Investing calculators

Enter the short, long, and intermediate bond terms to solve the barbell weights that match the bullet bond duration. The result shows allocations, executable bond counts, convexity, and exact price returns for parallel rate shocks.

Enter the bond’s coupon, purchase yield, holding period, reinvestment rate, and expected sale yield. The calculator decomposes the horizon return into coupon cash, reinvestment income, and price change.

Enter one future liability and two candidate bonds to solve the market-value allocations that match the liability present value and Macaulay duration. The result also shows face amounts, convexity cushion, and exact coverage after parallel rate shocks.

Enter the price, coupon, maturity, and call schedule for a callable bond. The calculator solves yield to maturity and every modeled call date, then reports the lowest yield.

Use this calculator when you want to rebalance with new money first. It shows the minimum contribution needed for an exact no-sell rebalance, or how to allocate the contribution you actually have.

Enter the stock price, shares, debit balance, margin rate, and holding period to estimate interest cost, net profit, and the sale price needed to break even.

Enter three current weights, annual volatilities, and pairwise correlations to see where portfolio risk is concentrated. The calculator also solves long-only equal-risk weights and translates them into target allocations and rebalance trades.

Estimate the yield a callable preferred stock would earn if it is redeemed on the call date you enter. The calculator also shows the premium loss, total cash received, and the highest purchase price that still meets your target yield.

Use your offer ratio, cash budget, and an estimated right price to see how many new shares you can fund by selling the rest of your entitlement. The result also shows the theoretical ex-rights price and the ownership you retain if the issue is fully subscribed.

Compare a TIPS with a nominal Treasury using comparable quoted yields and a holding-period inflation assumption. The calculator converts Treasury-style quoted yields before showing breakeven inflation, ending value, and purchasing power.