Investment Calculators
27 free calculators for stocks, options, forex, crypto, and retirement planning — all with up-to-date 2026 data.
Stocks & Dividends
Return calculators, dividend yield, DCA, DRIP
Compound Interest Calculator
See exactly how your investment grows with compounding. Add regular contributions and choose your compounding frequency.
Dollar Cost Averaging Calculator
Calculate the results of regular fixed-amount investing. See how DCA lowers your average cost and builds long-term wealth.
Stock Return Calculator
Calculate total return on any stock investment including capital gains, dividends received, and after-tax profit.
Dividend Yield Calculator
Calculate dividend yield from any stock price and dividend amount. Reverse-calculate the buy price needed for your target yield.
DRIP Calculator
Calculate the power of reinvesting dividends automatically. See how DRIP compounds your share count and income over time.
Dividend Growth Rate Calculator
Project how much your dividend income will grow. Calculate future yield on cost, income per share, and portfolio income with dividend growth investing.
Stock Valuation Calculator
Estimate the fair value of any stock using P/E ratio analysis and the Dividend Discount Model. See if a stock is overvalued or undervalued.
Trade Break-Even Calculator
Calculate the exact price a stock or option needs to reach for you to break even, accounting for commissions and fees.
Options
Covered calls, cash-secured puts, P&L, risk/reward
Options Profit & Loss Calculator
Calculate profit and loss for calls and puts at expiry. Find your breakeven price, max profit, max loss, and P&L across a range of stock prices.
Covered Call Income Calculator
Calculate premium income from selling covered calls on stocks you own. See annualized yield, downside protection, and return if assigned.
Cash-Secured Put Calculator
Calculate income from selling cash-secured puts. Collect premium while waiting to buy stocks at your target price.
Risk/Reward Ratio Calculator
Calculate the risk/reward ratio for any trade. Determine your position size, expected value, and whether a trade is worth taking.
Forex & Currency
Pip value, position size, P&L, currency converter
Pip Value Calculator
Calculate the dollar value of a pip for any currency pair and lot size. Essential for calculating P&L and managing forex trading risk.
Position Size Calculator
Calculate the correct position size for any trade based on your account size, maximum risk, and stop-loss distance. Works for stocks and forex.
Currency Converter
Convert between any two currencies using live exchange rates. See USD to CAD, EUR, GBP, JPY, AUD and 150+ other currencies.
Forex Profit & Loss Calculator
Calculate exact profit or loss on any forex trade based on entry price, exit price, lot size, and currency pair.
Wealth & Retirement
FIRE, retirement savings, savings rate, rebalancing
FIRE Calculator
Calculate your path to financial independence. Find your FIRE number, years to retirement, and monthly income using the 4% safe withdrawal rule.
Investment Fee Impact Calculator
See how investment fees silently destroy your wealth over decades. Compare low-cost index ETFs vs high-fee managed funds.
Retirement Savings Calculator
Calculate how much you need to retire, whether you are on track, and how to close any gap with adjustments to savings rate or timeline.
Savings Rate Calculator
Your savings rate is the single most powerful lever in wealth building. See how increasing your savings rate from 10% to 30% can cut years off your timeline.
Portfolio Rebalancing Calculator
Calculate exactly how much to buy and sell to bring your portfolio back to your target allocation. Supports stocks, bonds, and any asset mix.
Tax & Income
Capital gains, tax-equivalent yield, income targets
Capital Gains Tax Calculator
Calculate US capital gains tax on stock sales for 2026. Includes long-term rates, short-term rates, state taxes, and net investment income tax.
Tax-Equivalent Yield Calculator
Calculate the taxable yield needed to match a tax-free municipal bond yield. Compare muni bonds to taxable corporate bonds and treasury bonds.
Monthly Dividend Income Target Calculator
Work backwards from your desired monthly income. See exactly how much you need to invest at different dividend yields to hit $500, $2,000, or $5,000/month.
Crypto & Leverage
Crypto P&L, DCA, margin & leverage
Crypto Profit & Loss Calculator
Calculate profit, loss, ROI, and after-tax gain on any cryptocurrency trade. Works for Bitcoin, Ethereum, and all other cryptocurrencies.
Crypto DCA Calculator
Calculate the results of dollar-cost averaging into Bitcoin, Ethereum, or any cryptocurrency. See average buy price, total coins, and current portfolio value.
Margin & Leverage Calculator
Calculate margin requirements, leverage ratios, liquidation price, and profit/loss with leveraged positions in stocks and forex.
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