Free trading calculators
These free trading calculators answer the everyday questions of trading and investing. How much is a pip worth? How much margin does a trade need? How many shares should I buy? How fast did my money grow? The calculators work in your browser with no sign-up, and each page shows the formula and a worked example. The portfolio research tools load real past prices for US stocks and ETFs, so they need a free account. To pick funds to test, the ETF screener sorts every fund we cover by fee, return and worst drop, with no sign-up.
The forex and options tools are for learning. Tactfolio does not trade forex or options. It is a platform for building and backtesting rules-based strategies on US stocks and ETFs. You can test a rule on past prices in the Tactfolio strategy builder.
Pip calculator: what one pip is worth in any forex pair
See what one pip is worth for any currency pair, trade size and account currency, with the formula and a worked example.
Margin calculator: how much margin a forex trade needs
Work out the margin a trade needs from its size, price and leverage, with the formula, the rules and an example.
Forex profit calculator: profit, loss and pips
Find the profit or loss and the pips on a currency trade, buy or sell, in your account currency, with an example.
Leverage calculator: effective leverage and risk
See your effective leverage, what a 1% price move does to your account, and the move that would wipe it out.
Position size calculator for stocks and forex
Find how many shares or lots to trade so that hitting your stop-loss costs only the share of your account you choose.
Dividend calculator: income, growth and DRIP
See the income your shares could pay over the years, with or without reinvesting (DRIP), with the formula and an example.
CAGR calculator: compound annual growth rate
Turn a starting value, an ending value and the years between into a compound annual growth rate, with a worked example.
Stock average calculator: your average price per share
Find your average price per share across several buys, and how many shares reach a target average.
Options profit calculator for calls and puts
See the profit, break-even and most you can make or lose on a call or a put at expiration. For learning only.
Monte Carlo simulation: will your money last?
Free Monte Carlo simulator. Run 10,000 random futures for your savings and see the chance your money lasts, with a bad case and a good case.
Backtest a portfolio: free fixed-mix backtest tool
Backtest a portfolio of US stocks and ETFs. Enter tickers and shares, pick when to rebalance, and get the results with a link to share. No account needed.
Portfolio research with real prices
Asset correlation tool: how your stocks and ETFs move
See how up to 8 US stocks or ETFs moved together, as a correlation grid from real monthly returns. Free with a Tactfolio account.
Efficient frontier: the best mixes for each risk
Draw the efficient frontier for up to 8 US stocks or ETFs from real past prices. Find the lowest-risk mix and the best Sharpe ratio mix.
Portfolio optimizer: weights from real past prices
Find the weights that had the lowest risk or the best Sharpe ratio for up to 8 US stocks or ETFs. A research tool on real past prices, not advice.