Take Your Investment Analysis Further
Professional tools for portfolio management, optimization, and stock screening
Advanced Investment Platform
Investment Portfolio Calculator Suite
Risk metrics calculated from your uploaded data - No external data required
📊 Risk Calculation Methods (From Your Data)
📁 Data Input
Upload CSV Files
Click to upload CSV files or drag and drop
Upload daily prices CSV for accurate risk calculations
Manual Position Entry
📥 Download Sample Files (Required for Risk Calculations)
✏️ CSV Format Guide
📈 Stocks/ETFs CSV
🏦 Mutual Funds CSV
📊 Daily Prices CSV (Required)
📉 Market Index CSV (For Beta)
Portfolio Overview
Comprehensive analysis of your investment holdings
Total Value
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Total Investment
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Total P&L
₹0.00
Return %
0.00%
Portfolio Allocation
Top Holdings
No positions added yet
Risk Analysis
Calculated from your uploaded daily price data
Risk Metrics (From Your Data)
Data Status: Upload daily prices CSV to calculate risk metrics
Risk Distribution
Return Analysis
Track your investment performance with accurate calculations
Performance Chart
Key Return Metrics (Accurate Calculations)
Portfolio CAGR ℹ️ Compound Annual Growth Rate - The rate at which your portfolio would need to grow annually to reach its current value from initial investment
Portfolio XIRR ℹ️ Extended Internal Rate of Return - The annualized return considering irregular cash flows and timing of investments
Position-wise Returns
| Symbol | Investment | Current Value | Absolute Return | CAGR | XIRR |
|---|
What-If Scenarios
Analyze different market scenarios and their impact on your portfolio
Custom Scenario Analysis
Predefined Market Scenarios
🐂 Bull Market
Strong upward trend
+25% growth
🐻 Bear Market
Market downturn
-20% decline
💥 Market Crash
Severe market drop
-35% crash
Scenario Results
Select a scenario to see results
Portfolio Positions
View and manage your investment positions
| Symbol | Type | Shares | Avg Price | Current Price | Investment | Current Value | Gain/Loss | Actions |
|---|
Cash Flow Analysis
Track dividends, investments, and other cash flows
| Date | Symbol | Type | Amount | Description |
|---|
📈 Investment Calculator – Plan, Grow & Achieve Your Financial Goals
Planning your financial future starts with understanding how your money can grow.
The Wealth Alpha Investment Calculator helps you estimate potential returns on your investments — whether through SIPs, mutual funds, stocks, or fixed deposits — so you can plan your goals confidently and invest smarter.
With our AI-powered calculator, you get accurate projections, personalized insights, and clarity on how small investments today can turn into big savings tomorrow.
💡 Why Use an Investment Calculator?
An Investment Calculator allows you to visualize your wealth growth by calculating how much your money will be worth after a certain period. It helps you make informed decisions and align your investments with your financial goals.
With Wealth Alpha, you can:
Calculate the future value of your investments easily
Compare returns from different investment types
Adjust investment amount, tenure, and expected returns to see outcomes
Plan for major life goals like retirement, home purchase, or education
Understand how compound growth impacts long-term wealth
It’s your smart companion for better financial planning and goal-based investing.
⚙️ Key Features of Wealth Alpha’s Investment Calculator
🔸 1. AI-Powered Growth Estimation
Get precise investment growth projections using intelligent financial modeling and compounding analysis.
🔸 2. Customizable Parameters
Modify the investment amount, duration, and expected return rate to find the best plan for your goals.
🔸 3. SIP & Lumpsum Calculation
Compare returns between Systematic Investment Plans (SIP) and lumpsum investments in real time.
🔸 4. Goal-Based Planning
Estimate how much you need to invest monthly to reach a specific financial milestone.
🔸 5. Visualized Results
Understand your wealth growth with clean charts and performance graphs.
🧭 How to Use the Investment Calculator
1️⃣ Enter Your Investment Details
Add your amount, duration, and expected annual return rate.
2️⃣ Click Calculate
The tool instantly computes your total returns and wealth growth.
3️⃣ View Insights
See how your investment compounds over time with detailed visual reports.
That’s it — a few simple inputs, and you’ll have a complete view of your financial growth potential.
📈 Who Can Use the Investment Calculator?
This tool is perfect for:
First-time investors starting their financial journey
Professionals planning long-term wealth goals
Financial planners and advisors creating investment strategies
🔍 Benefits of Using Wealth Alpha’s Investment Calculator
✅ Get instant and accurate investment projections
✅ Plan short- and long-term financial goals
✅ Compare multiple investment options easily
✅ Make informed, data-backed investment decisions
✅ 100% free, secure, and easy to use
❓ Frequently Asked Questions
Q1. What is an Investment Calculator?
It’s a tool that helps estimate how your money grows over time based on amount, duration, and return rate.
Q2. Is this calculator suitable for SIPs and mutual funds?
Yes, it supports SIP, mutual fund, stock, and lumpsum investment projections.
Q3. How accurate are the results?
The calculator provides accurate estimates using compound interest formulas and AI-based simulations.
Q4. Is it free to use?
Yes! The Wealth Alpha Investment Calculator is completely free and available anytime.
🚀 Start Planning Your Investments Today
Stop guessing — start growing.
Use Wealth Alpha’s Investment Calculator to plan your financial goals, estimate returns, and build wealth with confidence.