• #### 401(k)

Calculates the future value of a 401k account.

• #### Annuity Factors

Quickly calculate annuity factors based upon the interest rate (r) and the number of years (t).

• #### Assisted Living Annual Increase

Annual % increases of daily benefit

• #### Black-Scholes

Popular method for calculating option prices.

• #### Black-Scholes with Dividend Yield

Black-Scholes is a popular method for calculating option prices. This version includes the expected dividend yield.

• #### Bond (Simple)

This is a basic bond calculator not nearly as complex as the one that comes with the basic set. It solved my homework!

• #### Bond Break-even Analysis

Use this to determine when selling a bond at a premium is advantageous. It will show total return with principle to compare to reinvesting the proceeds from the sale into a new bond with a different r ...

• #### Bond Duration

Calculates the duration of a standard coupon bond. The duration measures how sensitive the bond's price is in relation to interest rate movements. This calculation uses the [[Macaulay method|http://ww ...

• #### Bonds

Calculates corporate and municipal bond investments based on \$100, \$1,000 or \$10,000 par values. Computations include yield, price and accrued interest.

• #### CAPM

Finds the Capital Asset Pricing Model's required rate of return on an investment.

• #### Certificate of Deposit

Calculates the value of a CD (Certificate of Deposit). Calculates both Ending Balance and Annual Percentage Yield (APY). APY is used for comparing CDs of different interest rates and compounding perio ...

• #### Covered Call Options

Covered call is an options strategy whereby an investor holds a long position in an asset and writes (sells) call options on that same asset in an attempt to generate increased income from the asset. ...

• #### Discount Notes

Calculates price and yield on a discounted note.

• #### Dividend Discount Model

The Dividend Discount Model or DDM values the price of a stock by discounting expected dividends to the present value. If the price obtained is higher than the actual trading price then the stock is u ...

• #### Dividend Yield

Dividend yield measures the dividend return to an investor in relation to its share price.

• #### Financial Statement Analysis

Analyze key financial statement ratios. These ratios are excellent for analyzing multiple investments in the same industry. Ratios include Current Ratio, Quick Ratio, Debt-to-Equity Ratio, Profit Marg ...

• #### Finnerty

This model is based on the study "The Impact of Transfer Restrictions on Stock Prices" by John D. Finnerty, Professor of Finance, Fordham University, New York.

• #### Gain(Loss)

Calculate Gain(Loss) given variables. Also calculate any one of the other variables, given the other known values.