound annual growth rate between a start value and an end value. Informational, not a forecast.
- Cap Rate Calculator Capitalization rate = NOI / property value. Informational, not an appraisal.
- CD Interest Calculator Certificate of deposit future value at a fixed rate and term you type. Not a bank APY pull.
- College Cost Calculator Grow today's annual college cost by an inflation rate until school starts, then sum each inflated year of attendance. Optional savings rate sketches deposits. Informational, not financial advice.
- Compound Interest Calculator Future value of a lump sum that compounds on a fixed schedule. Figures stay on this device. They are not a forecast or advice.
- Dividend Yield Calculator Type the share price and the annual dividend in the same currency. Yield is annual dividend divided by price. Trailing yield is not a forecast. Informational, not investment advice.
- Future Value Calculator Future value of a lump sum plus an optional payment stream at a fixed rate.
- Inflation Calculator Adjust an amount by an annual inflation rate you type. No live CPI.
- IRR Calculator Internal rate of return: the rate that makes NPV of your cash flows equal zero.
- Mutual Fund Calculator Compound a starting balance at a net return equal to gross return minus expense ratio. Optional deposits each compounding period. Informational, not investment advice.
- NPV Calculator Net present value of a cash-flow list you type. Informational, not a valuation.
- Payback Period Calculator Simple payback = investment / annual cash-in. Optional discounted payback at a rate you type.
- Pension Calculator Estimate annual and monthly pension from years of service, final average salary, and an accrual percent. Optionally discount monthly payments to a lump-sum sketch. Informational, not a plan quote.
- Present Value Calculator Discount a future amount and an optional annuity at a fixed rate.
- Rental Property Calculator Estimate NOI and cap rate from rent, vacancy, and expenses. Optional down payment and mortgage rate sketch debt service and cash-on-cash. Informational, not investment advice.
- 401(k) Projection Calculator Simple 401(k) projection from balance, contribution, optional match, years, and a fixed return. Not tax-aware.
- Retirement Savings Calculator Grow a starting balance with regular contributions at a fixed return, or sketch the nest egg implied by annual spending and a withdrawal rate. Figures stay on this device. Informational, not retirement advice.
- RMD Calculator Divide an account balance by the Uniform Lifetime Table factor for the age you type. Ages 72 to 120. Informational, not tax advice.
- ROI Calculator Return on investment from cost and final value. Informational, not performance reporting.
- Roth IRA Calculator Compound a starting Roth-style balance with optional deposits each period. Contribution limits and tax rules are not enforced. Informational, not tax or investment advice.
- Rule of 72 Calculator Years to double: 72 / rate, plus the exact ln(2)/ln(1+r) comparison.
- Savings Goal Calculator Payment needed each period to reach a future amount at a fixed rate.
- Simple Interest Calculator Simple interest does not add earned interest back to the principal. Figures are informational, not investment advice.
- SIP Calculator Future value of equal periodic contributions at a fixed rate (SIP / recurring investment).
- Traditional IRA Calculator Compound a starting traditional IRA-style balance with optional deposits each period. Deduction and later taxation are not computed. Informational, not tax or investment advice.