Investing

Project investment growth, and calculate returns, yields, and cash-flow metrics.

Calculate the Compound Annual Growth Rate between a beginning and ending value.

Calculate the capital gain or loss on an investment and whether it’s short- or long-term.

Calculate compound interest with your choice of compounding frequency.

Project dividend income over time, with an option to model reinvestment (DRIP).

Calculate a stock’s dividend yield from its annual dividend and current share price.

Toggle between calculating future value from present value, or present value from future value.

Project the future value of an investment with an initial amount and recurring monthly contributions.

Calculate the internal rate of return for a series of regular periodic cash flows.

Project the future value of a single lump-sum investment over time.

Calculate the net present value of a series of cash flows at a given discount rate.

Calculate return on investment, with an annualized ROI option for multi-year holdings.

Calculate the maturity value of a monthly Systematic Investment Plan (SIP) with a growth chart.

Calculate your weighted average cost basis across multiple stock purchases.

Calculate your profit or loss on a stock trade, including buy and sell fees.

Calculate the annualized return on a series of cash flows made on irregular dates.