Free calculators

Investing calculators

Explore compound growth, investment returns, dividend income and withdrawal scenarios with visible formulas and adjustable assumptions.

Investing tools

Calculate compound annual growth and total return from starting and ending values, or solve for a future value, present value or investment duration.

Project lump-sum and monthly investment growth with compound interest. Include rising contributions, inflation and the first-million milestone.

Estimate dividend income, reinvestment growth and capital needed for an income target. Enter yield, dividend growth, price growth and dividend tax.

Compare gross, after-fee, after-tax and inflation-adjusted investment growth. Model contributions, withdrawals and a range of simulated outcomes.