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Investment Tools

ROI, compound interest, portfolio analysis — 14 free tools

✅ 14 Free Tools 📄 PDF Export ⚡ Instant Results 🔒 No Signup

Showing 14 of 14 tools

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AI Financial Dashboard

All-in-one AI-powered financial dashboard with budget analysis, net worth tracking, debt optimizer, investment projections, retirement planning, and tax optimization.

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Bond Yield Calculator

Work out a bond’s current yield and approximate yield to maturity from its price and coupon.

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Break Even Calculator

Find how many units you must sell, and how much revenue you need, before a product or business makes a profit.

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CAGR Calculator

Find the steady yearly growth rate that turns a starting value into an ending value over a set number of years.

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Compound Interest Calculator

See how a starting balance and regular deposits grow over time with compound interest, with year-by-year results and an inflation-adjusted value.

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Dividend Calculator

Project your dividend income and portfolio value with reinvested dividends, dividend growth and regular contributions.

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Dollar Cost Averaging

Estimate what investing a fixed amount every month could grow to over a set number of months.

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Inflation Calculator

See how inflation raises prices over time and how much your money’s buying power shrinks.

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Investment risk Assessment Tool

Answer four questions to see your investor risk profile and an example stock, bond and cash mix.

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Options Profit Calculator

Estimate the profit, loss and break-even price of a long call or put held to expiration.

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Portfolio Analyzer

See how your money is split across assets and what your overall weighted return is.

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Present Value Calculator

Work out what a future amount of money is worth in today’s dollars at a chosen discount rate.

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ROI Calculator

Calculate return on investment, net profit and annualized return, including fees, dividends and inflation.

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Sharpe Ratio Calculator

Measure how much return you earn for each unit of risk, using the Sharpe ratio.

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