Turn a single dollar amount into the percentage that lets you compare investments fairly.
infoEducational only. This tool does not provide financial, investment, legal, or trading advice. Trading and investing involve risk. Verify information independently and make your own decisions.
Results
Enter initial investment, final value, and costs. Optionally enter start and end dates to get an annualized ROI. The tool returns net profit, ROI percentage, and annualized ROI when dates are provided.
Net Profit = Final Value − Initial Investment − Costs ROI = Net Profit ÷ Initial Investment × 100 Annualized ROI = (Final ÷ Initial)^(1 ÷ Years) − 1
$10,000 in, $15,000 out, $200 in fees, over 3 years. Net profit = $4,800. ROI = 48%. Annualized ROI ≈ 14% per year.
35 realistic scenarios pause at the decision point — long, short, or stay out. Free in the ChartsQuest quest.
Simulator →Create a free ChartsQuest account to read the full article — and get the first two levels of the quest while you're here.
Sign up freeProject investment value with contributions, returns, and an optional inflation adjustment.
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trending_upProject how a starting balance grows with compounding and recurring contributions.
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show_chartCompute gross and net P/L on a hypothetical trade, with fees and account-balance impact.
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It normalizes returns across different time periods so you can compare apples to apples.
Yes — if final value plus costs is less than the initial investment, ROI is negative.
No. Add taxes to the costs field manually if you want a post-tax estimate.
No, the tool is purely arithmetic and educational. ChartsQuest does not provide investment advice.
No, the tool is free and works without signing in.
Educational only. This tool does not provide financial, investment, legal, or trading advice. Trading and investing involve risk. Verify information independently and make your own decisions.