Finance Calculators: (56) lessons

[+] 2 Asset Portfolio
Given a portfolio with 2 assets, this determines the expected return (mean), variance, and volatility (standard deviation) of the portfolio.

Features: Calculator | Quiz Generator | Practice Problem Generator | Watch the VideoTags: expected return, standard deviation, variance, volatility
[+] 401(k) Balance
Determines your 401(k) balance given a salary history per year, contribution percentage rate, employer match percentage, and a rate of return.

Features: CalculatorTags: balance, interest, rate
[+] Annuities
Solves for Present Value, Accumulated Value (Future Value or Savings), Payment, or N of an Annuity Immediate or Annuity Due.

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Examples (3): PVIA(25,8%), PVFIA (3%,7), FVIA(5,10%)Tags: accumulated value, annuity, future value, interest, present value
[+] Approximations of Interest Rate
Approximates a yield rate of interest based on 4 methods:
1) Max Yield denoted as imax
2) Min Yield denoted as imin
3) Constant Ratio denoted as icr
4) Direct Ratio denoted as idr

Features: Calculator | Quiz Generator | Practice Problem GeneratorTags: interest, yield
[+] Arithmetic Annuity
Calculates the Present Value, Accumulated Value (Future Value), First Payment, or Arithmetic Progression of an Increasing or Decreasing Arithmetic Annuity Immediate.

Features: CalculatorTags: accumulated value, annuity, future value, interest, present value
[+] Arithmetic Perpetuities
Solves for Present Value, First Payment, Arithmetic Payment, or Interest rate for an Arithmetic Perpetuity Immediate or Due

Features: Calculator | Quiz Generator | Practice Problem GeneratorTags: interest, perpetuity, present value
[+] Balance with Interest
Calculates the final account balance given a beginning balance, interest rate, and interest crediting period.

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[+] Binomial Option Pricing Model
This shows all 2t scenarios for a stock option price on a binomial tree using (u) as an uptick percentage and (d) as a downtick percentage

Features: Calculator | Practice Problem Generator | Watch the VideoTags: binomial, option, stock
[+] Black-Scholes
Calculates the call or put option value of a stock based on inputs related to the option using Black Scholes method.

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[+] Bond Flat Price-Accrued Coupon-Market Price
Calculates the flat price, accrued coupon, and market price for a bond between valuation dates using the following methods:
1) Theoretical Method
2) Practical Method
3) Semi-Theoretical Method

Features: Calculator | Practice Problem Generator | Watch the VideoTags: bond, coupon, price, yield
[+] Bond Price Formulas
Given a face value, coupon percent, yield percent, term, and redemption value, this calculates the price of a bond using the four price formulas for bonds
1) Basic
2) Premium/Discount
3) Base
4) Makeham

Features: Calculator | Quiz Generator | Practice Problem Generator | Watch the VideoTags: bond, discount, premium, price
[+] Bond Yield Rates
Calculates the yield rate of bonds using the Yield Approximation Method or the Bond Salesman Method.

Features: Calculator | Quiz Generator | Practice Problem Generator | Watch the VideoTags: bond, discount, premium, price, yield
[+] Calls-Puts-Option Δ
Calculates the call price, put price, and option Δ based on an option under the risk neutral scenario with a 1 year term.

Features: Calculator | Quiz Generator | Practice Problem GeneratorTags: call, delta, put, risk, stock
[+] Capitalized Cost and Periodic Charge
Given an Asset Value (A), a Salvage Value (S) at time (N), a sinking fund rate of (j), an effective rate of interest (i), and maintenance expense (M), this calculator solves for periodic charge (H) and capitalized cost (K)

Features: Calculator | Quiz Generator | Practice Problem GeneratorTags: asset, depreciation, maintenance, salvage, sinking fund
[+] Compound Interest Accumulated Balance
Given an interest rate per annum compounded annually (i), semi-annually, quarterly, monthly, semi-monthly, weekly, and daily, this calculates the accumulated balance after (n) periods

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Examples (2): 2000 for 20 periods at 6% monthly, 1050 for 10 periods using 5.25 percent compounded dailyTags: balance, compound, effective yield
[+] Compound Interest and Annuity Table
Given an interest rate (i), number of periods to display (n), and number of digits to round (r), this calculator shows the values for the following 4 compound interest annuity functions from time 1 to (n) rounded to (r) digits:
vn
d
(1 + i)n
an|
sn|
än|i
sn|i
Force of Interest δn

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Examples (3): 5.64% annuity table, 6.58 percent table, 4.31 pct annuity tableTags: annuity, interest
[+] Continous Annuity
Determines the Present Value and Accumulated Value of a Continuous Annuity

Features: Calculator | Quiz Generator | Practice Problem GeneratorTags: accumulated value, present value
[+] Cost of Carry
Calculates the cost of carry expressed as the forward price for a position

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[+] Cox-Ross-Rubenstein Pricing
Using the Cox-Ross-Rubenstein method, this calculates the call price and put price of an option.

Features: Calculator | Practice Problem GeneratorTags: call price, option, put price, stock
[+] Credit Card Balance
This calculator shows 3 methods for paying off a credit card balance on a monthly installment basis given an outstanding balance and an Annual Percentage Rate (APR):

1) Minimum Payment Amount
2) Minimum Percentage Amount
3) Payoff in Years

Features: Calculator | Quiz GeneratorTags: annual percentage amount, balance, credit card, installment, interest
[+] d-i-v interest rate relationships
Calculates d,i, or v based on 1 of the items entered.

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Examples (3): d=0.05, i=0.046, v=0.098Tags: discount, interest, present value
[+] Declining Balance Depreciation
Solves for Depreciation Charge, Asset Value, and Book Value using the Declining Balance Method

Features: Calculator | Quiz Generator | Practice Problem Generator | Watch the VideoTags: asset, balance, book value, depreciation, salvage
[+] Dividend Discount Model
This calculator determines the present value of dividends using the Dividend Discount Model.

Features: Calculator | Quiz Generator | Practice Problem Generator | Watch the VideoTags: discount, dividend, present value
[+] Dollar Weighted Interest Method
Solves for Interest Rate, Starting Asset Value, Ending Asset Value, and Expenses using the Dollar Weighted Method.

Features: CalculatorTags: balance, interest
[+] Double Declining Balance Depreciation
Calculates Depreciation and Book Value using the Double Declining Balance Depreciation Method.

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[+] Effective Annual Yield Rate
Figures out the effective annual yield rate of interest entered by compounding daily, weekly, semi-monthly, monthly, quarterly, semi-annually, and continuously.

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Examples (3): 4.56% daily, 5.67 percent quarterly, 2.45 pct compounded monthlyTags: interest, yield
[+] Fibonacci Retracement and Extension Levels
Shows the fibonacci retracement and extension levels

Features: Calculator | Practice Problem GeneratorTags: currency, fibonacci
[+] Forward Rate
Given two times and two zero-coupon yield rates at those times, this calculates the forward rate.

Features: Calculator | Practice Problem GeneratorTags: bond, coupon, rate, yield
[+] Geometric Annuity Immediate
Given an immediate annuity with a geometric progression, this solves for the following items
1) Present Value
2) Accumulated Value (Future Value)
3) Payment

Features: Calculator | Quiz Generator | Practice Problem GeneratorTags: accumulated value, annuity, future value, geometric, interest, present value
[+] High and Low Method
Calculates the variable cost per unit, total fixed costs, and the cost volume formula

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[+] Inflation and Real Rate of Interest
Calculates Real rate of Interest, Inflation, and nominal interest rate before inflation.

Features: Calculator | Quiz Generator | Practice Problem Generator | Watch the VideoTags: inflation, interest
[+] Method of Equated Time-Exact Method-Macaulay Duration-Volatility
Given a set of cash flows at certain times, and a discount rate, this will calculate t using the equated time method and the exact method, as well as the macaulay duration and volatility

Features: Calculator | Practice Problem Generator | Watch the VideoTags: cash flow, duration, interest, time, volatility
[+] Modified Payback Period
Given a set of cash inflows, outflows, and a discount rate, this calculates the modified payback period.

Features: Calculator | Practice Problem Generator | Watch the VideoTags: discount, payback, present value
[+] Mortgage
Calculates the monthly payment, APY%, total value of payments, principal/interest/balance at a given time as well as an amortization table on a standard or interest only home or car loan with fixed interest rate.

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Examples (2): What is the monthly payment on a mortgage of $75,000 with an 8% interest rate that runs for 20 years, 50000 loan at 9.5% for 30 yearsTags: interest, loan, mortgage, principal
[+] Nominal Yield
Given an effective annual rate of interest based on a compounding period, this determines the nominal yield.

Features: Calculator | Practice Problem GeneratorTags: compound, effective rate, nominal rate
[+] Payback Period
Given a set of cash inflows and cash outflows at certain times, this determines the net cash flow, cumulative cash flow, and payback period

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[+] Perpetuities
Solves for Present Value, Payment, or Interest rate for a Perpetuity Immediate or a Perpetuity Due.

Features: Calculator | Quiz Generator | Practice Problem Generator | Watch the VideoTags: interest, perpetuity, present value
[+] Portfolio Rate of Return
Given a portfolio of individual assets with returns and weights, this calculates the total portfolio rate of return.

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[+] Put Call Parity
This solve for any of the 6 items in the put call parity for European options

Features: Calculator | Practice Problem GeneratorTags: call, options, put
[+] Put Options and Call Options
Shows the basics of a call option and put option including intrinsic value, extrinsic value, and in/out/at the money

Features: Calculator | Quiz Generator | Practice Problem GeneratorTags: call, option, put, value
[+] Rates of Return
Given a set of stock prices and dividends if applicable, this calculates the periodic rate of return and the logarithmic rate of return

Features: Calculator | Practice Problem GeneratorTags: dividend, rate of return, stock
[+] Rule of 72
[+] Security Market Line and Treynor Ratio
Solves for any of the 4 items in the Security Market Line equation, Risk free rate, market return, Β, and expected return as well as calculate the Treynor Ratio.

Features: Calculator | Practice Problem Generator | Watch the VideoTags: expected return, market return, risk free rate
[+] Short Sale Yield Rate
Calculates the Yield Rate on a short sale of stock.

Features: Calculator | Quiz Generator | Practice Problem Generator | Watch the VideoTags: interest, stock, yield
[+] Simple and Compound and Continuous Interest
Calculates any of the four parameters of the simple interest formula or compound interest formula or continuous compound formula
1) Principal
2) Accumulated Value (Future Value)
3) Interest
4) Time.

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Examples (0): Tags: accumlated value, future value, interest, principal
[+] Simple Discount and Compound Discount
Given a principal value, interest rate, and time, this calculates the Accumulated Value using Simple Discount and Compound Discount

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[+] Sinking Fund Depreciation Method
Using the Sinking Fund method of Depreciation, this calculator determines the following:
* Depreciation at time t (Dt)
* Asset Value (A)
* Salvage Value (S)
* Book Value at time t (Bt)

Features: Calculator | Quiz Generator | Practice Problem Generator | Watch the VideoTags: asset, book value, depreciation, salvage, sinking fund
[+] Sinking Funds
Solves for Sinking Fund Deposit or Initial Loan Amount.

Features: Calculator | Quiz Generator | Practice Problem Generator | Watch the VideoTags: deposit, loan, sinking fund
[+] Straight Line Depreciation
Solves for Depreciation Charge, Asset Value, Salvage Value, Time, N, and Book Value using the Straight Line Method.

Features: Calculator | Quiz Generator | Practice Problem Generator | Watch the VideoTags: asset, book value, depreciation, salvage, sinking fund
[+] Sum of the Years Digits (SOYD) Depreciation
Solves for Depreciation Charge, Asset Value, and Book Value using the Sum of the Years Digits Method

Features: Calculator | Quiz Generator | Practice Problem Generator | Watch the VideoTags: asset, book value, depreciation, salvage, sinking fund
[+] T-Bill
Calculates any of the four items of the T-Bill (Treasury Bill or TBill) formula:
1) Price (P)
2) Face Value (F)
3) Number of Weeks (w)
4) Yield Rate (y)

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Examples (1): f=300,w=45,y=20Tags: , face value, treasury, yield
[+] Time Weighted Interest Method
Solves for Interest Rate based on 2 annual asset value events other than beginning or ending value using the Time Weighted Method

Features: CalculatorTags: balance, interest
[+] Units of Output (Service Output) Depreciation
Given an asset value, salvage value, production units, and units per period, this calculates the depreciation per period using the units of output depreciation (service output depreciation)

Features: Calculator | Quiz Generator | Practice Problem Generator | Watch the VideoTags: asset, depreciation, salvage
[+] Volatility
Given a set of stock prices, this determines expected rates of return and volatility

Features: CalculatorTags: return, volatility
[+] Weighted Average Cost of Capital (WACC) and Capital Asset Pricing Model (CAPM)
Calculates the Weighted Average Cost of Capital (WACC) and also calculates the return on equity if not given using the Capital Asset Pricing Model (CAPM) using debt and other inputs such as Beta and risk free rate.

Features: Calculator | Practice Problem GeneratorTags: beta, debt, equity, return, risk free rate
[+] Zero-Coupon Bond Price
This calculator calculates the price of a zero-coupon bond given a face value, yield rate, and term.

Features: Calculator | Quiz Generator | Practice Problem Generator | Watch the VideoTags: bond, coupon, price