Investment & Savings
Portfolio Rebalancing Calculator
Determine how much to buy or sell of each asset to rebalance your investment portfolio back to target allocations.
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Plan retirement, calculate investment returns, and optimize your savings strategy
Determine how much to buy or sell of each asset to rebalance your investment portfolio back to target allocations.
Calculate the real rate of return on your investments after accounting for inflation to understand true purchasing power growth.
Calculate the Compound Annual Growth Rate (CAGR) to measure the mean annual growth rate of an investment over a specified period.
Calculate the future value of your Systematic Investment Plan (SIP) with regular monthly contributions and compound growth.
Plan your retirement by calculating how much you need to save based on your desired retirement age, lifestyle, and current savings.
Project your 401(k) balance at retirement including employer matching, contribution limits, and investment growth.
Project the growth of your Roth IRA contributions over time and see how tax-free compounding builds your retirement wealth.
Calculate the future value of your investments with compound interest, regular contributions, and various compounding frequencies.
Calculate the return on investment (ROI) for any investment by comparing your initial cost to the final value or profit.
Calculate your total stock investment return including purchase price, sale price, dividends received, and holding period. See annualized returns and compare against benchmarks.
Calculate the yield to maturity (YTM) and current yield of a bond based on its face value, coupon rate, current market price, and years to maturity.
Calculate the dividend yield on your stock investments. Enter the annual dividend per share and current stock price to see your yield percentage and projected annual income.
Estimate the capital gains tax on your investment sales. Enter your purchase price, sale price, and holding period to see your tax liability for both short-term and long-term gains.
Analyze the financial performance of a rental property investment. Calculate monthly cash flow, cap rate, cash-on-cash return, and total ROI including mortgage, expenses, and rental income.
Project the growth of your index fund investment over time. Enter your initial investment, monthly contributions, expected return, and time horizon to see your wealth accumulation.
Determine if you're saving enough for retirement. Enter your current savings, monthly contributions, age, and goals to project whether you'll have enough to retire comfortably.
Calculate the capitalization rate for real estate investments. Enter the property value and net operating income to determine the cap rate and compare investment opportunities across different markets.
Estimate the internal rate of return (IRR) for private equity fund investments. Model capital calls, holding periods, and exit multiples to evaluate PE fund performance and compare against public market benchmarks.
Estimate the tax savings from harvesting investment losses. Calculate how selling losing positions to offset capital gains and ordinary income can improve your after-tax investment returns.
Calculate the total return on a stock investment including purchase price, selling price, dividends received, and trading fees.
Calculate how much ETF expense ratios cost you over time. Compare two funds with different expense ratios to see the long-term impact of fees on your investment returns.
Calculate the profit or loss on stock options trades. Enter the option type, strike price, premium paid, and current stock price to see your potential return and breakeven point.
Calculate your expected returns from REIT investments including dividend income, price appreciation, and total return with dividend reinvestment (DRIP) options.
Calculate the periodic payment from an annuity based on principal, interest rate, and payout period. Useful for retirement income planning and comparing annuity products.
Calculate the return on U.S. Treasury bond investments. Enter the face value, coupon rate, purchase price, and maturity to see your yield and total return from government bonds.
Calculate the impact of hedge fund fee structures on your investment returns. Compare the classic 2-and-20 model with alternatives and see how fees compound to erode wealth over time.
Calculate margin requirements for futures trading. Enter the contract details to determine initial margin, maintenance margin, leverage ratio, and potential margin call thresholds for your futures positions.
Calculate the value of a pip for any currency pair and lot size. Determine position sizing, potential profits, and risk per trade for forex trading across standard, mini, and micro lot sizes.
Calculate potential profits and losses from commodity trading. Enter contract specifications, entry and exit prices, and lot sizes to estimate your trading results for any commodity market.
Estimate the potential return on angel investments in startups. Account for dilution across funding rounds, failure rates, and exit multiples to model realistic portfolio-level returns from early-stage investing.
Model venture capital fund performance using industry-standard metrics. Calculate TVPI (total value), DPI (distributions), and RVPI (residual value) to evaluate VC fund returns across different portfolio scenarios.
Calculate dividend income and yields from preferred stock investments. Compare current yield, yield to call, and total return to evaluate preferred shares as an income-generating investment.
Analyze convertible bond investments by calculating conversion value, conversion premium, and yield to maturity. Compare the bond-floor value with conversion potential to make informed investment decisions.
Calculate the cost and risks of buying securities on margin. Determine interest expenses, break-even prices, margin call thresholds, and how leverage amplifies both gains and losses.
Calculate your expected dividend income from stocks and see how dividend reinvestment grows your portfolio over time.
Calculate the future value of an annuity or determine the payment amount needed to reach your target retirement income.
Estimate your monthly Social Security benefits based on your earnings, work history, and planned claiming age.
Estimate your pension benefit at retirement based on your years of service, final average salary, and pension plan formula.
Calculate your total net worth by listing all your assets and liabilities to get a clear picture of your financial health.
Calculate how much to save each month to reach your savings goal, or how long it will take at your current savings rate.
Calculate the interest earned and maturity value of a certificate of deposit (CD) based on deposit amount, rate, and term.
Calculate bond yield to maturity, current yield, and total return for any bond based on face value, coupon rate, and price.
Calculate your capital gains tax liability on investment profits, distinguishing between short-term and long-term holding periods.
Calculate the return on investment for rental properties and real estate investments, factoring in rental income, property appreciation, expenses, and financing costs.
Calculate profit or loss from cryptocurrency trades, including purchase price, selling price, quantity, and transaction fees.
Simulate dollar-cost averaging by investing fixed amounts at regular intervals, seeing how periodic purchases reduce volatility and build wealth over time.
Calculate your FIRE (Financial Independence, Retire Early) number based on annual expenses and withdrawal rate to determine how much you need to retire.
Calculate the future value of your Systematic Investment Plan (SIP) with regular monthly contributions and compound growth.
Calculate the Compound Annual Growth Rate (CAGR) to measure the mean annual growth rate of an investment over a specified period.
Calculate the real rate of return on your investments after accounting for inflation to understand true purchasing power growth.
Determine how much to buy or sell of each asset to rebalance your investment portfolio back to target allocations.