Are these investment calculators free?
Yes. Every calculator is free to use and needs no account. Results, ticker data and shareable links are all available without signing in.
Free · no account required
Investment Calculators for Stocks, Dividends & Portfolios
Calculate returns, dividend income, average cost, portfolio risk and investment scenarios. Free tools with stock and ETF data where available: load a ticker to fill in the price or dividend, then adjust any figure yourself.
Featured calculators
Dividend Calculator
Calculate annual dividend income, payment amount, current yield and future income growth.
Open calculatorDRIP Calculator
Model dividend reinvestment, contributions and income growth, and compare reinvesting with taking dividends in cash.
Open calculatorStock Profit Calculator
Calculate profit or loss, percentage return, fees, break-even price and annualized return.
Open calculatorStock Return Calculator
See what an investment would be worth today, including dividends, CAGR, max drawdown and SPY performance.
Open calculatorStock Return & Profit Calculators
What an investment is worth today, the profit on a trade, your average cost, and how regular investing adds up.
Stock Return Calculator
See what an investment would be worth today, including dividends, CAGR, max drawdown and SPY performance.
Open calculatorStock Profit Calculator
Calculate profit or loss, percentage return, fees, break-even price and annualized return.
Open calculatorStock Average Price Calculator
Combine multiple purchases to calculate weighted average cost, break-even price and total investment.
Open calculatorPosition Size Calculator
Calculate shares, dollar risk, portfolio weight and risk/reward from your entry and stop prices.
Open calculatorCAGR Calculator
Calculate compound annual growth rate from beginning value, ending value and time.
Open calculatorDCA Calculator
Model recurring investments over time, or backtest historical dollar-cost averaging.
Open calculatorDividend & DRIP Calculators
Income, yield and reinvestment, with any stock or ETF's dividend loaded for you.
Dividend Calculator
Calculate annual dividend income, payment amount, current yield and future income growth.
Open calculatorDRIP Calculator
Model dividend reinvestment, contributions and income growth, and compare reinvesting with taking dividends in cash.
Open calculatorDividend Yield Calculator
Calculate current dividend yield, annual income, monthly income and yield on cost.
Open calculatorYield on Cost Calculator
Calculate the dividend yield you're earning today on your original purchase price.
Open calculatorPortfolio & Risk Calculators
Allocation, risk-adjusted return and drawdown for a whole portfolio.
Portfolio Allocation Calculator
Set target weights, calculate dollar allocations and estimate rebalance amounts.
Open calculatorSharpe Ratio Calculator
Calculate risk-adjusted return from portfolio return, risk-free rate and volatility.
Open calculatorDrawdown Calculator
Calculate peak-to-trough loss and the gain required to recover.
Open calculatorHow AlgovestIQ calculators work
Real data where it helps
Load a stock or ETF to fill its latest price and trailing dividend. Historical calculators use split-adjusted daily closes and dividends from October 2020 onward.
Formulas you can check
Every calculator shows its formula, a worked example and the assumptions it makes, so a result can be reproduced by hand.
Your scenario, in a link
Inputs stay in the page address. Copy the link to return to a calculation later or send it to someone else, no account needed.
Investment calculator FAQ
Where does the stock and ETF data come from?
When you load a ticker, the calculators use the latest available closing price and dividend history for that stock or ETF, adjusted for stock splits. Historical calculators use daily closes from October 1, 2020 onward. Any loaded figure can be replaced with your own.
Can I share a calculation?
Yes. Each calculator keeps your inputs in its link, so Copy link or Share hands someone the same scenario. A shared link with a ticker loads that ticker's latest data when it is opened.
Are the results investment advice?
No. The calculators do arithmetic on the figures and assumptions you give them, and on historical data where noted. They describe scenarios and past results, not recommendations or forecasts.