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, select your currency, enter your information and calculate your results.

Select Calculator Investment Calculator ROI Calculator Investment Return Calculator Retirement Calculator 401(k) Calculator Net Worth Calculator Dividend Calculator Stock Profit Calculator Capital Gains Calculator Financial Independence Calculator FIRE Calculator

Calculation Results

Metric	Value

Calculation Summary

These calculators provide mathematical estimates for educational and planning purposes. Actual investment results can differ because of market performance, fees, taxes, inflation and other factors.

This Investment and Wealth calculator suite combines several common investment planning calculations in one tool. Select a calculator, choose your currency and enter the requested information.

How to Use the Investment and Wealth Calculators

• Select the calculator you want to use.
• Select your preferred currency.
• Enter the requested values.
• Click Calculate.
• Review the results.
• Use Copy Summary to save the calculation.

Investment Calculator

An investment calculator estimates how an initial investment and recurring contributions may grow over time when an assumed annual return is applied.

ROI Calculator

The ROI calculator measures the percentage return relative to the original investment cost.

ROI = (Net Gain ÷ Investment Cost) × 100

Investment Return Calculator

This calculator estimates the ending value, total contributions and investment growth using an initial amount, recurring contributions, assumed return and investment period.

Retirement Calculator

The retirement calculator estimates the potential value of retirement savings based on current savings, contributions, assumed return and years until retirement.

401(k) Calculator

The 401(k) calculator estimates potential retirement account growth using current savings, employee contributions, employer contributions and an assumed annual return.

Net Worth Calculator

Net worth is calculated by subtracting total liabilities from total assets.

Net Worth = Total Assets - Total Liabilities

Dividend Calculator

The dividend calculator estimates dividend income from shares, share price, dividend per share and optional dividend growth assumptions.

Stock Profit Calculator

The stock profit calculator estimates the difference between purchase and sale values after accounting for the number of shares and transaction costs.

Capital Gains Calculator

The capital gains calculator estimates a gain or loss and applies the tax rate entered by the user to produce an estimated tax amount.

Financial Independence Calculator

The financial independence calculator estimates the portfolio amount required to support annual spending using the withdrawal rate entered.

FIRE Calculator

The FIRE calculator estimates a financial independence target and an approximate time to reach it using savings, annual contributions, return assumptions and annual spending.

Important Investment Considerations

• Investment returns are uncertain.
• Past performance does not guarantee future results.
• Fees can reduce investment returns.
• Taxes can affect actual returns.
• Inflation can reduce purchasing power.
• Market values can rise and fall.
• Use realistic assumptions when planning.

Frequently Asked Questions

Are these calculators connected to live market data?

No. They use the values entered by the user and do not connect to brokerage accounts or live market prices.

Can an investment calculator guarantee future returns?

No. The results are mathematical projections based on assumptions and actual results can differ significantly.

What is ROI?

ROI, or return on investment, measures the gain or loss relative to the original amount invested.

What is net worth?

Net worth is the value of assets minus liabilities.

What is FIRE?

FIRE stands for Financial Independence, Retire Early. It generally focuses on building sufficient assets and savings to make work optional.

Investment Risk Disclaimer

Investing involves risk, including the possible loss of principal. This tool is for educational and informational purposes only and does not provide financial, investment, tax or retirement advice. Actual results may differ because of market conditions, fees, taxes, inflation and other factors.

Advertisement

You May Also Like