Free tools. No signup.
Growth
- Example
$10,000 at 8%/yr, compounded monthly
$49,268
in 20 yrs
How much will a recurring investment grow over time?
Compound Interest Calculator
Open - Example
$12,000 over 12 months at 8%
$12,514
lump sum $12,960
Project a total invested in monthly instalments, with the same total placed once beside it.
Dollar-Cost Averaging Projector
Open - Example
$10,000 at a 3% yield, reinvested
$46,610
in 20 yrs, price up 5%/yr
Project the long-run effect of reinvesting your dividends.
DRIP / Dividend Reinvestment Calculator
Open - Example
$10,000 to $25,000 over 10 yrs
9.60%
a year, compounded, from 150% total
Turn a total gain over a date range into a compound annual rate.
Annualized Return Calculator
Open
Risk
- Example
$10,000 account, 2% risk, $1.50 stop
133 shares
$200 at risk
How many shares should you buy given your risk per trade?
Position Sizing Calculator
Open - Example
8-point curve, peak 120, trough 90
25.00%
recovered in 2 periods
The largest peak-to-trough fall in an equity curve, and how long recovering it took.
Maximum Drawdown Estimator
Open - Example
12 monthly returns, 4.5% risk-free
0.77
annualized, vol 8.0%
Excess return per unit of volatility, measured on a pasted return series.
Sharpe Ratio Calculator
Open - Example
$1,000,000 at beta 1.00, index 5,000
4 contracts
x50 per point, $250,000 each
Index contracts needed to move a portfolio's beta to a target.
Beta-Adjusted Hedge Sizer
Open - Example
Volatility 15% / 5% / 25%
22% / 65% / 13%
inverse-volatility weights, 3.26 pts of risk each
Inverse-volatility weights across sleeves, and what separates them from equal risk contribution.
Risk Parity Allocator
Open
Options
- Example
Buy $105 call at $2.00
Max loss $200.00
breakeven $107
Payoff at expiry for long calls, long puts, and vertical spreads.
Options Profit Calculator
Open - Example
$100 at 30% implied volatility, 30 days
$8.60
1 sd, $91.40 to $108.60
The move to expiry implied by a typed volatility, or by an at-the-money straddle.
Implied Move Calculator
Open - Example
$100 call, 30 days, 30% volatility
$3.59 a share
delta 0.53, theta -$0.06 a day
European option value and all five Greeks, with a continuous dividend yield.
Black-Scholes Pricer
Open
Cost and tax
- Example
$6,000 net short-term loss, 35% rate
$1,050
$3,000 deducted, $3,000 carried forward
How realized capital gains and losses net under the federal rules, and where the wash-sale window falls.
Tax-Loss Harvesting Estimator
Open - Example
$10,000 at 8% for 20 yrs, 0.03% vs 0.75%
$5,805
the gap the cost ratio opens
What an annual cost ratio takes out of two holdings over time.
Stock vs. ETF Comparator
Open
The calculators are free and always will be. The market data behind them is the paid part.