Financial Portfolio Calculator – Portfolio Growth & Returns
Use this portfolio calculator to estimate long-term investment growth, including compound interest, contributions, and inflation impact.
Quick start:
Rates are based on historical averages and for illustration only. Past performance does not guarantee future results.
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Investment Horizon
yr
Press ↵ Enter to applyAnnual Inflation
%
| Asset | Start amount ($) | Monthly Contribution ($) | Annual Contribution ($) | Annual Rate (%) | Profit ($) in 10 Years | Total ($) | |
|---|---|---|---|---|---|---|---|
| 10.00 | $7,969 | $12,969 | |||||
| 12.00 | $6,318 | $9,318 | |||||
| 9.50 | $4,435 | $7,435 | |||||
| Total | $11,000 | $0 | $0 | $18,721 | $29,721 | ||
10.00%
Profit
$7,969
Total
$12,969
12.00%
Profit
$6,318
Total
$9,318
9.50%
Profit
$4,435
Total
$7,435
All assets result
Total Profit:
$18,721
Total Invested (Start amount + Contributions):
$11,000
Total Sum:
$29,721
Portfolio Value Per Year Chart
All Assets Per Year
| Year | Start Amount | Total Contribution | Profit per Year | Accumulated Profit | Total |
|---|---|---|---|---|---|
| 1 | $11,000 | $0 | $1,145 | $1,145 | $12,145 |
| 2 | $12,145 | $0 | $1,265 | $2,410 | $13,410 |
| 3 | $13,410 | $0 | $1,398 | $3,809 | $14,809 |
| 4 | $14,809 | $0 | $1,545 | $5,354 | $16,354 |
| 5 | $16,354 | $0 | $1,708 | $7,062 | $18,062 |
| 6 | $18,062 | $0 | $1,888 | $8,951 | $19,951 |
| 7 | $19,951 | $0 | $2,088 | $11,038 | $22,038 |
| 8 | $22,038 | $0 | $2,308 | $13,346 | $24,346 |
| 9 | $24,346 | $0 | $2,552 | $15,899 | $26,899 |
| 10 | $26,899 | $0 | $2,822 | $18,721 | $29,721 |
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