Calculation Guides

Learn how CompoundX calculators model compound interest, DCA returns, CAGR, and FIRE planning assumptions.

Compound interest

The compound interest calculator estimates long-term portfolio growth from starting principal, recurring contributions, return assumptions, and time. Read the compound interest calculator guide.

DCA returns

The DCA calculator estimates total principal, investment gain, and ending value from fixed recurring contributions. Read the DCA calculator guide.

CAGR

The CAGR calculator converts total growth over a period into a smoothed annual growth rate for easier comparison. Read the CAGR calculator guide.

FIRE planning

The FIRE calculator estimates financial independence targets from expenses, withdrawal rate, current assets, and monthly investing. Read the FIRE calculator guide.

Start calculating

Once you understand the assumptions, return to the homepage calculators and enter your own inputs. All results are estimates only and do not constitute investment advice.