Investment Portfolio Value Calculator
Calculate the future value of your investment portfolio with contributions and compound growth.
Portfolio Parameters
Your Portfolio Results
Final Portfolio Value
€0.00
Total Invested
€0.00
Capital Appreciation
€0.00
Total Dividends (Gross)
€0.00
Dividend Taxes Paid
€0.00
Capital Gains Taxes Paid
€0.00
Total Withdrawn
€0.00
Buying Power (Inflation-Adjusted)
€0.00
Annual Dividend Income (Final Year)
Gross
€0.00
After Tax
€0.00
Assumptions
- Taxable brokerage account (not IRA/401k)
- Dividends are taxed annually (even if reinvested)
- Capital appreciation is not taxed until withdrawn
- Withdrawals incur capital gains tax on gains portion
Portfolio Distribution
Portfolio Growth Over Time
Yearly Comparison
Portfolio Breakdown & Impact
Dividend Income Growth
Year-by-Year Breakdown
| Year | Contrib. | Gains (excl. div) | Dividends (Gross/Net) | Taxes | Value (Nominal/Real) |
|---|
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