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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.
Estime o poder dos Planos de Reinvestimento de Dividendos (DRIP). Calcule o saldo total, a renda de dividendos, o retorno anualizado e o ROI com crescimento composto.
Calcule o retorno sobre investimento (ROI) e retornos anualizados. Analise lucro, custos e tempo para medir a eficiência do seu capital.
Estimate realized capital gains after cost basis, fees, tax, holding period, break-even price, and after-tax ROI.
Calculate stock trade profit after buy/sell fees, dividends, taxes, ROI, and break-even price per share.