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Investments & Markets Calculators
Analyze securities, portfolios, valuation, returns, income, and market risk. Use this collection when analyze securities, portfolios, valuation, returns, income, and market risk. Start with the calculator matching the values you possess, then use related tools to verify or extend the result.
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Investments & Markets topics
Select a topic to reveal its calculators. Multiple topics can remain open at the same time.Investments & MarketsAnalyze securities, portfolios, valuation, returns, income, and market risk.175 available
- Investment Return CalculatorMeasure gain or loss relative to the amount invested.Open calculator
- CAGR CalculatorFind the annualized growth rate between a starting and ending value.Open calculator
- Dividend CalculatorEstimate dividend income and yield from a shareholding.Open calculator
- Mutual Fund CalculatorProject fund value with end-of-month contributions, returns, and an entered annual fee.Open calculator
- Dollar-Cost Averaging CalculatorCalculate units acquired and average cost across recurring purchases.Open calculator
- Holding Period Return CalculatorMeasure total return over the period an investment was held.Open calculator
- Average Rate of Return CalculatorCalculate arithmetic and geometric average returns from a series.Open calculator
- Stock Profit CalculatorCalculate stock gain or loss after purchase, sale, and user-entered fees.Open calculator
- Stock Average Price CalculatorCalculate weighted average share cost across multiple purchases.Open calculator
- Dividend Reinvestment CalculatorProject share and holding-value growth when annual dividends are reinvested.Open calculator
- Earnings Per Share CalculatorCalculate earnings attributable to each weighted average share.Open calculator
- Price-to-Earnings Ratio CalculatorCompare share price with earnings per share.Open calculator
- PEG Ratio CalculatorCompare a price-to-earnings ratio with an earnings growth assumption.Open calculator
- Enterprise Value CalculatorEstimate enterprise value from market value, debt, and cash.Open calculator
- Discounted Cash Flow CalculatorEstimate present value from annual forecast cash flows and a perpetual-growth terminal value.Open calculator
- CAPM CalculatorEstimate required return from a risk-free rate, beta, and market premium.Open calculator
- Beta CalculatorEstimate sensitivity to a benchmark from paired return observations.Open calculator
- Sharpe Ratio CalculatorMeasure excess return per unit of total return variability.Open calculator
- Sortino Ratio CalculatorMeasure excess return per unit of downside deviation.Open calculator
- Maximum Drawdown CalculatorFind the largest peak-to-trough decline in a value series.Open calculator
- Monte Carlo Value at Risk CalculatorEstimate a loss quantile from seeded normal-return simulations under entered horizon assumptions.Open calculator
- WACC CalculatorEstimate weighted average cost of capital from debt and equity assumptions.Open calculator
- Perpetuity CalculatorValue level or growing perpetual cash flows under stated assumptions.Open calculator
- Tax-Equivalent Yield CalculatorCompare tax-exempt and taxable yields using a user-entered tax rate.Open calculator
- Black-Scholes CalculatorEstimate European option value under the stated Black-Scholes assumptions.Open calculator
- Internal Rate of Return CalculatorFind a unique periodic rate that sets equally spaced cash-flow NPV to zero.Open calculator
- Net Present Value CalculatorDiscount equally spaced cash flows at a chosen periodic required return.Open calculator
- Modified Internal Rate of Return CalculatorAnnualize periodic project performance using separate finance and reinvestment rates.Open calculator
- Payback Period CalculatorEstimate when cumulative undiscounted project cash flows recover an initial investment.Open calculator
- Discounted Payback Period CalculatorEstimate recovery time after discounting periodic project cash flows.Open calculator
- Profitability Index CalculatorCompare the present value of future cash inflows with the initial investment.Open calculator
- Investment Fee CalculatorProject how recurring and transaction fees affect investment value and return.Open calculator
- Expense Ratio Impact CalculatorCompare long-term fund outcomes under different annual expense ratios.Open calculator
- Expected Return CalculatorCalculate a probability-weighted expected investment return.Open calculator
- Portfolio Expected Return CalculatorCombine asset weights and expected returns into a portfolio expectation.Open calculator
- Portfolio Standard Deviation CalculatorEstimate two-asset portfolio volatility from a weight, both volatilities, and correlation.Open calculator
- Information Ratio CalculatorMeasure active return relative to tracking error against a benchmark.Open calculator
- Treynor Ratio CalculatorMeasure excess return per unit of systematic risk.Open calculator
- Jensen's Alpha CalculatorCompare observed return with the return implied by a stated CAPM benchmark.Open calculator
- Tracking Error CalculatorMeasure the variability of returns relative to a benchmark.Open calculator
- Hedge Ratio CalculatorEstimate the position size needed to offset a stated exposure.Open calculator
- Basis Point CalculatorConvert the change between two entered percentage rates into basis points and percentage points.Open calculator
- Discount Rate CalculatorSolve the annual rate implied by one present value, one future value, and time.Open calculator
- Build-Up Cost of Equity CalculatorEstimate required equity return by adding entered market, size, industry, country, and company-specific risk premiums to a base rate.Open calculator
- Terminal Value CalculatorEstimate terminal-date value from a first post-forecast cash flow and perpetual-growth assumption.Open calculator
- Dividend Yield CalculatorMeasure annual dividend per share against share price.Open calculator
- Dividend Payout Ratio CalculatorCompare dividends with earnings available to ordinary shareholders.Open calculator
- Price-to-Book Ratio CalculatorCompare market value per share with book value per share.Open calculator
- Enterprise Value to EBITDA CalculatorCompare enterprise value with earnings before interest, tax, depreciation, and amortization.Open calculator
- Bond Convexity CalculatorEstimate conventional discrete bond convexity from entered cash flows and yield.Open calculator
- Bond Accrued Interest CalculatorCalculate coupon interest earned since the previous payment date.Open calculator
- Bond Ladder CalculatorAggregate staggered bond maturities, face value, and expected annual coupon cash flow.Open calculator
- Forward Rate CalculatorDerive an implied future interest rate from spot rates under stated compounding.Open calculator
- Real Investment Return CalculatorAdjust an investment return for an entered inflation rate to estimate the change in purchasing power.Open calculator
- After-Tax Investment Return CalculatorEstimate investment return after user-entered taxes on income and gains.Open calculator
- Lump Sum vs Dollar-Cost Averaging CalculatorCompare investing immediately with equal end-of-month instalments of the same capital.Open calculator
- Investment Goal CalculatorEstimate the first end-of-month investment needed when contributions increase annually.Open calculator
- Short Selling Profit CalculatorCalculate short-sale profit or loss after covering the position, borrowing costs, and entered fees.Open calculator
- Margin Interest CalculatorEstimate borrowing interest on a margin balance from the entered rate and holding period.Open calculator
- Leveraged Investment Return CalculatorEstimate equity return after combining investor capital, borrowed funds, financing cost, and asset performance.Open calculator
- Position Size CalculatorCalculate position size from account value, risk allowance, entry price, and stop price.Open calculator
- Trade Risk-Reward Ratio CalculatorCompare potential loss to potential gain from entered entry, stop, and target prices.Open calculator
- Kelly Criterion CalculatorEstimate a Kelly allocation from win probability and payoff odds while showing fractional-Kelly alternatives.Open calculator
- Portfolio Turnover CalculatorMeasure portfolio trading activity relative to average net assets under a stated convention.Open calculator
- Market Capitalization CalculatorCalculate a company's equity market value from share price and shares outstanding.Open calculator
- Free Float CalculatorEstimate publicly tradable shares and free-float market capitalization.Open calculator
- Stock Split CalculatorTranslate shares and per-share values through an entered forward or reverse split ratio without changing total value.Open calculator
- Rights Issue CalculatorEstimate theoretical ex-rights price, rights value, and subscription funding from an entered rights offer.Open calculator
- Share Buyback Impact CalculatorEstimate how a repurchase changes shares outstanding, ownership percentage, and earnings per share.Open calculator
- Dividend Growth Rate CalculatorCalculate compound annual dividend growth from starting and ending dividends over an entered period.Open calculator
- Dividend Coverage Ratio CalculatorCompare earnings or free cash flow with dividends paid under the selected definition.Open calculator
- Retention Ratio CalculatorCalculate the proportion of earnings retained after dividends.Open calculator
- Dividend Yield on Cost CalculatorCompare current annual dividend income with the investor's original share cost.Open calculator
- Dividend Discount Model CalculatorEstimate share value with one first-stage dividend-growth rate and a perpetual terminal-growth rate.Open calculator
- Graham Number CalculatorCalculate the Graham number from earnings per share and book value per share under its stated assumptions.Open calculator
- Intrinsic Value CalculatorEstimate per-share value with a stated earnings-growth and terminal-multiple model.Open calculator
- Stock Margin of Safety CalculatorCompare an entered market price with an estimated intrinsic value.Open calculator
- Price-to-Sales Ratio CalculatorCompare share price with revenue per share.Open calculator
- Price-to-Cash-Flow Ratio CalculatorCompare share price with operating cash flow per share.Open calculator
- Enterprise Value to Sales CalculatorCompare enterprise value with revenue for the same period.Open calculator
- Free Cash Flow CalculatorCalculate free cash flow from operating cash flow and capital expenditure under a stated definition.Open calculator
- Free Cash Flow Yield CalculatorCompare free cash flow with equity market value or enterprise value under the selected convention.Open calculator
- Book Value per Share CalculatorCalculate ordinary shareholders' book value on a per-share basis.Open calculator
- Net Asset Value CalculatorCalculate net asset value and net asset value per unit from assets, liabilities, and units outstanding.Open calculator
- NAV Premium or Discount CalculatorMeasure how a fund or trust's market price differs from its net asset value per unit.Open calculator
- DuPont Analysis CalculatorDecompose return on equity into profitability, efficiency, and financial-leverage components.Open calculator
- Sustainable Growth Rate CalculatorEstimate growth supportable by retained earnings and return on equity.Open calculator
- EPS Growth CalculatorCalculate earnings-per-share growth over one or multiple periods.Open calculator
- Economic Value Added CalculatorEstimate value created after charging operating profit for the cost of invested capital.Open calculator
- Market Value Added CalculatorCompare the market value of invested capital with the capital contributed.Open calculator
- Residual Income Valuation CalculatorEstimate equity value from book value, forecast residual income, and a terminal value.Open calculator
- After-Tax Cost of Debt CalculatorEstimate debt financing cost after applying an entered tax rate to deductible interest.Open calculator
- Altman Z-Score CalculatorCalculate the selected Altman Z-score variant from its required accounting inputs and disclose model limits.Open calculator
- Asset Allocation CalculatorTranslate target asset percentages into monetary allocations and identify unallocated or overallocated amounts.Open calculator
- Portfolio Rebalancing CalculatorCalculate signed trades needed to move current holdings to entered target weights.Open calculator
- Portfolio Beta CalculatorCombine holding weights and asset betas into an estimated portfolio beta.Open calculator
- Covariance CalculatorCalculate sample covariance from paired return observations.Open calculator
- Investment Correlation CalculatorMeasure correlation between two entered return series.Open calculator
- Two-Asset Minimum Variance CalculatorEstimate the two-asset weights that minimize variance under entered volatility and correlation assumptions.Open calculator
- Efficient Frontier CalculatorSolve one long-only two-asset mix for a target return and estimate its volatility.Open calculator
- Risk Parity CalculatorEstimate two-asset inverse-volatility weights that equalize volatility contributions.Open calculator
- Portfolio Risk Contribution CalculatorEstimate each of two holdings' additive contribution to portfolio volatility.Open calculator
- Diversification Ratio CalculatorCompare weighted individual volatilities with total portfolio volatility.Open calculator
- Downside Deviation CalculatorMeasure returns falling below an entered minimum acceptable return.Open calculator
- Calmar Ratio CalculatorCompare annualized return with maximum drawdown.Open calculator
- Omega Ratio CalculatorCompare entered gains above a threshold with shortfalls below it.Open calculator
- Ulcer Index CalculatorMeasure squared percentage drawdowns from running peaks.Open calculator
- Recovery Factor CalculatorCompare net profit with maximum drawdown under a stated performance period.Open calculator
- Active Share CalculatorMeasure how portfolio weights differ from benchmark weights.Open calculator
- Investment R-Squared CalculatorMeasure squared sample correlation between an investment and benchmark.Open calculator
- Upside Capture Ratio CalculatorCompare geometric investment and benchmark returns during benchmark-up observations.Open calculator
- Downside Capture Ratio CalculatorCompare geometric investment and benchmark returns during benchmark-down observations.Open calculator
- Expected Shortfall CalculatorEstimate average loss within an entered historical tail.Open calculator
- Historical Value at Risk CalculatorEstimate loss at an empirical return quantile from entered observations.Open calculator
- Parametric Value at Risk CalculatorEstimate value at risk from entered exposure, volatility, horizon, and distribution assumptions.Open calculator
- Annualized Volatility CalculatorConvert return variability at an entered observation frequency into annualized volatility.Open calculator
- Bond Price CalculatorEstimate a fixed-rate bond's coupon-date price from cash flows and required yield.Open calculator
- Bond Current Yield CalculatorCompare a bond's annual coupon payment with its entered market price.Open calculator
- Yield to Maturity CalculatorEstimate the annualized yield that equates a bond's price with its remaining cash flows.Open calculator
- Yield to Call CalculatorEstimate annualized yield when a callable bond is redeemed on an entered call date and price.Open calculator
- Bond Coupon Payment CalculatorCalculate periodic and annual coupon cash flows from face value, coupon rate, and payment frequency.Open calculator
- Bond Coupon Rate CalculatorSolve the coupon rate from face value and annual coupon payments.Open calculator
- Macaulay Duration CalculatorCalculate the cash-flow-weighted time to receive a bond's present value.Open calculator
- Modified Duration CalculatorEstimate bond price sensitivity to a small yield change from Macaulay duration and yield convention.Open calculator
- Effective Duration CalculatorEstimate price sensitivity from entered up-rate and down-rate scenario prices.Open calculator
- DV01 CalculatorEstimate the monetary price change associated with a one-basis-point yield move.Open calculator
- Clean and Dirty Bond Price CalculatorAdd entered accrued interest to a quoted clean price to obtain dirty price.Open calculator
- Zero-Coupon Bond CalculatorDiscount an entered maturity value to a present price using the stated yield convention.Open calculator
- Bond Equivalent Yield CalculatorAnnualize a discount instrument's holding gain on purchase price using stated 365-day simple scaling.Open calculator
- Credit Spread CalculatorMeasure the yield spread between a credit instrument and an entered reference yield.Open calculator
- Z-Spread CalculatorEstimate the constant spread over an entered spot-rate curve that matches a bond's price.Open calculator
- Bond Holding Period Return CalculatorMeasure bond return from entered coupon income and price change over one holding period.Open calculator
- Callable Bond CalculatorCompare yield to maturity with yield to one entered call date and redemption value.Open calculator
- Bond Immunization CalculatorSolve two-bond weights that match an entered target duration.Open calculator
- Duration Gap CalculatorMeasure the duration mismatch between rate-sensitive assets and liabilities.Open calculator
- Call Option Profit CalculatorCalculate a call option's expiration payoff, profit, and break-even price.Open calculator
- Put Option Profit CalculatorCalculate a put option's expiration payoff, profit, and break-even price.Open calculator
- Covered Call CalculatorModel combined share and short-call profit across expiration prices.Open calculator
- Protective Put CalculatorModel a share position protected by a purchased put at expiration.Open calculator
- Cash-Secured Put CalculatorEstimate expiration profit, break-even, and cash commitment for a short put backed by cash.Open calculator
- Bull Call Spread CalculatorModel expiration payoff and break-even for a debit call spread.Open calculator
- Bear Put Spread CalculatorModel expiration payoff and break-even for a debit put spread.Open calculator
- Long Straddle CalculatorModel the expiration payoff of a long call and long put with the same strike.Open calculator
- Long Strangle CalculatorModel the expiration payoff of a long call and put with different strikes.Open calculator
- Collar Strategy CalculatorModel a share position combined with a protective put and covered call.Open calculator
- Butterfly Spread CalculatorModel the expiration payoff of an entered three-strike butterfly spread.Open calculator
- Iron Condor CalculatorModel maximum gain, maximum loss, break-even prices, and expiration payoff for an iron condor.Open calculator
- Option Delta CalculatorEstimate European option delta under explicitly stated model assumptions.Open calculator
- Option Gamma CalculatorEstimate European option gamma under explicitly stated model assumptions.Open calculator
- Option Theta CalculatorEstimate European option time decay under explicitly stated model assumptions.Open calculator
- Option Vega CalculatorEstimate European option sensitivity to implied volatility under explicitly stated model assumptions.Open calculator
- Implied Volatility CalculatorEstimate the volatility that reconciles an entered option price with a stated valuation model.Open calculator
- Put-Call Parity CalculatorCheck or solve the European put-call parity relationship from entered market values.Open calculator
- Futures Profit CalculatorCalculate futures profit or loss from contract size, price movement, position direction, and quantity.Open calculator
- Futures Margin CalculatorEstimate initial and maintenance margin requirements and available margin buffer.Open calculator
- Forward Price CalculatorEstimate a no-arbitrage forward price from spot value, carrying costs, income, and term.Open calculator
- Cost of Carry CalculatorCalculate net financing, storage, and income effects associated with carrying an asset.Open calculator
- Simple Moving Average CalculatorCalculate a simple moving average from an entered price series and window length.Open calculator
- Exponential Moving Average CalculatorCalculate an exponentially weighted moving average from entered observations and a smoothing period.Open calculator
- Weighted Moving Average CalculatorCalculate a linearly weighted moving average from entered observations.Open calculator
- Moving Average Crossover CalculatorCompare current short and long simple moving averages from entered prices.Open calculator
- Relative Strength Index CalculatorCalculate simple-period RSI from entered closing-price changes.Open calculator
- MACD CalculatorCalculate the MACD line, signal line, and histogram from an entered price series.Open calculator
- Bollinger Bands CalculatorCalculate a moving average and population-volatility bands from entered prices.Open calculator
- VWAP CalculatorCalculate volume-weighted average price from entered prices and volumes.Open calculator
- Average True Range CalculatorCalculate simple average true range from entered high, low, and close observations.Open calculator
- Pivot Point CalculatorCalculate classic pivot, support, and resistance levels from entered market prices.Open calculator
- Fibonacci Retracement CalculatorCalculate common retracement levels between an entered high and low.Open calculator
- Historical Volatility CalculatorEstimate annualized sample log-return volatility from entered prices.Open calculator
- Stochastic Oscillator CalculatorCalculate percent K and a simple percent D from entered high, low, and close observations.Open calculator
- Accounting Rate of Return CalculatorCompare average accounting profit with the average-investment convention.Open calculator
- Equivalent Annual Annuity CalculatorConvert a project's net present value into an equivalent level annual amount.Open calculator
- Equivalent Annual Cost CalculatorConvert the present value of project costs into a comparable annual cost.Open calculator
- NPV Profile CalculatorCalculate project net present value at three entered periodic discount rates.Open calculator
- Crossover Rate CalculatorEstimate the unique periodic rate at which two projects have equal net present value.Open calculator