Stock Calculator Calculate average stock cost, cost basis, profit or loss, break-even price, total return and annualized return across as many as five purchases. Purchase lots Lot Shares Buy price per share 1 2 3 4 5 Current or sale price per share Holding period in yearsUse 0.5 for six months. Total buy fees Estimated … Read more
Discount calculator Calculate stacked discounts and an order total, recover an original price, or find the percent off between two prices. CalculationDiscounted order totalOriginal price from sale pricePercent off from two prices Original unit price ($) Sale unit price ($) Quantity First discount (%) Second discount (%) Third discount (%) Fixed coupon for order ($) … Read more
Dividend calculator Calculate dividend income and yield, then project shares, reinvested dividends and account value. Shares owned Current share price ($) Dividend per share, per payment ($) Payments per yearAnnualSemiannualQuarterlyMonthly Projection period (years) Annual dividend growth (%) Annual share-price growth (%) Reinvest dividends?Yes — buy fractional sharesNo — keep as cash Additional contribution per year … Read more
APY calculator Convert a nominal annual rate to APY, convert APY to an equivalent nominal rate, or find the annualized yield from two balances. Calculation modeNominal APR to APYAPY to nominal APRAPY from balances Annual rate (%)Enter the nominal annual rate. Compounding frequencyDailyMonthlyQuarterlySemiannuallyAnnuallyContinuous Starting amount ($) Period (months) Ending balance ($) Calculate APY Reset APY … Read more
CD calculator Estimate a certificate of deposit’s maturity balance, interest, APY and an optional early-withdrawal outcome. Initial deposit ($) Rate typeAPYNominal annual rate Annual rate (%) Term (months) Compounding frequencyDailyMonthlyQuarterlySemiannuallyAnnuallyUsed directly for a nominal rate and to find its equivalent when APY is entered. Early withdrawal after (months)Enter 0 to show maturity only. Penalty (months … Read more