Investor Tools

Free calculators for sizing, risk, returns and long-term growth. Change a number and the answer updates.

Position size

How many shares fit your risk limit.

Account size ($)Risk per trade (%)Entry price ($)Stop price ($)

Risk and reward

Compare what you could lose with what you could gain.

Entry price ($)Stop price ($)Target price ($)

Gain or loss

Profit and return on a trade.

Buy price ($)Sell price ($)Shares

Compound growth

See what steady investing can build over time.

Starting amount ($)Added each month ($)Yearly return (%)Years

Dividend yield

Yield and yearly income from a dividend stock.

Share price ($)Yearly dividend per share ($)Shares

Average cost

Your average price after two buys.

First buy price ($)First buy sharesSecond buy price ($)Second buy shares

More investor tools

Six more free tools. Change a number and the answer updates. Education only, not investment advice.

Break-even price

The price you need to sell at to cover fees.

Buy price ($)SharesFee per trade ($)

Portfolio weight

How much of your portfolio one holding takes up.

Position value ($)Portfolio value ($)

Price from earnings

A rough price if a stock trades at a chosen P/E.

Earnings per share ($)P/E you expect

Yield on cost

Dividend income compared to what you paid.

Buy price ($)Dividend per share per year ($)

Recovery from a drop

What gain it takes to get back after a loss.

Drop (%)

Fee impact

What a yearly fund fee costs you over time.

Starting amount ($)Yearly return (%)Yearly fee (%)Years

These tools use the numbers you enter and are for education only. They are not investment advice and do not predict results. Real trades include fees, taxes and slippage. See our Disclaimer.