Investing & Valuation Calculators
These calculators are built for evaluating returns, comparing investments on equal footing, and valuing individual stocks or companies. Whether you're tracking a portfolio or sizing up a single position, this is the toolkit for making sure the numbers actually mean what you think they mean.
CAGR Calculator
Find the steady annual growth rate that explains how an investment grew over time
XIRR Calculator
Calculate your true annualized return when you've invested or withdrawn money at irregular times
Dividend Reinvestment
See how much faster your investment grows when dividends are automatically reinvested
Dividend Growth Calculator
Project how much your dividend income could grow over time, and your yield on cost
ETF Growth Calculator
Compare how popular ETFs like SPY, VTI, and QQQ would grow your money side by side
Asset Allocation Calculator
Get a recommended stocks/bonds/cash mix based on your age and risk tolerance
Stock DCF Valuation
Estimate what a stock is actually worth based on its future cash flows, not just its price
PEG Ratio Calculator
Check whether a stock's price is justified by its earnings growth, not just its P/E ratio
EV/EBITDA Calculator
Value a company by its full enterprise value, and see what a peer multiple implies for the share price
SIP / Investment
Project how your monthly investments grow into a future lump sum, with optional yearly step-ups
Dollar Cost Averaging
Calculate shares bought, average cost per share, and compare DCA vs a lump sum investment
SWP Calculator
See how long a lump sum lasts when you withdraw a fixed monthly income from it
Stock P&L
Calculate your real profit or loss on a trade after accounting for brokerage fees
Stock Split Calculator
See exactly how many new shares you'll have and your adjusted cost basis after any forward or reverse split