Investment Calculators — Compound Interest, ROI, FIRE, 401k

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💹 Compound Interest & Growth

📈 Compound Interest Calculator

See how your money grows with compound interest over time. The most powerful force in investing.

Principal ($)

Annual Rate (%)

Years

Compounding Frequency

Monthly Contribution ($)

Total future value

Initial Investment

Total Contributions

Interest Earned

Total Return

💰 ROI Calculator

Calculate your Return on Investment for any investment, project, or business decision.

Initial Investment ($)

Final Value / Return ($)

Holding Period (years)

Total ROI

Net Profit

Annualized ROI

Multiple on Investment

🔥 FIRE Calculator

Financial Independence, Retire Early. Find your FIRE number and how long to reach it.

Annual Expenses in Retirement ($)

Current Savings ($)

Annual Savings ($)

Return Rate (%)

Withdrawal Rate (%)

Your FIRE Number (25× rule)

Years to FIRE

Safe Annual Withdrawal

Current Progress

🏦 401k Growth Calculator

Project your 401k balance at retirement with contributions, employer match, and investment returns.

Current Age

Retirement Age

Current 401k Balance ($)

Annual Contribution ($)

Employer Match (%)

Return Rate (%)

Projected 401k at Retirement

Your Contributions

Employer Contributions

Investment Growth

Years of Growth

📊 Stock Return Calculator

Calculate the total return on a stock investment including price appreciation and dividends.

Shares Purchased

Buy Price ($)

Sell Price ($)

Annual Dividend ($)

Years Held

Total Return

Capital Gain

Dividend Income

Total Profit

Annualized Return

💵 Dividend Yield Calculator

Calculate dividend yield, annual income, and yield on cost for dividend investing.

Stock Price ($)

Annual Dividend Per Share ($)

Number of Shares

Your Cost Basis Per Share ($)

Current Dividend Yield

Annual Dividend Income

Yield on Cost

Monthly Income

Quarterly Dividend

🏆 Net Worth & Savings Goals

💎 Net Worth Calculator

Calculate your total net worth by summing all assets and subtracting all liabilities.

Cash & Bank Accounts ($)

Investment Accounts ($)

Retirement Accounts ($)

Real Estate Value ($)

Other Assets ($)

Total Debts / Liabilities ($)

Your Net Worth

Total Assets

Total Liabilities

Asset-to-Debt Ratio

🎯 Savings Goal Calculator

Find out how much to save per month to reach any financial goal on time.

Savings Goal ($)

Current Savings ($)

Years to Goal

Return Rate (%)

Monthly savings needed

Total Contributions

Interest Earned

Target Date

📅 Dollar-Cost Averaging (DCA)

Model the results of investing a fixed amount at regular intervals over time.

Monthly Investment ($)

Years

Annual Return (%)

Starting Lump Sum ($)

Portfolio value at end

Total Invested

Total Gain

Return on Investment

🛡️ Emergency Fund Calculator

Calculate exactly how large your emergency fund should be based on your expenses.

Monthly Housing (rent/mortgage) ($)

Monthly Food & Groceries ($)

Monthly Transportation ($)

Monthly Utilities & Bills ($)

Monthly Insurance ($)

Other Monthly Essentials ($)

Recommended (6-month fund)

Monthly Essentials

3-Month Fund

9-Month Fund (conservative)

⚖️ Break-Even Calculator

Find the break-even point for any investment, business, or purchase decision.

Fixed Costs / Investment ($)

Price Per Unit ($)

Variable Cost/Unit ($)

Units to break even

Revenue at Break-Even

Contribution Margin

Margin Ratio

📉 Inflation Calculator

See how inflation erodes purchasing power and what today's dollars will be worth in the future.

Amount ($)

Start Year

End Year

Annual Inflation Rate (%)

Future equivalent purchasing power

Purchasing Power Lost

Real Value Retained

Years

🎲 Risk & Options

⚡ Risk/Reward Calculator

Calculate the risk-to-reward ratio for any trade or investment to make smarter decisions.

Entry Price ($)

Target Price ($)

Stop Loss ($)

Position Size ($)

Risk/Reward Ratio

Potential Profit

Maximum Loss

Win Rate Needed to Break Even

🎯 Position Sizing Calculator

Determine optimal position size based on your risk tolerance per trade.

Account Size ($)

Risk Per Trade (%)

Entry Price ($)

Stop Loss ($)

Shares to buy

Position Value

Max Dollar Risk

% of Account

📊 Index Fund Return Simulator

Simulate long-term index fund returns with historical average return modeling.

Initial Investment ($)

Monthly Contribution ($)

Years

Annual Return (%)

Expense Ratio (%)

Portfolio value after fees

Total Invested

Gross Growth

Expense Ratio Drag

🔀 Roth vs Traditional IRA

Compare the long-term value of Roth vs Traditional IRA based on your tax situation.

Annual IRA Contribution ($)

Current Tax Rate (%)

Retirement Tax Rate (%)

Years to Retirement

Return Rate (%)

Better option for your situation

Roth IRA (after-tax value)

Traditional IRA (after-tax)

Difference