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Calculators

Many people compare investing and finance to a complicated math class. The sheer amount and type of numbers can be overwhelming. In this section you will find Investopedia's group of calculators is designed to help investors visualize how to achieve their goals and understand the fundamentals of money.

Future and Present Value

Learn about one of the most basic financial concepts: the time value of money.

  1. Future Value Calculator

  2. Present Value Calculator

  3. Dividend Investment Calculator

Bonds and Present value

Here are some easy calculators to help you with bond pricing, yields, coupon rates, duration, and much more.

  1. Accrued Interest

  2. Bond Pricing

  3. Yield to Maturity

  4. Current Yield

  5. Adjusted Current Yield

  6. Actual Day Count

  7. Bond Price on Anniversary

  8. Macaulay Duration

  9. Modified Duration

  10. Duration on Coupon Date

  11. T-Bill Price

  12. T-Bill Rate of Return

  13. Net Present Value

Currency and Forex

Hundreds of currencies and trillions of dollars change hands everyday.

  1. Currency Converter

Retirement and Personal Finance

Find out how much you need to save in order to meet your goals.

  1. How Much Do You Need to Save to Become a Millionaire?

  2. Saving For a Child's Education

  3. Annual Compounded Rate

  4. Annual Effective Rate

  5. Periods to Grow Sum of Money

  6. Monthly Mortgage Payments

  7. Tax Bracket (United States)

  8. Tax Bracket (Canadian)

  9. The Loan or Lease Calculator

  10. The Salary Per Day, Hour, Minute and Second Calculator

Stocks

As stocks represent ownership in a company, here are some helpful calculators when evaluating a stock.

  1. Dividend Yield

  2. Compound Annual Growth Rate Calculator

Annuities

Annuities are investments with a level stream of cash flows for a fixed period of time.

  1. Annual Rate Annuity

  2. Present Value of an Annuity

  3. Future Value of an Annuity

  4. Present Value Annuity Due

  5. Future Value Annuity Due

  6. Annual Rate of Annuity Due

  7. Number of Periods of Annuity

  8. Number of Periods of Annuity Due

  9. Number of Payments of Annuity

  10. Number of Payments of Annuity Due

Articles of Interest

  1. Explaining Amortization In The Balance Sheet

    Amortization is important to account for intangible assets. Read to find out more about amortization.

  2. Shopping For A Financial Advisor

    Finding your perfect advisor is as simple as shopping for a car. Read on to learn more.

  3. How To Properly Research For The Best Mortgage Rate

    You’ve probably been told to shop around for the best rate, but what exactly does that entail? Find out how to ensure you're getting the best possible rate on your mortgage.

  4. Nobel Winners Are Economic Prizes

    Before you try to profit from their theories, you should learn about the creators themselves.

  5. 5 Ways To Protect And Grow Your Retirement: Whether You’re 45 Or 75 Or Somewhere In Between

    Investors who take steps now can shield themselves from the coming challenges thrust upon retirees.
Frequently Asked Questions

  1. Do interest rates increase during a recession?

    Learn why interest rates do not rise in a recession; in fact, the opposite happens. Identify the factors that reduce interest ...

  2. What is the difference between deflation and disinflation?

    Learn what deflation and disinflation are, how supply and demand affect price levels, and the difference between deflation ...

  3. What rights do all common shareholders have?

    Learn what rights all common shareholders have, and understand the remedies that can be taken if those rights are violated ...

  4. What does CHIPS UID mean?

    Learn what CHIPS UID stands for and how it facilitates the transfer of funds as the back-end of the ACH network for both ...
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