Free investor calculators
Investor and ETF Calculators
Free tools for the math behind everyday investing decisions — dividends, recurring contributions, fees, returns, and rebalancing. Pick one below; each opens with editable assumptions and explains its result.
Choose a calculator
How to use these calculators
Start with the calculator that matches your question — for example, the rebalancing calculator to see the exact buy and sell amounts that return your holdings to target weights, or the ETF expense-ratio calculator to see how a fee compounds over time.
Every calculator runs entirely in your browser — nothing you type is sent to a server. Results are informational estimates based only on the assumptions you enter, not forecasts or recommendations to buy or sell any security.
Data notice: Market data may be delayed, incomplete, or unavailable for some securities. Metrics are provided for informational purposes only.
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Calculator notes
- Each calculator keeps every assumption visible and editable, so the result is easy to sanity-check.
- Calculations run locally in the browser and nothing entered is stored or transmitted.
- Outputs are informational estimates that pair with the stock, ETF, and comparison research pages.
Financial disclaimer
This website provides informational content only and is not financial advice. We do not recommend buying or selling securities. Market data may be delayed, incomplete, or inaccurate. Always verify information with official sources before making financial decisions.
FAQ
Are these calculators free?
Yes. Every calculator is free and runs entirely in your browser — no sign-up, and nothing you enter is sent to a server.
Do the calculators predict returns?
No. They turn the assumptions you enter into informational estimates only, not forecasts or advice.
Which calculator should I start with?
Use the rebalancing calculator to plan trades toward target weights, or the DCA and compound calculators to explore long-term contribution scenarios.