2 Asset PortfolioGiven a portfolio with 2 assets, this determines the expected return (mean), variance, and volatility (standard deviation) of the portfolio.
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Watch the Video401(k) BalanceDetermines your 401(k) balance given a salary history per year, contribution percentage rate, employer match percentage, and a rate of return.
CalculatorActivity Method DepreciationCalculates the following:
Depreciable Base, Depreciation per Unit, Depreciation for Period
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Watch the VideoAnnuitiesSolves for Present Value, Accumulated Value (Future Value or Savings), Payment, or N of an Annuity Immediate or Annuity Due.
CalculatorApproximations of Interest RateInterest 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
CalculatorArithmetic AnnuityCalculates the Present Value, Accumulated Value (Future Value), First Payment, or Arithmetic Progression of an Increasing or Decreasing Arithmetic Annuity Immediate.
CalculatorArithmetic PerpetuitiesSolves for Present Value, First Payment, Arithmetic Payment, or Interest rate for an Arithmetic Perpetuity Immediate or Due
CalculatorBalance with InterestCalculates the final account balance given a beginning balance, interest rate, and interest crediting period.
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Watch the VideoBid-AskThis bid ask calculator takes a bid amount and ask amount and calculates the spread and the margin percent
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Watch the VideoBinomial Option Pricing ModelThis 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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Watch the VideoBlack-ScholesCalculates the call or put option value of a stock based on inputs related to the option using Black Scholes method.
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Watch the VideoBond Flat Price-Accrued Coupon-Market PriceCalculates 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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Watch the VideoBond Price FormulasGiven 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
2) Premium/Discount
3) Base
4) Makeham
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Watch the VideoBond Yield RatesCalculates the yield rate of bonds using the Yield Approximation Method or the Bond Salesman Method.
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Watch the VideoCalls-Puts-Option ΔCalculates the call price, put price, and option Δ based on an option under the risk neutral scenario with a 1 year term.
CalculatorCapitalized Cost and Periodic ChargeGiven 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)
CalculatorCompound Interest Accumulated BalanceGiven 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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Watch the VideoCompound Interest and Annuity TableGiven 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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Watch the VideoContinuous AnnuityDetermines the Present Value and Accumulated Value of a Continuous Annuity
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Watch the VideoCost of CarryCalculates the cost of carry expressed as the forward price for a position
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Watch the VideoCox-Ross-Rubenstein PricingUsing the Cox-Ross-Rubenstein method, this calculates the call price and put price of an option.
CalculatorCredit Card BalanceThis 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
Calculatord-i-v interest rate relationshipsCalculates d,i, or v based on 1 of the items entered.
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Watch the VideoDeclining Balance DepreciationSolves for Depreciation Charge, Asset Value, and Book Value using the Declining Balance Method
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Watch the VideoDividend Discount ModelThis calculator determines the present value of dividends using the Dividend Discount Model.
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Watch the VideoDollar Weighted Interest MethodSolves for Interest Rate, Starting Asset Value, Ending Asset Value, and Expenses using the Dollar Weighted Method.
CalculatorDouble Declining Balance DepreciationCalculates Depreciation and Book Value using the Double Declining Balance Depreciation Method.
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Watch the VideoEffective Annual Yield RateFigures 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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Watch the VideoFibonacci Retracement and Extension LevelsShows the fibonacci retracement and extension levels
CalculatorForward RateGiven two times and two zero-coupon yield rates at those times, this calculates the forward rate.
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Watch the VideoGeometric Annuity ImmediateGiven an immediate annuity with a geometric progression, this solves for the following items
1) Present Value
2) Accumulated Value (Future Value)
3) Payment
CalculatorHigh and Low MethodCalculates the variable cost per unit, total fixed costs, and the cost volume formula
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Watch the VideoInflation and Real Rate of InterestCalculates Real rate of Interest, Inflation, and nominal interest rate before inflation.
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Watch the VideoMethod of Equated Time-Exact Method-Macaulay Duration-VolatilityGiven 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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Watch the VideoModified Payback PeriodGiven a set of cash inflows, outflows, and a discount rate, this calculates the modified payback period.
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Watch the VideoMortgageCalculates 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.
CalculatorNominal YieldGiven an effective annual rate of interest based on a compounding period, this determines the nominal yield.
CalculatorPayback PeriodGiven 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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Watch the VideoPercentage AppreciationSolves for Book Value given a flat rate percentage appreciation per period
CalculatorPercentage DepreciationSolves for Book Value given a flat rate percentage depreciation per period
CalculatorPerpetuitiesSolves for Present Value, Payment, or Interest rate for a Perpetuity Immediate or a Perpetuity Due.
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Watch the VideoPerpetuityWalks 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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Watch the VideoPortfolio Rate of ReturnGiven a portfolio of individual assets with returns and weights, this calculates the total portfolio rate of return.
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Watch the VideoPut Call ParityThis solve for any of the 6 items in the put call parity for European options
CalculatorPut Options and Call OptionsShows the basics of a call option and put option including intrinsic value, extrinsic value, and in/out/at the money
CalculatorRates of ReturnGiven a set of stock prices and dividends if applicable, this calculates the periodic rate of return and the logarithmic rate of return
CalculatorRule of 72Calculates 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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Watch the VideoSecurity Market Line and Treynor RatioSolves 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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Watch the VideoSharpe RatioCalculates the Sharpe ratio given return on assets, risk free rate, and standard deviation
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Watch the VideoShort Sale Yield RateCalculates the Yield Rate on a short sale of stock.
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Watch the VideoSimple and Compound and Continuous InterestCalculates 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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Watch the VideoSimple Discount and Compound DiscountGiven a principal value, interest rate, and time, this calculates the Accumulated Value using Simple Discount and Compound Discount
CalculatorSinking Fund Depreciation MethodUsing 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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Watch the VideoSinking FundsSolves for Sinking Fund Deposit or Initial Loan Amount.
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Watch the VideoStraight Line DepreciationSolves for Depreciation Charge, Asset Value, Salvage Value, Time, N, and Book Value using the Straight Line Method.
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Watch the VideoSum of the Years Digits (SOYD) DepreciationSolves for Depreciation Charge, Asset Value, and Book Value using the Sum of the Years Digits Method
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Watch the VideoT-BillCalculates 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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Watch the VideoTime Weighted Interest MethodSolves for Interest Rate based on 2 annual asset value events other than beginning or ending value using the Time Weighted Method
CalculatorUnits of Output (Service Output) DepreciationGiven 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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Watch the VideoVolatilityGiven a set of stock prices, this determines expected rates of return and volatility
CalculatorWeighted 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.
CalculatorZero-Coupon Bond PriceThis calculator calculates the price of a zero-coupon bond given a face value, yield rate, and term.
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