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FREE Funding Calculator: Excel Template Obtain

FREE Funding Calculator: Excel Template Obtain

Searching for an funding calculator which you can obtain and preserve in your desktop? You got here to the proper place!

This free funding calculator was inbuilt Excel in order that it is easy to make use of and you’ll take it with you anyplace, even when you do not have an web connection! 

Obtain your Funding Calculator Right here

Once you click on the hyperlink, the Excel file will start downloading onto your pc. You will most likely see it within the decrease left of your display.

As soon as it downloads, simply double-click it to open it up. When the file opens, be sure you first, “Allow Modifying”


Then, “Allow Content material” 

Now your funding calculator is open and prepared to your inputs!

Extra calculators and templates:

Utilizing Your New Funding Calculator

This funding calculator is clear, neat, and easy to make use of. Merely enter in your:

  • Age
  • Retirement Age
  • Present Funding Stability
  • Month-to-month Contribution
  • Anticipated Fee of Return

Then, click on “Calculate” and the chart updates with your personal personalised funding estimates! There’s even textual content on the high of the chart to point out you your actual greenback determine estimate.

 investment calculator - free excel download

Fairly cool, huh? I hope you benefit from the software and that it propels you to grow to be immensely rich along with your investments!

Different Useful Free Instruments

…and lots of extra! Simply head to our “Free Instruments” web page.

Additional Element For the Funding Calculator Inputs

See under for extra element in case you’re not precisely positive what every of the entries imply.


This one is essentially the most primary entry wanted right here. Merely enter in your present age!

Retirement Age

When do you intend on retiring? Enter that age right here. Additionally, in case you merely wish to see how a lot cash you have got at a sure age (not essentially whenever you retire), you possibly can enter that age right here too.

Present Funding Stability

How a lot cash do you have got in your funding accounts proper now at your present age? That is the quantity that must be positioned on this cell. *No want for greenback indicators or commas, simply key within the quantity.*

Month-to-month Contribution

How a lot do you propose to contribute to your investments every month? You probably have an employer match, be sure you embody these funds too! *No want for greenback indicators or commas, simply key within the quantity.*

Anticipated Fee of Return

And, what % do you count on to return in your cash?

  • In case your cash is in a financial savings account, it is most likely incomes you 1% or much less
  • If you happen to put money into particular person shares, the common investor earns 5%-6% this fashion
  • However, in case you put money into an S&P 500 Index fund, historical past has proven you would earn 11%-12%

(I personally put money into index funds and use a ten% charge as my estimate) *No want for the ‘%’ signal, simply key within the quantity.*

Learn extra on investing:

The Funding Calculator – It is Yours to Maintain!

In case you missed it, here is the hyperlink to the free funding calculator. Obtain it, enter your numbers, and reserve it to your desktop!

Have any extra questions? Be sure you ask! Simply discover the “Contact” hyperlink on the backside of our web page. We’re comfortable to assist!!

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