Investment Tools

Calculate compound growth and see how your investments could grow over time with regular contributions.

• Project future portfolio value with compound interest
• Model different contribution frequencies (monthly, yearly)
• Visualize growth with interactive charts
• Compare scenarios with different return rates

Estimate your annual dividend income based on your portfolio value and dividend yield.

• Calculate annual, quarterly, and monthly income
• Model dividend reinvestment scenarios (DRIP)
• Project income growth over time
• Plan for passive income goals

Compare two stocks side-by-side. Analyze key metrics, valuations, and performance.

• Compare P/E ratio, market cap, and dividend yield
• Side-by-side financial metrics
• Historical performance comparison
• Sector and industry context

Discover your investor profile and get personalized portfolio allocation recommendations.

• Quick 5-minute assessment
• Determine your risk tolerance level
• Get suggested asset allocation
• Understand your investing personality

Project your retirement savings and see if you're on track to meet your goals with our comprehensive retirement planner.

• Project savings growth over time
• Calculate 4% rule monthly income
• Track progress toward your goal
• Adjust for inflation impact

Calculate your path to Financial Independence, Retire Early with Lean FIRE, Regular FIRE, Fat FIRE, and Coast FIRE numbers.

• Calculate all FIRE milestones
• Years to each FIRE level
• Savings rate analysis
• Coast FIRE calculation

Calculate optimal position sizes based on your account size, risk tolerance, and stop-loss levels for smarter trading.

• Calculate shares based on risk %
• Risk/reward ratio visualization
• Max dollar risk per trade
• Stop-loss optimization

Calculate potential profit or loss for long and short positions with break-even analysis and what-if scenarios.

• Long & short position P/L
• Break-even price calculation
• What-if price scenarios
• Include commission costs