Portfolio Estimator

Portfolio Estimator provides a yield report estimation based on your portfolio settings.

It takes into account the compound interest, or in other words, the interest on interest. Rather than withdrawing all the interest earned, it is reinvested, then you earn interest on the principal and on the interest you have already earned.

Fill out the form below with the desired amounts and check the generated report to see how your portfolio would perform over the years.

Portfolio specifications

Initial investment
Regular investment
Avg. interest rate (%)
Starting date

Estimated profit report

Date Investment Earned interest Compound interest Portfolio balance

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Disclaimer: Nothing written here should be considered advice or guidance for investment decisions. If uncertain, always consult a professional investment advisor and/or accountant.