6 calculators in this category
- Expense Ratio Impact CalculatorNet return = gross return − annual costsAn expense ratio looks trivial and compounds like a mortgage. This calculator runs your money forward twice — once at the gross…
- Investment Capital Gains Tax CalculatorIRC §1(h) & §1411 · 2025 tax yearEnter what you paid, what you sold for, how long you held, and your income, and this calculator returns the tax bill on the…
- Sharpe Ratio CalculatorSharpe ratio (1966, revised 1994)The Sharpe ratio asks how much return a portfolio earned above the risk-free rate for each unit of volatility it accepted…
- Time-Weighted Return CalculatorGIPS time-weighted rate of returnIf you added money to a portfolio partway through the year, its simple percentage change tells you almost nothing about how the…
- CAPM Expected Return CalculatorCapital Asset Pricing Model (Sharpe–Lintner)The capital asset pricing model gives you the return an asset has to offer before its risk is worth taking. Enter the risk-free…
- Tax-Loss Harvesting Savings CalculatorIRC §1211(b) and §1212(b)Realising a loss is only worth doing if you know what it offsets. This calculator applies the netting order the Internal…
Which one do you need?
- Expense Ratio Impact Calculator
- See what a fund expense ratio and advisory fee cost over decades: net balance, fee-free balance, total shortfall and the gain from switching funds.
- Investment Capital Gains Tax Calculator
- Calculate capital gains tax on a stock sale: long-term 0/15/20% brackets, short-term ordinary rates, the 3.8% NIIT and state tax on your net gain.
- Sharpe Ratio Calculator
- Calculate the Sharpe ratio from a mean periodic return, standard deviation and risk-free rate, annualised from daily, weekly, monthly or quarterly data.
- Time-Weighted Return Calculator
- Chain sub-period returns into a time-weighted return that ignores deposit timing, annualise it, and compare it with the money-weighted IRR on your own flows.
- CAPM Expected Return Calculator
- Compute the CAPM expected return from the risk-free rate, beta and the market risk premium, with the security market line and Jensen's alpha.
- Tax-Loss Harvesting Savings Calculator
- Estimate the tax saved by realising capital losses: netting order, the $3,000 ordinary income deduction, NIIT, and the loss carried forward to future years.
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Income Tax & Tax BracketsTaxCost of Capital & Discount RatesCorporate Finance & ValuationAverages, Variance & DispersionStatistics & ProbabilityCapital Budgeting & Project AppraisalCorporate Finance & ValuationDCF & Intrinsic ValuationCorporate Finance & ValuationPercentiles, Z-Scores & Distribution ShapeStatistics & Probability