Investing calculators

Estimate position size, weighted average purchase cost, dividend return, and stock or bond yield using currency-neutral planning inputs.

Separate trade risk, cost basis, cash income, and bond yield

Each calculator answers a different planning question. Keep all money inputs in one currency, enter fees consistently, and treat the result as an estimate rather than investment, tax, or legal advice.

  • Position size starts with the amount you are prepared to lose and the distance from entry to stop, not with a desired profit.
  • Average purchase cost is arithmetic; the tax cost basis reported by a broker may follow account-specific rules and adjustments.
  • Dividend yield, current yield, and yield to maturity measure different cash flows and should not be compared as if they were identical.
TaskStart withWhy
Size a trade from a risk limit Position Size Calculator Divides the risk budget by risk per share and checks the available-capital limit.
Find weighted average purchase cost Stock Average Cost Calculator Combines multiple purchases and optional transaction fees.
Estimate dividend income and total return Dividend Return Calculator Separates cash dividends, price change, and total return before taxes and fees.
Compare stock and bond yield measures Stock and Bond Yield Calculator Calculates dividend yield, current yield, and a simplified yield-to-maturity estimate.