Investment
Build wealth strategically with investment calculators. Calculate portfolio returns, dividends, compound growth, and retirement projections.
Available Calculators
26 calculators in this category
Asset Allocation Calculator
Design your ideal investment mix based on age, risk tolerance, and goals using proven allocation models
Sortino Ratio Calculator
Measure risk-adjusted investment return focusing exclusively on harmful downside volatility
Alpha / Beta Calculator
Calculate Jensen's Alpha and portfolio Beta to evaluate manager skill and market sensitivity using CAPM
Portfolio Beta Calculator
Calculate the weighted beta of your entire portfolio to measure overall market risk exposure
Capital Gain Calculator
Calculate your investment capital gains, estimated tax liability, and net profit after taxes
Dividend Payout Calculator
Calculate your expected annual, quarterly, and monthly dividend income with yield and payout ratio analysis
Dividend Growth Calculator
Project future dividend income using compound growth rates with yield on cost and total income collected
REIT Investment Calculator
Estimate REIT dividend income and total returns combining yield, appreciation, and holding period analysis
Bond Yield Calculator
Calculate current yield and yield to maturity for bonds with coupon income, capital gain, and total return analysis
Bond Duration Calculator
Calculate Macaulay and Modified duration to measure bond price sensitivity to interest rate changes
Bond Price Calculator
Determine the fair value of a bond based on face value, coupon rate, yield to maturity, and maturity date
Zero-Coupon Bond Calculator
Calculate the price or yield to maturity of a zero-coupon bond based on face value and maturity period
Mutual Fund Growth Calculator
Project mutual fund investment growth with compound returns and monthly contributions over time
ETF Growth Calculator
Project your ETF investment growth over time factoring in contributions, returns, and expense ratios
Dollar Cost Averaging Calculator
Simulate a dollar cost averaging strategy to see how regular investing smooths out market volatility
Investment Horizon Calculator
Find out how many years and months it will take to reach your financial goal with regular contributions
After-Tax Return Calculator
Calculate your real investment returns after taxes including tax drag and effective after-tax rate
Sustainable Withdrawal Rate Calculator
Plan retirement withdrawals to sustain your portfolio with inflation-adjusted projections and depletion analysis
Monte Carlo Investment Simulator
Run thousands of randomized investment simulations to model probable outcomes and assess loss probability
Hedging Impact Calculator
Analyze the cost-benefit of portfolio hedging by comparing unhedged versus hedged losses and net savings
Volatility Calculator
Calculate historical volatility from periodic returns using standard deviation annualized to yearly risk
Portfolio Correlation Calculator
Measure the Pearson correlation between two assets to assess diversification benefits and portfolio risk
Expected Return Calculator
Calculate probability-weighted expected investment return across multiple market scenarios
Portfolio Standard Deviation Calculator
Measure two-asset portfolio risk accounting for weights, volatilities, and correlation for diversification analysis
Portfolio Optimization Calculator
Find the optimal stock/bond allocation that maximizes your Sharpe ratio for the best risk-adjusted returns
Fund Expense Impact Calculator
See how fund expense ratios silently erode your long-term investment returns through compounding fee drag