Use Investment and Wealth Calculators to estimate returns, profits, dividends, retirement savings, net worth, capital gains, and wealth growth.
Investment and Wealth Calculators
Choose a calculator, enter your information, and click Calculate to see your results.
Enter Your Information
Calculation Results
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Calculation Summary
About Investment and Wealth Calculators
This calculator suite provides several tools for estimating investment growth, returns, retirement savings, net worth, dividends, capital gains, financial independence and FIRE planning.
How to Use the Calculators
- Select the calculator you want to use.
- Enter your financial information in the fields displayed.
- Click the Calculate button.
- Review the results displayed below the calculator.
- Use Copy Summary if you want to save the calculation.
Investment Calculator
The Investment Calculator estimates how an initial investment and regular monthly contributions may grow over time using an assumed annual return.
ROI Calculator
The ROI Calculator estimates the percentage return from an investment after accounting for the original investment cost and fees.
Investment Return Calculator
The Investment Return Calculator estimates future investment value, total contributions and estimated investment growth.
Retirement Calculator
The Retirement Calculator estimates the potential value of retirement savings based on current savings, contributions, investment return and years until retirement.
401(k) Calculator
The 401(k) Calculator estimates potential account growth using salary, employee contributions, employer contributions, investment return and years until retirement.
Net Worth Calculator
Net worth is calculated by subtracting total liabilities from total assets.
Dividend Calculator
The Dividend Calculator estimates annual dividend income and potential future dividend income based on the information entered.
Stock Profit Calculator
The Stock Profit Calculator estimates stock profit or loss using the number of shares, purchase price, sale price and trading fees.
Capital Gains Calculator
The Capital Gains Calculator estimates a capital gain or loss and an estimated tax amount based on the tax rate entered.
Financial Independence Calculator
The Financial Independence Calculator estimates the investment portfolio required to support annual spending using a selected withdrawal rate.
FIRE Calculator
The FIRE Calculator estimates a financial independence target and approximately how long it may take to reach that target.
Investing involves risk, including the possible loss of principal. These calculators are for educational and informational purposes only and do not provide financial, investment, tax or retirement advice. Actual results may differ because of market conditions, fees, taxes, inflation and other factors.
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