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Investment Calculator

Details

How to use Investment Calculator

What the tool does, how to run it, and what to expect from the result.

How to project the future value of an investment

Enter a starting amount, a monthly contribution, an expected annual return, and a horizon in years. The tool compounds the lump sum monthly and layers a monthly annuity on top, then reports the future value, the total you put in, and the difference.

The gap between Future value and Total contributed is the entire case for starting early. On the defaults, 49000 of contributions turn into roughly 108242, and almost 60000 of that is growth.

  • Enter your existing capital in the Starting amount field. It starts at 1000.
  • Enter what you add each month in the Monthly contribution field. It starts at 200.
  • Enter your expected return, net of fund fees, in the Annual return (%) field. It starts at 7.
  • Enter the horizon in the Years field. It starts at 20.
  • Read Future value, Total contributed, and Interest earned. Subtract your inflation assumption from the return rate if you want the answer in today's money.
Tips

Getting a better result out of Investment Calculator

Specific settings and thresholds, not general advice.

  • Future value is principal x (1 + r)^n plus a monthly deposit stream, with r = annual return / 12 and n = years x 12. The defaults, 1000 up front plus 200 a month at 7% for 20 years, come to about 108242 from 49000 contributed.
  • Contributions are assumed to land at the end of each month, an ordinary annuity. Investing on the first of the month instead gains you one extra month of growth, roughly 0.58% more at a 7% rate.
  • The return is treated as a steady monthly compounding of the annual rate. Real markets do not deliver a flat 7% divided into twelve equal slices, and this model has no volatility at all.
  • The result is nominal. At 3% inflation over 20 years, that 108242 has the purchasing power of about 59900 today, so enter roughly 4 instead of 7 if you want an answer in today's money.
  • Fees compound in the wrong direction. A 1% annual expense ratio on the defaults costs about 12500 across the 20 years, so enter a return net of fees rather than a headline one.
Limits

What Investment Calculator does not do

The honest boundary, so you do not lose time finding it yourself.

  • No inflation adjustment. Every figure is nominal.
  • No fees, expense ratios, taxes, or capital gains.
  • No withdrawals, no variable contributions, no annual contribution step-up.
  • One fixed return rate. No volatility, no Monte Carlo simulation, no year-by-year table or chart.
At a glance

Who Investment Calculator is for

A quick way to understand who this helps, what it solves, and where it connects next.

Best fit

Shoppers, students, freelancers, and anyone who needs a quick, private calculation.

Ideal for

Fast everyday math without a spreadsheet, app install, or sign-up.

FAQ

Common questions

Short answers for the questions people usually have before trying a utility like this.

Is the investment calculator free?

Yes. It is completely free to use, with no signup, no account, and no paywall.

How accurate are the results?

The calculator uses the standard formulas for this kind of math, but real-world results can differ once fees, rounding, rate changes, and provider-specific rules come into play. Treat the output as a planning estimate, not a quote.

Does it stay local?

Yes. The numbers you enter are processed entirely in your browser and never leave your device.

Are contributions made at the start or the end of each month?

The end. The code uses an ordinary annuity, so each 200 deposit starts earning from the following month. If you actually invest on the first of the month, your real balance will be about one month's growth ahead of what the tool shows, roughly 0.58% at a 7% rate.

Does the projection account for inflation?

No, it is nominal throughout. The simplest fix is to subtract your inflation assumption from the return before you type it. Entering 4 rather than 7 gives you a figure roughly in today's purchasing power.

Where do I put fund fees?

Take them off the return rate. A fund returning 7% with a 1% expense ratio should be entered as 6, which on the defaults reduces the 20-year outcome from about 108242 to about 95697. That 12500 gap is what a single percentage point of fees costs.

What return rate is realistic to enter?

The tool takes no view. The 7% default is a common long-run nominal figure for a broad equity index before fees and before inflation, and it is a modelling assumption rather than a promise. Lower it for a bond-heavy allocation, and lower it again if you want a real rather than a nominal answer.

Is this a prediction of what I will have?

No, it is arithmetic. It compounds one constant rate over one horizon with no volatility, no fees, no taxes, and no inflation. It tells you what a set of assumptions implies, and nothing about whether those assumptions will hold.

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