 ## Finance Calculators: (62) lessons

2 Asset Portfolio
Given a portfolio with 2 assets, this determines the expected return (mean), variance, and volatility (standard deviation) of the portfolio.
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401(k) Balance
Determines your 401(k) balance given a salary history per year, contribution percentage rate, employer match percentage, and a rate of return.
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Activity Method Depreciation
Calculates the following: Depreciable Base, Depreciation per Unit, Depreciation for Period
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Annuities
Solves for Present Value, Accumulated Value (Future Value or Savings), Payment, or N of an Annuity Immediate or Annuity Due.
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Approximations of Interest Rate
Interest Rate Approximations: Approximates a yield rate of interest based on 4 methods:
1) Max Yield denoted as imax
2) Min Yield denoted as imin
3) Constant Ratio denoted as icr
4) Direct Ratio denoted as idr
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Arithmetic Annuity
Calculates the Present Value, Accumulated Value (Future Value), First Payment, or Arithmetic Progression of an Increasing or Decreasing Arithmetic Annuity Immediate.
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Arithmetic Perpetuities
Solves for Present Value, First Payment, Arithmetic Payment, or Interest rate for an Arithmetic Perpetuity Immediate or Due
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Balance with Interest
Calculates the final account balance given a beginning balance, interest rate, and interest crediting period.
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This bid ask calculator takes a bid amount and ask amount and calculates the spread and the margin percent
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Binomial Option Pricing Model
This shows all 2t scenarios for a stock option price on a binomial tree using (u) as an uptick percentage and (d) as a downtick percentage
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Black-Scholes
Calculates the call or put option value of a stock based on inputs related to the option using Black Scholes method.
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Bond Flat Price-Accrued Coupon-Market Price
Calculates the flat price, accrued coupon, and market price for a bond between valuation dates using the following methods:
1) Theoretical Method
2) Practical Method
3) Semi-Theoretical Method
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Bond Price Formulas
Given a face value, coupon percent, yield percent, term, and redemption value, this calculates the price of a bond using the four price formulas for bonds
1) Basic
3) Base
4) Makeham
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Bond Yield Rates
Calculates the yield rate of bonds using the Yield Approximation Method or the Bond Salesman Method.
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Calls-Puts-Option Δ
Calculates the call price, put price, and option Δ based on an option under the risk neutral scenario with a 1 year term.
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Capitalized Cost and Periodic Charge
Given an Asset Value (A), a Salvage Value (S) at time (N), a sinking fund rate of (j), an effective rate of interest (i), and maintenance expense (M), this calculator solves for periodic charge (H) and capitalized cost (K)
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Compound Interest Accumulated Balance
Given an interest rate per annum compounded annually (i), semi-annually, quarterly, monthly, semi-monthly, weekly, and daily, this calculates the accumulated balance after (n) periods
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Compound Interest and Annuity Table
Given an interest rate (i), number of periods to display (n), and number of digits to round (r), this calculator produces a compound interest table. It shows the values for the following 4 compound interest annuity functions from time 1 to (n) rounded to (r) digits:
vn
d
(1 + i)n
an|
sn|
än|i
sn|i
Force of Interest δn
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Continuous Annuity
Determines the Present Value and Accumulated Value of a Continuous Annuity
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Cost of Carry
Calculates the cost of carry expressed as the forward price for a position
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Cox-Ross-Rubenstein Pricing
Using the Cox-Ross-Rubenstein method, this calculates the call price and put price of an option.
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Credit Card Balance
This calculator shows 3 methods for paying off a credit card balance on a monthly installment basis given an outstanding balance and an Annual Percentage Rate (APR):

1) Minimum Payment Amount
2) Minimum Percentage Amount
3) Payoff in Years
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d-i-v interest rate relationships
Calculates d,i, or v based on 1 of the items entered.
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Declining Balance Depreciation
Solves for Depreciation Charge, Asset Value, and Book Value using the Declining Balance Method
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Dividend Discount Model
This calculator determines the present value of dividends using the Dividend Discount Model.
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Dollar Weighted Interest Method
Solves for Interest Rate, Starting Asset Value, Ending Asset Value, and Expenses using the Dollar Weighted Method.
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Double Declining Balance Depreciation
Calculates Depreciation and Book Value using the Double Declining Balance Depreciation Method.
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Effective Annual Yield Rate
Figures out the effective annual yield rate of interest entered by compounding daily, weekly, semi-monthly, monthly, quarterly, semi-annually, and continuously.
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Fibonacci Retracement and Extension Levels
Shows the fibonacci retracement and extension levels
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Forward Rate
Given two times and two zero-coupon yield rates at those times, this calculates the forward rate.
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Geometric Annuity Immediate
Given an immediate annuity with a geometric progression, this solves for the following items
1) Present Value
2) Accumulated Value (Future Value)
3) Payment
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High and Low Method
Calculates the variable cost per unit, total fixed costs, and the cost volume formula
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Inflation and Real Rate of Interest
Calculates Real rate of Interest, Inflation, and nominal interest rate before inflation.
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Method of Equated Time-Exact Method-Macaulay Duration-Volatility
Given a set of cash flows at certain times, and a discount rate, this will calculate t using the equated time method and the exact method, as well as the macaulay duration and volatility
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Modified Payback Period
Given a set of cash inflows, outflows, and a discount rate, this calculates the modified payback period.
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Mortgage
Calculates the monthly payment, APY%, total value of payments, principal/interest/balance at a given time as well as an amortization table on a standard or interest only home or car loan with fixed interest rate. Handles amortized loans.
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Nominal Yield
Given an effective annual rate of interest based on a compounding period, this determines the nominal yield.
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Payback Period
Given a set of cash inflows and cash outflows at certain times, this determines the net cash flow, cumulative cash flow, and payback period
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Percentage Appreciation
Solves for Book Value given a flat rate percentage appreciation per period
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Percentage Depreciation
Solves for Book Value given a flat rate percentage depreciation per period
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Perpetuities
Solves for Present Value, Payment, or Interest rate for a Perpetuity Immediate or a Perpetuity Due.
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Perpetuity
Walks you through the definition of a perpetuity, the present value of a perpetuity immediate, and the present value of a perpetuity due.
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Portfolio Rate of Return
Given a portfolio of individual assets with returns and weights, this calculates the total portfolio rate of return.
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Put Call Parity
This solve for any of the 6 items in the put call parity for European options
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Put Options and Call Options
Shows the basics of a call option and put option including intrinsic value, extrinsic value, and in/out/at the money
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Rates of Return
Given a set of stock prices and dividends if applicable, this calculates the periodic rate of return and the logarithmic rate of return
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Rule of 72
Calculates how long it would take money to double (doubling time) using the rule of 72 interest approximation as well as showing the mathematical proof of the Rule of 72.
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Security Market Line and Treynor Ratio
Solves for any of the 4 items in the Security Market Line equation, Risk free rate, market return, Β, and expected return as well as calculate the Treynor Ratio.
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Sharpe Ratio
Calculates the Sharpe ratio given return on assets, risk free rate, and standard deviation
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Short Sale Yield Rate
Calculates the Yield Rate on a short sale of stock.
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Simple and Compound and Continuous Interest
Calculates any of the four parameters of the simple interest formula or compound interest formula or continuous compound formula
1) Principal
2) Accumulated Value (Future Value)
3) Interest
4) Time.
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Simple Discount and Compound Discount
Given a principal value, interest rate, and time, this calculates the Accumulated Value using Simple Discount and Compound Discount
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Sinking Fund Depreciation Method
Using the Sinking Fund method of Depreciation, this calculator determines the following:
* Depreciation at time t (Dt)
* Asset Value (A)
* Salvage Value (S)
* Book Value at time t (Bt)
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Sinking Funds
Solves for Sinking Fund Deposit or Initial Loan Amount.
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Straight Line Depreciation
Solves for Depreciation Charge, Asset Value, Salvage Value, Time, N, and Book Value using the Straight Line Method.
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Sum of the Years Digits (SOYD) Depreciation
Solves for Depreciation Charge, Asset Value, and Book Value using the Sum of the Years Digits Method
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T-Bill
Calculates any of the four items of the T-Bill (Treasury Bill or TBill) formula:
1) Price (P)
2) Face Value (F)
3) Number of Weeks (w)
4) Yield Rate (y)
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Time Weighted Interest Method
Solves for Interest Rate based on 2 annual asset value events other than beginning or ending value using the Time Weighted Method
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Units of Output (Service Output) Depreciation
Given an asset value, salvage value, production units, and units per period, this calculates the depreciation per period using the units of output depreciation (service output depreciation)
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Volatility
Given a set of stock prices, this determines expected rates of return and volatility
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Weighted Average Cost of Capital (WACC) and Capital Asset Pricing Model (CAPM)
Calculates the Weighted Average Cost of Capital (WACC) and also calculates the return on equity if not given using the Capital Asset Pricing Model (CAPM) using debt and other inputs such as Beta and risk free rate.
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Zero-Coupon Bond Price
This calculator calculates the price of a zero-coupon bond given a face value, yield rate, and term.
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