Category: Tools
I am a CPA Candidate sharing my experience building my portfolio while in my 20s. During this process of sharing information online I hope to increase free financial literacy access for all.
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Portfolio Beta Optimizer
This portfolio beta optimizer helps you estimate your portfolio’s beta and then adjust allocations to reach a target beta using only your own inputs. If you already track beta estimates for your holdings, or you want to model “what-if” allocation changes, this calculator can help you quantify how much market sensitivity (beta) you are taking…
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Portfolio Allocation Calculator
This Portfolio Allocation Calculator is a simple tool designed to generate portfolio allocation guidance based on three inputs: age, risk tolerance, and income. Instead of giving a single “perfect” target, the calculator provides allocation ranges across four broad groups—Equities, Credit, Cash, and Alternative Assets—so you have flexibility to build a portfolio that matches your preferences…
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Required Rate of Return Calculator
Required Rate of Return Calculator Required Rate of Return Calculator Enter your current principal, contribution plan, and time frame. Pick a goal (or type your own), and we’ll compute the annual return you’d need to hit it. Choose Target Value $100K $500K $1M $10M Custom Tip: Select a preset or choose “Custom” and type any…
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Dividend Portfolio Calculator
Dividend Growth & DRIP Calculator Dividend Growth & DRIP Calculator Starting Balance ($) Annual Contribution ($) Investment Period (years) Dividend Frequency AnnualSemi-AnnualQuarterlyMonthly Starting Dividend Yield (%) Dividend Growth / Yr (%) Share Price Growth / Yr (%) Reinvest Dividends (DRIP) Enabled Taxable Account? Yes Dividend Tax Rate (%) Yield Dynamics Apply dividend growth each year…
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Dividend Portfolio: 20 Year Dividend Income Calculator
20 Year Dividend Income Calculator 20 Year Dividend Income Calculator Principal Investment ($): Average Dividend Yield (%): Average Dividend Growth Rate (%): Reinvest Dividends Calculate Year Starting Investment ($) Dividend ($) How the Dividend Income Calculator Works Our Dividend Income Calculator is a powerful tool designed to help investors project their future dividends over the…
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Municipal Bond Yield to Maturity (YTM) & De Minimis Rule Calculator
This free Municipal Bond Calculator will estimate a bond’s return if held to maturity and instantly check the IRS de minimis market discount rule. The tool computes years and periods to maturity and flags whether the bond’s discount is within or above the de minimis threshold, helping you understand if any market discount would be…
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Future Value Calculator
Investing your money is one of the smartest financial decisions you can make. Whether you’re saving for retirement, planning a major purchase, or simply building your wealth, understanding the future value of your investments is crucial. With our Future Value Calculator, you can easily calculate how much your periodic investments will grow over time, helping…
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Weighted Average Loan Calculator
Managing multiple loans can be overwhelming, but our Weighted Average Loan Calculator simplifies the process. By inputting the principal, interest rate, and duration of each loan, you can easily calculate the weighted average interest rate and the minimum monthly payment required to satisfy your total debt. Weighted Average Loan Calculator — Portfolio Literacy Updated Weighted…
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Standard Loan Calculator
Loan Interest Calculator Loan Interest Calculator Loan Amount: Annual Interest Rate (%): Loan Term (years): Payments Per Year: Calculate Payment Number Principal Paid Interest Paid Remaining Balance Standard Loan Calculator Welcome to our Standard Loan Calculator! This tool is designed to help you easily calculate your monthly payments, total interest paid, and principal paid on…