Investment Calculator
Project a portfolio forward from a starting amount and regular contributions. Use it as an investment goal calculator to see whether your current plan reaches the balance you have in mind.
- Total invested
- $130,000
- Investment growth
- $170,851
- Conservative (5%)
- $232,643
- Optimistic (9%)
- $394,035
- Expected balance
- $300,851
A 2-point swing in returns changes the outcome by roughly $161,392 — a reminder that long-term projections are ranges, not promises.
Use Left and Right Arrow, Home, or End to inspect data points.
Estimates only — not financial advice. They produce estimates based on the figures you enter and do not account for every fee, tax or change in rate.
- The result is a deterministic estimate from the inputs shown on this page.
- Fees, taxes and real-world terms not represented by an input are excluded.
- Confirm material decisions against original documents or a qualified professional.
The email includes this route only; calculator inputs are not attached.
Using this as an investment goal calculator
Set your starting balance, monthly contribution, expected return, and years invested. The projection shows the expected balance plus conservative and optimistic cases so you can see whether the goal depends on unusually strong returns.