Free tools

Calculators

The sums that come up often enough to be worth a page.

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Fund Expense Ratio Calculator

Compare how two fund expense ratios affect the final value of an investment and the total cost of fees over time.

Portfolio Rebalancing Calculator

Calculate current portfolio weights and the buy or sell amount for each holding to return to your target allocation.

Options Profit and Loss Calculator

Calculate profit or loss at expiry for long or short calls and puts, with break-even, maximum gain and loss, and a payoff table.

Treasury Bill Yield Calculator

Calculate a Treasury bill's discount yield, bond-equivalent yield and dollar return from face value, price and days to maturity.

Bond Yield to Maturity Calculator

Calculate a bond's yield to maturity, current yield and the approximate YTM from price, coupon, face value and years to maturity.

Dollar-cost Averaging Calculator

Calculate the shares bought, average cost per share and gain from investing a fixed amount at regular intervals.

Dividend Reinvestment Calculator

Compare the growth of an investment with dividends reinvested against taking dividends as cash, with dividend and price growth.

Dividend Yield Calculator

Calculate dividend yield, annual and monthly dividend income and yield on cost from share price and dividends.

CAGR Calculator

Calculate the compound annual growth rate between a starting and ending value, the total return and the doubling time.

Tip Calculator

Calculate the tip, the total and each person's share of a bill, with tax excluded from the tip if you prefer and rounding up.

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Let’s build something worth finding.

Tell us where you want the business to be in twelve months. We will come back with a costed plan, a realistic timeline, and the numbers we expect to move — no obligation, no jargon.

30-minute call, no pitch deck

Fixed-price proposal in 48 hours

You own everything we build