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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
$2,497 a year.
The calculators are free and always will be. The market data behind them is the paid part, real-time from $43/mo.