Before you sell, invest, or chase dividends — run the numbers first.
StockLeo gives U.S. investors simple calculators for capital gains taxes, dividends, ETF overlap, stock splits, DCA, tech compensation, and investment goals. No login. No stock picks. Just clear investing math.
$1,240
on a $8,000 gain
$312/mo
High · 41%
shared mega-cap holdings
Which investing question are you trying to answer?
Pick the question that sounds like you — we'll take you straight to the right calculator.
Will I owe taxes if I sell this stock?
Estimate the federal tax on a stock sale, including short-term, long-term, and Net Investment Income Tax.
Tax impact • NIIT • After-tax proceeds
Trading in multiple accounts?
Your broker may not catch wash sales across Robinhood, Fidelity, Schwab, Webull, IRAs, and options trades. Upload CSVs and check possible matches locally.
Cross-account • Options • Privacy-first
Is this gain short-term or long-term?
Stocks held under a year are taxed as ordinary income. Estimate your short-term capital gains tax.
Ordinary rate • vs long-term • What you'd save
How much dividend income can this portfolio pay?
Project dividend income, reinvestment growth, yield on cost, and inflation-adjusted purchasing power.
Annual income • Yield on cost • DRIP growth
How much do I need for $500/month in dividends?
Find the capital and shares needed to hit a monthly dividend income goal — including high-yield scenarios.
Capital needed • Shares • High-yield reality
Am I buying the same stocks through multiple ETFs?
See whether your ETFs hold the same stocks and how concentrated you really are.
Shared holdings • Overlap % • Duplicate $
Should I invest monthly or all at once?
Compare investing all at once versus spreading contributions over time.
Lump sum vs DCA • Historical scenarios
What happens after a stock split?
See how a forward or reverse stock split changes your shares and price — without changing total value.
New shares • Adjusted price • Same value
Not sure where to start?
Tell us what you're doing and get a recommendation in one tap.
Most-used calculators
The tools U.S. investors reach for most — each takes under a minute.
Capital Gains Tax Calculator
Enter your buy price, sell price, shares, income, and holding period to estimate your federal capital gains tax.
Tax impact • NIIT • After-tax proceeds
Dividend Calculator
Estimate annual income, monthly average dividends, yield on cost, reinvestment growth, and inflation-adjusted purchasing power.
Annual income • Yield on cost • DRIP growth
ETF Overlap Checker
Compare ETFs like VOO, VTI, QQQ, SPY, and SCHD to see overlapping holdings and hidden concentration.
Shared holdings • Overlap % • Duplicate $
DCA Calculator
Estimate future value, total contributions, investment gains, and inflation-adjusted value from steady monthly investing.
Future value • Gains vs contributions
Tech Comp Optimizer
Model base pay, vesting equity, taxes, stock growth, inflation, and present value over 5 or 10 years.
Gross • After-tax • Present value
Leveraged ETF Decay Calculator
Apply a daily return path to a 2x, 3x, or inverse ETF and compare its compounded result against simply multiplying the benchmark's total return.
Daily compounding • Volatility decay • 2x/3x/inverse
ESPP Calculator
Enter your offering and purchase prices, what you paid, and your sale to see the ordinary income, capital gain, and total tax — with the qualifying vs. disqualifying split done for you.
Ordinary income • Capital gain • Total tax
2x vs 3x ETF Simulator
Pick a market scenario and compare hypothetical 1x, 2x, and 3x (and optional inverse) ending values, total returns, and max drawdowns.
1x vs 2x vs 3x • Max drawdown • Scenarios
Compound Interest Calculator
Enter your starting amount, monthly contribution, expected return, and time horizon to see your projected balance and how much of it is pure compound interest.
Final balance • Interest earned • Growth chart
Roth Conversion Calculator
Enter your balance, conversion amount, current and retirement tax brackets, and time horizon to compare Roth vs Traditional after-tax value — and find your break-even point.
Roth vs Traditional • Tax cost • Break-even
Confused by 2x and 3x ETFs?
Leveraged ETFs reset daily, which means long-term results can look very different from simply multiplying the index return. Use StockLeo's leveraged ETF tools to see daily reset, compounding, rebalancing, and recovery math visually.
Educational only. Leveraged & inverse ETFs are complex products that usually target daily returns — not long-term returns.
Leveraged ETF Decay Calculator
Apply a daily return path to a 2x, 3x, or inverse ETF and compare its compounded result against simply multiplying the benchmark's total return.
Daily compounding • Volatility decay • 2x/3x/inverse
2x vs 3x ETF Simulator
Pick a market scenario and compare hypothetical 1x, 2x, and 3x (and optional inverse) ending values, total returns, and max drawdowns.
1x vs 2x vs 3x • Max drawdown • Scenarios
Leveraged ETF Daily Reset Calculator
Enter day-by-day benchmark returns and watch how a leveraged ETF resets and compounds from each day's new value.
Day 1 +10%, Day 2 -10% • 3x → -9%
Leveraged ETF Recovery Calculator
Enter a loss to see the ending value and the percentage gain required to get back to even — the math that makes deep drawdowns so hard to recover.
Break-even gain • Recovery table • Drawdown math
Small investing mistakes can get expensive.
A few numbers now can save you from an unpleasant surprise later.
Taxes can surprise you
A profitable trade can still leave you with a tax bill. Estimate before you sell, not after.
Dividends aren't always what they seem
High yield can look great until inflation or principal decay changes the real picture.
ETF overlap hides concentration
Owning multiple ETFs doesn't always mean you're diversified. You may own the same stocks twice.
Frequently asked questions
Run the numbers before your next investing move.
Pick a calculator, enter a few numbers, and get a clear estimate you can bookmark or share. No account needed.