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Investing, tax and loan calculators in one place

From compound growth and retirement to mortgages and taxes. Find the calculation you need in seconds.

Amounts default to US dollars. You can change the currency on any calculator.

Calculators for investors and savers

Compound growth, dollar-cost averaging, US taxes, retirement accounts and home loans.

Compound Interest Calculator

See how a balance and monthly deposits grow, or solve for the deposit needed to hit a goal.

DCA Calculator

Monthly investing in the S&P 500, QQQ, SCHD or Bitcoin, simulated with real history.

Dividend Reinvestment (DRIP) Calculator

Project dividends and assets with growth, taxes and reinvestment.

Returns & CAGR Calculator

Convert total returns into annualized returns and back.

Retirement & FIRE Calculator

Find the nest egg and the age to reach financial independence with the 4% rule.

Position Sizing Calculator

Turn your risk limit and stop price into a share count.

Mortgage Calculator

Monthly payment with taxes, insurance and PMI, plus an amortization schedule.

Federal Income Tax Calculator

2026 federal tax, marginal and effective rate by filing status.

Take-Home Pay Calculator

Net pay after federal tax, FICA and state tax.

Capital Gains Tax Calculator

Short- and long-term gains tax plus the 3.8% NIIT on stock sales.

401(k) Calculator

Project your balance with 2026 limits, employer match and catch-up.

Retirement Calculator (4% Rule)

Find your retirement number and check if you are on track.

Roth vs. Traditional IRA Calculator

Compare the after-tax value of Roth and Traditional contributions.

Home Affordability Calculator

How much house you can afford from income, debts and down payment.

Loan & Auto Loan Calculator

Monthly payment, total interest and payoff time with extra payments.

Savings & CD Calculator

Grow a deposit with APY, monthly contributions and compounding.

Averaging-down Calculator

New average price after buying more, and shares needed for a target price.

Break-even Calculator

The gain needed to recover from each percentage loss.

Rebalancing Calculator

Shares to buy or sell to get back to your target weights.

Leveraged ETF Volatility Decay Simulator

Why 2x and 3x ETFs lose money in sideways markets.

Rights Offering & CB Dilution Calculator

Ownership and share-price dilution from new shares or convertibles.

Loan Interest Calculator

Compare equal-payment, equal-principal and bullet repayment.

Korea-specific tools

These tools apply Korean tax law, Korean accounts or Korean market rules. They are most useful if you invest, work or live in Korea, and many show amounts in won.

Overseas Stock Capital Gains Tax Saving Simulator

Korea: the 2.5M won deduction and loss netting before year-end.

Financial Income Tax & Health Premium Checker

Korea: the 20M won comprehensive-tax line and health premium impact.

High-Dividend Company Separate Tax Calculator

Korea: separate taxation of high-dividend company payouts.

Comprehensive Income Tax Calculator

Korea: taxable income, bracket and tax owed.

Real Estate Capital Gains Tax Calculator

Korea: gain, deductions and capital gains tax on a home sale.

Gift Tax Calculator for Stocks Given to Children

Korea: gift deductions and gift tax on stocks given to children.

After-tax Return Comparison by Account

Korea: taxable, ISA, pension savings and IRP side by side.

ISA Tax Saving Calculator

Korea: ISA tax-free limit, separate taxation and after-tax result.

Korea vs US-Listed ETF After-Tax Comparison

Korea: after-tax return of domestic vs US-listed ETFs.

Pension Savings & IRP Tax Credit Calculator

Korea: year-end tax credit for pension savings and IRP deposits.

Take-home Pay Calculator (Korea)

Korea: monthly net pay after the four social insurances and income tax.

Severance Pay Calculator

Korea: severance pay, retirement income tax and IRP savings.

National Pension Estimate Calculator

Korea: estimated National Pension benefit.

Deposit & Savings Interest Calculator

Korea: pre- and after-tax interest and maturity value.

DSR Calculator

Korea: debt service ratio and extra mortgage room with stress DSR.

Real Estate Brokerage Fee Calculator

Korea: legal brokerage fee cap by transaction amount.

Margin Call Price Calculator

Korea: price at which a margin purchase hits forced liquidation.

IPO Allocation Estimator

Korea: equal and proportional IPO allocation and deposit.

Broker Fees & FX Comparison

Korea: overseas-stock fees and FX discounts across brokers.

FX Converter (to Korean won)

Korea: 12 currencies to won with cash and wire spreads.

FX Return Calculator

Korea: split a won return on US stocks into price and currency effects.

ETF Overlap Analyzer

Korea: combined exposure across several ETFs.

Dividend Paycheck Planner

Korea: build a monthly after-tax dividend calendar.