Investment Calculators

Calculate portfolio alpha and beta from matched portfolio and benchmark return periods. Estimate CAPM expected return and risk-adjusted excess return for educational portfolio review.

Optimize investment portfolio allocation based on age, risk tolerance, and time horizon. Get personalized recommendations for stocks, bonds, cash, and alternatives. Compare current vs recommended allocation with rebalancing alerts using Rule of 110 and sample portfolios.

Estimate Bitcoin mining profitability from hash rate, miner power draw, electricity price, network difficulty, block subsidy, BTC price, pool fee, and hardware cost. Educational scenario model only.

Build a bond ladder strategy with staggered maturity dates for steady income. Calculate cash flows, duration, and effective yields for 3-10 rungs. Compare ladder variations (traditional, barbell, bullet, CD) with example portfolios and rebalancing guidance.

Calculate carried interest (carry) for private equity, venture capital, and hedge funds using 2&20 or custom fee structures. Input fund size, returns, hurdle rate (6-8% preferred), catch-up provisions (100% GP until parity), and carry percentage (20% standard) to see GP vs LP profit split, carried interest amount, management fees (2% AUM), total GP compensation, IRR analysis, and waterfall distribution. Supports American (deal-by-deal) vs European (whole-fund) carry methods. Essential for GP compensation modeling, LP return projections, and fund economics understanding.

Calculate long-term growth from reinvesting dividends vs taking cash. Compare total value, dividend income growth, and compound returns over 10-30 years. Analyzes DRIP (Dividend Reinvestment Plan) impact with automatic share purchases, dividend growth rates (3-7% annually), and tax-deferred compounding. Shows breakeven point and optimal strategy for income vs growth investors.

Calculate basic and diluted earnings per share from net income, preferred dividends, weighted average shares, and potential dilution. Educational EPS estimate for reviewing company filings.

Calculate stock cost basis, adjusted shares after dividend reinvestment and splits, and estimated capital gain or loss. Educational tax worksheet only.

Calculate Internal Rate of Return (IRR) for investment projects with uneven cash flows. Compare IRR against WACC and hurdle rates to evaluate capital budgeting decisions and project profitability.

Calculate Weighted Average Cost of Capital (WACC) for business valuation and capital budgeting. Input cost of equity (CAPM), cost of debt, tax rate, and capital structure to determine minimum required return for investment decisions.

Calculate Return on Equity (ROE) to measure company profitability relative to shareholder equity. Compare against industry benchmarks (10-20% typical), analyze trends, and use DuPont decomposition for deeper insights.

Calculate payback period for business investments and capital projects. Determine how long it takes to recover your initial investment through cash flows, with both simple and discounted payback methods.

Calculate price-to-earnings ratio, earnings yield, and basic valuation context from share price and earnings per share. Educational stock analysis estimate only.

Calculate portfolio rebalancing trades from current and target stock, bond, and cash allocations. Educational allocation worksheet only.

Calculate DeFi yield farming returns including APY, impermanent loss, gas fees, and compounding frequency. Compare liquidity pool rewards across protocols like Uniswap, Aave, and Curve Finance.

Free dollar-cost averaging calculator. Compare DCA vs lump sum investing, adjust for inflation and fees, and model multiple return scenarios instantly.

Free impermanent loss calculator for DeFi liquidity pools. Compare LP position value vs HODL, factor in trading fee income, and assess risk.