Home Debt Free FREE Funding Calculator: Excel Template Obtain

FREE Funding Calculator: Excel Template Obtain

FREE Funding Calculator: Excel Template Obtain


Searching for an funding calculator that you would be able to obtain and hold in your desktop? You got here to the proper place!

This free funding calculator was in-built Excel in order that it is simple to make use of and you’ll take it with you wherever, even when you do not have an web connection! 

Obtain your Funding Calculator Right here

If you click on the hyperlink, the Excel file will start downloading onto your laptop. You will in all probability see it within the decrease left of your display.

As soon as it downloads, simply double-click it to open it up. When the file opens, make sure you first, “Allow Enhancing”


Then, “Allow Content material” 

Now your funding calculator is open and prepared on your inputs!

Extra calculators and templates:

Utilizing Your New Funding Calculator

This funding calculator is clear, neat, and easy to make use of. Merely enter in your:

  • Age
  • Retirement Age
  • Present Funding Stability
  • Month-to-month Contribution
  • Anticipated Charge of Return

Then, click on “Calculate” and the chart updates with your individual customized funding estimates! There’s even textual content on the prime of the chart to indicate you your precise greenback determine estimate.

 investment calculator - free excel download

Fairly cool, huh? I hope you benefit from the device and that it propels you to change into immensely rich together with your investments!

Different Useful Free Instruments

…and plenty of extra! Simply head to our “Free Instruments” web page.

Additional Element For the Funding Calculator Inputs

See beneath for extra element in the event you’re not precisely positive what every of the entries imply.


This one is probably the most primary entry wanted right here. Merely enter in your present age!

Retirement Age

When do you intend on retiring? Enter that age right here. Additionally, in the event you merely wish to see how a lot cash you’ve gotten at a sure age (not essentially while you retire), you possibly can enter that age right here too.

Present Funding Stability

How a lot cash do you’ve gotten in your funding accounts proper now at your present age? That is the quantity that must be positioned on this cell. *No want for greenback indicators or commas, simply key within the quantity.*

Month-to-month Contribution

How a lot do you plan to contribute to your investments every month? If in case you have an employer match, make sure you embody these funds too! *No want for greenback indicators or commas, simply key within the quantity.*

Anticipated Charge of Return

And, what p.c do you count on to return in your cash?

  • In case your cash is in a financial savings account, it is in all probability incomes you 1% or much less
  • When you spend money on particular person shares, the common investor earns 5%-6% this manner
  • However, in the event you spend money on an S&P 500 Index fund, historical past has proven you might earn 11%-12%

(I personally spend money on index funds and use a ten% price as my estimate) *No want for the ‘%’ signal, simply key within the quantity.*

Learn extra on investing:

The Funding Calculator – It is Yours to Preserve!

In case you missed it, here is the hyperlink to the free funding calculator. Obtain it, enter your numbers, and put it aside to your desktop!

Have any extra questions? You’ll want to ask! Simply discover the “Contact” hyperlink on the backside of our web page. We’re pleased to assist!!



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