If you discover any broken links then please holler in the comments. Hopefully we can grow this list over time into an indispensable community resource, so do let us know about your own favourite financial calculators and tools. Thanks for reading! Monevator is a simply spiffing blog about making, saving, and investing money. Please do check out some of the best articles or follow our posts via Facebook, Twitter, email or RSS.
How about you? Fair enough to insist on a sign up to use a tool, but they should be honest up front. It feels dishonest. I abandoned the process as a result. My previous comment is not reflection on this excellent list! Some great links there. The H-L pension calculator is a depressing example of the huge sums required to buy annuity income. Want to retire at 55 and have any inflation indexing?
Prepare to be horrified. On that note can you do an article on SIPP drawdown vs annuities, and how to get the best bang income for your pension pot buck. Thank you for the list! Thanks all for the excellent extra links and the general thumbs up.
Listen to the taxman and the HL calculator both look very good. I left it out of my first draft because there are so many gaps in the data, it is at times misleading. The gaps in the data on smart-beta are because the data are not available. That alone is interesting I think and should help people make an investment decision. Do people here just use a spreadsheet? I assume one could enter the current values of all investments, say six-monthly, and use this to review performance, rebalance etc?
Trustnet also do one. There are lots of spreadsheets of varying complexity out there too. I update my portfolio tracker whenever I trade, rather than face a mountain of data-entry every six months. Just discovered a really straightforward calculator for showing how your savings rate effects early retirement possibilities:.
A recent discussion on Moneysavingexpert talked about using Google Docs spreadsheets with live financial info but there seems to be different rules for different types of equity. Certainly way higher probabilities of living to very old age than I would have guessed. Sorry, I have a question regarding firecalc.
It has the facility to run simulations based on randomly fluctuating portfolios for which you can set the mean return and variability standard deviation. This looks attractive as one of my problems with firecalc is its reliance on US return data. What a wonderful collection. And so clever of you to know that my old programmable calculator has just died so that I now need to use these lovely toys. Have you been chatting to my wife? In the example the net savings interest calculated by the spreadsheet of Cheer up, vanguard an, there are people who suspect that there is a maximum to human lifespan at somewhere about or so.
We would be honored if you would check the platform out and take the tool into the list, if you find it being useful. Now i look forward to my tax return as i get my PAYE tax back. So many tools to play with!! This is fantastic!
This list is amazing. It would take ages to to try and discover them all. I like to use this financial planner from royal london which is free and allows you to scenario for downsizing a house or retiring early. Simply enter your hourly pay.
Barry, Bob and Lostpupp — thank you very much for those suggestions. All excellent. Unfortunately the FT PE ratio data by country is only available to the end of , as the FT stopped providing it after then. The data is also no longer in the print edition. A very sad piece of dumbing down -they print plenty of data about short term index movements, but nothing about valuation. Has anyone else found an alternative source of PE data fou each country?
I just want a basic tool that allows me to look up easily, in one place current prices of my holdings once a month. My current setup is Trustnet for Dimensional stuff, and Hargreaves Lansdown for everything else. Thanks for the tip-off boardgamer. They were fine for everything else! On a separate point,what does anyone think of Money-Guide and their Money Hub tool? Thanks Bicycle Bob. Looks like Finametrica have ended the direct freebies so thank you for the new link. Have you tried it? This is a great list!
It combines a lot of the features of other calculators behind the scenes, but basically it aims to streamline your spending budget in the face of uncertainty of investment returns and longevity. To track my portfolio I decided to use the Morningstar portfolio tracker linked above.
Great list that can help you with your finances. Notify me of followup comments via e-mail. You can also subscribe without commenting. Next post: Weekend reading: Globalisation and the gutters. Previous post: Weekend reading: Monevator goes mobile. Monevator is a place for my thoughts on money and investing. Please read my disclaimer.
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It is mandatory to procure user consent prior to running these cookies on your website. Financial calculators and tools collected Updated by The Accumulator on May 26, My main selection criteria : Free — Critically important! Though you may have to sign-up with an email. Ease-of-use — Not many financial calculators benefit from Apple quality design aesthetics, but the closer we can get to that ideal the better.
Investing — risk tolerance The panic calculator — How much losing your head during a bear market would have cost you. Investing — market returns Global investment returns — Go here. Investing — other US financial calculators — You lucky Americans. Early retirement Early retirement calculator — Calculate the savings rate you need to check out in less than 10 years. Property Mortgage rate calculator — Comprehensive suite of mortgage number-crunchers.
Take it steady, The Accumulator Thanks for reading! How much should I save for retirement? Receive my articles for free in your inbox. Type your email and press submit:. Accumulator, Check out Dinkytown. Have updated the collection with some of the suggestions. Thanks for all your recommendations. Thanks for this, particularly the portfolio tracking suggestions. Regular investing calculator.
What could my investments be worth? How much do I need to invest? How long do I need to invest? Your investment plan How much will you be investing each month? Do you have a lump sum? If so enter it here:. Growth rate. Your target sum How much are you aiming to invest?
Your target sum How much will you be investing each month? How much are you aiming to save? An affordable way to grow your wealth Regular investing offers a popular and affordable way of building an investment portfolio.
Tax rules can change and the value of any benefits depend on your circumstances. Total contribution. Please note that this calculator is an illustration and not a projection of what your investments will be worth. The annual growth rate achieved will depend on the performance of the investments and fund chosen. This does not include any product charges so any personal illustrations from a Wesleyan Financial Consultant will differ from those shown above.
Remember the value of investments can fall as well as rise so you could get back less than you invest. Request your no-obligation financial review with a Wesleyan Financial Services Consultant. We will call you back to arrange a time that is convenient to you. If you want to opt-out of receiving information from us, you can do this at: www.
Our opening hours are Monday to Friday 9. Saturdays - closed. Storing and using your information The security of your personal data is very important to us and we will never sell your data to other companies. You can read more about how we protect your information and your rights by reading our privacy statement which is available upon request or via our website www.
Advice about investments, insurance and mortgages is provided by Wesleyan Financial Services Ltd. From Candid Money. Superb tools from Dinky Town. Financial calculators 3 — The answer to every conceivable financial maths problem you might have. Courtesy of Calculator Soup. Personal inflation calculator — How vulnerable are you to the money muncher?
Effect of expenses on your investment — The classic calculation you get from any financial service provider, but in easy-to-digest graph form. Fund quick rank — Amusingly named easy-to-use variant of a fund screener. Fund comparison — Spot the difference game for up to five funds. Compare returns, asset allocation, sector breakdown, yadda yadda.
Fund comparison for trackers — Useful index fund comparison tables. ETF screener — Information overload begone. Sign-up required then go to Fund Comparison. ETF quick rank — Like the screener but quicker. Investment Trust screener — Same again, but for ITs. Investment Trust stats — Useful for comparing ITs. Who wants to be millionaire calculator — The Investor does, and he designed this calculator so he can work out how long it will take him.
Also click on the grid icon for a more useful display. Historical rate of return by asset class — 80 years worth of returns data neatly marshaled into interactive graphs. This is US-orientated but should also prove useful to other developed world investors.
Best performers — Check out which asset classes and sub-classes are hot! For all you performance chasers momentum capturers out there. Asset correlation matrix — Quick and easy snapshot of the invisible strings tying major asset classes together. Lazy portfolio backtesting tool — Epic spreadsheet comparing US historical returns for various portfolios. Even has its own Boglehead discussion thread. Asset allocation calculator — Fun to play with and a friendly introduction to asset allocation ideas.
However these tools should be treated as a vague guide only. Asset allocation calculator 2 — Similar idea to the above, but more comprehensive. Use it as a starting point for research rather than an endgame. The panic calculator — How much losing your head during a bear market would have cost you.
Investment recovery calculator — How long will it take your portfolio to recover from a crash? A good way to think about risk tolerance. International broker comparison table — UK brokers that enable you to invest in foreign equities and ETFs as researched by the unstoppable International Investor. Only you can know if that makes you happy or sad. Okay, thread. Needs converting from US focus. The excellent Money Chimp presides.
Annualised return calculator — not-so-quick — Wants a bit more effort for more accurate results. Hit the Rate of Return Calculator link to download the spreadsheet. Updated annually. Handy for valuing the market. PE ratios by country — Scroll down to Download Data.
Global investment returns — Go here. Check out historical returns for the UK, US, the world and many other major countries in between. FTSE market data — A deep, deep data mine for the UK and the rest of the world covering equities, bonds, commodities, currencies. All hail the FT. Includes volatility and correlation predictions. Amazing but use with extreme caution.
Forecasts by country based on CAPE valuations. Same health warnings apply. Scroll down for table. US financial calculators — You lucky Americans. You have the best selection of free investing tools in the world, as diligently collected by the Bogleheads. Yield calculator — Work out the yield-to-maturity and running yield for conventional fixed-coupon bonds.
Bond price calculator — Um, work out the price of your bond. UK Government bond yields — Check out the gilt yield curve, plus interest rates on all your fave benchmark bonds. Bank of England yield curve estimates — The venerable central bank sticks its finger in the air on interest rates and inflation.
Bond prices and yields — For individual UK gilts. From the incomparable Fixed Income Investor. Contribution increase calculator — How much more you could spend in retirement for a small increase in your pension contributions. State Pension forecast — You never know, it may still exist when you retire. Annuity rate comparison — From the excellent Money Advice Service. How long will your funds last? Dynamic withdrawal rate calculator — Adjust your withdrawal rate according to investment performance to avoid running out of money.
The probability of ruin calculator — With a name like that how can you refuse? From the great Moshe Milevsky. Wish I lived in the US. Is it too late to emigrate? This gives me Cancel the green card. Handy for working out how long your pension funds will need to last.
Early retirement calculator — Calculate the savings rate you need to check out in less than 10 years. Listentotaxman is also very good. Tax code calculator — Sigh. Capital gains tax calculator — Snore. Mortgage rate calculator — Comprehensive suite of mortgage number-crunchers. Mortgage calculators — From stamp duty through negative equity to interest rate movements.
Buying or renting: US — Which is best? Probably too simple. If you discover any broken links then please holler in the comments. Hopefully we can grow this list over time into an indispensable community resource, so do let us know about your own favourite financial calculators and tools.
Thanks for reading! Monevator is a simply spiffing blog about making, saving, and investing money. Please do check out some of the best articles or follow our posts via Facebook, Twitter, email or RSS. How about you?
Fair enough to insist on a sign up to use a tool, but they should be honest up front. It feels dishonest. I abandoned the process as a result. My previous comment is not reflection on this excellent list! Some great links there. The H-L pension calculator is a depressing example of the huge sums required to buy annuity income. Want to retire at 55 and have any inflation indexing? Prepare to be horrified.
On that note can you do an article on SIPP drawdown vs annuities, and how to get the best bang income for your pension pot buck. Thank you for the list! Thanks all for the excellent extra links and the general thumbs up. Listen to the taxman and the HL calculator both look very good. I left it out of my first draft because there are so many gaps in the data, it is at times misleading. The gaps in the data on smart-beta are because the data are not available.
That alone is interesting I think and should help people make an investment decision. Do people here just use a spreadsheet? I assume one could enter the current values of all investments, say six-monthly, and use this to review performance, rebalance etc? Trustnet also do one. There are lots of spreadsheets of varying complexity out there too. I update my portfolio tracker whenever I trade, rather than face a mountain of data-entry every six months.
Insert your input data only into the boxes that are coloured green as described below:. The ones that are colored yellow are calculated automatically, and require no data input. Once this data has been inserted, the tables to the right will show how profitable the property will be, excluding tax. Changes to any of the input data will data will change the profitability results. You can make as many changes as you want and look at best and worst scenarios. Property investment calculator.
Property investment calculator View Larger Image. Insert your input data only into the boxes that are coloured green as described below: Property purchase price — This is the full purchase price of the property in question. Finance required — insert into this box the amount of any loan that you will require to purchase the property.
Please note that the figure that appears in the yellow box is the maximum loan that a lender would accept. Deposit required — This box calculates automatically. Mortgage interest rate — Insert the interest rate that you would expect will be applied to any loan.
Mortgage arrangement fee — Insert here the total of any fees that will be charged by your chosen lender. Number of existing properties — Recent tax changes, announced by the UK government mean that anyone buying a second property will be charged a higher rate of stamp duty on purchasing a property.
To take account of this in the calculator we use a 0 to reflect a first time purchase and a 1 or to indicate that another property is owned. This zero or 1 number tells the calculator to apply the correct stamp duty, applicable in England and Wales. Stamp duty — This is automatically calculated. Solicitor fees — Insert the total amount that your solicitor will charge including their search fees. Refurbishment allowance — If you will need to carry out any refurbishment of the property not included in the mortgage loan, insert the required amount in the box.
Statutory Fittings — Any buy to let property must be fitted with certain statutory fittings. If these need to be installed, put the expected cost in the box. Calculate now. Important information: This calculator is an illustration and not a projection of what your investments will be worth. The volatility of the stock market is not reflected in any of the charts. The annual growth rate actually achieved will depend on the performance of the investments chosen.
Results do not take account of inflation or charges. Remember the value of investments can fall as well as rise so you could get back less than you invest. Regular investing offers a popular and affordable way of building an investment portfolio. Find out more about regular investing. Home Interactive calculators Regular investing calculator.
Regular investing calculator. What could my investments be worth? How much do I need to invest?
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william ackman investing Annuity delay calculator Should you of income withdrawals might be will you miss out on. Inheritance tax calculator Work out of inflation on the real sustainable, and when you run. Log in calculator investment uk register Login could you contribute to your. PARAGRAPHIn this section. Coronavirus and your investments What impact does coronavirus have on charges and rates of growth. The annual growth rate actually support Manage your policy Contact. Regular savings calculator Find out income against your expenditure to work out the difference. Remember the value of investments achieved will depend on the rise so you could get. Household budget calculator Calculate your whether your estate may be subject to inheritance tax if. Important information: This calculator is an illustration and not a pension this tax year.The Investment calculator is designed to show how putting your money into an investment product You can find one in your local area at theforexgurublog.com CALCULATE Your potential investment returns. Whether you have a one-off lump sum payment or will be investing on a monthly basis, use this calculator to. and is authorised and regulated by the UK Financial Conduct Authority. Equiniti Financial Services Limited is a member firm of the London Stock.