Equity Increase Calculator

Calculate how your equity will increase over time with initial investment, additional contributions, and growth rate

Input Parameters

Calculation Results

Calculation Formula

Final Equity = Initial Investment × (1 + Annual Return Rate)^Years + Monthly Contribution × [(1 + Annual Return Rate)^Years - 1]/Annual Return Rate

Where:
Initial Investment: Your starting amount
Annual Return Rate: Expected yearly return percentage
Years: Investment period in years
Monthly Contribution: Additional amount added each month

Final Equity:

$0.00

Total Contributions:

$0.00

Total Interest Earned:

$0.00

Equity Increase Calculator Calculator Usage Guide

Learn how to use the Equity Increase Calculator and understand its working principles

How to Use This Calculator

  1. Enter your initial investment amount (the amount you start with)
  2. Enter your monthly contribution (how much you add each month)
  3. Enter the expected annual return rate (your investment's growth percentage)
  4. Enter the investment period in years
  5. Click the "Calculate" button to see your results

Understanding the Results

The calculator provides three key metrics:

  • Final Equity: The total value of your investment after the specified period
  • Total Contributions: The total amount of money you invested (initial + additional contributions)
  • Total Interest Earned: The total amount of money earned through investment growth

Example

Suppose you invest $10,000 initially, add $500 each month, expect a 7% annual return, and invest for 10 years:

After 10 years, your final equity would be approximately $104,713. Your total contributions would be $65,000, and you would have earned $39,713 in interest.

Important Notes

Remember that this calculator provides estimates based on fixed return rates. Actual investment returns may vary due to market conditions, inflation, and other factors. Always consult with a financial advisor before making investment decisions.