Finance Calculators · cluster

Free Investing & Retirement Calculators

Growing capital and planning for withdrawal.

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39 calculators in this cluster

Free Compound Interest Calculator

Project the future value of savings with compounding and periodic contributions.

Free Simple Interest Calculator

Interest earned or owed under simple (non-compounding) interest.

Free Investment Calculator

Project future value of a lump sum plus regular contributions.

Free Retirement Calculator

Project retirement balance and check the 4% withdrawal rule.

Free Roth IRA Calculator

Project tax-free Roth IRA balance at retirement.

Free 401(k) Calculator

Project a 401(k) balance including employer match.

Free CD Calculator

Certificate of deposit interest and maturity value.

Free Savings Calculator

Monthly deposit needed to reach a savings goal by a target date.

Free ROI Calculator

Return on investment as a percentage plus annualized rate.

Free Bond Calculator

Price a bond from face value, coupon, yield, and maturity.

Free Annuity Calculator

Future value of an ordinary annuity.

Free 529 Plan Calculator

Project 529 college savings growth.

Free Social Security Calculator

Estimate monthly Social Security retirement benefit.

Free College Cost Calculator

Projected 4-year college cost with tuition inflation.

Free Payback Period Calculator

How long an investment takes to repay itself.

Free Dividend Calculator

Dividend income, yield and reinvested growth.

Free Savings Goal Calculator

Monthly amount needed to hit a savings target.

Free IRR Calculator

Approximate internal rate of return for level annual cash flows.

Free NPV (Net Present Value) Calculator

Discounted cash flow value of an investment over 5 years.

Free Annuity Payout Calculator

Periodic payment a lump sum can sustain.

Free Bond Yield to Maturity Calculator

Approximate YTM for a coupon bond.

Free CAGR Calculator

Compound annual growth rate between two values.

Free Cost Basis / Average Down Calculator

Blended average cost after adding to a position.

Free Crypto Profit Calculator

Profit/loss on a cryptocurrency trade, after fees.

Free Dollar Cost Averaging Calculator

Shares and average cost from periodic fixed investments.

Free Dividend Reinvestment (DRIP) Calculator

Portfolio growth with dividends reinvested vs taken as cash.

Free Emergency Fund Calculator

Target cash cushion based on monthly expenses.

Free Expense Ratio Impact Calculator

Long-term cost of fund fees on portfolio growth.

Free FIRE Number Calculator

Portfolio size needed for financial independence.

Free Future Value Calculator

What a lump sum plus contributions grows to.

Free Margin Trading Calculator

Leveraged return and margin call price.

Free Mining Profitability Calculator

Daily/monthly profit from crypto mining.

Free Options Break-Even Calculator

Stock price needed to break even on a call or put.

Free Portfolio Rebalance Calculator

Trades needed to return to target stock/bond allocation.

Free Present Value Calculator

What a future sum is worth today.

Free Rule of 72 Calculator

Quick estimate of years to double your money.

Free Staking Rewards Calculator

Compounded staking income over time.

Free Stock Profit Calculator

Profit or loss on a stock trade, after fees.

Free Treasury Bill Calculator

Discount yield and investment return on a T-bill.

Concepts you'll meet here

compound growthasset allocationwithdrawal rateyielddividend reinvestmentrisk-adjusted return

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