Investment Tracker
Disclaimer: This is an estimate based on simplified assumptions. Consult a financial advisor for personalized investment advice.
Our Investment Tracker helps you project the growth of your investment portfolio with regular contributions and expected returns. Enter your details to visualize your investment growth.
How to Use the Investment Tracker
- Enter your initial investment (e.g., $10,000) to start.
- Input your annual contribution (e.g., $5,000) to your portfolio.
- Specify the expected annual return rate (e.g., 7%) based on market performance.
- Choose the investment period in years (e.g., 10) to project growth.
- Click Track Investment to view your future portfolio value and growth chart.
The Formula Behind It
The tracker uses the compound interest formula with annual contributions:
FV = P × (1 + r)^t + PMT × (((1 + r)^t - 1) / r)
Where:
- FV = Future Value (Portfolio Value)
- P = Initial Principal (Initial Investment)
- PMT = Annual Contribution
- r = Annual Return Rate (as a decimal)
- t = Time in years
This formula accounts for both the initial investment and annual contributions, compounded annually, to estimate portfolio growth.
Benefits of Using the Investment Tracker
- Clarity: Visualize how your investments grow over time.
- Planning: Estimate the future value of your portfolio for financial goals.
- Motivation: See the impact of consistent contributions to stay invested.
- Flexibility: Adjust inputs to compare different investment scenarios.
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