💹 投资理财工具

💹 投资理财工具

共 28 个免费在线工具,纯前端处理,数据不上传

🧮 EPS 计算器Eps Calc EPS = (净利润 − 优先股) / 流通股数Eps Calc - calculate online, free and accurate. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & We... 🏆 ROI 计算器Roi Calc ROI = (收益 − 成本) / 成本Roi Calc - calculate online, free and accurate. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & We... 📈 使 NPV = 0 的贴现率Irr Calc 内部收益率(IRR)计算器。输入各期现金流,用二分法数值求使 NPV=0 的贴现率,即项目自身现金收益率,用于投资方案比选。Irr Calc - calculate online, free and accurate. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & We... 📜 债券定价计算器Bond Price 债券定价计算器。输入面值、票息率、到期收益率与期限,按现金流折现求债券价格,用于固定收益证券估值与交易参考。Bond Price - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Management t... 💼 净现值计算器Npv Calc 净现值(NPV)计算器。输入各期现金流与贴现率,按现值折算求净现值,NPV>0 表示可行,用于资本预算与项目评价。Npv Calc - calculate online, free and accurate. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & We... ⚖️ 夏普比率计算器Sharpe Ratio 夏普比率计算器。输入组合收益、无风险利率与总波动,求每单位总风险的超额收益,用于风险调整后收益评估与基金对比。Sharpe Ratio - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Management... 📐 市盈率计算器Pe Ratio P/E = 股价 / 每股收益Pe Ratio - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Management tools. 🔁 持有期收益率计算器Holding Period Return 持有期收益率计算器。输入买入价、卖出价与期间股息,求含股息的期间总回报,用于单笔投资损益与收益率评估。Holding Period Return - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth M... 🥞 由两资产权重与 β 求组合 βInvestment Combination β Calculator - Combination β: Input w1 , beta1 , w2 , beta2 输入两资产权重 w₁、w₂ 与 β₁、β₂(w₁+w₂=1),求组合 β。Investment Combination β Calculator - Combination β: Input w1 , beta1 , w2 , beta2 - free online tool. 🔄 由债券收益率与基准收益率求利差Yield Spread 债券利差计算器。输入债券收益率与基准收益率,按 Spread = y_bond − y_bench 求信用/期限利差,用于债券相对价值与信用风险评估。Yield Spread - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Management... 📈 由净资产收益率与留存收益率求可持续增长率Sustainable Growth 输入净资产收益率 ROE 与留存收益率 b,按 g = ROE × b 计算企业不增发股本下的可持续增长率,用于基本面分析中判断营收与利润的潜在扩张速度。Sustainable Growth - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Mana... ⚖️ 由名义收益率与通胀率求实际收益率Real Rate Return 输入名义投资收益率 r_nom 与通货膨胀率 i,按 r_real = (1+r_nom)/(1+i) − 1 计算实际收益率,剔除通胀后衡量真实购买力增长,辅助投资决策。Real Rate Return - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Manage... 💯 由多期收益率序列求几何平均收益率Geometric Mean Return 输入多期投资收益率序列(逗号或空格分隔),按几何平均 g = (Π(1+rᵢ))^(1/n) − 1 计算复合年化收益率,比算术平均更真实反映长期实际回报。Geometric Mean Return - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth M... 📈 由年息、面值、价格与剩余年限求近似 YTMBond Ytm Approx 输入债券年利息C、面值F、当前价格P与剩余年限n,用近似公式计算到期收益率YTM,帮助投资者快速比较不同债券的真实持有回报。Bond Ytm Approx - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Managem... 📈 由无风险利率、β与市场溢价求预期收益率Capm Return 输入无风险利率r_f、个股β系数与市场收益率r_m,按资本资产定价模型CAPM求预期收益率,用于股票估值与组合要求的必要报酬率测算。Capm Return - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Management ... 📈 由期初与期末价值及年数求复合年增长率Cagr 输入期初价值BV、期末价值EV与投资年数n,计算复合年均增长率CAGR,剔除波动后直观反映资产或业务的长期平均增速,便于横向对比。Cagr - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Management tools. ↘️ 由未来值、贴现率与年数求现值Present Value Inv 输入未来到期金额 FV、贴现率 r 与年数 n,按 PV = FV/(1+r)ⁿ 计算现值,用于债券、应收款项等未来现金流的当前价值评估。Present Value Inv - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Manag... 🔁 由每期定投、利率与期数求年金终值Annuity Fv Inv 输入每期定投金额 PMT、每期利率 r 与期数 n,按 FV = PMT·[(1+r)ⁿ−1]/r 计算年金终值,用于基金定投、零存整取等长期储蓄的未来本息合计测算。Annuity Fv Inv - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Manageme... 🔁 由每期现金流、利率与期数求年金现值Annuity Present Value Calculator - Annuity Present Value : Input PMT , r , n , Output PV 输入每期现金流PMT、每期利率r与期数n,按现值公式求年金现值,用于评估分期收款、养老金与贷款等等额现金流的当前合理价值。Annuity Present Value Calculator - Annuity Present Value : Input PMT , r , n , Output PV - free online tool. 🥧 由每股股利与每股收益求股利支付率Dividend Payout Ratio 输入每股股利 DPS 与每股收益 EPS,按 DPR = DPS/EPS 计算股利支付率,用于评估上市公司分红政策与利润留存水平,辅助价值投资分析。Dividend Payout Ratio - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth M... ↗️ 由现值、利率与年数求投资未来值Future Value Inv 输入本金现值 PV、年利率 r 与投资年数 n,按 FV = PV·(1+r)ⁿ 计算复利后的未来值,用于存款、理财等一次性投资的到期收益估算。Future Value Inv - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Manage... 🥧 由股利支付率求留存收益率Retention Ratio 输入股利支付率 DPR,按留存收益率 b = 1 − DPR 计算利润留存比例,用于分析企业再投资能力与内源融资空间。Retention Ratio - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Managem... 📊 盈利指数计算器Profitability Index PI = 未来现金流现值 / 初始投资Profitability Index - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Man... 📉 索提诺比率计算器Sortino Ratio 索提诺比率计算器。输入组合收益、无风险利率与下行波动,仅用下行风险衡量风险调整收益,比夏普更关注下跌,用于基金绩效评估。Sortino Ratio - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Managemen... 📉 累计折现现金流回正年限Discounted Payback 折现回收期计算器。输入各期现金流与折现率,求累计折现现金流由负转正的年限,考虑时间价值的回收期评估,用于项目投资评价。Discounted Payback - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Mana... ⏱️ 累计现金流由负转正的年限Payback Period 投资回收期计算器。输入各期现金流,求累计现金流由负转正的年限,即收回初始投资所需年数,用于项目流动性与风险评价。Payback Period - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Manageme... 🧩 组合预期收益计算器Portfolio Return 组合预期收益计算器。输入各资产权重与预期收益,按加权求组合期望收益,用于资产配置与投资组合绩效评估。Portfolio Return - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Manage... 💰 股息率 = 年股息 / 股价Dividend Yield 股息率计算器。输入年股息与股价,按 股息率 = 年股息/股价 求股息回报率,用于股票收益与分红吸引力评估。Dividend Yield - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Manageme...
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投资理财工具集合,涵盖28个免费在线工具。所有工具纯前端运行,数据不上传服务器,保护隐私安全。

功能特点

  • 纯前端处理,数据不上传
  • 免费使用,无需注册
  • 支持移动端和桌面端
  • 实时计算,即用即走