Savings, Interest & Investing Calculators
Compound interest, savings goals, bonds, Treasuries and investment returns, worked out to the cent.
Interest
- Compound Interest CalculatorCalculate compound interest with regular contributions, any compounding frequency and contribution timing, with a…
- Simple Interest CalculatorCalculate simple interest, or solve for principal, rate or time, using I = P × r × t with years, months or days (365 or…
- APY and APR CalculatorConvert APR to APY and APY to APR for any compounding frequency, including daily and continuous, and see a year of…
- Savings Goal CalculatorCalculate how much to save each month to reach a savings goal by a date, or how long it takes at a set monthly deposit,…
- CD CalculatorCalculate CD interest and value at maturity from deposit, APY and term, with compounding, early withdrawal penalty and…
- High-Yield Savings CalculatorCompare a high-yield savings account with a regular savings account: interest earned and balance over time with monthly…
- Rule of 72 CalculatorEstimate how long it takes an investment to double with the Rule of 72, or the return needed to double in a set time,…
- Future Value and Present Value CalculatorCalculate the future value of a lump sum and regular payments, or the present value of a future amount or payment…
- Annuity Payment CalculatorCalculate the payment a lump sum can provide over a set number of years at a given return, with payments at the start…
Treasuries & Bonds
- T-Bill Yield CalculatorCalculate a Treasury bill’s discount rate, investment rate (bond-equivalent yield) and price from auction results,…
- Bond Yield to Maturity CalculatorCalculate yield to maturity (YTM) of a bond from its price, coupon rate and years to maturity, with current yield.
- Bond Price CalculatorCalculate a bond’s price from face value, coupon rate, yield to maturity and years to maturity, with current yield and…
- I Bond CalculatorEstimate the value of a Series I savings bond from the fixed rate and semiannual inflation rate, with the composite…
- CD vs Treasury CalculatorCompare a CD or savings yield with a Treasury yield after federal and state income tax, and find the tax-equivalent…
Investing
- CAGR CalculatorCalculate compound annual growth rate (CAGR) from a starting value, ending value and number of years, or project a…
- Dividend Yield CalculatorCalculate dividend yield from share price and annual dividend, income from a number of shares, and growth with dividend…
- Stock Profit CalculatorCalculate profit or loss on a stock trade from shares, buy price, sell price and commissions, with return percentage…
- Average Cost Basis CalculatorCalculate the average cost per share across several purchases, total shares and cost, and unrealized gain at the…
- Options Profit CalculatorCalculate profit or loss at expiration for buying or selling a call or put option, with break-even price and a payoff…
- ROI CalculatorCalculate return on investment (ROI) as a percentage and annualized ROI from the amount invested, the amount returned…
- Real Return CalculatorCalculate the inflation-adjusted (real) rate of return from a nominal return and inflation rate using the Fisher…
- Portfolio Rebalancing CalculatorCalculate how much to buy or sell in each holding to get back to your target allocation, optionally using new money…