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Investments & Markets Calculators
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