Investing

ROI, NPV, IRR, bonds, dividends and position sizing.

• Bond Price Calculator The fair price of a bond from its coupon, yield to maturity and term, with current yield.
• Bond Yield to Maturity Calculator Yield to maturity and current yield from a bond’s price, coupon and term.
• Break-Even and Margin of Safety Calculator Units and revenue needed to break even, and how far your sales are above it.
• Dividend Reinvestment (DRIP) Calculator How reinvesting dividends compares with taking them as cash over time.
• Dividend Yield Calculator Dividend yield and yearly income from a share price and dividend.
• IRR Calculator Internal rate of return from an investment and its cash flows.
• Kelly Criterion Calculator The Kelly fraction of capital to stake, from your win probability and payoff ratio.
• NPV Calculator Net present value and profitability index of an investment from its cash flows.
• Payback Period Calculator How long an investment takes to pay for itself, simple and discounted.
• Position Size Calculator How many shares to buy so that a stop-loss costs a set share of your account.
• Risk-Reward Ratio Calculator Risk-reward ratio of a trade and the win rate it needs to break even.
• ROI Calculator Return on investment and annualised ROI from what you put in and got back.
• Stock Average and Cost Basis Calculator Average purchase price across several buys, with gain or loss at the current price.