The Net Worth Calculator below helps determine an investor’s total net worth and project it into the future. Input assets (including pensions) and current liabilities to get a clearer picture of total net worth. The calculator allows the user to be as specific or general as desired. For example, the user can enter a specific ticker like VOO using Auto-detect, or enter a general category total, such as “US Equity,” using Category Override.
Keep in mind that all information, charts, and graphs are estimates — this calculator uses typical, researched fund compositions rather than live, exact holdings data. This is a one-of-a-kind calculator!
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Net Worth Calculator
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Track investments, real estate, cash, gold, crypto, pension & liabilities with detailed allocation analysis.
Changes symbol and number format only - no currency conversion is performed. Enter all amounts in your chosen currency.
Personal & Other Assets / Liabilities
Investment Holdings (Dollar Amount Only)
Institution
Account Type
Ticker
Value
Action
Investment Portfolio$0
Real Estate$0
Cash (Non-Investment)$0
Gold / Precious Metals$0
Income Strategies (REIT/MLP)$0
Cryptocurrency$0
Total Assets$0
Credit Card Debt$0
Auto Loans$0
Student Loans$0
Mortgage Debt$0
Total Liabilities$0
Net Worth$0
Portfolio Breakdown Analysis
Note: all amounts and allocations shown are estimates based on typical fund compositions, not live pricing or a fund's exact current holdings.
Asset Allocation (All Assets)
Geography
Market Cap Size
Account Tax Location
Equity Sector Allocations
Weighted sector mix across equity holdings that have sector data (individual stocks, sector ETFs, and broad S&P 500 / total-market / Nasdaq-100 funds use an approximate current sector weighting). Percentages are of the sector-classified subset, not your full equity portfolio - broad international or world funds without sector data are not included here.
Compound Growth Projection
Projects a starting amount at a constant annual return, with optional recurring contributions. Illustrative only.
