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Investment Calculators

Make decisions with numbers you understand. Explore compound growth, annualized returns, dividend reinvestment, and simple rebalancing rules.

Invest Smarter With the Right Calculators

These tools turn concepts into numbers you can act on. Test assumptions, compare scenarios, and make decisions with more confidence. Start with compound interest to see how contributions and time drive growth, use CAGR to annualize returns, and model dividends and rebalancing for day-to-day portfolio choices.

Our Calculators

FAQs

How accurate are these calculators?
They’re educational models. Real-world results vary based on sequence of returns, fees, taxes, and behaviour. Use them to test ranges, not predict the future.
What rate of return should I use?
Pick a conservative baseline and test a band of outcomes. Long-term market averages are less useful than planning for ranges.
Do I need to update my plan often?
Most investors review annually or after big life changes, not daily. Simple rules reduce overreactions to short-term market noise.