Trading and Investing Calculators, Spreadsheets
and Free Resources by TrendSpider
Access free trading and investing resources like calculators and free spreadsheet templates to help improve your trading decision making.
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Trading risk & reward calculatorTrading risk & reward calculator
Arguably one of the most unique calculators on this site, the risk and reward calculator helps you identify winning combinations of win rate and reward/risk ratio. This calculator helps you understand where to place stop losses so that your strategy has a higher chance of success. -
Trade profit or loss calculatorTrade profit or loss calculator
Calculate the profit and loss for any trade over time using return percentages and compounding effects. Calculate the annualized rate of return and profitability using a variety of settings. -
Compounding calculatorCompounding calculator
This calculator helps you understand the power of compounding investments and re-investing over time. The calculator will tabulate how much money you will have over time if you compound as indicated in the fields. -
Position size calculatorPosition size calculator
Position sizing is a critical part of investing and helps you control your exposure and risk to your trades and investments. This calculator helps determine how large large each position should be in a brokerage account in order to maintain appropriate risk controls given their level of risk tolerance. -
Lot size calculatorLot size calculator
Use the Lot Size Calculator to help you determine the exact amount of currency units to buy or sell per trade, based on your risk management rules and account balance. -
Pip value calculatorPip value calculator
Calculate the value of a pip in the currency of your trading account. All you need to do is input the currency pair, the account currency, and the lot size. -
Currency conversion calculatorCurrency conversion calculator
Calculate the value of one currency in another currency. This calculator makes it quick and easy to convert currency values into other currencies using automatically updated exchange rates. -
Amortization calculatorAmortization calculator
Calculate your loan amortization schedule and determine how much of your monthly payment goes towards principal and interest over time. -
CAGR Calculator
CAGR Calculator
Calculate the Compound Annual Growth Rate (CAGR) of an investment over a certain period of time. Use our free CAGR calculator to determine the annual growth rate of an investment. -
Value at risk calculatorValue at risk calculator
Calculate the potential loss in value of an investment portfolio over a given time period under normal market conditions. -
Sharpe Ratio calculatorSharpe Ratio calculator
Compare portfolio efficiency. Measure which delivers the best return per unit of risk using the Sharpe ratio—and instantly compare up to three portfolios side-by-side. -
Risk-Adjusted Return calculatorRisk-Adjusted Return calculator
Find the best risk-adjusted performers. Compare up to four investments using Sharpe, Sortino, and Calmar ratios to see which truly deliver the best return for the risk you're taking. -
Portfolio Rebalancing calculatorPortfolio Rebalancing calculator
Rebalance with precision. See exactly what to buy and sell to bring your portfolio back to target allocations—no guessing about drift or required trades. -
Return Correlation calculatorReturn Correlation calculator
Test diversification strength. Calculate correlation between any two investments to see if they truly move independently—essential for building uncorrelated portfolios. -
Cost Basis & Tax Lot calculatorCost Basis & Tax Lot calculator
Optimize your tax liability. Track multiple buy/sell lots and compare FIFO, LIFO, and average cost methods to minimize taxes and choose the best tax-lot accounting strategy for each sale. -
Annualized Return calculatorAnnualized Return calculator
Compare apples to apples. Convert any gain or loss over any timeframe into an annualized rate to fairly compare investments held for different periods. -
Earnings Per Share (EPS) calculatorEarnings Per Share (EPS) calculator
Evaluate true earnings power. Calculate basic and diluted EPS to see the impact of dilutive securities—essential for comparing actual earnings per share across companies. -
Trading Journal SpreadsheetTrading Journal Spreadsheet
This Excel Spreadsheet provides an easy-to-use and easy-to-customize format for keeping track of your trading. It is the perfect trading journal for beginners and advanced users. -
Fibonacci Retracement & Extension calculatorFibonacci Retracement & Extension calculator
Find natural support and resistance. Calculate all standard Fibonacci levels from any swing for precise entry and exit points in both trending and retracing markets. -
Pivot Point calculatorPivot Point calculator
Trade the daily structure. Calculate pivot points and multi-level support and resistance using five different methods—Classic, Woodie, Camarilla, Fibonacci, and DeMark. -
Moving Average Crossover calculatorMoving Average Crossover calculator
Test moving average strategies. Input your price data and get instant crossover signals using SMA or EMA with configurable periods to backtest your trading system. -
Dollar-Cost Averaging (DCA) SimulatorDollar-Cost Averaging (DCA) Simulator
Compare investing strategies. See how periodic investments stack up against a lump sum in different market conditions to find the best approach for your situation. -
Dollar Value Averaging calculatorDollar Value Averaging calculator
Invest smarter by adjusting amounts. Dollar value averaging adjusts your contributions based on performance—see if variable investments beat fixed dollar-cost averaging for your goals. -
Dividend Reinvestment (DRIP) calculatorDividend Reinvestment (DRIP) calculator
Harness compound growth. See the dramatic acceleration when you reinvest dividends versus collecting them as income over 10, 20, or 30+ years. -
Rule of 72 calculatorRule of 72 calculator
Estimate doubling time instantly. Find how long to double your money at any return rate—or see what return you need to hit your doubling timeline target. -
Stock Split calculatorStock Split calculator
See split impact instantly. Calculate new share counts and prices for any stock split or reverse split—confirm your total value stays the same while the structure changes. -
Options Profit & Loss CalculatorOptions Profit & Loss Calculator
Model any options trade before risking capital. Build single or multi-leg strategies (spreads, straddles, iron condors) and instantly see breakeven prices, max profit/loss, and complete P&L payoff diagrams across any price range at expiration. -
Options Greeks Calculator (Black-Scholes)Options Greeks Calculator (Black-Scholes)
Understand how options move with price, time, and volatility. Calculate Delta, Gamma, Theta, Vega, and Rho using Black-Scholes to see exactly what drives your option's profit and loss at any market condition. -
Implied Volatility CalculatorImplied Volatility Calculator
Reverse-engineer what the market expects. Find the implied volatility from any option's current price to spot overvalued and undervalued options before entering your trade. -
Options Probability CalculatorOptions Probability Calculator
Calculate your true odds of profit. See the probability distribution of where the stock will be at expiration and find your chance of profit at any strike using implied volatility. -
Covered Call CalculatorCovered Call Calculator
Generate income on your stock holdings. See maximum profit, downside protection, and annualized yield for covered call positions—then compare returns to simply holding the shares. -
Options Straddle & Strangle CalculatorOptions Straddle & Strangle Calculator
Profit when the market moves—but not sure which direction? Calculate breakeven points, max profit, and max loss for straddles and strangles before the move happens. -
Iron Condor CalculatorIron Condor Calculator
Build defined-risk income strategies. Calculate max profit in your sweet spot, max loss on both sides, and exactly where your breakevens land on both the upside and downside. -
Put/Call Ratio AnalyzerPut/Call Ratio Analyzer
Read what smart money is doing. Analyze put/call ratios to spot extremes in market sentiment and identify contrarian trade opportunities when fear or greed reaches extremes. -
Kelly Criterion calculatorKelly Criterion calculator
Size your positions mathematically. Calculate the optimal position size based on your win rate and payoff ratio to maximize long-term compounded growth without overbetting. -
Risk of Ruin calculatorRisk of Ruin calculator
Know your blowup risk. Calculate the probability of catastrophic loss based on your win rate, payoff ratio, and risk-per-trade to ensure your strategy won't wipe you out. -
Margin calculatorMargin calculator
Understand your leverage. Calculate buying power, margin requirements, and your exact margin call price for any leveraged position—with Reg T and portfolio margin presets included. -
Breakeven Analysis calculatorBreakeven Analysis calculator
Find your real breakeven. Account for commissions, spreads, and taxes to see exactly where your trade needs to go to actually profit—not just hit the entry price. -
Drawdown & Recovery calculatorDrawdown & Recovery calculator
See the true cost of losses. A 50% drawdown needs a 100% gain to recover—this calculator shows the brutal math of why defense beats offense in investing. -
Loss Recovery calculatorLoss Recovery calculator
Understand recovery math. See how much you need to gain to recover from any loss—plus estimated timelines at different return rates to understand the cost of big losses. -
Maximum Drawdown AnalyzerMaximum Drawdown Analyzer
Analyze your portfolio's pain points. Upload your returns or portfolio values to calculate maximum drawdown, duration, and average drawdown with underwater charts showing every decline. -
Bond Yield CalculatorBond Yield Calculator
Compare bond returns. Calculate current yield and yield to maturity to see your total return if held through maturity—with support for all coupon frequencies.