6 calculators in this category
- SIP (Systematic Investment Plan) CalculatorFuture value of an annuity dueA systematic investment plan is a standing instruction to buy units of a mutual fund with the same amount every month. This…
- Dollar-Cost Averaging CalculatorHarmonic-mean cost averagingPaste the price you paid at each purchase and this calculator returns the three numbers that matter: how many shares or units…
- Monthly Investment Needed CalculatorTime-value-of-money annuity formulaTell this calculator what you want to end up with, what you already have, how long you have and what return you assume, and it…
- Step-Up SIP (Growing Contribution) CalculatorA step-up SIP raises your monthly contribution by a fixed percentage on every anniversary, so the plan grows with your income…
- Portfolio Rebalancing CalculatorEnter what each sleeve of your portfolio is worth and what you want it to be worth, and this calculator returns the exact…
- Stock Average Down / Blended Cost Basis CalculatorIRS Publication 550 (cost basis)Enter up to four purchase lots and this calculator returns the share-weighted average cost of the whole position, the…
Which one do you need?
- SIP (Systematic Investment Plan) Calculator
- Project the maturity value of a monthly SIP at your assumed return. See total invested, estimated gains, year-wise corpus and the inflation-adjusted figure.
- Dollar-Cost Averaging Calculator
- Enter the price you paid each period and see your total shares, average cost per share, ending value and how much averaging beat the mean price.
- Monthly Investment Needed Calculator
- Work out how much to invest each month to reach a savings goal. Enter your target, current balance, years and expected return to get the exact payment.
- Step-Up SIP (Growing Contribution) Calculator
- Project a systematic investment plan whose monthly amount rises each year, and compare the maturity value against a flat SIP paying the same start.
- Portfolio Rebalancing Calculator
- Turn current holding values and target weights into exact buy and sell amounts, measure drift against a tolerance band, and plan a cash-only rebalance.
- Stock Average Down / Blended Cost Basis Calculator
- Work out your blended average cost across multiple purchase lots, the unrealised gain or loss, and the exact price move needed to break even.