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Investment Calculators

Investment Return, Internal Rate of Return, Stock Options, Investment Distributions and more!
Use this shortcut: Investment Calculators to access all of our Investment Calculators, or use a quick link to our most popular calculators:

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Investment Calculators from Dinkytown.net
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1031 Exchange CalculatorThis 1031 Exchange calculator will estimate the taxable impact of your proposed sale and purchase.
1031 Exchange Timeline CalculatorUse this calculator to help you determine the deadlines for the 45-Day Identification Period and the 180-Day Exchange Period based on the closing date you provide for the relinquished property.
Annual Rate of Return CalculatorUse this calculator to determine the annual return of a known initial amount, a stream of deposits, plus a known final future value.
Annual Stock Option GrantsUse this calculator to project how much a series of annual stock option grants could be worth to you.
Asset Allocation - Broad Portfolio CalculatorYour age, ability to tolerate risk and several other factors are used to calculate a desirable mix of a broad portfolio of stocks, bonds and cash.
Asset Allocation CalculatorYour age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
Compare Investment FeesEven a small difference in the fees you pay on your investments can add up over time. Use this calculator to see how different fees impact your investment strategy!
Future Contracts CalculatorUse this calculator to determine the number of futures contracts you may wish to purchase based on your account equity and trading plan.
Future Value CalculatorUse this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.
New Calculator!Gross Distribution CalculatorUse this calcualtor to determine the gross distribution required to receive a specific net amount after taxes and fees (or vice versa).
Inflation - Historic Impact on InvestmentsInflation reduces your the purchasing power of your money. Use this calculator to see the historic impact of inflation on an investment or savings balance.
Inflation and Consumer Prices CalculatorInflation makes everything you purchase, whether is is a physical good or service, cost more. Use this calculator to see the historic impact of inflation on an prices.
Inflationary MillionairesInflation has greatly reduced the real wealth required to be a millionaire. Use this calculator to see what it takes to be an true old-time millionaire.
Internal Rate of Return (IRR) CalculatorUse this calculator to determine an Internal Rate of Return (IRR). It calculates the IRR on an annual basis of an irregular stream of up to 20 payments and withdrawals.
Internal Rate of Return CalculatorUse this calculator to determine an Internal Rate of Return (IRR).
Investment DistributionsThis calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out.
Investment Goal CalculatorUse this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short.
Investment LoanThis calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return. The downside is that you also increase your risk.
Investment Property CalculatorAn investment property can be an excellent investment. This calculator is designed to examine the potential return you might receive from an investment property.
Investment Questionnaire - Broad PortfolioThe Investment Questionnaire is designed to help you create a balanced portfolio from a broad range of investment classes.
Investment Questionnaire - Cash, Fixed Income and EquitiesThis questionnaire is designed to help you create a balanced portfolio of the three basic investment classes: Cash, Fixed Income and Equities.
Investment ReturnsThere is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
Investment Savings and DistributionsUse this calculator to see how long your investment savings can last once you begin taking distributions.
Lump Sum Annual Return CalculatorUse this calculator to determine the annual rate of return of known lump sum starting and ending amount.
Lump Sum Future Value CalculatorUse this calculator to determine the future value of a lump sum.
Lump Sum Present Value CalculatorUse this calculator to determine the present value of a future lump sum.
Market Value of Bonds CalculatorThis calculator enables you to compare the reaction of two bonds to changes in the prevailing rate of return in the bond market.
Municipal Bond Tax Equivalent YieldIncome generated from municipal bond coupon payments are not subject to federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond.
Mutual Fund Expense CalculatorThis calculator can help you analyze the costs associated with buying shares in a mutual fund. By entering a few pieces of information, found in your fund's prospectus, you can see the impact of fees and operating expenses on your investment.
Personal Economic Recovery CalculatorThis calculator can help you determine exactly what it might take to return to your original investment balance.
Present Value CalculatorUse this calculator to determine the present value of a known final future value plus a stream of deposits.
Present Value Goal CalculatorUse this calculator to determine the how much needs to be invested now to achieve a future goal. The total amount required immediately is reduced by the present value of a stream of additional deposits.
REIT Tax-Equivalent DistributionThis calculator shows a REIT's hypothetical yield and how ROC impacts tax equivalent yield.
Stock Option CalculatorUse this calculator to determine the value of your stock options for the next one to twenty five years.
Taxable vs. Tax Deferred InvestmentsThis calculator is designed to help compare a normal taxable investment vs. a tax deferred investment.
Taxable vs. Tax Deferred vs. Tax Free InvestmentThis calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.