Math Cheat Sheets

If you want to know how much an investment will grow over a set period of time, check out our compound interest calculator. It will ask you for the dollar amount of your investment, how long you plan to hold it, and an estimated return. We recommend using 8% for a conservative estimate. It will spit out how much that investment will be worth in the future.

Our percent change calculator will show you how your overall portfolio has grown over the years. Enter in your initial total investment as well as the current total value to see how the bull market has treated you. If you want to calculate your return on an annualized basis, just plug in the number of years and months you've held the security. The calculator will tell you how much it has grown in value each year.