Financial Portfolio Calculator – Portfolio Growth & Returns


Rates used are based on historical data and for illustration only. Past performance does not guarantee future results.

Years
Inflation %
Asset Start amount ($) Monthly Contribution ($) Annual Contribution ($) Annual Rate (%) Profit ($) in 20 Years Total ($)
69,344.32 114,344.32
114,642.50 159,642.50
Total 10,000.00 0.00 80,000.00 183,986.82 273,986.82
Profit 69,344.32
Total 114,344.32
Profit 114,642.50
Total 159,642.50

All assets result

Total Profit: 183,986.82
Total Invested (Start amount + Contributions): 90,000.00
Total Sum: 273,986.82


Portfolio Value Per Year Chart



All Assets Per Year

Year Start Amount Total Contribution Profit per Year Accumulated Profit Total
1 10,000.00 4,000.00 1,225.00 1,225.00 15,225.00
2 15,225.00 8,000.00 1,684.37 2,909.37 20,909.37
3 20,909.37 12,000.00 2,184.95 5,094.33 27,094.33
4 27,094.33 16,000.00 2,730.50 7,824.83 33,824.83
5 33,824.83 20,000.00 3,325.13 11,149.96 41,149.96
6 41,149.96 24,000.00 3,973.34 15,123.30 49,123.30
7 49,123.30 28,000.00 4,680.05 19,803.35 57,803.35
8 57,803.35 32,000.00 5,450.64 25,253.98 67,253.98
9 67,253.98 36,000.00 6,290.97 31,544.96 77,544.96
10 77,544.96 40,000.00 7,207.49 38,752.44 88,752.44
11 88,752.44 44,000.00 8,207.21 46,959.65 100,959.65
12 100,959.65 48,000.00 9,297.83 56,257.48 114,257.48
13 114,257.48 52,000.00 10,487.75 66,745.23 128,745.23
14 128,745.23 56,000.00 11,786.18 78,531.40 144,531.40
15 144,531.40 60,000.00 13,203.17 91,734.57 161,734.57
16 161,734.57 64,000.00 14,749.74 106,484.31 180,484.31
17 180,484.31 68,000.00 16,437.93 122,922.24 200,922.24
18 200,922.24 72,000.00 18,280.94 141,203.17 223,203.17
19 223,203.17 76,000.00 20,293.18 161,496.35 247,496.35
20 247,496.35 80,000.00 22,490.47 183,986.82 273,986.82

Planning your financial future is easier when you can see how your investments might grow over time. Our Portfolio Calculator helps you project potential returns for multiple assets, including Gold, the S&P 500, Bitcoin, and more. By entering your starting investment, annual contributions, and expected growth rates, you can see how each asset contributes to your total portfolio over the years.

This tool is ideal for investors of all experience levels. Whether you’re just starting out or managing a diversified portfolio, it allows you to visualize potential growth, compare different assets, and plan for long-term goals such as retirement, education, or wealth accumulation. With a few simple inputs, you can explore multiple scenarios and make data-driven decisions about your investments.

Using the calculator is straightforward. Start by selecting the assets you want to include in your portfolio. Then, input your initial investment amounts and annual contributions for each asset. Next, set the expected growth rate for every asset based on historical data or your assumptions. Finally, choose the number of years you want to project your investments forward. The calculator instantly generates year-by-year projections and shows how your portfolio grows over time.

One of the key benefits of using this tool is that it demonstrates the power of compound interest. By reinvesting returns and contributing regularly, even small investments can grow significantly over decades. The calculator also allows you to test “what-if” scenarios—such as increasing contributions, adjusting growth rates, or adding new assets—to see how different strategies affect your portfolio.

Diversification is another important principle highlighted by the calculator. Comparing multiple assets, such as Gold and the S&P 500, shows how different investments perform relative to each other. This insight can help you balance risk and reward in your portfolio, making it easier to achieve your long-term financial goals.

Whether you are saving for retirement, planning for a major purchase, or simply exploring investment strategies, the Portfolio Calculator is a practical, educational, and interactive tool. It not only projects growth but also helps you understand the impact of your choices over time. By experimenting with different inputs, you gain a clearer picture of potential outcomes and can make smarter, more informed investment decisions.

Start using the calculator today to forecast your portfolio’s growth, compare assets, and take control of your financial future. With clear projections and intuitive controls, it’s the perfect tool for anyone looking to plan, grow, and optimize their investments.

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