Tools

Free interactive calculators and visualizations for investors.

Monthly deposits into a custom portfolio

Set a recurring deposit, choose your symbols and weights, and see the equity curve, ending value, profit, drawdown, and allocation drift.

Pick a start date and an initial amount. See exactly what your S&P 500 portfolio would be worth today — with all-time high and max drawdown stats.

Choose a holding period (1, 2, 5, 10, or 15 years) and see what every historical starting date would have returned. Covers 30 years of S&P 500 data.