Investment Calculators & Portfolio Tools
Comprehensive suite of investment calculators for stocks, dividends, ETFs, portfolio management, and investment analysis. Make smarter investment decisions with data-driven tools.
Investment Calculators
Stock Returns Calculator
Historical performance analysis
Calculate historical stock returns with dividend reinvestment. Track gains over time and compare against market benchmarks.
Stock Profit Calculator
Calculate gains/losses on trades
Calculate profit/loss on stock trades including commissions, fees, and taxes. Supports multiple buy/sell transactions.
Dividend Reinvestment Calculator
DRIP growth projections
Model dividend reinvestment growth over time. See the power of compound dividend growth with automatic reinvestment.
ETF vs Mutual Fund Calculator
Fee comparison tool
Compare total costs of ETFs vs mutual funds over time. See how expense ratios, load fees, and trading costs impact returns.
ETF Overlap Checker
Find portfolio overlaps
Identify overlapping holdings across multiple ETFs. Avoid overconcentration in specific stocks or sectors.
Portfolio Rebalancing Calculator
Rebalancing strategies
Calculate when and how to rebalance your portfolio. Compare threshold vs calendar rebalancing strategies.
Crypto Dollar-Cost Averaging
DCA for cryptocurrency
Calculate returns from dollar-cost averaging into Bitcoin, Ethereum, and other cryptocurrencies over time.
Stock Split Calculator
Understand stock splits
Calculate the impact of stock splits on your shares and cost basis. Supports forward and reverse splits.
Find Your Perfect Calculator
📈 Trading Individual Stocks?
→ Use Stock Profit Calculator
- • Calculate: Gains/losses on trades
- • Includes: Commissions and fees
- • Supports: Multiple transactions
💰 Dividend Investing?
→ Use Dividend Reinvestment Calculator
- • Model: DRIP growth over time
- • Shows: Compound dividend effect
- • Projections: Long-term wealth building
🔍 Building ETF Portfolio?
→ Use ETF Overlap Checker
- • Find: Overlapping holdings
- • Avoid: Overconcentration
- • Optimize: Diversification
🔄 Comparing Funds?
→ Use ETF vs Mutual Fund Calculator
- • Compare: Total costs over time
- • Factor: Expense ratios and fees
- • Decision: Which fund type saves more
₿ Crypto Investing?
→ Use Crypto Dollar-Cost Averaging
- • Calculate: DCA returns for Bitcoin, Ethereum
- • Compare: Lump sum vs regular investing
- • Historical: Past DCA performance
⚖️ Portfolio Maintenance?
→ Use Portfolio Rebalancing Calculator
- • Calculate: When to rebalance
- • Compare: Different strategies
- • Optimize: Portfolio allocations
Which Investment Calculator Should I Use?
| Calculator | Best For | Time | Complexity |
|---|---|---|---|
| Stock Returns Calculator | Stock performance tracking | 3 minutes | Easy |
| Stock Profit Calculator | Active traders | 2 minutes | Easy |
| Dividend Reinvestment Calculator | Dividend investors | 4 minutes | Medium |
| ETF vs Mutual Fund Calculator | Fund selection | 5 minutes | Medium |
| ETF Overlap Checker | Portfolio diversification | 3 minutes | Easy |
| Portfolio Rebalancing Calculator | Portfolio maintenance | 6 minutes | Medium |
| Crypto Dollar-Cost Averaging | Crypto investors | 4 minutes | Easy |
| Stock Split Calculator | Stock split events | 2 minutes | Easy |
Frequently Asked Questions
Investment Basics
Q: Should I invest in ETFs or mutual funds?
A: ETFs typically have lower fees (0.03-0.15% expense ratios) and more flexibility with intraday trading. Mutual funds may have higher expenses (0.5-1.5%) but some actively managed funds outperform. Use our ETF vs Mutual Fund Calculator to compare specific funds and their total costs over time.
Q: How much should I invest each month?
A: Start with 10-15% of your income if possible, but even $50-100/month can grow significantly over time. The key is consistency. Use our Stock Returns Calculator to see how different monthly amounts compound over 10-30 years.
Q: What is dividend reinvestment (DRIP)?
A: Automatically using dividends to buy more shares instead of taking cash. This compounds your returns over time—a $10,000 investment at 3% dividend yield with DRIP grows to $13,439 vs $10,000 without DRIP over 10 years. Use our Dividend Reinvestment Calculator to see the long-term impact.
Portfolio Management
Q: How often should I rebalance my portfolio?
A: Most experts recommend annually or when allocations drift 5%+ from targets. More frequent rebalancing can trigger taxes and fees. Use our Portfolio Rebalancing Calculator to compare threshold vs calendar-based strategies and their impact on returns.
Q: How do I check ETF overlap?
A: Use our ETF Overlap Checker to identify duplicate holdings across your ETFs. This helps avoid overconcentration in specific stocks or sectors. For example, holding both VTI and SPY means you're heavily weighted in large-cap stocks.
Q: What's a good asset allocation?
A: A common rule is "100 minus your age" in stocks, rest in bonds. So a 30-year-old might have 70% stocks, 30% bonds. However, consider your risk tolerance, timeline, and goals. Use our Asset Allocation Calculator to find your optimal mix.
Crypto & Alternative Investments
Q: Is dollar-cost averaging good for crypto?
A: DCA reduces timing risk in volatile crypto markets. Instead of trying to time the market, you invest regularly. Historical data shows DCA into Bitcoin over 3+ years often outperforms lump-sum investing. Use our Crypto DCA Calculator to model this strategy with different cryptocurrencies.
Q: How much of my portfolio should be crypto?
A: Most financial advisors suggest 5-10% maximum due to high volatility. Never invest more than you can afford to lose completely. Crypto should complement, not replace, traditional investments like stocks and bonds.
Stock Trading & Analysis
Q: How do I calculate stock profit?
A: Profit = (Sell Price - Buy Price) × Shares - Commissions - Taxes. Our Stock Profit Calculator handles multiple transactions, different cost basis methods (FIFO, LIFO, specific shares), and includes tax implications for accurate profit calculations.
Q: What happens during a stock split?
A: In a 2-for-1 split, you get 2 shares for every 1 you own, but the price halves. Your total value stays the same, but your cost basis per share changes. Use our Stock Split Calculator to see how splits affect your shares and tax calculations.
Start Investing Smarter Today
Choose the calculator that fits your investment strategy