Investing
Investing Calculators
Free interactive tools for calculating returns, dividends, bond yields, stock fundamentals, and portfolio risk.
Whether you are sizing up how fast an investment has grown, projecting a SIP or lump sum contribution, comparing bond yields, or measuring portfolio risk, these free investing calculators give you instant, formula-accurate answers. Every calculator runs entirely in your browser — no account required.
Start with the CAGR calculator or ROI calculator to measure how an investment has performed, then explore the dividend, bond, and portfolio tools below.
Investing Calculators
Returns & Growth
CAGR Calculator
Calculate the compound annual growth rate (CAGR) of any investment between two values over time.
Use calculator02ROI Calculator
Calculate the return on investment (ROI) for any purchase, trade, or investment in seconds.
Use calculator03Holding Period Return Calculator
Calculate total holding period return (HPR), including price gains and income received.
Use calculator04Real Rate of Return Calculator
Calculate your real, inflation-adjusted rate of return on any investment.
Use calculatorDividends & Contributions
Dividend Reinvestment Calculator
See how reinvesting dividends compounds your share count and total return over time.
Use calculator02Dividend Yield Calculator
Calculate a stock's dividend yield from its price and annual dividend payout.
Use calculator03Mutual Fund SIP Calculator
Project the future value of a monthly SIP into a mutual fund or index fund.
Use calculator04Lump Sum Investment Calculator
Find out how much a one-time investment grows to after any number of years.
Use calculatorBonds
Bond Yield Calculator
Calculate a bond's current yield from its coupon rate, face value, and market price.
Use calculator02Yield to Maturity Calculator
Estimate a bond's yield to maturity (YTM) from price, coupon, face value, and years to maturity.
Use calculatorStock Fundamentals
Stock Average Calculator
Calculate your average cost per share across multiple purchases, including averaging down.
Use calculator02P/E Ratio Calculator
Calculate a stock's price-to-earnings (P/E) ratio from its share price and earnings per share.
Use calculator03EPS Calculator
Calculate a company's earnings per share (EPS) from net income and shares outstanding.
Use calculator04Cost Basis Calculator
Calculate the total and average cost basis of a stock position across multiple purchase lots.
Use calculatorPortfolio & Risk
Sharpe Ratio Calculator
Calculate the Sharpe ratio and Sortino ratio to measure risk-adjusted investment returns.
Use calculator02Portfolio Return Calculator
Calculate the weighted average return of a multi-asset investment portfolio.
Use calculator03Portfolio Variance Calculator
Calculate portfolio variance and standard deviation, including correlation between assets.
Use calculatorFrequently Asked Questions
What is an investing calculator?
An investing calculator is an interactive tool that computes key investment metrics — returns, dividends, bond yields, portfolio risk, and more — from the numbers you enter, using standard financial formulas.
Are these investing calculators free to use?
Yes, all our investing calculators are completely free to use. No account or subscription is required.
Which investing calculator should I use first?
If you are evaluating a single investment's growth, start with the CAGR calculator or ROI calculator. If you own dividend-paying stocks, use the dividend yield and dividend reinvestment calculators. If you manage a multi-asset portfolio, use the portfolio return and portfolio variance calculators.
How accurate are the calculator results?
Our calculators use standard financial formulas accepted by finance professionals and academics. Results are estimates for planning and analysis purposes, not guarantees of future performance.
Can I use these calculators on my phone?
Yes, every investing calculator on this page is fully responsive and works on desktop, tablet, and mobile devices.
Ready to analyze your investments?
Start with the CAGR calculator, then use the portfolio return calculator to see how your holdings perform together.