Free Investment Tools
Free financial calculators to help you plan investments, estimate taxes, and project retirement savings. No sign-up required.
Dividend Calculator
Estimate dividend income, project compound growth with reinvestment, and see how growing dividends build wealth over time.
Stock Profit Calculator
Calculate profit or loss on a stock trade including commissions, percentage return, and break-even price.
Capital Gains Tax Calculator
Estimate capital gains tax on your investments with US and UK tax brackets, long-term vs short-term rates.
401k Calculator
Project your 401k retirement savings with employer match, contribution growth, and year-by-year breakdown.
Pension Calculator
Project your UK workplace pension pot with employee and employer contributions and investment growth.
Roth IRA Calculator
Project your Roth IRA balance at retirement with annual contributions and compound growth.
ISA Calculator
Project your ISA balance over time with regular contributions and tax-free compound growth.
Retirement Calculator
Estimate whether your savings will last through retirement with accumulation and drawdown projections.
Learn More
Understand the concepts behind the numbers. Our guides explain capital flows, true investment returns, and why most trackers get your performance wrong.
What is Capital Flow Tracking?
How monitoring every dollar in and out reveals true performance.
How to Calculate True Investment Returns
Why simple ROI formulas miss the full picture.
Why Most Trackers Get Returns Wrong
The hidden flaws in how most trackers calculate returns.
Track Performance Across Asset Classes
Practical methods for comparing returns across investments.
Track Your Real Investment Performance
Calculators are great for planning. EptaWealth tracks your actual returns across stocks, crypto, savings, and more. Join the beta.
Join the Beta Waitlist