Fixed growth from a starting balance
Use the compound interest calculator when the question is limited to principal, a fixed annual rate, and whole-year annual compounding.
Calculator category
Investment Financial Calculators
Investment calculators help compare time, return, contribution, fee, bond, and cash-flow assumptions without treating the result as a market forecast.
Start with the calculator that matches the input you know: a fixed growth rate, a target balance, a cash-flow series, a fund-fee estimate, a bond price, or a time-value variable.
Choose by task
Investment calculator paths
Each path below points to one canonical calculator and its formula notes. Generated examples and child help routes are intentionally excluded from this category hub.
Deposits, withdrawals, tax drag, and inflation
Use the interest calculator when contributions, withdrawals, compounding frequency, entered tax rate, or inflation adjustment need to be modeled explicitly.
Investment goal or return scenario
Use the investment calculator to solve for an end balance, contribution amount, return rate, starting amount, or investment length from a fixed scenario assumption.
ROI, average return, and cash-flow timing
Use ROI for one invested-versus-returned comparison, average return for multi-period or account cash-flow performance, and IRR when the implied rate comes from a cash-flow series.
Project payback and IRR checks
Use the payback-period calculator when the main question is how long modeled cash inflows take to recover an upfront investment cost.
Fund-fee and load assumptions
Use the mutual fund calculator when sales charges, recurring expenses, contributions, and holding period need to be shown as part of a simplified fund scenario.
Bond price, yield, and coupon assumptions
Use the bond calculator to connect entered face value, coupon, maturity, yield, clean price, dirty price, and accrued-interest assumptions.
Time-value-of-money variables
Use the finance calculator when you need a five-key TVM model, or use present value and future value pages for narrower period-based discounting and projection tasks.
Compound Interest Calculator
Estimate future value from principal, a fixed annual rate, and whole-year annual compounding.
Simple Interest Calculator
Estimate interest earned and final value using simple (non-compounding) interest.
Interest Calculator
Estimate ending balance, contributions, interest, tax drag, and inflation-adjusted buying power.
CD Calculator
Estimate certificate of deposit maturity value, interest earned, and tax drag from deposit, rate, term, and compounding.
ROI Calculator
Estimate return on investment, gain or loss, and annualized return from investment amounts and time held.
Payback Period Calculator
Estimate simple and discounted payback periods for an investment with recurring annual cash flow.
Average Return Calculator
Estimate annualized return from account cash flows or from several holding-period returns.
Mutual Fund Calculator
Estimate mutual fund ending value, net return, investor IRR, and the drag from sales charges and operating expenses.
IRR Calculator
Estimate internal rate of return from fixed recurring cash flows or irregular annual project cash flows.
Bond Calculator
Estimate fixed-rate bond price, yield, coupon sensitivity, clean price, dirty price, and accrued interest.
Finance Calculator
Solve one time-value-of-money variable from periods, rate, present value, periodic payment, and future value.
Present Value Calculator
Discount a future lump sum or a stream of equal periodic deposits back to today's value.
Future Value Calculator
Project a starting amount and equal periodic deposits forward to a future value.
Investment Calculator
Solve an investment goal from starting amount, end amount, return rate, contribution amount, and investment length.
Source boundaries for estimates
- These calculators use the rates, returns, cash flows, fees, coupon details, payment timing, and compounding choices you enter. They do not forecast market performance, volatility, sequence risk, liquidity, credit events, fund share-class terms, contract features, tax treatment, or account rules.
- Outputs are educational scenario estimates, not investment advice, securities research, a product recommendation, a risk rating, a legal disclosure, a tax answer, a retirement-income recommendation, or a regulated financial planning service.
- Use official investor education, fund prospectuses, bond offering documents, account statements, provider disclosures, tax authority guidance, and qualified professional advice before acting on product-specific, jurisdiction-specific, tax, retirement, or regulated investment questions.