Investment Tools & Calculators

Free calculators and screeners for compounding, retirement, risk, dividends, currencies and more.

SponsoredFP Markets

Asset Allocation Calculator

Find a suggested portfolio mix of stocks, bonds, cash and alternatives based on your age and risk tolerance.

CAGR Calculator

Comprehensive investment platform for global investors. Stocks, crypto, forex, funds, real estate and more. Free tools for every budget.

Compound Interest Calculator

See how compound interest grows your money.

Crypto DCA vs Lump Sum

Compare dollar-cost averaging against investing a lump sum all at once.

Currency Conversion Cost Calculator

Convert between major currencies and see how much a bank or broker markup silently costs you on the exchange.

DCA Calculator

Calculate returns from dollar-cost averaging.

Dividend Reinvestment (DRIP) Calculator

Comprehensive investment platform for global investors. Stocks, crypto, forex, funds, real estate and more. Free tools for every budget.

📅 Economic Calendar

Track upcoming economic events, earnings reports, and market-moving announcements.

Education Fund Calculator

Estimate the monthly saving needed to fund a future education goal.

📊 ETF Screener

Compare top ETFs by performance, fees, and holdings.

📊 Fund Comparison

Compare mutual funds and ETFs side by side. Find the best fund for your investment goals.

💰 Inflation Calculator

Calculate how inflation affects your investment returns over time.

⚖️ Investment Comparison

Compare investment options side by side. Find the best investment for your goals and risk tolerance.

Investment Style Quiz

Answer five questions to discover whether you lean Conservative, Balanced, or Aggressive.

🏦 Loan Calculator

Calculate your monthly payments, total interest, and amortization schedule for any loan.

NPV & IRR Calculator

Evaluate a series of cash flows. NPV discounts them to today; IRR is the break-even discount rate.

Options Price Calculator (Black-Scholes)

Estimate a European call or put option price with the Black-Scholes model.

📊 Portfolio Analyzer

Analyze and optimize your investment portfolio. Track performance, allocation, and risk metrics.

Portfolio Rebalancer

Enter current values and target weights to see what to buy or sell.

Portfolio Outcome Simulator

Project a range of portfolio outcomes from your contributions, expected return and volatility, instead of a single misleading number.

Retirement Planner

Plan your retirement savings.

Retirement Gap Calculator

Project your nest egg at retirement and compare it to the income you will need.

🎯 Investment Risk Score

Calculate your investment risk score and get personalized recommendations.

Risk Tolerance Quiz

Find your risk profile.

Sharpe Ratio Calculator

Measure risk-adjusted return. The Sharpe ratio shows how much excess return you earn per unit of risk.

📈 Stock Screener

Screen stocks by sector, price, and performance. Find the best investment opportunities.

Black Swan Stress Test

Estimate portfolio loss under historical crash scenarios.

Investment Tax Calculator

Estimate tax on realised gains and dividends, and see how holding for twelve months changes the bill.

📊 My Watchlist

Track your favorite stocks and cryptocurrencies in one place.