Calculators

Show the arithmetic

Three calculators covering the questions people ask most. Everything runs in your browser — nothing is sent anywhere and nothing is stored. Formulas are the standard ones from the guides, with assumptions stated beside each result.

Calculator 01

Compound growth & fee drag

Project a portfolio with an initial amount and monthly contributions, at an average annual return of your choosing. The calculator runs the projection twice — with and without fees — so the cost of the expense ratio is a number, not a warning.

Initial amount ($) Monthly contribution ($) Years Avg. annual return (%) Annual fee / expense ratio (%)

Calculator 02

Dividend income projector

Estimate the annual dividend income a portfolio could throw off, with dividends reinvested and the payout growing each year. The output that matters is yield on your original cost — what today's dollars earn you once the compounding has run.

Invested amount ($) Starting dividend yield (%) Annual dividend growth (%) Years (dividends reinvested)

Calculator 03

Position size (risk-based)

The standard risk-first sizing method: decide the dollars you are willing to lose on a trade, then let the stop-loss distance determine the position size — not the other way around. This is a sizing formula, not advice to trade.

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