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DIY Investment Calculators for Smarter Decisions

Explore free tools to calculate ROI, simulate dividend growth, model dollar-cost averaging, and track stock performance—perfect for DIY investors.

what is stock split
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Stock Split

Instantly calculate how your shares and stock value adjust after a stock split

what is portfolio rebelancing
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Portfolio Rebalancing

Adjust your portfolio to your target allocation and control investment risk.

what is dividend reinvestment
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Dividend Reinvestment

Visualize portfolio growth over time by reinvesting dividends automatically.

what is capital gains tax
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Capital Gain Tax

Compute the taxes due on asset sales like stocks, crypto, or real estate based on your holding duration.

what is dollar cost averaging
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DCA

Evaluate how regular investments reduce risk over time using dollar cost averaging.

what is risk tolerance in investing
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Risk Tolerance in Investing

Assess your investment risk profile based on goals, and comfort with market volatility.

what is return on investment
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ROI

Quickly estimate your return on investment and compare multiple scenarios with ease.

what is risk to reward ratio
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Risk to Reward Ratio

Calculate risk-to-reward ratio for any trade and make smarter trading decisions - potential gains vs. losses.

Build Wealth, One Calculation at a Time

Plan short- and long-term savings, estimate interest earned, and reach your financial goals faster with our easy savings and interest calculators.

what is compound interest
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Compound Interest

Calculate how your savings grow exponentially over time with compound interest and regular contributions.

what is high yield savings account
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High-Yield Savings

Compare high-yield savings accounts and estimate your interest earnings over time.

what is retirement savings plan
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Retirement Savings Plan

Estimate how much you’ll need to save monthly to reach your retirement goals based on age, income, and lifestyle.

what is simple interest
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Simple Interest

Find out how much interest you earn on fixed principal amounts over time with a simple interest formula.

what is emergency fund
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Emergency Fund

Determine how much to save for unexpected expenses or job loss based on your lifestyle.

what is retirement age plan
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Retirement Age Plan

Determine the earliest age you can retire comfortably based on your savings, expenses, target, and growth rate.

what is savings goal
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Savings Goal

Plan how much you need to save monthly to reach your financial goals on time.

what is annual percentage rate
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APR

Understand your loan or credit card costs with a clear breakdown of the annual percentage rate.

what is everyday spending
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Everyday Spending

Discover how small daily expenses add up over time and how redirecting them can boost your long-term savings or investments.

what is debt to income ratio
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Debt-to-Income Ratio

Calculate your DTI ratio to understand your borrowing power and financial health.

what is net worth
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Net Worth

Calculate your net worth by subtracting liabilities from assets to track financial progress.

ROI, Breakeven & CBA — Without the Spreadsheet Headache

Calculate ROI, break-even points, and project success to guide strategic business choices. Ideal for entrepreneurs, freelancers, and analysts.

what is return on investment
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Return on Investment

Measure the profitability of an investment and compare returns across business opportunities.

what is Compound Annual Growth Rate
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CAGR

Calculate the annualized return on an investment over time using the compound growth formula.

what is project success
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Project Success

Assess the likelihood of a project's success based on risk, budget, time, and team performance factors.

what is accounting rate of return
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ARR

Estimate the return generated from accounting profits relative to investment costs.

what is cost benefit analysis?
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Cost-Benefit Analysis

Weigh the costs and benefits of a project or investment to make financially sound decisions.

budget and expense
Icon with calculator and budget document

Budget & Expense

Plan and manage your business expenses and budgets effectively for short and long-term goals.

what is break even analysis
Icon with break-even point graph

Break-Even Analysis

Find the exact point where your business or product covers costs and starts generating profit.

what is internal rate of return
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IRR

Analyze the profitability and expected returns of investment projects using IRR.

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Heads-Up About Risks

Investing in stocks comes with risks — you could lose money. It’s important to be aware of this before jumping in. Seek professional advice if needed.

Managing Risk the Smart Way

Good risk management helps you invest and save more confidently over the long run. Spreading out your investments and making informed choices can help reduce risk and protect your money.

Making Smart Investment Moves

Smart investing means doing your homework — research, analysis, and understanding the risks. Stay informed and make thoughtful decisions to handle whatever the market throws your way.

 

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