Financial directory · released tools only
Financial tools directory
Find a calculator for your question, then understand the method behind the result. Each released tool is paired with a practical guide.
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63 tools available
Investment Calculators
Return, compounding and time-value measures with every rate and timing convention stated.
- #1
Calculate compound annual growth rate from two values and elapsed years or months. Compare total change, inspect cash-flow warnings and format five currencies.
- #2
Calculate whole-period investment gain or loss from initial and final values. Optionally include separately paid cash distributions without annualizing them.
- #3
Calculate cost-based return on investment using gross benefit or already-net profit. Include additional costs, inspect losses and avoid subtracting costs twice.
- #4
Calculate periodic internal rate of return with exact root counting, repeated-root warnings and clear no-solution results. No silent annualization.
- #5
Calculate annual XIRR with actual/365 dates, visible same-day normalization, leap-year examples and guarded multiple-root handling. See unsupported cases.
- #6
Project compound interest with matched recurring deposits, choose beginning or end timing, and see contributed capital, interest and effective annual growth.
- #7
Calculate annual simple interest on a fixed principal with explicit years, months or supplied days. See the time fraction, interest and ending balance.
- #8
Calculate future value with an explicit rate per period, lump sum and equal deposits. Inspect payment timing, contributed capital and modeled interest.
- #9
Discount a future lump sum and equal receipts to present value. Compare beginning and end timing, discounted components and the cash valuation adjustment.
- #10
Project investment growth with annual contributions and an explicit asset charge. Separate invested cash, net gain, fees deducted and ending-value fee drag.
- #11
Compare nominal investment growth with starting-year purchasing power. Model annual inflation, deflation and real gains with explicit assumptions.
- #12
Solve real return, nominal return or implied inflation from matched annual rates. Compare exact results with linear shortcuts and signed percentage-point gaps.
- #13
Calculate exact investment doubling time and the first completed annual checkpoint. Understand tiny, zero and negative growth with clear rate assumptions.
- #14
Estimate doubling years or the annual rate with the Rule of 72. Compare the exact compound model, signed gaps and relative error on an annual-rate basis.
- #15
Annualise a measured total return over years, months or supplied days. See the time fraction, short-period warning and validated compound annual equivalent.
Stock Market Calculators
Share prices, dividends, corporate actions and per-share measures, reconciled line by line.
- #16
Calculate price-only and fee-inclusive stock purchase averages. Enter fractional shares, explicit purchase fees and consistent currency units.
- #17
Calculate stock profit or loss after buy and sell charges, return on upfront outlay and fixed-charge break-even. Includes fractional shares.
- #18
Calculate gross stock return from price change and total cash dividends. See separate price and income contributions, assumptions and examples.
- #19
Calculate dividend yield from annual cash per share and current price. Compare trailing and forward bases with clear units, examples and five-market formatting.
- #20
Calculate gross annual dividend income from shares and annual cash per share. See monthly and quarterly averages and clear payout assumptions.
- #21
Calculate cumulative shareholder return with a per-dividend reinvestment ledger. Compare gross ending values with the same dividends held as cash.
- #22
Calculate theoretical post-split shares, adjusted reference price and exact fractional entitlement with an explicit new-for-old ratio.
- #23
Calculate theoretical ex-rights price, subscription cash and relative ownership dilution for a fully issued pro rata offer.
- #24
Calculate additional and total shares, exact fractional entitlement and theoretical ex-bonus price using an additional-for-held ratio.
- #25
Multiply each share class price by outstanding shares. Reconcile class values and distinguish an included-class subtotal from a company-wide estimate.
- #26
Calculate enterprise value from common equity, debt, preferred equity, noncontrolling interest and cash. Review net debt and the signed equity bridge.
- #27
Calculate basic EPS from common-attributable earnings and weighted-average shares. Check the earnings basis, preferred deduction and loss per share.
- #28
Calculate trailing or forward P/E from share price and earnings per share, with separate explanations for zero and negative earnings.
- #29
Calculate P/B from matched per-share figures or aggregate common equity. Check book equity scope and see separate zero and deficit states.
- #30
Calculate BVPS from common book equity and outstanding shares. Reconcile any preferred carrying claim and see signed per-share results.
Mutual Fund Calculators
Regular investing, withdrawals, transfers and fund returns over complete monthly periods.
- #31
Estimate the future value of fixed monthly SIP contributions. Compare start and end timing and see the monthly equivalent rate, principal and modeled gain.
- #32
Project monthly investments with a fixed or percentage annual increase. See the final payment and separate extra contributions from additional gains.
- #33
Project a one-time mutual fund investment using an effective annual return. See the year fraction, ending value and signed gain or loss.
- #34
Model fixed monthly withdrawals, growth and the balance remaining. Compare payment timing and see the first month your request falls short.
- #35
Project monthly transfers between two investments. Compare timing, separate source and destination balances, and see funded amounts and shortfalls.
- #36
Calculate annualized personal returns from dated fund purchases, redemptions and distributions. Include remaining value and check for ambiguous roots.
- #37
Calculate annualized mutual fund growth from comparable raw NAV or reinvestment-adjusted values. See total change, year fraction and CAGR.
- #38
Find the monthly investment needed for a target. Account for the opening balance, compare payment timing and verify the upward-rounded amount.
- #39
Compare investing a lump sum with staging the same budget monthly. See invested capital, reserve, modeled gains and the signed ending-value difference.
- #40
Calculate mutual fund holding-period return from raw NAV and cash distributions. See each contribution, total gain and ending wealth.
- #41
Project SIP value in opening purchasing power. Compare nominal and real balances, deflated contributions and real gains using your own inflation assumption.
- #42
Estimate a retirement corpus and monthly SIP from your spending gap, inflation, existing savings and separate pre- and post-retirement returns.
Trading and Options
Position size, risk, margin and option payoffs at expiration, with costs applied once.
- #43
Calculate whole-share position size for a cash-funded stock trade. Compare your stop-loss risk budget with available cash and see what limits the next share.
- #44
Estimate loss at your stock stop price and a hypothetical adverse exit. Include round-trip charges and compare each scenario with your account risk budget.
- #45
Compare gross and net reward-to-risk for long and short stock trades. Enter the entry, stop, target and fees to calculate the modeled break-even win rate.
- #46
Calculate a long or short stock stop price from a percentage distance or cash loss cap. Compare the mathematical level with an optional grid-aligned price.
- #47
Calculate a long or short stock exit price from a net cash-profit or return objective. Include round-trip charges and an optional price increment.
- #48
Calculate position notional or leverage and model gross profit or loss from a price move. Compare the same capital at 1× and see the residual capital.
- #49
Estimate initial trading margin, funding surplus or shortfall, and mathematical notional capacity from your supplied margin rate.
- #50
Calculate a long sale or short buyback break-even price with separate fixed and percentage fees. Check net profit at neighboring price increments.
- #51
Calculate long and standalone short call payoff, net profit or loss, and break-even at expiration using your contract multiplier, premium and fees.
- #52
Calculate expiration profit or loss for a long or short put. Find fee-adjusted break-even and payoff bounds using your contract size and premium.
- #53
Calculate expiration profit or loss across up to eight option legs. Reconcile premiums, payoff and fees and find all modeled break-even prices.
- #54
Find fee-adjusted expiration break-even for a long or short call or put and compare it with the same option at zero fees.
- #55
Calculate long and short straddle payoff, net profit or loss and attainable break-even prices at expiration with separate premiums and total fees.
- #56
Calculate long and short strangle profit and loss at expiry, with fee-adjusted break-even, signed leg cash flows and the payoff between strikes.
- #57
Calculate bull call spread profit and loss at expiry, with net debit, fee-adjusted break-even and the capped gain and capped loss.
Banking and Loans
Repayments, amortisation, prepayment and deposit growth.
- #58
Calculate a loan's monthly EMI on a reducing balance, with total interest, the final payment and a month-by-month balance that closes to zero.
- #59
Calculate a home loan's monthly principal and interest payment from price, deposit, rate and term, with loan-to-value, total interest and a yearly balance.
- #60
Calculate a personal loan's monthly payment, the cash received after an upfront fee, total interest, cost of credit and the annual rate including the fee.
- #61
Calculate a car loan's monthly payment from price, deposit, rate and term, with an optional balloon payment, total interest and the cost against no balloon.
- #62
Calculate an education loan's monthly repayment after a study and grace period, with interest paid, added at the start of repayment or compounded monthly.
- #63
Build a loan amortisation schedule: every payment's interest, principal and balance, yearly totals, and when principal overtakes interest.
What belongs in this directory?
Only working calculators with validated methods, input explanations, a worked example and a companion article. Each tool will state its assumptions and supported markets. We are designing for readers in the USA, UK, Canada, Australia and India; a listing will not imply that every jurisdiction or tax situation is supported.
Educational tools can help you explore a scenario. They do not replace personalized investment, legal or tax advice.