Calculators

Investing passport

Your passport is empty — and that is the invitation.

Sixteen tools, grouped into five themes. Start with the basics; the stamps appear on their own as you calculate.

• Growth foundations

  How time, contributions and inflation shape a single number.

  0/4

  • Compound intereststill to do
  • Real returnstill to do
  • DCAstill to do
  • Return (ROI)still to do

• Safety and risk

  Your buffer, your debts and what you already own.

  0/3

  • Emergency fundstill to do
  • Net worthstill to do
  • Loan repaymentstill to do

• Costs and taxes

  The quiet charges that take a slice of the result.

  0/2

  • ETF fees (TER)still to do
  • Capital gains tax on sharesstill to do

• Goals and freedom

  From a concrete sum to the day work becomes a choice.

  0/3

  • Savings goalstill to do
  • FIREstill to do
  • Passive income from dividendsstill to do

• Company analysis

  How to read a company through its own numbers.

  0/4

  • Dividend yieldstill to do
  • PEG (Peter Lynch)still to do
  • Company cycle profilestill to do
  • Financial healthstill to do

Stamps

• First stampLocked. Get a result out of your first calculator.
• FoundationsLocked. Every tool in the “Growth foundations” theme.
• Safety netLocked. Every tool in the “Safety and risk” theme.
• Fee hunterLocked. Every tool in the “Costs and taxes” theme.
• Sense of directionLocked. Every tool in the “Goals and freedom” theme.
• Balance sheet readerLocked. Every tool in the “Company analysis” theme.
• Full passportLocked. All sixteen tools ticked off.

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