Calculators, Position Sizing & Import / Export

Calculators — 10 Professional Tools

Open at /calculators. All tools render fully in-browser with live charts — no server round-trip, no page reload.

1. Compound Interest

Projects long-term growth from an initial deposit plus recurring contributions. Inputs: initial balance, monthly contribution, annual return %, time horizon (1–50 yrs), compound frequency (daily / monthly / quarterly / annually), optional inflation adjustment. Outputs: future value, total contributions, interest earned, interest-to-contribution ratio, growth chart, final breakdown pie.

2. FIRE — Financial Independence, Retire Early

Inputs: current age, current savings, annual income, annual expenses, expected return, safe withdrawal rate, inflation. Outputs: retirement age, FIRE number, required savings rate, monthly savings target, Coast FIRE age, Lean FIRE (50 % of target), Fat FIRE (150 % of target), path-to-FIRE chart.

3. DCA — Dollar-Cost Averaging Simulator

Backtests a recurring-buy strategy against the symbol's real price history. Inputs: symbol (stocks / ETFs / crypto), amount per period, frequency (weekly / bi-weekly / monthly), years (1–30), assumed annual return. Outputs: portfolio value, total invested, total gain, return %, average cost per share, share count, current live price, DCA vs. lump-sum chart, year-by-year return table.

4. Loan Payoff

Inputs: loan amount, interest rate, term (30 / 15 / 10 / 7 yrs), extra monthly payment. Outputs: monthly payment, total interest, total cost, time saved, interest saved, payoff date, amortization schedule, standard-vs-accelerated chart.

5. Retirement Income

Stress-tests how long a portfolio lasts under systematic withdrawals. Inputs: portfolio value at retirement, annual withdrawal, expected return, inflation, current age, retirement age. Outputs: years money lasts, effective withdrawal rate, monthly income, total withdrawn, ending balance, depletion chart.

6. Position Sizing (Kelly Criterion)

Inputs: portfolio value, risk-per-trade %, entry, stop, target, win-rate estimate. Outputs: shares to buy, dollars at risk, reward-if-target-hit, risk / reward ratio, Kelly %, Half-Kelly shares, position as % of portfolio, outcomes chart. A dedicated deep-dive page lives at /position-sizing.

7. Bond Yield

Inputs: face value (par), market price, coupon rate, years to maturity, payments per year (semi-annual / annual / quarterly). Outputs: current yield, yield to maturity (YTM), price-to-par, modified duration, accrued interest.

8. Risk / Return

Expected return and volatility for a custom allocation mix. Inputs: allocation sliders across asset classes, expected return, risk tolerance. Outputs: portfolio standard deviation, Sharpe ratio, historical returns, risk-contribution breakdown.

9. Fee Impact

Quantifies the long-term drag of advisory + expense-ratio fees. Inputs: initial investment, annual contribution, time, expected return, fee % (0 – 3 %). Outputs: final value with vs. without fees, total fees paid, impact %, break-even chart.

10. Breakeven Analysis

For business / project viability analysis. Inputs: fixed costs, variable cost per unit, selling price per unit. Outputs: breakeven units, breakeven revenue, margin of safety, cost-volume-profit chart.

/margin redirects to /calculators — all margin / leverage math lives inside the Position Sizing tab.

Position Sizing — Dedicated Page

/position-sizing goes deeper than the calculator tab.

Section	Inputs	Outputs
Risk-Based Sizing	symbol, entry, stop, risk per trade (0.5 – 5 % slider)	recommended shares, $ invested, $ at risk, risk per share, % of portfolio (concentration warning > 10 %)
Kelly Criterion	win-rate %, avg win $, avg loss $	Full Kelly %, Half-Kelly (recommended), Quarter-Kelly
Guidelines Matrix	—	Conservative (1 % risk / 15 – 25 positions / 5 % max), Moderate (2 % / 10 – 15 / 10 % max), Aggressive (3 – 5 % / 5 – 10 / 20 % max), plus a live snapshot of your current sizing

Import

Quick import at /import or the guided 4-step /import-wizard.

Auto-detected brokers: Fidelity, Schwab, Vanguard, Robinhood, E*TRADE, TD Ameritrade, Interactive Brokers, Coinbase.

Supported file formats:

CSV (max 10 MB) — template downloadable from the page
Excel .xlsx / .xls
Vision OCR upload — .png / .jpg / .jpeg screenshots of broker statements (parsed server-side via Google Cloud Vision)

Required columns: symbol, quantity. Optional: name, cost_basis, purchase_date, asset_type. Column aliases auto-map — ticker, shares, avg cost, buy date are all recognized.

Modes: create new portfolio, or merge into an existing one (duplicate holdings are averaged by weighted cost basis).

Wizard flow: Source → Upload → Map Columns → Review & Import, ending in a summary modal with direct link into the new portfolio.

Export

/export produces three report types.

Report	Formats	Options
Portfolio Holdings	CSV, JSON	all portfolios or a single one — includes live prices and P&L
Transaction History	CSV	date-range filter — for tax prep or record-keeping
Tax Reports	PDF	tax-year selector — realized gains / losses and dividend income

CSV opens in Excel / Google Sheets. JSON is machine-readable for scripting. PDF is print-ready and branded.

Page	Description
ETF Analyzer	Holdings breakdown, expense ratio, portfolio overlap
Mutual Funds	Fund screener + analysis
Goals	Investment goal tracking with progress charts
Calendar	Combined earnings / dividends / economic events view
DRIP	Dividend-reinvestment configuration (lives outside /calculators)

Still need help? Our team can walk you through any feature.

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