💹 投資理財工具

💹 投資理財工具

共 28 個免費線上工具,純前端處理,資料不上傳

🧮 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... 🏆 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... 📈 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,即專案自身現金收益率,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... 📜 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... 💼 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,用於資本預算與專案評價。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... ⚖️ 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... 📐 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. 🔁 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... 🥞 由兩資產權重與 β 求組合 βInvestment 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. 🔄 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... 📈 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... ⚖️ 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... 💯 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... 📈 由年息、面值、價格與剩餘年限求近似 YTMBond 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... 📈 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 ... 📈 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. ↘️ 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... 🔁 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... 🔁 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. 🥧 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... ↗️ 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... 🥧 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... 📊 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... 📉 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... 📉 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,用於專案投資評價。Discounted Payback - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Mana... ⏱️ 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,用於專案流動性與風險評價。Payback Period - free online tool. Free online tool on ToolBox — 100% client-side, no data uploaded, no install. Part of the Investment & Wealth Manageme... 🧩 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... 💰 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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投資理財工具集合,涵蓋28個免費線上工具。所有工具純前端執行,資料不上傳伺服器,保護隱私安全。

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  • 純前端處理,資料不上傳
  • 免費使用,無需註冊
  • 支援移動端和桌面端
  • 即時計算,即用即走