Stock Profit Calculator
Stock profit or loss with fees, commissions, and percentage return
CAGR Calculator
Compound annual growth rate with initial, final value and years
NPV Calculator
Net present value of future cash flows with discounted breakdown
Dividend Calculator
Dividend yield, annual income and monthly passive income
Cash vs Invest Calculator
Compare cash growth vs market returns after inflation
Convertible Note Calculator
Note conversion with discount, cap and accrued interest
After-Tax Yield Calculator
Gross yield vs what you keep plus tax-equivalent yield
100 Minus Age Asset Allocation
Age-based stock/bond split with risk adjustment
Active vs Passive Investing
Active fund fees vs index funds and the return gap
Annualized Return Calculator
Total return to CAGR with doubling time
Asset Allocation Calculator
Portfolio weights, diversification score and top holding
Asset Allocation Drift Calculator
Target vs actual weights and rebalancing trigger
Asset Allocation Return Calculator
Blended portfolio return, volatility and risk-adjusted return
Enterprise Value Calculator (EV)
Calculate enterprise value: market cap + total debt − cash. Also compute EV/EBITDA and EV/Revenue multiples to compare companies on a fair, debt-adjusted basis.
Forex Compound Calculator
See how reinvested forex profits grow. Model monthly or weekly returns with compounding, then view milestone dates for every 25% of account growth.
XIRR Calculator (Extended Internal Rate of Return)
Compute the annualized return of irregular cash flows — investments, dividends, withdrawals on any dates.
SIP Calculator (Systematic Investment Plan)
Estimate the maturity value of monthly SIP investments with expected returns, step-up and year-by-year growth.
Lumpsum Calculator
Project the future value of a one-time investment with compound returns over any time horizon.
Capital Gains Tax Calculator
Free capital gains tax calculator for stocks, crypto and real estate. Estimate short-term & long-term capital gains tax with federal brackets, NIIT and state tax.
Short-Term Capital Gains Tax Calculator
Calculate short-term capital gains tax on assets held under 1 year. Uses ordinary income tax brackets for single and joint filers with NIIT.
Long-Term Capital Gains Tax Calculator
Free long-term capital gains tax calculator. Assets held over 1 year qualify for 0%, 15% or 20% rates plus NIIT when applicable.
Wash Sale CSV Checker
Upload or paste your trades as CSV and instantly detect wash sales. The IRS 30-day rule disallows losses when you buy the same stock within 30 days before or after a sale.
Roth Conversion Calculator
See if converting your Traditional IRA to a Roth IRA is worth it. Compare the tax you pay today against the tax you save in retirement.
DRIP Calculator
Free DRIP calculator shows how reinvesting dividends compounds your portfolio over time. Compare total invested vs final value with dividend growth.
Monthly Dividend Income Calculator
Calculate how much monthly dividend income your portfolio generates. See the capital needed to reach your passive income target.
DCA Calculator
Free dollar-cost averaging calculator. Project the value of your monthly investments over time with compounding returns.
Lump Sum vs DCA Calculator
Compare investing a lump sum all at once vs dollar-cost averaging it over time. See which strategy builds more wealth at your expected return.
Investment Goal Calculator
Find out how much you need to save each month to reach any financial goal — retirement, house, education, or a dream purchase.
ETF Overlap Checker
Paste the holdings of two ETFs and instantly see how much they overlap. Avoid unknowingly doubling up on the same stocks.
Stock Correlation Calculator
Calculate the Pearson correlation coefficient between two stocks from historical prices. See if they move together or against each other.
Stock Split Calculator
Calculate how many shares you own and the new share price after any stock split or reverse split. Your total value stays the same.
Tech Comp Optimizer
Compare tech job offers with RSUs, bonuses and 401k matches. See the true annual compensation and after-tax value of each package.
RSU Tax Calculator
Calculate the tax you owe when your restricted stock units (RSUs) vest. Includes ordinary income at vesting plus the value of shares you keep.
ESPP Calculator
Calculate the profit from your Employee Stock Purchase Plan. Includes the typical 15% discount, lookback and holding period tax treatment.
Margin Call Calculator
Calculate your margin requirement and the exact price that triggers a margin call. Know your maintenance margin before the broker forces a sale.
Leveraged ETF Decay Calculator
See how volatility destroys value in leveraged ETFs. Daily rebalancing causes decay that makes 2x and 3x funds underperform over time.
Leveraged ETF Daily Reset Calculator
Understand how daily rebalancing changes your returns. Model a sequence of daily returns to see why leveraged ETFs behave differently than expected.
Leveraged ETF Rebalancing Calculator
Compare daily-rebalanced leveraged ETF returns against a simple leveraged buy-and-hold portfolio over any market path.
Leveraged ETF Recovery Calculator
A leveraged ETF that drops must rise far more than the index to recover. See the recovery percentage needed after any leveraged loss.
2x vs 3x ETF Simulator
Simulate and compare 1x, 2x and 3x ETF performance over a sequence of daily index returns. See how leverage changes returns and risk.
Dividend Tax Calculator
Calculate the tax on your dividend income. Distinguishes qualified dividends (0/15/20%) from ordinary dividends (income rates) with NIIT.
Tax Estimator Calculator
Estimate your federal income tax for the year. Enter gross income, deductions and credits to see your effective rate and refund or amount owed.
Net Profit After Tax Calculator
Calculate your true net profit after income tax, capital gains tax and other taxes on any investment or business income.
Post Tax Return Calculator
Convert any pre-tax investment return into its post-tax equivalent. See what you actually keep after taxes and inflation.
Tax Bracket Finder
Find your federal tax bracket instantly. Enter your taxable income and filing status to see your marginal rate and full bracket breakdown.
Effective Tax Rate Calculator
Calculate your effective (average) tax rate. Enter gross income and total tax paid to see the real percentage you pay overall.
Tax Deductions Calculator
Calculate how much tax you save with deductions. Compare standard vs itemized deductions and see your tax savings.
Retirement Investment Calculator
Project your retirement savings with monthly contributions and compound growth. See your nest egg at any age.
Lump Sum Returns Calculator
Calculate the future value of a one-time lump sum investment with compound growth. See how a single investment grows over time.
Inflation Impact Calculator
See how inflation erodes your money over time. Calculate the future value of your savings in today's dollars.
Goal Planner Calculator
Plan for any financial goal — house, car, education, travel. Enter the target and timeline to find the monthly saving required.
Wealth Projection Calculator
Project your total wealth over time with savings, investments, property and other assets. See where you will be in 5, 10 or 30 years.
Retirement Gap Finder Calculator
Find out if your retirement savings are on track. Project your nest egg and compare it against what you will actually need.
Compounding Visualizer Calculator
Visualize the power of compound interest. Compare simple vs compound growth with an interactive chart and breakdown.
Brokerage Calculator
Calculate the total brokerage and fees on any trade. Includes commission, STT-style taxes, and charges to reveal true trading cost.
Stock Capital Gains Calculator
Calculate capital gains on any stock sale. Shows cost basis, gain, holding period rate and the tax you owe in one view.
Stock Portfolio Calculator
Track your entire stock portfolio. Enter your holdings and see total value, profit/loss, and each stock's allocation percentage.
Dividend Profit Calculator
Calculate your total profit including dividend income. Combine price appreciation with dividends to see true investment returns.
Average Price Calculator
Calculate your average purchase price across multiple buy orders. Essential for averaging down and tracking true cost basis.
Stock Breakeven Calculator
Calculate the exact price your stock must reach to break even after fees and commissions on both buy and sell sides.
Short Long Calculator
Calculate profit or loss for both long and short positions. See the price movement needed to profit in either direction.
Target Price Calculator
Calculate your target price and profit potential. Enter entry price and target to see the expected return and P/L.
Quantity Estimator Calculator
Find out how many shares you can buy with your budget at any price. Includes commission to get the true quantity.
Max Buy Calculator
Calculate the maximum shares you can buy to average down while keeping your total risk and budget in check.
Lot Size Finder Calculator
Find how many lots you can buy with your capital. Enter lot size (shares per lot) and price to see affordable lots and total cost.
Stop Loss Target Calculator
Set your stop loss and take-profit targets. Calculate the P/L at each level and your reward-to-risk ratio automatically.
Stop Loss Calculator
Calculate stop-loss price from a percentage or risk amount. Set your stop as % below entry or as a dollar risk per share.
Risk Reward Calculator
Calculate your risk-reward ratio from entry, stop-loss and target. See how often you need to win to stay profitable.
Position Size Calculator
Calculate the perfect position size based on account balance, risk per trade and stop-loss distance. Never risk more than you plan.
Stock Volatility Risk Calculator
Calculate stock volatility from historical prices. Get daily and annualized standard deviation plus a risk rating for any stock.
Max Loss Calculator
Calculate your maximum possible loss on any position. Enter shares, entry price and stop-loss to know your worst case before you trade.
Trade Risk Analyzer
Analyze the complete risk of any trade — position size, max loss, R:R ratio and account impact in one dashboard.
Risk Per Trade Finder
Find your risk per trade for any account size and risk percentage. See the dollar amount you should risk on every trade.
Risk Exposure Meter Calculator
Measure your total portfolio risk exposure. Enter all positions with their risk to see your combined exposure and concentration.