Future Value Calculator
Project the future value of a lump sum plus optional periodic deposits at a chosen compounding frequency.
Business plan category
Investments & Markets calculators
Future and present value, returns and IRR, bonds, mutual fund fees, stock options, 1031 exchanges and tax-equivalent yields — for wealth managers and RIAs.
In one paragraph
CalcFunnel’s investments & markets category is a set of 15 embeddable calculators for wealth managers and RIAs. Each one is brandable, works in English and Spanish, and can end with a lead form that saves the visitor’s inputs and results to your CRM or forwards them by webhook.
- Built for wealth managers and RIAs
- Plan Business · from $210/mo
- Languages English & Spanish
- Actions lead form, quote, share or button
05 Growth & Returns
Internal Rate of Return (IRR) Calculator
Find the annual internal rate of return on an investment with an up-front cost and recurring cash flows.
Investment Loss Recovery Calculator
See the gain you need and how long it will take to recover an investment back to its original value.
Present Value Calculator
Find how much you need to invest today to reach a future target amount.
Annual Rate of Return Calculator
Find the annualized rate of return an investment earned between its starting and ending value.
04 Stocks, Bonds & Funds
Asset Allocation Calculator
Get a suggested mix of stocks, bonds and cash based on your risk tolerance and time horizon.
Market Value of Bonds Calculator
Estimate what a bond is worth today based on its coupon, the current market rate, and time to maturity.
Mutual Fund Fees Calculator
See how much fund expense ratios and fees cost you over time by reducing your compounded return.
Stock Option Calculator
Estimate the future value and gain of employee stock options at a projected share price.
06 Tax-Smart Investing
1031 Exchange Timeline Calculator
Find your 45-day identification and 180-day completion deadlines for a 1031 like-kind exchange.
1031 Like-Kind Exchange Calculator
Estimate the deferred gain, recognized (taxable) gain, and tax saved in a 1031 like-kind property exchange.
Municipal Bond Tax-Equivalent Yield
Convert a tax-free municipal bond yield into the taxable yield it equals for your tax bracket.
REIT Tax-Equivalent Distribution
See the after-tax and taxable-equivalent yield of a REIT distribution after the 20% pass-through (QBI) deduction.
Taxable vs. Tax-Deferred vs. Tax-Free Calculator
Compare the after-tax growth of a taxable, a tax-deferred, and a tax-free (Roth) account side by side.
Taxable vs. Tax-Deferred Calculator
Compare the after-tax growth of a taxable account against a tax-deferred account over time.
Put them to work
Three steps from this page to a lead
- Choose by question. Match each calculator to the page where the question comes up — see placement ideas.
- Brand and set the action. Your colors and copy; a lead form on high-intent pages.
- Embed and route. One line of code, then send leads to your CRM by webhook.
FAQ
Investments & Markets calculator FAQs
Still stuck? Ask the team — we reply within one business day.
Q.01How many Investments & Markets calculators does CalcFunnel include?
15 — grouped into 3 sections: Growth & Returns, Stocks, Bonds & Funds, Tax-Smart Investing.
Q.02Which plan includes the Investments & Markets calculators?
They unlock on the Business plan (from $210/month, with a 14-day trial). Compare plans.
Q.03Does CalcFunnel have a 1031 exchange calculator?
Yes, two: a 1031 like-kind exchange calculator and a 1031 exchange timeline calculator.
Q.04Who uses investments & markets calculators?
Mostly wealth managers and RIAs. They embed the calculators on the pages where their visitors ask these questions and capture the people who run the numbers as leads.
Q.05Can I brand the investments & markets calculators?
Yes. Colors, font, copy, language and number formatting are set in the customizer; paid plans remove the “Powered by” line.
Q.06Do these calculators capture leads?
Every calculator can end with a lead form, a Get a Quote form, a Share panel or a button to any URL. Leads land in your CRM with the calculation attached.
Q.07Where should I start in Investments & Markets?
Most customers start with the 1031 Exchange Timeline Calculator — find your 45-day identification and 180-day completion deadlines for a 1031 like-kind exchange.
Q.08Are results financial advice?
No. Results are estimates for illustration. Your page should say so, and your visitors should confirm figures with a licensed professional.
Embed your first investments calculator today
15 calculators, one embed line each. Every calculation can become a lead with the numbers attached.
- Free plan, no card
- 14-day trial on Pro & Business
- Cancel any time