Calculators

Many people compare investing and finance to a complicated math class. The sheer amount and type of numbers can be overwhelming. In this section you will find Investopedia's group of calculators is designed to help investors visualize how to achieve their goals and understand the fundamentals of money.

Future and Present Value

Learn about one of the most basic financial concepts: the time value of money.

  1. Future Value Calculator

  2. Present Value Calculator

  3. Dividend Investment Calculator

Bonds and Present value

Currency and Forex

Hundreds of currencies and trillions of dollars change hands everyday.

  1. Currency Converter

Retirement and Personal Finance

Stocks

As stocks represent ownership in a company, here are some helpful calculators when evaluating a stock.

  1. Dividend Yield

  2. Compound Annual Growth Rate Calculator

Annuities

Articles of Interest
  1. Explaining Amortization In The Balance Sheet

    Amortization is important to account for intangible assets. Read to find out more about amortization.
  2. Shopping For A Financial Advisor

    Finding your perfect advisor is as simple as shopping for a car. Read on to learn more.
  3. How To Properly Research For The Best Mortgage Rate

    You’ve probably been told to shop around for the best rate, but what exactly does that entail? Find out how to ensure you're getting the best possible rate on your mortgage.
  4. Nobel Winners Are Economic Prizes

    Before you try to profit from their theories, you should learn about the creators themselves.
  5. 5 Ways To Protect And Grow Your Retirement: Whether You’re 45 Or 75 Or Somewhere In Between

    Investors who take steps now can shield themselves from the coming challenges thrust upon retirees.
Frequently Asked Questions
  1. What's The Difference Between Alpha And Beta?

    Alpha is a measurement of a portfolio manager's performance in relation to the overall market. Beta gauges the volatility ...
  2. How much influence does OPEC have on global oil prices?

    Discover the influence OPEC, which supports the price of oil by coordinating supply cuts when the price is deemed too low.
  3. What causes oil prices to fluctuate?

    Discover how OPEC, demand and supply, natural disasters, production costs and political instability are some of the major ...
  4. What are typical trust fund management fees?

    Learn about trust fund management fees, such as the annual management fee, annual expense ratio, brokerage commissions, and ...
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