End
Amount
Contribution
Amount
Return
Rate
Starting
Amount
Investment
Length
Compound:
AnnuallyMonthlyDailyContinuously
Contribution Frequency:
MonthlyAnnually
End Balance —
Starting Amount —
Total Contributions —
Total Interest —
OptimizedPortfolio.com
End Amount – What will the final balance of an investment be?
Contribution Amount – What is the additional contribution needed to achieve a specified target?
Return Rate – What rate of return is needed to achieve a specified target?
Starting Amount – What starting amount is needed to achieve a specified target with specified contributions?
Investment Length – How long do I need to hold an investment do achieve a specified target?
Compound refers to the frequency of compounding. Continuously is most accurate for stock market returns, so that is the default.
About John Williamson, APMA®
Analytical data nerd, investing enthusiast, fintech consultant, Boglehead, and Oxford comma advocate. I’m not a big fan of social media, but you can find me on LinkedIn and Reddit.
