Мы используем куки, чтобы вы оставались в аккаунте. Политика cookie
Мы используем cookie
CalculatorAI использует cookie, чтобы вы оставались авторизованы и помнить ваши настройки. Дополнительные cookie помогают понять, как используется сайт. Политика cookie
Track and understand what you own — cost basis, total return, allocation and real diversification, without a fragile spreadsheet.
Tools these guides use
Visa and Mesh say crypto balances can fund purchases at 175 million merchants. Here is how conversion works, what remains unknown, and the tax cost.
The Fed's 2025 survey puts median family net worth at $215,900. See the median by age, what changed since 2022 and how to compare your own number fairly.
The 2027 401(k) limit is $25,500: September CPI-U came in at 336.940, above the 335.122 line. Catch-ups of $8,500 and $11,750, the $75,000 total, and the math.
From 2027 the IRS adds up to $1,000 a year to your 401(k) or IRA. Income limits, how the match phases out, how to claim it and what it grows to by 67.
We tested 100, 110 and 120 minus your age on 97 years of U.S. market data. The “safe” rule retired 28% poorer and ran out of money most often after 65.
The 10-year Treasury yield closed at 5.31% on Oct 5, its highest since 2002. What $10,000 earns now, what bond owners lost, and what it means for mortgages.
The same $3,240 of dividends can arrive as four lumps or as $270 every month. How ex-dividend dates work under T+1 and how to build a dividend calendar.
We tested monthly, quarterly, yearly and 5-point drift bands on a 60/40 portfolio since 1926. How often barely matters; never rebalancing changes everything.
In 1,158 rolling windows of S&P 500 history, investing at once beat a 12-month DCA plan 69% of the time. What the other 31% looked like, and when DCA wins.
A 0.50% fee costs $34,500 on $100,000 over 20 years next to a 0.03% index fund. How the fee is taken, what VOO, QQQ and ARKK charge, and what it leaves out.
The 2027 Social Security COLA lands October 14 at about 3.4%–3.6%. See the raise in dollars, what Medicare Part B takes back and why more may be taxed.
Anthropic's IPO is reported for November at about $2 trillion. We tracked 12 famous IPOs and SpaceX: first-day buyers were down a median 12% a year later.
Nvidia is 8.19% of the S&P 500 and chip stocks about 18%. See what a 30% Nvidia drop does to the index and how much Nvidia your own portfolio really holds.
Calculate ETF overlap by holdings, weights and total portfolio exposure. See a worked VOO and VTI example and a seven-step overlap audit.
Compare VTI, VOO, VXUS and BND by portfolio role, holdings, concentration and cost—then build an ETF mix around your goal instead of last year's winner.
ARK publishes daily holdings and trade alerts. Here is how to separate trades, price moves and portfolio weights—and track the signal without copying it.
Trump Account rules in one table, then the numbers: the $1,000 seed alone, plus $25 to $5,000 a year, the employer's tax-free $2,500, and the tax bill at 18.
QQQ made 20.7% a year to VOO's 15.5% — and fell 33% in 2022 to VOO's 18%. Where the lead comes from, what 94% overlap means, and how to size a Nasdaq tilt.
SPY, VOO and IVV own the same 500 stocks. What SPY's 0.0945% fee and 1993 structure cost over 10–30 years, when its liquidity is worth it, and VOO vs IVV.
JEPI vs JEPQ in 2026: what the 8% and 11% yields are made of, what $100,000 paid month by month, what each fund gave up against its index, and the tax bite.
VOO and VTI both cost 0.03%, but VTI holds 3,531 stocks while VOO holds 506. Compare overlap, concentration, performance and which fits your portfolio.
We reviewed three official 2026 House filings linked to Nancy Pelosi: 27 transactions, all marked spouse-owned, with ranges—not exact trade values.
Berkshire’s latest 13F shows a $299.25B U.S. stock portfolio, larger Alphabet and Delta stakes, and cuts to Bank of America, Kroger and Capital One.
How much capital a $500, $1,000 or $2,500 monthly dividend income needs — across yields from 3% to 4.5%, before and after tax, with and without reinvesting.
Yield on cost versus current yield, the only date with a deadline, what makes a dividend safe, and how much capital a monthly income actually needs.
Add up what you own, subtract what you owe — plus what counts, what does not, and why the monthly trend tells you far more than the number itself.
How does a 401(k) employer match work? Learn contribution limits, vesting rules, tax choices, and strategies to maximize your retirement savings.
How is capital gains tax calculated in the US? Learn short-term vs. long-term rates, wash-sale rules, and how to report stock and crypto sales.
Stop guessing what your portfolio is worth. A simple system to track holdings, cost basis, gains and allocation — free, no spreadsheet.
Diversification is more than owning many stocks. Learn what real diversification looks like, how to measure your concentration, and how to fix it.