Free calculators

How many shares fit inside the risk you set

Enter account size, the percentage you are willing to risk, your entry and your stop. Get the share count and dollar risk that combination implies.

What a setup pays relative to what it risks

Enter entry, stop and target to get the risk/reward ratio, the reward in dollars per share, and the win rate that ratio needs to break even.

What one loss costs your account

Turn a risk percentage into dollars, and see how a losing streak compounds against the account at that size.

What a steady return actually becomes

Project a starting balance forward at a chosen annual return, with or without contributions, and see the growth year by year.

The single annual rate that explains a result

Enter a beginning value, an ending value and a number of years to get the compound annual growth rate, plus the total return it came from.

Total and annualized return on a position

Enter what you paid, what it is worth, any dividends received and how long you held it. Get total return, annualized return and profit.

What buying the same amount on a schedule produces

Enter a contribution, a frequency, a number of periods and a return to see shares accumulated, average cost and ending value.

Your real cost basis after adding to a position

Enter up to four buys as shares and price to get total shares, total cost, and the weighted average price you actually own the position at.

How deep the decline from the peak actually is

Enter a peak value and a trough value to get the drawdown in percent and dollars, plus the gain required to recover it.

The gain a decline demands back

Enter a peak-to-trough decline and see the gain required to return to even — the asymmetry that makes depth matter more than upside.

The percentage move between two prices

Enter an old price and a new price to get the percentage change, the dollar change, and the multiple of the original value.

What the income stream pays on today's price

Enter the annual dividend per share and the share price to get the yield, plus the income a given position produces per year.

What an expense ratio costs over a holding period

Enter a balance, an expense ratio and a holding period to see total fees paid and the ending value with and without the fee drag.

Return earned per unit of volatility taken

Enter an annual return, the risk-free rate and annualized volatility to get the Sharpe ratio and the excess return behind it.

Annualized volatility from a price series

Paste closing prices to get the standard deviation of daily returns, annualized volatility, and the typical one-day move that implies.

Wilder's RSI from your own closing prices

Paste at least 15 closing prices to get the current RSI, the average gain and loss behind it, and whether the reading sits in overbought or oversold territory.