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Investment Calculators

Our investment calculators help you analyze potential returns, understand compound growth, evaluate risk-adjusted performance, and optimize your investment strategy. Whether you're a beginner or experienced investor, these tools provide the insights you need to make informed decisions.

Calculate compound returns and future values

Analyze risk-adjusted performance metrics

Compare investment scenarios and strategies

Estimate dividend yields and growth

Evaluate portfolio diversification

131 Tools Available

Continuous Compound Interest Calculator

GMROI Calculator

CAGR Calculator

Advanced

5 min

SaaS Valuation Calculator

Calculate the fair value of any SaaS company using revenue multiples, Rule of 40, and growth-adjusted metrics. Trusted by institutional investors.

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Intermediate

5 min

Triangular Arbitrage Calculator

Calculate Triangular Arbitrage Calculator quickly and accurately.

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Intermediate

5 min

Real Exchange Rate Calculator

Calculate Real Exchange Rate Calculator quickly and accurately.

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Intermediate

5 min

Purchasing Power Parity Calculator

Calculate Purchasing Power Parity Calculator quickly and accurately.

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Intermediate

5 min

Interest Rate Parity Calculator

Calculate Interest Rate Parity Calculator quickly and accurately.

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Intermediate

5 min

Put Option Calculator

Calculate Put Option Calculator quickly and accurately.

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Intermediate

5 min

Forward Rate Calculator

Calculate Forward Rate Calculator quickly and accurately.

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Intermediate

5 min

Forward Premium Calculator

Calculate Forward Premium Calculator quickly and accurately.

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Intermediate

5 min

Call Option Calculator

Calculate Call Option Calculator quickly and accurately.

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Intermediate

5 min

Times Interest Earned Ratio Calculator

Calculate Times Interest Earned Ratio Calculator quickly and accurately.

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Intermediate

5 min

Tax Equivalent Yield Calculator

Calculate Tax Equivalent Yield Calculator quickly and accurately.

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Intermediate

5 min

Quick Ratio Calculator

Calculate Quick Ratio Calculator quickly and accurately.

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Intermediate

5 min

Debt to Asset Ratio Calculator

Calculate Debt to Asset Ratio Calculator quickly and accurately.

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Intermediate

5 min

Debt Service Coverage Ratio Calculator

Calculate Debt Service Coverage Ratio Calculator quickly and accurately.

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Intermediate

5 min

Credit Spread Calculator

Calculate Credit Spread Calculator quickly and accurately.

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Intermediate

5 min

Coupon Rate Calculator

Calculate Coupon Rate Calculator quickly and accurately.

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Intermediate

5 min

Coupon Payment Calculator

Calculate Coupon Payment Calculator quickly and accurately.

Calculate Bond YTM Calculator quickly and accurately.

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Intermediate

5 min

Bond Yield Calculator

Calculate Bond Yield Calculator quickly and accurately.

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Intermediate

5 min

Bond Current Yield Calculator

Calculate Bond Current Yield Calculator quickly and accurately.

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Intermediate

5 min

Bond Convexity Calculator

Calculate Bond Convexity Calculator quickly and accurately.

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Advanced

5 min

Altman Z-Score Calculator

Calculate the Altman Z-Score to predict the probability of bankruptcy for a company.

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Intermediate

3 min

Unlevered Beta Calculator

Calculate the unlevered beta to assess the risk of a company's assets without the impact of debt.

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Beginner

1 min

Stock Profit Calculator

Calculate your potential profit or loss from a stock trade, including commissions.

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Beginner

2 min

Return on Sales Calculator

Calculate Return on Sales (ROS) to evaluate a company's operational efficiency.

Calculate Return on Invested Capital (ROIC) to assess how efficiently a company uses its capital.

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Beginner

2 min

Retention Ratio Calculator

Calculate the percentage of earnings a company retains for reinvestment back into the business.

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Intermediate

5 min

Residual Income Calculator

Calculate the excess income generated by an investment after accounting for the cost of capital.

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Beginner

2 min

Price to Sales Ratio Calculator

Calculate the Price-to-Sales (P/S) ratio to value a company relative to its revenue.

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Beginner

2 min

Price to Earnings Ratio Calculator

Calculate the Price-to-Earnings (P/E) ratio to assess if a stock is overvalued or undervalued.

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Intermediate

3 min

Price to Cash Flow Ratio Calculator

Calculate the Price-to-Cash Flow (P/CF) ratio to evaluate a company's market value relative to its operating cash flow.

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Beginner

2 min

Price to Book Ratio Calculator

Calculate the Price-to-Book (P/B) ratio to assess a company's valuation relative to its book value.

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Intermediate

5 min

Portfolio Beta Calculator

Calculate the weighted average beta of an investment portfolio to understand its volatility.

Calculate the Net Asset Value (NAV) per share for a mutual fund or ETF.

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Beginner

2 min

Maturity Value Calculator

Calculate the total value of an investment or loan at the end of its term.

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Beginner

1 min

Market Capitalization Calculator

Calculate the total market value of a company's outstanding shares.

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Intermediate

5 min

Intrinsic Value Calculator

Calculate the intrinsic value of a stock using Benjamin Graham's formula.

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Intermediate

2 min

Graham Number Calculator

Calculate the maximum price an investor should pay for a stock according to Benjamin Graham.

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Beginner

2 min

Free Float Calculator

Calculate the number of shares available for trading by the public.

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Intermediate

2 min

EBITDA Multiple Calculator

Calculate the Enterprise Value to EBITDA ratio (EV/EBITDA).

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Beginner

2 min

Earnings per Share Calculator

Calculate a company's profit allocated to each outstanding share of common stock.

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Beginner

2 min

Dividend Payout Ratio Calculator

Calculate the percentage of earnings paid out as dividends to shareholders.

Calculate dividend yield and total annual dividend income.

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Advanced

5 min

Carried Interest Calculator

Calculate the carried interest (performance fee) for private equity and hedge funds.

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Intermediate

5 min

Beta Stock Calculator

Calculate the Beta of a stock to assess its volatility relative to the market.

Calculate Trailing Twelve Months (TTM) figures for financial analysis.

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Intermediate

5 min

Return on Capital Employed Calculator

Calculate ROCE to measure a company's profitability and capital efficiency.

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Advanced

5 min

Expected Utility Calculator

Calculate expected utility and certainty equivalent to analyze risk aversion.

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Intermediate

5 min

Discount Rate Calculator

Calculate the required rate of return using CAPM or Gordon Growth Model.

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Intermediate

3 minutes

Tesla (TSLA) CAPM Calculator

Calculate the expected return for Tesla (TSLA) stock using the Capital Asset Pricing Model (CAPM). Includes pre-filled Beta and market risk data for TSLA analysis.

Calculate the future value and interest earned on your Certificate of Deposit (CD).

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Beginner

2 minutes

Opportunity Cost Calculator

Calculate the potential loss from missing out on an alternative investment option.

Calculate Net Operating Profit After Tax (NOPAT) to evaluate operating efficiency excluding the impact of debt financing.

Calculate Market Value Added (MVA) to measure the wealth created for shareholders over the book value of equity.

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Beginner

1 minute

Money Factor Calculator

Convert between Money Factor (Lease Factor) and Annual Percentage Rate (APR).

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Advanced

3 minutes

MIRR Calculator (Modified Internal Rate of Return)

Calculate the Modified Internal Rate of Return (MIRR) for a series of cash flows, accounting for finance and reinvestment rates.

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Intermediate

1 minute

Margin Interest Calculator

Calculate the cost of borrowing money from your broker to trade stocks on margin.

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Beginner

2 minutes

Investment Fee Calculator

Calculate how much investment fees like expense ratios and advisor fees cost you over time.

Calculate the maturity amount and interest earned on your Fixed Deposit (FD).

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Advanced

5-10 minutes

Discounted Cash Flow (DCF) Calculator

Calculate the intrinsic value of an investment based on its expected future cash flows.

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Intermediate

2 min

Expense Ratio Calculator

Calculate the impact of investment fees and expense ratios on your long-term returns.

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Advanced

3 min

Optimal Hedge Ratio Calculator

Calculate the optimal number of futures contracts to hedge a portfolio and minimize risk.

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Intermediate

2 min

Mutual Fund Calculator

Calculate the future value of your mutual fund investment accounting for fees and contributions.

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Intermediate

2 min

Moving Average Calculator

Calculate Simple Moving Average (SMA) and Exponential Moving Average (EMA) to analyze trends in financial data.

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Intermediate

2 min

Information Ratio Calculator

Calculate the Information Ratio to assess a portfolio's risk-adjusted returns relative to a benchmark.

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Advanced

2 min

Hedge Ratio Calculator

Calculate the optimal hedge ratio to minimize the variance of a hedged portfolio.

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Intermediate

1 min

PVIFA Calculator (Present Value Interest Factor of Annuity)

Calculate the PVIFA factor to determine the present value of a series of future annuity payments.

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Beginner

1 min

Interest Rate Calculator

Calculate the annual interest rate required to grow an investment to a specific target value.

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Advanced

2 min

Equivalent Rate Calculator

Calculate the equivalent interest rate for a different compounding frequency while maintaining the same effective yield.

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Intermediate

1 min

Effective Interest Rate Calculator

Calculate the effective interest rate of a loan to understand the true cost of borrowing.

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Intermediate

1 min

Effective Annual Yield Calculator

Calculate the Effective Annual Yield (EAY) of an investment based on its nominal interest rate and compounding frequency.

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Intermediate

1 min

EAR Calculator (Effective Annual Rate)

Calculate the Effective Annual Rate (EAR) from a nominal interest rate and compounding frequency.

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Intermediate

2 min

Continuous Compound Interest Calculator

Calculate the future value of an investment with continuous compounding.

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Beginner

1 min

Compound Interest Rate Calculator

Calculate the annual interest rate required to reach your investment goal over a specific time period.

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Intermediate

2 min

Compound Growth Calculator

Calculate how your money grows over time with compound interest and regular contributions.

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Beginner

1 min

Year Over Year Growth Calculator

Calculate the percentage growth of an investment, revenue, or metric over a one-year period.

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Intermediate

1 min

Real Rate of Return Calculator

Calculate the real rate of return on your investments by adjusting the nominal rate for inflation.

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Beginner

1 min

Rate of Return Calculator

Calculate the rate of return on an investment based on its original and current value.

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Beginner

1 min

Percentage Return Calculator

Calculate the percentage gain or loss on an investment based on its initial and final values.

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Beginner

2 min

Investment Calculator

Calculate the potential growth of your investments over time with compound interest and monthly contributions.

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Beginner

1 min

Holding Period Return Calculator

Calculate the total return on an investment over the period it was held, including income and price appreciation.

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Beginner

1 min

Appreciation Calculator

Calculate the future value of an asset like real estate, stocks, or collectibles based on its annual appreciation rate.

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Beginner

2 min

Annualized Rate of Return Calculator

Calculate the geometric average amount of money earned by an investment each year over a given time period.

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Beginner

2 min

Stock Return Calculator

Calculate the total return on a stock investment, including price appreciation and dividends.

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Intermediate

2 min

Margin Call Calculator

Determine the stock price level at which an investor will receive a margin call, based on the initial investment and maintenance margin.

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Beginner

2 min

Sinking Fund Calculator

Calculate the periodic payments needed to reach a future financial goal with a sinking fund.

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Advanced

3 min

Effective Duration Calculator

Calculate a bond's sensitivity to interest rate changes using the effective duration formula.

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Beginner

1 min

LGD Calculator (Loss Given Default)

Calculate the Loss Given Default (LGD), the percentage of an asset expected to be lost if a borrower defaults.

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Advanced

4 min

Value at Risk (VaR) Calculator

Calculate the maximum expected loss of a portfolio over a specific time period for a given confidence level.

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Intermediate

5-7 minutes

Yield to Call Calculator

Calculate the total return anticipated on a callable bond if it is held until its call date.

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Advanced

3 min

PVGO Calculator (Present Value of Growth Opportunities)

Calculate the Present Value of Growth Opportunities (PVGO) to determine how much of a stock's value comes from future growth versus current earnings.

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Intermediate

4-6 minutes

Bitcoin ETF Calculator

Calculate potential returns from Bitcoin ETF investments.

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Advanced

6-10 minutes

Black-Scholes Calculator

Calculate option prices using the Black-Scholes model.

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Advanced

4-6 minutes

Bond Equivalent Yield Calculator

Convert discount bond yields to bond equivalent yields.

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Intermediate

5-7 minutes

Bond Price Calculator

Calculate the fair value and price of bonds.

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Beginner

1 min

Basis Point Calculator

Convert basis points to percentage and vice versa.

Calculate Compound Annual Growth Rate for investments.

Calculate expected returns using Capital Asset Pricing Model.

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Advanced

6-8 minutes

Carry Trade Calculator

Calculate profit from currency carry trade strategies.

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Advanced

5-8 minutes

Cost of Equity Calculator

Calculate the cost of equity using CAPM or dividend discount model.

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Advanced

6-8 minutes

Currency Forward Calculator

Calculate forward exchange rates for currency hedging.

Calculate company valuation using discounted cash flow analysis.

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Advanced

6-8 minutes

Dividend Discount Model Calculator

Calculate stock value using dividend discount model (Gordon Growth).

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Beginner

2-4 minutes

Dividend Yield Calculator

Calculate dividend yield for stocks and investments.

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Advanced

5-8 minutes

Enterprise Value Calculator

Calculate enterprise value for company valuation.

Calculate Earnings Per Share for stock analysis.

Calculate Enterprise Value to Sales ratio.

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Beginner

3-5 minutes

Future Value Calculator

Calculate future value of investments and savings.

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Advanced

7-10 minutes

Futures Contracts Calculator

Calculate futures contract pricing and profits.

Calculate Internal Rate of Return for investments.

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Advanced

6-8 minutes

Jensen's Alpha Calculator

Calculate risk-adjusted portfolio performance using Jensen's Alpha.

Calculate Net Present Value for investment decisions.

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Advanced

8-12 minutes

Options Spread Calculator

Calculate profit/loss for options spread strategies.

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Intermediate

4-6 minutes

P/CF Ratio Calculator

Calculate Price to Cash Flow ratio for stock valuation.

Calculate Price to Earnings ratio for stock valuation.

Calculate Price/Earnings to Growth ratio.

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Intermediate

4-6 minutes

Perpetuity Calculator

Calculate present value of perpetual cash flows.

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Beginner

3-5 minutes

Present Value Calculator

Calculate present value of future cash flows.

Calculate Return on Investment for any investment.

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Advanced

5-7 minutes

Sharpe Ratio Calculator

Calculate risk-adjusted returns using Sharpe Ratio.

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Advanced

5-7 minutes

Sortino Ratio Calculator

Calculate downside risk-adjusted returns.

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Beginner

3-5 minutes

Stock Average Calculator

Calculate average stock purchase price (dollar-cost averaging).

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Beginner

2-4 minutes

Stock Split Calculator

Calculate post-split share count and price.

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Advanced

5-7 minutes

Treynor Ratio Calculator

Calculate risk-adjusted returns using Treynor Ratio.

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Intermediate

5-8 minutes

Time Value of Money Calculator

Calculate time value of money for any cash flow.

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Intermediate

5-7 minutes

Yield to Maturity Calculator

Calculate the total return anticipated on a bond if held until it matures.

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Advanced

4 min

Alpha Calculator (Jensen's Alpha)

Measure an investment's risk-adjusted performance relative to a benchmark.

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Intermediate

3-5 min

Maximum Drawdown Calculator

Calculate the Maximum Drawdown (MDD) of an investment portfolio to understand its downside risk and largest peak-to-trough decline.

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Intermediate

4-6 minutes

Margin of Safety Calculator

Calculate the margin of safety to understand the gap between intrinsic value and market price.

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Intermediate

3-5 minutes

P/S Ratio Calculator (Price-to-Sales)

Calculate the Price-to-Sales ratio to value companies and compare valuations.

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Advanced

5-7 minutes

Put-Call Parity Calculator

Calculate put-call parity relationships for options pricing and arbitrage opportunities.

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Frequently Asked Questions

What is ROI and how is it calculated?

ROI (Return on Investment) measures the gain or loss generated on an investment relative to the amount of money invested. It is calculated as: (Net Profit / Cost of Investment) x 100.

Why is compound interest important?

Compound interest allows your investments to grow exponentially over time because you earn interest on both your initial principal and the accumulated interest from previous periods.

What is the difference between APR and APY?

APR (Annual Percentage Rate) is the simple interest rate charged or earned in a year without compounding. APY (Annual Percentage Yield) takes compounding into account, giving a more accurate picture of potential earnings.

How to Choose the Right Investment Calculator

If you are just starting out, the Compound Interest Calculator is your best friend—it shows the power of time. For stock pickers, the ROI and P/E Ratio calculators are essential. Advanced investors should look at CAPM and Sharpe Ratio to understand risk-adjusted returns.