Investing Calculators

Investment Growth, CAGR, Present Value, NPV and IRR Calculators

Calculators for what an investment grows to and what it has returned: investment growth with regular contributions, CAGR, future and present value, NPV and IRR for a project, dividend income, stock profit, capital gains and dollar cost averaging.

Every Investing tool

CAGR Calculator

Compound annual growth rate between two values over time.

Capital Gains Calculator

Capital gain, tax at your own rate and annualised return.

Dividend Calculator

Dividend yield, income per payment and reinvestment growth.

Dollar Cost Averaging Calculator

Average cost from regular fixed investments, versus a lump sum.

Future Value Calculator

Future value or present value of money at any rate.

Investment Calculator

Investment growth from a lump sum plus monthly contributions.

NPV And IRR Calculator

Net present value, IRR, payback and profitability index.

Stock Profit Calculator

Profit, percentage return and break-even price on a share trade.

Growth and return

Two questions come up again and again. Looking forward, what will this be worth if it grows at a given rate? The investment and future value calculators answer that with compounding. Looking back, what rate did it actually grow at? CAGR answers that with a single yearly figure you can compare across investments held for different lengths of time, and NPV and IRR do the same for a project with uneven cash flows.

Income, profit and tax

Dividend, stock profit and capital gains pages turn a holding into cash figures: the income it pays, the profit on a sale after commissions and the gain after tax at a rate you enter. No tax rates are built in, because they change and depend on where you live and how long you held the asset. Every result is before inflation unless the page says otherwise.