Investments & Savings Calculators

Compound Interest is evaluated from Initial Investment, Annual Interest Rate and Time Period. The calculation reports Future Value, Total Interest and Effective Annual Rate.

Monthly Investment Return is evaluated from Monthly Contribution, Expected Annual Return and Investment Period. The calculation reports Future Portfolio Value, Total Amount Invested and Investment Returns.

Simple Interest is evaluated from Principal Amount, Annual Interest Rate and Time Period. The calculation reports Interest Earned and Total Amount.

Future Value is evaluated from Present Value, Annual Return Rate and Investment Period. The calculation reports Future Value, Total Growth and Total Return.

Lump Sum Investment is evaluated from Initial Investment Amount, Expected Annual Return and Investment Period. The calculation reports Future Value, Total Gain and Total Return.

CAGR is evaluated from Beginning Value, Ending Value and Number of Years. The calculation reports CAGR, Total Return and Total Gain / Loss.

ROI is evaluated from Initial Investment, Final Value and Holding Period. The calculation reports ROI, Annualized ROI and Total Gain / Loss.

Savings Goal is evaluated from Target Savings Goal, Current Savings Balance and Expected Annual Return. The calculation reports Required Monthly Contribution, Total Contributions and Growth from Interest.

Rule of 72 is evaluated from Annual Interest / Return Rate and Target Years to Double. The calculation reports Years to Double and Rate to Double.

Present Value is evaluated from Future Value, Annual Discount Rate and Number of Years. The calculation reports Present Value, Discount Amount and Total Discount.

CD (Certificate of Deposit) is evaluated from Deposit Amount, Annual Interest Rate and CD Term. The calculation reports Interest Earned, Total Value at Maturity and APY.

Recurring Savings is evaluated from Initial Balance, Deposit Amount and Deposit Frequency. The calculation reports Total Amount Deposited, Interest Earned and Final Balance.

XIRR is evaluated from Date 1, Cash Flow 1 and Date 2. The calculation reports XIRR, Total Invested and Total Returned.

Stock Profit is evaluated from Buy Price per Share, Sell Price per Share and Number of Shares. The calculation reports Total Invested, Total Proceeds and Profit / Loss.

Dividend Reinvestment (DRIP) is evaluated from Initial Shares, Current Share Price and Annual Dividend per Share. The calculation reports Final Shares Owned, Portfolio Value and Total Dividends Received.