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.

Bonds and Present value

Here are some easy calculators to help you with bond pricing, yields, coupon rates, duration, and much more.

Currency and Forex

Hundreds of currencies and trillions of dollars change hands everyday.

Retirement and Personal Finance

Find out how much you need to save in order to meet your goals.

Stocks

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

Annuities

Annuities are investments with a level stream of cash flows for a fixed period of time.


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.
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Frequently Asked Questions
  1.

    Where can I look for a financial planner?

    References from trusted friends or family members can help you find a financial planner; however, keep in mind that your friends' financial situations and goals may differ from yours and, therefore, their planners won't necessarily be the best fit for you.The Certified Financial Planner (CFP) Board of Standards certifies financial planners and maintains an online list of certified financial planners on its CFP Board of Standards website.

  2. If I am looking to get an Investment Banking job. What education do employers prefer? MBA or CFA?

    If you are looking specifically for an investment banking position, an MBA may be marginally preferable over the CFA. The caveat here is that the MBA would most probably need to be from a Top-20 B-School.The Chartered Financial Analyst (CFA) is well worth considering if you (a) are aiming for an entry-level position in investment banking, and/or (b) cannot afford to shell out six figures for an MBA or have to settle for a lesser-known B-school.That's because in the investment banking field, most entry-level positions are at the analyst level.

  3. Can I still pass the CFA Level I if I do poorly in the ethics section?

    You may still pass the Chartered Financial Analysis (CFA) Level I even if you fare poorly in the ethics section, but don't count on it. The CFA Institute has long emphasized that ethics is a particular area of focus for it. The seriousness with which the CFA Institute views ethics is evident from the fact that for exam candidates with borderline total scores, performance on the ethics section can mean the difference between passing and failing the exam.

  4. Under the USA, registration as an IAR includes all of the following EXCEPT:

    Under the USA, registration as an IAR includes all of the following EXCEPT: A. Minimum net capitalB. Passing a qualification examC. Filing a consent to service of processD. Posting a surety bond The correct answer is "A", since only an IA would need to prove minimum net capital requirements.