Investing & Risk Calculators

Five educational calculators that run in your browser from the numbers you enter, covering loss recovery, position sizing, monthly compound interest, dollar-cost averaging, and trade profit/loss.

Loss Recovery Calculator

The loss recovery calculator computes the percentage gain required on a reduced balance to return that balance to its original starting level.

Inputs: Loss (%), optional starting balance (your currency), optional monthly return (%)

Outputs: Gain needed to recover (%), remaining balance, amount needed, months to break even

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Position Size Calculator

The position size calculator determines how many whole shares match a fixed risk amount per trade in your currency based on the distance between entry and stop-loss prices.

Inputs: Account size (your currency), risk per trade (%), entry price, stop-loss, optional target

Outputs: Whole shares, exact shares, risk amount, position value, % of account, reward-to-risk

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Compound Interest Calculator

The compound interest calculator projects month-by-month account balances when interest compounds monthly and fixed contributions are added at the end of each month.

Inputs: Starting amount (your currency), annual rate (%), years, monthly contribution, optional drop what-if

Outputs: Final balance, total contributed, interest earned, simple interest comparison, year-by-year table

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Dollar-Cost Averaging (DCA) Calculator

The dollar-cost averaging calculator computes total shares purchased, average cost per share, and ending value when the same amount in your currency is invested across a list of period prices, alongside a lump-sum comparison at the first period price.

Inputs: Amount per period (your currency), 2 to 36 period prices

Outputs: Total invested, total shares, average cost per share, simple average price, DCA vs lump sum

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Profit/Loss & Risk-Reward Calculator

The profit/loss calculator computes gross and net profit or loss after two-sided fees, return percentage on entry value, and optional planned reward-to-risk and R expectancy for long or short trades.

Inputs: Long or short direction, entry/exit prices (your currency), quantity, optional fee per side, stop, target, win rate (%)

Outputs: Gross P/L, total fees, net P/L, return (%), optional reward-to-risk and R expectancy

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Educational tool. Results are simple calculations based only on the numbers you enter. They are not predictions and not financial advice.

How these calculators work

Each calculator uses a fixed arithmetic formula and runs locally in your browser without sending your numbers to a server. Enter your own figures to inspect the exact mathematical relationships between drawdowns and break-even gains, account risk and share count, monthly compounding and simple interest, periodic purchases across changing prices, or net trade profit and planned R expectancy.

Frequently asked questions

Do these calculators store or transmit the numbers I enter?

No. Every calculation runs directly in your browser using JavaScript arithmetic. Nothing you type is sent to an external server or saved to an account.

Are the example values on each page market forecasts?

No. Pre-filled inputs and worked examples only show how the formulas behave on sample numbers. Real results depend on actual prices, timing, and costs.

Which currency do these tools assume?

The formulas are currency-agnostic and work identically with any single currency. Select your currency at the top of each calculator to display amounts in your currency without conversion.

Want to practice applying these risk and sizing rules without risking real capital? Try EquiTrek on the App Store to build disciplined habits inside a paper trading simulator.