Investment Tools & Calculators

To assist Australian investors in making informed financial decisions across various asset classes, here are several free online investment tools and calculators:


Stock Market & Equities Tools

  1. Stock Screener
    Filter stocks based on criteria such as market capitalization, P/E ratio, and dividend yield.
  2. Dividend Yield Calculator
    Calculate expected income from dividend-paying stocks.
  3. P/E Ratio Calculator
    Evaluate stock valuation by determining the price-to-earnings ratio.
  4. Earnings Growth Calculator
    Estimate future stock value based on earnings growth rates.
  5. Portfolio Diversification Tool
    Assess asset allocation and diversification within your stock portfolio.

Bonds & Fixed Income Calculators

  1. Bond Yield Calculator
    Compute yield to maturity (YTM) and current yield for government and corporate bonds.
  2. Fixed Income Return Calculator
    Estimate total returns from bonds and other fixed-income securities.
  3. Bond Duration & Convexity Calculator
    Assess bond price sensitivity to interest rate changes.
  4. Fixed Income vs. Term Deposit Comparison Tool
    Compare returns and risks between bonds and term deposits.

Term Deposits & Cash Investment Tools

  1. Term Deposit Interest Calculator
    Calculate total interest earnings on fixed-term deposits.
  2. Term Deposit Laddering Strategy Tool
    Plan a staggered term deposit investment strategy to maximize liquidity and returns.
  3. Inflation-Adjusted Returns Calculator
    Assess real returns on term deposits after accounting for inflation.
  4. Bank Term Deposit Rate Comparison Tool
    Compare the best term deposit rates offered by Australian banks.

CFDs & Derivatives Calculators

  1. CFD Profit & Loss Calculator
    Estimate potential gains or losses from CFD trades based on leverage and price movement.
  2. Margin Requirement Calculator
    Determine the margin required to open and maintain leveraged positions.
  3. Stop-Loss & Take-Profit Calculator
    Set stop-loss and take-profit levels for risk management in CFD trading.
  4. Options Pricing Calculator
    Use models to estimate the fair value of options.
  5. Futures Contract Return Calculator
    Project returns on commodity and financial futures trading.

Forex & Currency Trading Tools

  1. Currency Converter
    Convert AUD to other major global currencies with real-time exchange rates.
  2. Forex Pip Calculator
    Calculate the value of a single pip in forex trading for different currency pairs.
  3. Forex Position Size Calculator
    Determine the optimal position size based on risk tolerance and account balance.
  4. Swap Rate Calculator
    Calculate interest rate differentials on overnight forex trades.

Commodity Investment Calculators

  1. Gold & Silver Price Tracker
    Monitor real-time precious metals prices in AUD.
  2. Crude Oil Price Forecasting Tool
    Analyze historical trends and current market data for oil price movements.
  3. Agricultural Commodity Yield Calculator
    Estimate investment returns from commodities like wheat and coffee.
  4. Commodity ETF Return Calculator
    Compare potential returns from commodity ETFs and futures contracts.

Real Estate & REITs Tools

  1. REIT Dividend Yield Calculator
    Assess income potential from Real Estate Investment Trusts (REITs).
  2. Property Investment ROI Calculator
    Estimate return on investment for real estate properties.
  3. Mortgage Repayment Calculator
    Calculate monthly payments based on loan amount, interest rate, and term.

Superannuation & Retirement Planning Tools

  1. Superannuation Growth Calculator
    Project future superannuation balance based on contributions and investment returns.
  2. Retirement Income Calculator
    Estimate how much passive income can be generated from different investment strategies.
  3. SMSF Investment Strategy Planner
    Model asset allocation strategies for self-managed super funds (SMSFs).

Risk Management & Portfolio Analysis Tools

  1. Sharpe Ratio Calculator
    Measure risk-adjusted returns of an investment or portfolio.
  2. Portfolio Risk Analyzer
    Assess exposure to different asset classes and risk factors.
  3. Monte Carlo Investment Simulation Tool
    Model various investment scenarios based on market volatility.
  4. Correlation Matrix Tool
    Analyze how different assets in a portfolio move in relation to one another.