The math your broker doesn’t do.
Your broker shows you the price. Numvest runs the numbers.
Before you buy. While you hold. Before you sell.
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Loss recovery
Free toolGain needed to break even
+66.7%
A 40% drop needs a 66.7% gain just to get back to where you started.
13 tools, organized by the decision in front of you.
Type in your own numbers and get an answer in plain English. No data feeds, no accounts to link, no learning curve.
Before I buy
Shares I can buyFree
How many shares your cash covers, after commission.
Position size
How many shares to buy based on what you’re willing to lose.
Risk/reward planner
Entry, stop and target, and the win rate you need to come out ahead.
What’s priced in
The growth rate the market is assuming at today’s price.
While I hold
Average cost
Your new average price if you buy more today.
Portfolio rebalancer
Exactly what to buy or sell to get back to your targets.
Dividend income goal
How much you need invested to earn the income you want.
Before I sell
Loss recoveryFree
The gain you need to get back to even.
Break-even after fees
The price you need before a sale actually makes money.
House money
How many shares to sell to take your original investment off the table.
Planning ahead
Double my moneyFree
How long it takes at a given return.
Compound growth
What regular contributions grow into over time.
Fee drag
What a fund’s annual fee costs you in dollars over the years.
Answers you can read
Every result comes with a one-line explanation, so you know what the number means for your decision.
Your numbers stay with you
The calculators run in your browser. Nothing you type is saved or sent anywhere.
Pay once, keep it
Lifetime access, including new tools as they’re added. No subscription to cancel.
Built by an analyst, not a bank.
Numvest is built by Moe Zulfiqar, founder of Zulfiqar Research. He has spent nearly two decades in market analysis, research and commentary, and his work has been featured on Yahoo! Finance, MarketWatch and AOL.
Numvest puts the everyday math of investing in one clean place, for people who make their own decisions.