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…
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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