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Investing

Investing

Consistent investing over decades is how ordinary incomes build real wealth. These tools project where steady contributions lead, split the outcome between the money you invest and the growth the market adds, and show how much fees quietly cost over time.

Investing calculators14

Investment Calculator

Project an investment portfolio's growth with monthly contributions — final value, your money vs market growth, and the year-by-year path.

Investment Fee Impact Calculator

See what fund fees really cost over decades. A 1% fee sounds small, but compounding turns it into a huge share of your final balance — this shows your number.

Rental Property ROI Calculator

Analyze a rental property: monthly cash flow, cap rate, and cash-on-cash return. See whether the numbers work before you buy.

Dividend Calculator

Calculate the dividend income from a stock or fund holding — annual and monthly payout, the amount invested, and the dividend yield.

Real Rate of Return Calculator

Find your real, inflation-adjusted return — what your investment actually gained in purchasing power — using the exact Fisher equation, not just subtraction.

Present Value Calculator

What is a future sum of money worth today? Discount a future amount back to its present value at a given rate — the core of every finance decision.

Tax-Equivalent Yield Calculator

Compare a tax-free municipal bond to a taxable one. See the pre-tax yield a taxable investment must beat to match a tax-free yield at your tax bracket.

Stock Average Calculator

Averaging down on a stock? Enter two purchases to see your new average cost per share, total shares, and total invested — your blended cost basis.

Investment Loss Recovery Calculator

After a loss, how much gain do you need to break even? See why a 50% loss requires a 100% gain — the math that makes big losses so hard to recover.

CAGR Calculator

Calculate the compound annual growth rate (CAGR) between a starting and ending value — the smoothed yearly return that makes any investment comparable.

NPV Calculator

Calculate the net present value of an investment with level annual cash flows — whether the future returns, discounted to today, justify the upfront cost.

Payback Period Calculator

Find how long it takes to recoup an upfront investment from its annual cash flow — the simple payback period, in years and months.

ROI Calculator

Measure the return on any investment: total gain, total return (ROI), and the annualized return (CAGR) that lets you compare deals held for different lengths of time.

Rule of 72 Calculator

How long until your money doubles? The Rule of 72 gives a fast mental estimate — this shows it alongside the exact math, plus when your money triples and quadruples.

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