The investor’s return desk
toolbox.
Work out internal rates of return, dated returns and average share costs, then compare them with other measures.
Keep this toolbox for offline use
15 useful places to start.
These calculate from the cash flows you supply. They are not investment, tax or financial advice.
IRR calculator
Find the internal rate of return of evenly spaced cash flows, including multiple-rate cases.
XIRR calculator for dated cash flows
Find the annual return of irregularly dated payments, using the same convention as Excel.
Stock average cost calculator
Combine share purchases into an average cost, break-even price and gain or loss.
Net present value calculator
Discount a series of end-of-period cash flows and subtract the initial cost.
Simple payback period
Estimate when non-negative periodic cash inflows recover an initial outlay.
Compound annual growth rate
Find the constant annual growth rate between two positive values.
Return on investment calculator
Compare final proceeds with the complete cost you supply.
Compound interest calculator
Explore a savings balance with regular contributions and compounding.
Inflation-adjusted return
Compare an effective return with inflation over the same period.
Effective annual rate calculator
Compare a nominal annual rate with its compounded annual equivalent.
Savings withdrawal scenario
See how a constant monthly withdrawal changes a starting balance.
Inflation & purchasing power
Explore future prices and the present purchasing power of an amount.
Bond price and yield to maturity calculator
Find a bond’s price from its yield, or its yield from its price, with duration and convexity.
Loan APR calculator
Work out the APR of a loan including upfront and monthly fees, in both UK/EU and US conventions.
Doubling time calculator
Find how long growth takes to double (or triple), and compare the exact answer with the rule of 72.
A few things you
can tick off.
- Find the IRR of a project
- Annualise returns from irregular dates
- Average down a share purchase