Investment Calculators

Online — free, nothing to download or install.

Annuity Matrix Calculator — multiple withdrawal amount or PV calculations with interest rate and term varying along the "X" & "Y" axes.
Future Value (FV) Updated for 2019 — what an amount will be worth in the future
Future Value of an Annuity (FVA) Updated for 2019 — what a cash flow of investments or deposits will be worth in the future
Future Value Matrix — multiple calculations with interest rate and term varying along the "X" & "Y" axes.
Interest Calculations — calculate periodic or exact date interest
Internal Rate of Return (IRR) Updated for 2019 — ROI calculation for adjustable cash flow.
Percentage Increase Calculator / Percent Off Calculator — uniquely calculates explicit and implicit percentages. Solves any 3 of 5 variables. Great teaching tool.
Modified Internal Rate of Return (MIRR) Updated for 2019 — an annualized rate of return that allows for a different reinvestment rate.
Net Present Value Calculator — Am I earning the ROR I desire?
Net Worth Calculation Updated for 2019 — assets minus liabilities. Calculates percentage allocation.
Percentage Calculations — 4 calculators
Present Value (PV) — Today's value of future amount
Present Value of an Annuity (PVA) — today's value of future cash flows
Rental Property Calculator — very thorough analysis of rental property. Creates a cash flow statement.
Return-on-Investment (ROI) — exact ROI between two dates
Ultimate Financial Calculator — analyze any cash flow including discounting and return on investment; irregular cash flows and interest rate changes on any date. Use this calculator to calculate a loan payoff amount.
Ultimate Investment Calculator — calculate future value of investments or the expected income. Optionally take into account inflation, taxes and fees.

† Displays and prints nicely formatted schedules & charts.

IRR Calculator

Calculate an annualized rate-of-return and more.

Exact date investments and withdrawals
Calculates net present value too.
Know your rate of return across multiple accounts and investments

Answers the question, "How am I doing?"

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Ultimate Investment Calculator

Flexible. Solve for many unknowns.
Optionally considers inflation, taxes and/or fees
Calculates what's required to reach a goal
Creates either investment(+) or income(-) schedules

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For Windows - download & install SolveIT! on your computer

These are some of the 40 plus calculators included in SolveIT!.

American Option Pricing for Windows — option prices & Greeks.
Bond Value and Yields for Windows — calculates many attributes of a bond in addition to price or yield. Supports corporate, T-bills and zero coupon types.
C—Value! Wizard for Windows — create custom debt or investment cash flows. Loans, payments, deposits, withdrawals and interest rate changes can be adjusted to occur on any date. Record cash flows as they happen and track balances.
Equivalent Rate for Windows — calculate equivalent interest rates
European Option Pricing for Windows — calculate option price & Greeks of European style options
Future Value Matrix for Windows — multiple calculations with interest rate and term varying along the "X" & "Y" axes.
Interest Calculator for Windows — calculate exact day or periodic interest.
Internal Rate of Return (IRR) for Windows — ROI calculation for adjustable cash flow.
Loan Calculator for Windows — solve for amount, term, rate or payment amount for various payment and compounding frequencies and for various lending methods be it normal, Canadian, rules-of-78, interest only or fixed principal payments.
Markup & Discount for Windows — markup and discount calculations
Mortgage Loan Calculator for Windows — solve for any of 6 possible unknowns including down payment required
Net Present Value (NPV) for Windows — evaluate the desirability of an investment which generates periodic or irregular cash flows
Present Value of an Amount for Windows — calculate today's value of an anticipated future amount
Present Value of a Series Schedule for Windows — calculate today's value of an adjustable cash flow
Rental Analysis Schedule for Windows — create cash flow schedule for a rental property
Return on Investment (ROI) for Windows — absolute and annualized rate of return calculation

IRR Calculator

Ultimate Investment Calculator

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