Yield Theory

Calculators

Run the numbers in seconds.

33 free, transparent tools for the questions investors ask—from total return and valuation expectations to rates, congressional disclosures, and AI infrastructure. No signup, no hidden assumptions.

Core investing

14 tools

Compound Interest Calculator

Reviewed 2026-08

See how an investment grows when returns compound over time.

Dollar-Cost Averaging Calculator

Reviewed 2026-08

Project the outcome of investing a fixed amount at a regular interval.

CAGR Calculator

Reviewed 2026-08

Calculate the compound annual growth rate between two values.

Rule of 72 Calculator

Reviewed 2026-08

Estimate how long it takes an investment to double.

Inflation & Purchasing Power Calculator

Reviewed 2026-08

See what today's money will be worth in the future.

Position Size Calculator

Reviewed 2026-08

Size a trade based on how much you're willing to risk.

Drawdown Recovery Calculator

Reviewed 2026-08

Calculate the gain and time required to recover from an investment loss.

Total Return Calculator With Dividends

Reviewed 2026-08

Combine price change, cash distributions, fees, and holding period into one return.

Portfolio Concentration Stress Test

Reviewed 2026-08

Estimate portfolio damage from a concentrated stock and sector shock.

Real Return After Tax, Fees & Inflation Calculator

Reviewed 2026-08

Convert a nominal investment return into after-tax purchasing-power growth.

Investment Fee Drag Calculator

Reviewed 2026-08

See how a recurring annual fee compounds into lost wealth.

Margin Call & Liquidation Risk Calculator

Reviewed 2026-08

Estimate equity loss and the decline that reaches a maintenance-margin threshold.

Stock Buying Power & Margin Exposure Calculator

Reviewed 2026-08

Estimate initial margin buying power, borrowing, leverage, and loss exposure.

Risk/Reward & Breakeven Win-Rate Calculator

Reviewed 2026-08

Translate entry, stop, target, and win rate into payoff and expectancy.

Valuation

6 tools

Macro & rates

5 tools

AI infrastructure

7 tools

Capital flows

1 tools

The math is easy. The macro is hard.

the model shows the arithmetic. Members get the monthly call that decides which inputs matter, plus written breakpoints when the facts move. $15/month or $150/year.

$15/mo or $150/yr · cancel future renewals anytime · sources included