Saving & investing calculators
Choose a tool for the question you need to answer: how savings could grow, what an investment returned, or how a portfolio behaves under your assumptions. These are calculation models, not live prices or investment recommendations.
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- Compound Interest and Savings Growth Calculator
Project a balance from an initial sum, regular contributions and an assumed interest rate.
- CAGR Calculator: Compound Annual Growth Rate
Compare annualised growth between a starting and ending value.
- XIRR Calculator for Dated Cash Flows
Measure a return when deposits and withdrawals occur on different dates.
- Portfolio Rebalancing Trade Calculator
Work out the trades needed to return a portfolio to your chosen weights.
All saving & investing tools
Savings Goal Calculator: Regular Contributions
Calculate the regular amount needed to reach a savings target from your starting balance, chosen return, deadline and contribution schedule.
Open calculator Saving & investingStock Beta Calculator from Paired Returns
Estimate a stock's historical beta from matching asset and benchmark returns, with dates aligned and no automatic market-price download.
Open calculator Saving & investingMinimum Variance Portfolio Calculator
Find long-only minimum-variance weights for 2–8 assets using your covariance matrix, with checks for symmetry and positive semidefiniteness.
Open calculator Saving & investingInvestment Scenario Comparison Calculator
Compare two investment projections with identical contributions and timing, separate returns and fees, and inflation-adjusted final balances.
Open calculator Saving & investingCAGR Calculator: Compound Annual Growth Rate
Calculate annualised growth between starting and ending values over a chosen period, for an investment with no intermediate deposits or withdrawals.
Open calculator Saving & investingDividend Reinvestment Calculator
Project shares and distributions with a constant dividend per payment, separate share-price growth, optional reinvestment and entered withholding.
Open calculator Saving & investingBond Coupon Payment and Rate Calculator
Calculate annual and per-payment coupon interest from a bond's face value and coupon rate, or infer its coupon rate from annual interest.
Open calculator Saving & investingMacaulay Duration Calculator for Fixed-Rate Bonds
Calculate Macaulay duration for a regular fixed-rate bond using settlement dates, coupon timing and a supplied yield under the selected convention.
Open calculator Saving & investingInterest Rate Converter: Nominal, AER and APY
Convert nominal, effective annual and continuous rates, with explicit compounding frequency and an illustration of interest for one period.
Open calculator Saving & investingEfficient Frontier Calculator for Long-Only Portfolios
Build an upper efficient frontier for 2–8 assets from your annual expected returns and covariance matrix, without short selling or market feeds.
Open calculator Saving & investingStock and Crypto Trade Profit Calculator
Calculate profit or loss on a cash share or crypto trade using your purchase and sale prices, units, fees and cash distributions received.
Open calculator Saving & investingPassive Income and Capital Target Calculator
Estimate annual cash income from assets and costs, or find the capital needed for a stated income target using an assumed cash yield.
Open calculator Saving & investingSimple Interest Calculator with Dates or Duration
Calculate non-compounding interest using years, months or dates and a selected Actual/365, Actual/360 or European 30E/360 day-count basis.
Open calculator Saving & investingLeveraged Position Margin and Profit Calculator
Estimate initial margin and profit or loss for a linear long or short position using known prices, contract size, leverage, fees and funding.
Open calculator Saving & investingPortfolio Rebalancing Trade Calculator
Calculate purchases and sales needed to reach your chosen portfolio weights after a cash addition or withdrawal and a reserve for dealing costs.
Open calculator Saving & investingAverage Share Purchase Price Calculator
Calculate a quantity-weighted average purchase price including purchase fees across multiple buys of one asset, using consistent units and prices.
Open calculator Saving & investingBond Price Calculator: Clean and Dirty Prices
Estimate clean and dirty prices for a regular fixed-rate bond from its coupons, dates and supplied yield, with accrued coupon shown separately.
Open calculator Saving & investingBlack–Scholes European Option Calculator
Estimate theoretical European call and put values from spot price, strike, time, volatility and continuously compounded interest and dividend rates.
Open calculator Saving & investingCompound Interest and Savings Growth Calculator
Project savings growth with regular contributions, chosen compounding, balance fees and inflation, using your own rate assumptions.
Open calculator Saving & investingBond Yield to Maturity and Zero-Coupon Calculator
Find yield to maturity from a supplied bond price and cash-flow schedule, with separate regular-coupon and Actual/365 zero-coupon modes.
Open calculator Saving & investingBond Yield to Call Calculator
Calculate a bond's yield to one specified call date and redemption amount using its purchase price, regular coupons and selected convention.
Open calculator Saving & investingExcess Return Calculator: Benchmark or CAPM
Compare an asset return with a supplied benchmark or a CAPM expected return using your risk-free rate, market return and beta for the same period.
Open calculator Saving & investingReturn on Investment Calculator: Cumulative ROI
Calculate cumulative profit and ROI from invested capital, receipts, remaining asset value and additional costs, without assuming an annual return.
Open calculator Saving & investingLog Return Calculator from a Price Series
Calculate consecutive log returns and their cumulative change from a positive price series, using your own consistently adjusted prices.
Open calculator Saving & investingPosition and Lot Size Risk Calculator
Calculate position size from account equity, a risk budget, stop distance and a supplied point value, including lot increments and trading costs.
Open calculator Saving & investingXIRR Calculator for Dated Cash Flows
Calculate a money-weighted annual return from dated investments and receipts, with checks for absent or multiple solutions within the search range.
Open calculator Saving & investingIRR Calculator for Periodic Cash Flows
Find IRR for equal-interval cash flows or a fixed-payment annuity, with a declared frequency for annualisation and checks for multiple solutions.
Open calculator Saving & investingForward Interest Rate from Spot Rates Calculator
Derive an annual effective forward rate between two maturities using compatible spot rates from the same currency, curve and compounding basis.
Open calculator Saving & investingBinomial Option Pricing Calculator
Estimate European or American call and put values with a CRR binomial tree, supplied volatility, continuous dividend yield and a chosen step count.
Open calculator Saving & investingStock DCF Valuation per Share Calculator
Estimate equity value per share from forecast enterprise cash flows, a discount rate, terminal growth, debt, excess cash and shares outstanding.
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