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Savings & Investing

See how compound interest grows your money and exactly how much to save each month to hit any goal.

Compound Interest Calculator

See how savings and investments grow with monthly contributions, any compounding frequency, and a full year-by-year breakdown.

Savings Goal Calculator

Work out exactly how much to save each month to reach any target, with interest doing its share.

TFSA Contribution Room Calculator

Estimate Canadian TFSA contribution room, planned contribution impact, over-contribution risk, and next-January room.

US CD Calculator

Estimate certificate of deposit maturity value, effective APY, tax on interest, and early withdrawal penalty outcomes.

ISA Calculator

Project Stocks & Shares ISA, Cash ISA, or Lifetime ISA growth with a year-by-year breakdown — including the 25% LISA government bonus.

Bond Calculator

Calculate bond price or yield to maturity (YTM) based on coupon rate, frequency, and years to maturity, and see Macaulay duration, modified duration, convexity, and the full schedule of cash flows.

Dividend Reinvestment (DRIP) Calculator

Project stock portfolio growth and dividend income using dividend reinvestment and monthly cash additions.

ROI & CAGR Calculator

Calculate Return on Investment and Compound Annual Growth Rate, including annual income and expenses.

50/30/20 Budget Calculator

Plan your monthly take-home salary across Needs (50%), Wants (30%), and Savings/Debt (20%).

Break-Even Analysis Calculator

Determine the sales volume and revenue required to cover fixed and variable costs.

Stock Option & Equity Calculator

Value RSUs, NSOs, and ISOs based on vesting schedules, exit prices, exercise costs, and tax treatments.

Net Worth Calculator

Track cash, investments, properties, and debts to establish net worth and evaluate your expected wealth index.

How Rich Am I? Calculator

Compare your income and net worth against local (US/UK) and global percentiles to see where you stand.

Discounted Cash Flow (DCF) Calculator

Estimate a stock's intrinsic value based on projected free cash flows, growth rates, WACC, and net debt.

Emergency Fund Calculator

Establish safety targets based on essential expenses, calculate cash runway, and track savings goals.

Business Value Calculator

Estimate the value of a business using Seller's Discretionary Earnings (SDE), EBITDA, or Revenue multiples.

Private School Fees Calculator

Project the total cost of private school fees over the years remaining, including fee inflation and VAT, and the monthly savings needed to cover any shortfall.

EBITDA Calculator

Calculate EBITDA from net income or operating income, see your EBITDA margin, and estimate enterprise value using an EV/EBITDA multiple.

HSA Calculator

Project your Health Savings Account balance from contributions, employer contributions, and investment return, with the IRS limit and estimated tax savings.

529 College Savings Plan Calculator

Project your 529 plan balance against the inflation-adjusted cost of college, and the extra monthly contribution needed to close any shortfall.

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