numfolio

Investment calculators

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How the calculators work

Every calculation runs on our server, so the calculators work even with JavaScript turned off. Each page shows the formula it uses, a worked example you can check by hand and the assumptions behind the result. The results update as you type when JavaScript is available; the numbers are the same either way.

Choose the currency of your amounts on each calculator. It only sets the unit that is displayed: nothing is converted, and the calculation is the same in every currency. Taxes, fees and inflation are not included unless a calculator says otherwise.

The rules, rounding and limits of each calculator are described on the methodology and sources page.

From a calculation to your whole portfolio

The calculators are free and need no account. If you want to keep track of what you own, what it cost you and how it is doing over time, you can create a free Numfolio account and record your holdings and trades in one place.

The information and calculations on this page are for general information only and are not investment or tax advice. For sources and methods, see Methodology and sources.