Stock Investor

Convert APR to APY or APY back to APR using annual, monthly, daily, custom, or continuous compounding.

Build a target allocation across stocks, bonds, cash and alternatives using age, horizon, risk tolerance, current mix and return assumptions.

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 potential profit or loss (PnL) for call and put options, model payoff scenarios, and analyze Black-Scholes Greeks.

Calculate your trade risk-to-reward ratio, determine exact position sizing based on your account balance, model leverage/margin, and define optimal stop loss and take profit targets.

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.