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…