UK investment and inflation calculators
Understand returns, fees, dividends, portfolio weights, bond yields, inflation and withdrawals in UK pounds.
Choose a investments calculator
Compound interest calculator UK
Project a lump sum at a fixed annual return.
InvestmentsEffective annual interest rate calculator
Convert a monthly interest rate into an effective annual rate.
InvestmentsInvestment total return calculator UK
Measure a simple investment gain including cash distributions and fees.
InvestmentsAnnualised investment return calculator UK
Convert start and end values into a compound annual growth rate.
InvestmentsDividend yield calculator UK
Calculate a share’s annual cash dividend yield from your own price and dividend inputs.
InvestmentsDividend income from a holding calculator UK
Estimate gross cash dividends from a known share count and declared or assumed payment.
InvestmentsAverage share purchase cost calculator UK
Combine two share purchases and their dealing fees into a weighted average cost.
InvestmentsShare sale profit before tax calculator UK
Work out trading profit from purchase and sale prices, share count and transaction charges.
InvestmentsPortfolio allocation amounts calculator UK
Turn target allocation percentages into pound amounts for three holdings.
InvestmentsTwo-holding portfolio rebalancing calculator UK
Compare current holdings with a chosen target allocation.
InvestmentsInvestment fee impact calculator UK
Compare a lump sum with and without an annual percentage charge.
InvestmentsInflation-adjusted investment return calculator UK
Convert a nominal return into a real return after an inflation assumption.
InvestmentsFuture cost after inflation calculator UK
Project the future price of an item using your own constant inflation scenario.
InvestmentsFuture purchasing power calculator UK
Translate a future cash balance into today’s money under an inflation assumption.
InvestmentsRegular investment projection calculator UK
Model monthly investing with a constant return that can also be negative.
InvestmentsRequired investment target return calculator UK
Find the constant annual return needed to meet a target with monthly contributions.
InvestmentsInvestment doubling time calculator UK
Calculate how long a lump sum takes to double at a chosen constant effective rate.
InvestmentsBond current yield calculator UK
Calculate annual coupon income as a percentage of a bond’s current clean price.
InvestmentsBond redemption yield calculator UK
Solve the annual yield of a fixed-coupon bond held to redemption.
InvestmentsInvestment withdrawal runway calculator UK
Model how long a portfolio lasts with fixed monthly withdrawals.
InvestmentsInvestment loss recovery calculator UK
Find the percentage gain required to recover from a percentage loss.
InvestmentsForeign investment GBP return calculator UK
Separate asset performance and exchange-rate changes for a simple foreign-currency holding.
InvestmentsWhere to start
Choose a measurement tool for observed start/end values, or a projection tool for a scenario you want to test. Annualised return, current yield and total return answer different questions.
UK data and coverage
These are arithmetic tools, not product recommendations. Future-return assumptions are editable examples; projections do not include market volatility, tax or fees unless the tool explicitly does so.
Each calculator explains the formula, includes a worked example and identifies the assumptions that can affect your result. Official rule tables and dated price references are linked on the relevant pages.
Read the data sources and calculation methodology or browse all UK calculators.