Investment Calculator
Calculate the future value of your investments — including regular monthly contributions. See the full breakdown of invested capital vs. returns with our free investment growth calculator.
How to Use the Investment Calculator
Enter your initial investment (lump sum), your expected monthly contributions, the annual return rate, and investment duration. The calculator uses compound growth and future value of annuity formulas to project your portfolio value.
Example Use Cases
- Young professional: $5,000 initial + $300/month at 8% for 30 years = $468,000
- Conservative investor: $50,000 lump sum at 5% for 15 years = $103,947
- ETF investor: $1,000 initial + $500/month at 9% for 25 years = $565,000
Investment Calculator FAQ
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About This Calculator & Financial Disclaimer
This tool was built to help users mathematically project their financial goals using standard formulas. The default variables provided are for educational purposes only and do not represent guaranteed future market performance.
Not Financial Advice: We are not certified financial planners (CFP) or investment advisors. The stock market involves risk, and inflation can vary drastically. Please consult a licensed professional before making major financial decisions, executing a 72(t) early withdrawal, or rebalancing your portfolio.