Alpha and Beta Calculator
Free alpha and beta calculator. Measure your portfolio's market sensitivity (beta) and excess risk-adjusted return (alpha) against a benchmark index.
Free Investing Calculators
62 toolsROI, compound interest, and dividend calculators. Browse our free investing tools below — no sign-up required.
Annualized Return Calculator
Free annualized return calculator. Convert cumulative investment returns into annualized rates to compare performance across different holding periods.
Annuity Calculator
Calculate the future value, present value, and payment schedule for ordinary annuities and annuities due. Includes growing annuity analysis and year-by-year breakdown.
Asset Allocation Rebalance Calculator
Calculate exactly how much to buy or sell in each asset to rebalance your portfolio to target allocations.
Beta (Stock) Calculator
Calculate a stock's beta coefficient, alpha, R-squared, and correlation from historical returns. Includes unlevered beta and CAPM expected return.
Bitcoin ETF Calculator
Project Bitcoin ETF investment returns with expense ratios, DCA contributions, volatility analysis, and tax implications. Compare NAV vs ETF performance.
Bond Yield to Maturity Calculator
Calculate bond yield to maturity (YTM), current yield, duration, and total return. Includes cash flow schedule and premium/discount analysis.
CAGR Calculator
Calculate the Compound Annual Growth Rate of any investment. Enter beginning value, ending value, and time period to find your annualized return.
Call & Put Option Calculator
Price call and put options using the Black-Scholes model. Calculate premium, Greeks (delta, gamma, theta, vega), break-even price, and P/L at expiry.
Capital Gains Tax Calculator
Estimate 2026 capital gains tax on investment sales using 2026 long-term rate tiers, an ordinary short-term rate, NIIT, and optional state tax.
CAPM Calculator
Calculate expected return using the Capital Asset Pricing Model (CAPM). Visualize the Security Market Line and project investment growth.
Compound Interest Calculator
Calculate how your savings and investments grow with compound interest. See future value, total contributions, interest earned, and a year-by-year growth breakdown.
Cost of Equity Calculator
Calculate the cost of equity using CAPM, Dividend Discount Model, and Bond Yield + Premium method. Includes sensitivity analysis and method comparison.
DCF (Discounted Cash Flow) Calculator
Calculate the intrinsic value of a company or stock using a discounted cash flow model. Includes terminal value, fair value per share, and sensitivity analysis.
Dividend Calculator
Project dividend income growth with DRIP reinvestment, monthly additions, and portfolio value. See yield on cost, income schedule, and total dividends.
Dividend Payout Ratio Calculator
Calculate the dividend payout ratio, retention ratio, FCF payout, and dividend sustainability. Compare across sectors with scenario analysis.
Dollar Cost Averaging Calculator
Simulate dollar cost averaging vs lump sum investing. See how periodic fixed-dollar investments perform with varying prices over time.
Effective Annual Yield Calculator
Convert nominal interest rates to effective annual yield (EAY/APY). Compare compounding frequencies and see the difference in future value.
Enterprise Value Calculator
Calculate enterprise value (EV) from market cap, debt, and cash. Compute EV/EBITDA, EV/Revenue multiples and compare against sector benchmarks.
EPS Growth Calculator
Analyze earnings per share growth trends, compute CAGR, PEG ratio, and project future EPS. Includes target price calculation and growth visualization.
Future Value Calculator
Calculate the future value of a lump sum or recurring payments with compound interest. Supports ordinary annuity and annuity due modes.
Futures Contract Calculator
Calculate futures profit/loss, margin requirements, leverage, and margin call price. Includes scenario analysis for crude oil, S&P 500, gold, and more.
Gift of Equity Calculator
Calculate gift of equity savings, effective down payment, monthly payments, and 2026 gift tax reporting implications. Compare buying at a discounted sale price vs fair market value.
GMROI Calculator
Calculate Gross Margin Return on Investment (GMROI), inventory turnover, sell-through rate, and compare to industry benchmarks for retail performance analysis.
Growing Annuity Calculator
Calculate the present and future value of a growing annuity with payments that increase at a constant rate. Includes payment schedule and growing perpetuity value.
Hedge Ratio Calculator
Calculate the minimum variance (optimal) hedge ratio, number of futures contracts, hedge effectiveness, and basis risk for commodity, FX, and financial hedging.
Holding Period Return Calculator
Calculate total and annualized holding period return including income, transaction costs, taxes, and inflation adjustment. Compare against major benchmarks.
HR Software ROI Calculator
Calculate ROI of HR software investment including efficiency gains, turnover reduction, compliance savings, and a 5-year cost-benefit projection.
Inflation-Adjusted Return Calculator
Free inflation-adjusted return calculator. Convert nominal investment returns into real returns that reflect actual purchasing power gains after inflation.
Intrinsic Value Calculator
Estimate a stock's intrinsic value using DCF, Dividend Discount Model, and Graham formulas. Includes margin of safety, sensitivity table, and multi-model comparison.
Jensen's Alpha Calculator
Calculate Jensen's Alpha, Treynor Ratio, Sharpe Ratio, and Information Ratio to evaluate risk-adjusted portfolio performance against the CAPM benchmark.
Lottery Annuity Calculator
Compare lottery lump sum vs annuity payments after taxes and inflation. Calculate NPV, break-even return rate, and see the full payment schedule.
Margin Call Calculator
Calculate the exact stock price that triggers a margin call. See your equity ratio, leverage, interest cost, and a full scenario table for price changes.
Margin Comparison Calculator
Compare profit margins between two products, departments, or time periods. Calculate gross, operating, and net margins with visual side-by-side analysis.
Margin Interest Calculator
Calculate the true cost of borrowing on margin. Compare broker rates, see daily/monthly costs, effective rates, and whether leverage boosts or erodes your returns.
Margin of Safety Calculator
Calculate the margin of safety between intrinsic value and market price. Includes value scoring, max buy price, P/E & P/B analysis, and sensitivity table.
Marginal Revenue Calculator
Calculate marginal revenue from price elasticity, find the profit-maximizing price, and analyze how price changes impact revenue and profit with a full schedule.
Market Capitalization Calculator
Calculate market cap, enterprise value, P/E, and P/S ratios. Classify stocks by cap tier and compare valuation metrics against major index benchmarks.
Modified IRR (MIRR) Calculator
Calculate MIRR with separate finance and reinvestment rates. Compare against standard IRR, see NPV, cash flow schedule, and reinvestment rate sensitivity.
Mutual Fund Fee Calculator
Calculate the true cost of mutual fund fees. Compare expense ratios, front/back loads, and see how much a low-cost index fund saves you over decades.
Net Present Value (NPV) Calculator
Calculate net present value of future cash flows. Enter up to 20 periods with a discount rate to evaluate any investment or project decision.
Online Marketing ROI Calculator
Calculate ROAS, CPA, LTV:CAC ratio, and marketing ROI. Review campaign economics with an illustrative channel comparison and improvement scenarios.
Optimal Hedge Ratio Calculator
Calculate the minimum-variance hedge ratio, optimal number of futures contracts, hedge effectiveness, and variance reduction with correlation sensitivity analysis.
Options Spread Calculator
Calculate profit, loss, and breakeven for bull call spreads, bear put spreads, iron condors, and straddles. View P/L at expiration across price ranges.
Percentage Return Calculator
Calculate total, annualized, real, and after-tax investment returns. Compare against benchmarks and project growth with the Rule of 72.
Portfolio Beta Calculator
Calculate weighted portfolio beta from individual asset betas. See CAPM expected return, market scenario analysis, and beta contribution by asset.
Portfolio Return Calculator
Calculate weighted portfolio return across multiple assets. Enter each holding with its weight and return to get your overall portfolio performance.
Present Value Calculator
Calculate the present value of a future sum or annuity stream. Discount future cash flows to today using any rate and time period.
Put-Call Parity Calculator
Verify put-call parity for European options. Calculate implied call/put prices, detect arbitrage violations, and analyze strike and rate sensitivity.
Return on Capital Employed (ROCE) Calculator
Calculate ROCE, after-tax ROCE, and DuPont decomposition. Compare against sector benchmarks and analyze EBIT sensitivity on capital returns.
Return on Investment (ROI) Calculator
Calculate return on investment as a percentage and annualized rate. Enter cost and gain to see your ROI, annualized return, and net profit.
ROI Calculator
Calculate return on investment (ROI) percentage, annualized ROI, net profit or loss, and break-even point. Compare multiple investment options side by side.
ROIC (Return on Invested Capital) Calculator
Calculate ROIC, economic profit, and value spread. Includes DuPont decomposition, NOPAT sensitivity analysis, and WACC comparison for value creation assessment.
Rule of 72 Calculator
Use the Rule of 72 to estimate how long it takes to double your money. Enter any interest rate and see years to double plus the exact result.
Sharpe Ratio Calculator
Free Sharpe ratio calculator. Measure risk-adjusted investment returns by comparing portfolio performance against the risk-free rate relative to volatility.
Stock Average Calculator
Calculate your weighted average cost basis across multiple stock purchases. See per-lot P/L, position value, break-even price, and average-down scenario analysis.
Stock Calculator
Analyze any stock with P/E, P/S, P/B ratios, dividend yield, Graham Number, position P/L, and price scenario analysis. Compare valuation vs S&P 500 benchmarks.
Tax-Loss Harvesting Calculator
Free tax-loss harvesting calculator. Estimate tax savings from selling losing investments, accounting for the $3,000 annual deduction limit and wash sale rules.
Treynor Ratio Calculator
Calculate the Treynor ratio for risk-adjusted portfolio evaluation. Compare funds, benchmark vs market, and analyze beta sensitivity with Jensen's alpha.
Unlevered Beta Calculator
Calculate unlevered (asset) beta from levered beta using the Hamada equation. Re-lever to target D/E ratios, decompose business vs financial risk, and compare industry betas.
Variable Annuity Calculator
Analyze variable annuity growth, fees, surrender penalties, tax impact, and compare vs taxable investing. See fee drag, M&E cost, and after-tax value projections.
Yield to Call (YTC) Calculator
Calculate yield to call, yield to worst, and current yield for callable bonds. Compare YTC vs YTM, view call year scenarios, and cash flow schedules.