Investment Tools & Calculators 2026
Seven free calculators covering every stage of your investment journey — CAGR, compound interest, dividends, retirement, DCA, position sizing, and inflation — plus one premium Strategy Backtester that tests real historical trading strategies on any US stock or ETF.
CAGR Calculator
Calculate the compound annual growth rate from a starting value, ending value, and number of years. Includes growth scenarios and year-by-year breakdown.
Compound Interest Calculator
See how a lump sum and regular monthly contributions grow with compound interest. Compare compounding frequencies and see contributions vs interest over time.
Dividend & DRIP Calculator
Project dividend income and portfolio value with or without dividend reinvestment. See the compounding power of DRIP vs. taking dividends as cash.
Retirement Planner
Estimate your projected savings at retirement, the required corpus using the 4% rule, and whether you're on track. Includes inflation adjustment and scenario analysis.
Dollar-Cost Averaging (DCA)
Calculate the long-term future value of investing a fixed amount every month. See how DCA turns regular small investments into significant wealth over time.
Position Size Calculator
Find the right number of shares to buy based on account size, risk %, entry price, and stop-loss. Includes risk/reward ratio, stop-loss scenarios, and professional guidelines.
Inflation Calculator
See how inflation erodes the value of money over time using historical US CPI data or a custom rate. Find what $X from any year is worth today.
Investment Return Calculator
Calculate exact profit, ROI, and CAGR on any stock investment. Supports dividends, commissions, and holding period — with an S&P 500 benchmark comparison.
Strategy Backtester
Test long- and medium-term trading strategies on real historical price data. Compare DCA, RSI, MA Crossover, Value Averaging, Dip Buyer, Momentum, VIX Fear Buying, and Vol-Scaled DCA on any US stock or ETF.