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Calculators for the math that actually matters

Every one of these calculators answers a question we get from investors regularly: how does compounding actually work, what does a fee really cost, how long does it take to hit a number, what does it take to recover from a drawdown, and what kind of portfolio fits how you actually invest.

Free. No signup required. The math is plain English.

What each calculator answers

Compound Returns Calculator

Compounding is the closest thing investing has to magic. Drop in starting balance, monthly contribution, time horizon, and assumed return — see the year-by-year balance and the breakdown between what you contributed and what compounding added.

Fee Drag Calculator

A 1% annual management fee compounds into roughly a quarter of your ending balance over 30 years. A 2% fee takes nearly half. See exactly what fees cost in dollars and percent of ending balance, with the same starting capital and return rate compared head-to-head.

Time to a Million

Set a target. Drop in your starting amount, monthly contribution, and an assumed return rate. The calculator finds the month you cross the target and shows the breakdown between your contributions and growth from compounding.

Drawdown Recovery Calculator

Drawdowns are asymmetric. A 50% loss requires a 100% gain just to break even. See the recovery math for any drawdown size, plus the years required to recover at typical return rates.

Investor Risk Tolerance Quiz

Most risk questionnaires ask abstract questions about hypothetical losses. This one asks practical questions about your actual investing experience and uses the answers to suggest where in the Advising Alpha portfolio lineup you fit best.

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The Market Normality Report

The methodology behind how Advising Alpha thinks about risk and return. Twelve brand-designed pages. Print-ready. Free.

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