Financial

Investment Calculator

Project investment growth with regular contributions.

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Inputs

Adjust the assumptions to match your scenario. Results update instantly.

Results

Primary outputs and comparison insights are built from the current inputs.

End balance

$58,785.61

Projected portfolio value.

Total deposited

$34,000.00

Initial plus all monthly additions.

Total earnings

$24,785.61

Growth from investment returns.

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How this Investment Calculator works

The Investment Calculator projects portfolio growth using an initial deposit, regular contributions, and expected returns. Enter initial investment, monthly addition, and annual return to estimate end balance, total deposited, and total earnings. The calculator updates instantly and adds a comparison table plus chart so you can test the sensitivity of the result before you use it in a decision.

Quick guide

Jump to the section you need, then return to the investment calculator.

Inputs

  • Starting investment amount.
  • Amount added every month.
  • Expected annual rate of return.
  • Investment time horizon.

Outputs

  • Projected portfolio value.
  • Initial plus all monthly additions.
  • Growth from investment returns.

Assumptions

  • Constant monthly addition and annual return.
  • Returns are reinvested.

Tips

  • Reinvesting dividends boosts compounding.
  • Longer horizons tolerate more volatility.

Investment Calculator formula guide

Use these investment calculator formulas to audit the output or explain it to someone else.

1 formulas

FV = PV(1+r)^n + PMT×((1+r)^n−1)/r

Investment Calculator examples

Review a ready-made investment calculator scenario, copy it, then tweak inputs to match your case.

Example

4 inputs3 outputs

Decade growth plan

Inputs

  • Example input Initial investment: $15,000.00
  • Example input Monthly addition: $300.00
  • Example input Annual return: 7%
  • Example input Years: 15

Outputs

  • Example result End balance: $137,822.89
  • Example result Total deposited: $69,000.00
  • Example result Total earnings: $68,822.89

Most of the growth comes in the second half of the investment period.

Balance by time horizon

5 of 5 rows
YearsEnd balanceTotal earnings
5$29,593.83$7,593.83
10$58,785.61$24,785.61
15$102,276.86$56,276.86
20$167,072.11$109,072.11
25$263,607.04$193,607.04

Compounding accelerates over longer periods.

Growth over time

Highest: 25 ($263,607.04)Lowest: 5 ($29,593.83)
YearsEnd balance

Focus point

5

$29,593.83

Position

#1 of 5

Original order

Share of total

4.76%

Total: $621,335.45

PositiveNegative

Compounding accelerates over longer periods.

References

  • Future value of annuity formula
  • Investment growth projection models

Learn more

Guides connected to the investment calculator

Use these short guides when you want the decision framework behind the numbers, not just the raw output.

Category guide

Financial Calculator Guide

Understand when to use payment, return, tax, and budgeting calculators so you can make cleaner money decisions.

FAQ

Investment Calculator FAQ

What does the Investment Calculator do?

The Investment Calculator projects portfolio growth using an initial deposit, regular contributions, and expected returns. Enter initial investment, monthly addition, and annual return to estimate end balance, total deposited, and total earnings. The calculator updates instantly and adds a comparison table plus chart so you can test the sensitivity of the result before you use it in a decision. It is part of our financial toolkit.

What inputs do I need?

Typical inputs include Starting investment amount., Amount added every month., Expected annual rate of return..

How are the results calculated?

We follow the formulas and assumptions outlined in the "How this calculator works" section. You will see outputs like Projected portfolio value., Initial plus all monthly additions., Growth from investment returns..

Can I share or download the results?

Use the Copy link or Print buttons to share your results. If a table or chart appears, you can download the data as CSV.

Is my data stored?

No. Calculations run in your browser and we do not store your inputs.

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