💹 投資理財工具
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投資理財
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💹 投資理財工具
共 28 個免費在線工具,純前端處理,數據不上傳
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EPS 計算器
Eps Calc
EPS = (淨利潤 − 優先股) / 流通股數
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...
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ROI 計算器
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...
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使 NPV = 0 的貼現率
Irr Calc
內部收益率(IRR)計算器。輸入各期現金流,用二分法數值求使 NPV=0 的貼現率,即項目自身現金收益率,用於投資方案比選。
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...
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債券定價計算器
Bond Price
債券定價計算器。輸入面值、票息率、到期收益率與期限,按現金流折現求債券價格,用於固定收益證券估值與交易參考。
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...
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淨現值計算器
Npv Calc
淨現值(NPV)計算器。輸入各期現金流與貼現率,按現值折算求淨現值,NPV>0 表示可行,用於資本預算與項目評價。
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...
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夏普比率計算器
Sharpe Ratio
夏普比率計算器。輸入組合收益、無風險利率與總波動,求每單位總風險的超額收益,用於風險調整後收益評估與基金對比。
Sharpe Ratio - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Management...
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市盈率計算器
Pe Ratio
P/E = 股價 / 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.
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持有期收益率計算器
Holding Period Return
持有期收益率計算器。輸入買入價、賣出價與期間股息,求含股息的期間總回報,用於單筆投資損益與收益率評估。
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...
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由兩資產權重與 β 求組合 β
Investment Combination β Calculator - Combination β: Input w1 , beta1 , w2 , beta2
輸入兩資產權重 w₁、w₂ 與 β₁、β₂(w₁+w₂=1),求組合 β。
Investment Combination β Calculator - Combination β: Input w1 , beta1 , w2 , beta2 - free online tool.
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由債券收益率與基準收益率求利差
Yield Spread
債券利差計算器。輸入債券收益率與基準收益率,按 Spread = y_bond − y_bench 求信用/期限利差,用於債券相對價值與信用風險評估。
Yield Spread - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Management...
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由淨資產收益率與留存收益率求可持續增長率
Sustainable Growth
輸入淨資產收益率 ROE 與留存收益率 b,按 g = ROE × b 計算企業不增發股本下的可持續增長率,用於基本面分析中判斷營收與利潤的潛在擴張速度。
Sustainable Growth - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Mana...
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由名義收益率與通脹率求實際收益率
Real Rate Return
輸入名義投資收益率 r_nom 與通貨膨脹率 i,按 r_real = (1+r_nom)/(1+i) − 1 計算實際收益率,剔除通脹後衡量真實購買力增長,輔助投資決策。
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...
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由多期收益率序列求幾何平均收益率
Geometric Mean Return
輸入多期投資收益率序列(逗號或空格分隔),按幾何平均 g = (Π(1+rᵢ))^(1/n) − 1 計算複合年化收益率,比算術平均更真實反映長期實際回報。
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...
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由年息、面值、價格與剩餘年限求近似 YTM
Bond Ytm Approx
輸入債券年利息C、面值F、當前價格P與剩餘年限n,用近似公式計算到期收益率YTM,幫助投資者快速比較不同債券的真實持有回報。
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...
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由無風險利率、β與市場溢價求預期收益率
Capm Return
輸入無風險利率r_f、個股β係數與市場收益率r_m,按資本資產定價模型CAPM求預期收益率,用於股票估值與組合要求的必要報酬率測算。
Capm Return - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Management ...
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由期初與期末價值及年數求複合年增長率
Cagr
輸入期初價值BV、期末價值EV與投資年數n,計算複合年均增長率CAGR,剔除波動後直觀反映資產或業務的長期平均增速,便於橫向對比。
Cagr - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Management tools.
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由未來值、貼現率與年數求現值
Present Value Inv
輸入未來到期金額 FV、貼現率 r 與年數 n,按 PV = FV/(1+r)ⁿ 計算現值,用於債券、應收款項等未來現金流的當前價值評估。
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...
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由每期定投、利率與期數求年金終值
Annuity Fv Inv
輸入每期定投金額 PMT、每期利率 r 與期數 n,按 FV = PMT·[(1+r)ⁿ−1]/r 計算年金終值,用於基金定投、零存整取等長期儲蓄的未來本息合計測算。
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...
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由每期現金流、利率與期數求年金現值
Annuity Present Value Calculator - Annuity Present Value : Input PMT , r , n , Output PV
輸入每期現金流PMT、每期利率r與期數n,按現值公式求年金現值,用於評估分期收款、養老金與貸款等等額現金流的當前合理價值。
Annuity Present Value Calculator - Annuity Present Value : Input PMT , r , n , Output PV - free online tool.
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由每股股利與每股收益求股利支付率
Dividend Payout Ratio
輸入每股股利 DPS 與每股收益 EPS,按 DPR = DPS/EPS 計算股利支付率,用於評估上市公司分紅政策與利潤留存水平,輔助價值投資分析。
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...
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由現值、利率與年數求投資未來值
Future Value Inv
輸入本金現值 PV、年利率 r 與投資年數 n,按 FV = PV·(1+r)ⁿ 計算複利後的未來值,用於存款、理財等一次性投資的到期收益估算。
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...
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由股利支付率求留存收益率
Retention Ratio
輸入股利支付率 DPR,按留存收益率 b = 1 − DPR 計算利潤留存比例,用於分析企業再投資能力與內源融資空間。
Retention Ratio - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Managem...
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盈利指數計算器
Profitability Index
PI = 未來現金流現值 / 初始投資
Profitability Index - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Man...
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索提諾比率計算器
Sortino Ratio
索提諾比率計算器。輸入組合收益、無風險利率與下行波動,僅用下行風險衡量風險調整收益,比夏普更關注下跌,用於基金績效評估。
Sortino Ratio - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Managemen...
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累計折現現金流回正年限
Discounted Payback
折現回收期計算器。輸入各期現金流與折現率,求累計折現現金流由負轉正的年限,考慮時間價值的回收期評估,用於項目投資評價。
Discounted Payback - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Mana...
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累計現金流由負轉正的年限
Payback Period
投資回收期計算器。輸入各期現金流,求累計現金流由負轉正的年限,即收回初始投資所需年數,用於項目流動性與風險評價。
Payback Period - 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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組合預期收益計算器
Portfolio Return
組合預期收益計算器。輸入各資產權重與預期收益,按加權求組合期望收益,用於資產配置與投資組合績效評估。
Portfolio Return - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Manage...
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股息率 = 年股息 / 股價
Dividend Yield
股息率計算器。輸入年股息與股價,按 股息率 = 年股息/股價 求股息回報率,用於股票收益與分紅吸引力評估。
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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關於「投資理財工具」
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分類簡介
投資理財工具集合,涵蓋28個免費在線工具。所有工具純前端運行,數據不上傳伺服器,保護隱私安全。
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功能特點
純前端處理,數據不上傳
免費使用,無需註冊
支持移動端和桌面端
實時計算,即用即走