Free Investing, Wealth & Tax Calculators
Free investing, wealth, and tax calculators — CAGR, dividends, net worth, capital gains, and more. For general information only, not financial advice.
CAGR Calculator
Compute the compound annual growth rate of an investment between two values.
Dividend Calculator
Estimate annual, quarterly, and monthly dividend income and yield from your investment.
Net Worth Calculator
Add up your assets and liabilities to find your total net worth.
Capital Gains Tax Calculator
Estimate the tax on profits from selling stocks, property, or other assets.
401(k) Calculator
Project your 401(k) balance at retirement with employer match and growth.
Roth IRA Calculator
Estimate tax-free Roth IRA growth from your annual contributions.
Stock Average Calculator
Average down your cost basis across multiple stock purchases.
Stock Profit Calculator
Calculate gain, loss, and percentage return on a stock trade after fees.
Inflation Calculator
See how inflation erodes the purchasing power of money over time.
FIRE Calculator
Find your financial independence number and years to retire early.
Rule of 72 Calculator
Estimate how many years it takes to double your money.
Dollar-Cost Averaging Calculator
Model returns from investing a fixed amount at regular intervals.
Expense Ratio Calculator
Reveal how much fund fees cost you in returns over decades.
Portfolio Rebalancing Calculator
Find the buy/sell amounts to bring holdings back to target allocation.
Bond Yield Calculator
Compute current yield and yield to maturity for a bond.
Options Profit/Loss Calculator
Plot profit and loss for call and put options at expiry.
Income Tax Calculator
Estimate US federal income tax, effective rate, and marginal rate.
Self-Employment Tax Calculator
Estimate US 1099 self-employment tax and quarterly payments.
Crypto Profit Calculator
Calculate profit or loss on a crypto trade from buy and sell price, quantity, and fees.
Pip Calculator
Calculate the value of a pip in any forex pair for your lot size and account currency.
Forex Margin Calculator
Work out the margin required to open a forex position from lot size, price, and leverage.
Position Size Calculator
Find the right trade size from your account balance, risk percentage, and stop-loss distance.
Risk/Reward Ratio Calculator
Calculate your risk-to-reward ratio and required win rate from entry, stop-loss, and target.
Stop Loss & Take Profit Calculator
Set stop-loss and take-profit price levels from your entry and chosen percentages or amounts.
Stock Return Calculator
Calculate total and annualized stock returns, including reinvested dividends, between two dates.
DCF Calculator
Estimate a stock’s intrinsic value with a discounted cash flow model and growth assumptions.
529 College Savings Calculator
Project a 529 college-savings plan balance from contributions, growth, and years to college.
HSA Calculator
Estimate Health Savings Account growth and tax savings from annual contributions.
Annuity Calculator
Calculate annuity payouts or future value from your principal, rate, and payout period.