Stock
Free investment and stock market calculators for compound interest, CAGR, position sizing, and profit/loss analysis. Plan your portfolio with precision.
Stock Compound Interest Calculator
Calculate how your stock investment grows over time with compound interest, dividends, and DRIP. Visualize year-by-year growth.
CAGR Calculator - Compound Annual Growth Rate
Calculate the compound annual growth rate (CAGR) of your investments. See annualized returns, total growth, and year-by-year projections.
Stock Position Size Calculator - Risk Management
Calculate the optimal number of shares to buy based on your account size, risk tolerance, and stop loss. Visualize risk scenarios and risk/reward ratios.
Stock Profit/Loss Calculator - Capital Gains Tax
Calculate stock trading profit or loss with commission fees and US capital gains tax. See net return after short-term and long-term tax rates.
DCA Calculator - Dollar Cost Averaging
Calculate how dollar-cost averaging grows your investment over time. Compare DCA vs. lump-sum with year-by-year charts. Free, no signup.
Dividend Income Calculator - Yield on Cost & DRIP
Project dividend income with yield on cost, dividend growth rate, DRIP reinvestment, and tax impact. Plan passive income with year-by-year forecasts.
Stock Intrinsic Value Calculator - DCF Valuation
Calculate a stock's intrinsic value via DCF. Estimate fair value with EPS growth, discount rates, PE & PEG ratios, and margin of safety.
Stock Margin Calculator - Leverage & Margin Call
Calculate margin requirements, buying power, margin call price, leverage ratio, and interest cost for stock margin trading.
Sharpe Ratio Calculator – Risk-Adjusted Return
Calculate Sharpe, Sortino, Treynor, and Calmar ratios for risk-adjusted return. See whether higher returns justify the volatility you take on.
Sortino Ratio Calculator – Downside Risk-Adjusted Return
Compute the Sortino ratio from monthly, quarterly, or annual returns. Set your MAR and see how downside deviation reshapes the Sharpe score.
CAPM Calculator – Capital Asset Pricing Model & Jensen's Alpha
Compute a stock's CAPM expected return from beta, risk-free rate, and market premium. See Jensen's Alpha vs. realized return on the Security Market Line.
Bond Yield Calculator – YTM, Duration & Convexity
Calculate bond yield to maturity (YTM), current yield, Macaulay & modified duration, and convexity. See the price-yield curve and cash flow schedule.
Stock Options Profit Calculator
Calculate profit and loss for Long/Short Call or Put options at expiration. Visualize payoff diagram, breakeven, and max gain/loss.
Portfolio Rebalancing Calculator
Calculate buy/sell trades to rebalance your portfolio to target allocation. Includes drift threshold and Vanguard's sell-free cash-flow rebalancing.
Tax-Loss Harvesting Calculator
Quantify federal and state tax savings from harvesting investment losses. Models IRS Form 8949, the $3,000 deduction, carryforward, and Wash Sale rule.