Investment Calculators

Reaching your financial goals can seem like a daunting task. Take your first steps, or redirect your current path, with help from our interactive Investment U Calculators.

We developed these calculators to help highlight the importance compounding, reinvesting, utilizing tax-deferred and tax-free accounts, position sizing, saving, managing time, and factoring in inflation each play on your road to financial independence. Click on any of them below to learn how you can start growing your wealth with confidence.

  • Investment Variables Calculator: Growing your portfolio tax-free has some big benefits. This calculator compares your returns in a taxable account versus a tax-deferred one.
  • Investment Return Calculator: Our investment return calculator will help guide you on how much you will need to put away each year and what type of return rate you need to aim for along the way.
  • Dividend Reinvestment Calculator: If you don’t understand the power of dividend reinvestment, you need to get an education on it now. This calculator will give you an inside look at your returns if you reinvested dividends versus not reinvesting them.
  • Compound Interest Calculator: Our compound interest calculator will show you the value of saving your hard-earned money and the importance of paying down debt. Interest you earn each year compounds, and it doesn’t simply grow, it grows at an exponential rate.
  • Position Sizing Calculator: Position sizing is vital to managing risk and avoiding the total destruction of your portfolio with a single trade. Our calculator will help you define the proper amount of shares to buy or sell in order to maximize your return and limit your risk.

What Is Investment U? What Is Investment U Daily?

Founded in 1999, Investment U is the educational arm of The Oxford Club. It is one of the first independent, free financial education websites of its kind.

Investment U provides cutting-edge research and strategic financial recommendations for all levels of investors through its morning publication Investment U Daily and its related publications. Every day, we reach more than 250,000 unique readers, providing insight and recommendations based on timeless and proven principles for smart investing.

Investment U remains committed to a range of "market-neutral" and "asset-allocated" investment strategies. These include momentum investing, maximizing income, tax-advantaged investing, following insider buying, investing in energy and resources, tracking emerging markets, and investing in biotech and healthcare technologies. We believe that these strategies will continue to educate and make you a better investor over time, and we remain dedicated to providing continuous guidance through our daily publications.

Investment U Dailyis our newsletter published six times per week. The newsletter offers innovative analysis, our experts' timely views and recommendations for the markets, and regular one-on-one interviews with some of the top executives and investors in the financial markets.

Although its team has decades of experience in the financial markets, Investment U does not provide personal investment advice or brokerage services and does not manage money.