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Convert nominal APR to effective APY using annual, monthly, daily, or custom compounding frequency for yield comparison.
Build a target portfolio allocation across stocks, bonds, cash, and alternatives using age, risk tolerance, and investment amount.
Calculate weighted average buy price from multiple purchases. Track total quantity, invested capital, current value, and unrealized profit or loss.
Estimate realized capital gains after cost basis, fees, tax, holding period, break-even price, and after-tax ROI.
Calculate the power of dividend reinvestment (DRIP). Simulate how buying additional shares with dividend payouts compounds your portfolio value over time.
Calculate return on investment (ROI) and annualized returns. Analyze profit, costs, and time to measure the efficiency of your capital.
Calculate stock trade profit after buy/sell fees, dividends, taxes, ROI, and break-even price per share.