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Data Calculator

Professional financial data calculator tools powered by StockAPI. Calculate returns, risk metrics, portfolio performance, and more with real-time market data.

📊 Portfolio Calculator​

Portfolio Performance​

  • Total Return - Absolute and percentage returns
  • Annualized Return - Time-weighted performance
  • Risk-Adjusted Returns - Sharpe ratio, Sortino ratio
  • Drawdown Analysis - Maximum drawdown and recovery periods

Portfolio Allocation​

  • Asset Allocation - Current portfolio distribution
  • Rebalancing Calculator - Target allocation adjustments
  • Correlation Analysis - Asset relationship matrix
  • Diversification Score - Portfolio concentration metrics

🎯 Risk Calculator​

Risk Metrics​

  • Volatility - Standard deviation of returns
  • Value at Risk (VaR) - Potential loss estimates
  • Expected Shortfall - Average loss beyond VaR
  • Beta - Market sensitivity measurement

Position Sizing​

  • Kelly Criterion - Optimal position sizing
  • Risk per Trade - Position size based on risk tolerance
  • Portfolio Heat - Total portfolio risk exposure
  • Leverage Calculator - Margin and leverage analysis

💰 Return Calculator​

Investment Returns​

  • Simple Return - Basic percentage return
  • Logarithmic Return - Continuous compounding returns
  • Time-Weighted Return - Performance without cash flows
  • Money-Weighted Return - IRR with cash flows

Compound Growth​

  • Compound Annual Growth Rate (CAGR) - Annualized growth
  • Future Value - Projected portfolio value
  • Present Value - Current value of future cash flows
  • Rule of 72 - Doubling time estimation

📈 Technical Analysis Calculator​

Moving Averages​

  • Simple Moving Average (SMA) - Arithmetic mean
  • Exponential Moving Average (EMA) - Weighted average
  • Weighted Moving Average (WMA) - Custom weighting
  • Triple Exponential Average (TEMA) - Smoothed trend

Oscillators​

  • Relative Strength Index (RSI) - Momentum oscillator
  • Stochastic Oscillator - Price momentum
  • Williams %R - Overbought/oversold levels
  • Commodity Channel Index (CCI) - Cycle analysis

Volatility Indicators​

  • Bollinger Bands - Price volatility bands
  • Average True Range (ATR) - Volatility measurement
  • Standard Deviation - Price dispersion
  • Historical Volatility - Past price volatility

🔢 Financial Ratios​

Valuation Ratios​

  • Price-to-Earnings (P/E) - Earnings valuation
  • Price-to-Book (P/B) - Book value valuation
  • Price-to-Sales (P/S) - Revenue valuation
  • Enterprise Value (EV) - Total company value

Profitability Ratios​

  • Return on Equity (ROE) - Shareholder return
  • Return on Assets (ROA) - Asset efficiency
  • Return on Investment (ROI) - Investment return
  • Gross Margin - Profit margin analysis

Liquidity Ratios​

  • Current Ratio - Short-term liquidity
  • Quick Ratio - Acid test ratio
  • Cash Ratio - Cash liquidity
  • Working Capital - Operational liquidity

🏦 Bond Calculator​

Bond Pricing​

  • Present Value - Current bond value
  • Yield to Maturity (YTM) - Total return to maturity
  • Current Yield - Annual coupon return
  • Duration - Interest rate sensitivity

Bond Analysis​

  • Modified Duration - Price sensitivity
  • Convexity - Curvature of price-yield relationship
  • Credit Spread - Risk premium calculation
  • Bond Equivalent Yield - Annualized yield

📊 Options Calculator​

Option Pricing​

  • Black-Scholes Model - European option pricing
  • Binomial Model - American option pricing
  • Implied Volatility - Market volatility expectation
  • Greeks - Option sensitivity measures

Option Strategies​

  • Covered Call - Income generation
  • Protective Put - Downside protection
  • Straddle - Volatility play
  • Iron Condor - Range-bound strategy

🔧 API Integration​

REST API​

// Calculate portfolio performance
// const response = await fetch(
  "https://api.stockapis.com/v1/calculator/portfolio",
  {
    headers: {
      Authorization: "Bearer YOUR_API_KEY",
      "Content-Type": "application/json",
    },
    body: JSON.stringify({
      portfolio: [
        { symbol: "BTC", amount: 0.5, purchase_price: 45000 },
        { symbol: "ETH", amount: 2.0, purchase_price: 3000 },
      ],
      start_date: "2023-01-01",
      end_date: "2024-01-01",
    }),
  }
);

// const performance = await response.json();
// console.log("Portfolio Return:", performance.total_return);

WebSocket Streams​

// Real-time calculator updates
// const stream = client.createCalculatorStream({
  symbols: ["BTC", "ETH", "AAPL"],
  calculations: ["volatility", "correlation", "beta"],
});

// stream.on("data", (calculation) => {
  // console.log("Calculation update:", calculation);
});

📱 Mobile Access​

Mobile App Features​

  • Portfolio Tracking - Real-time portfolio calculations
  • Risk Monitoring - Live risk metric updates
  • Performance Analysis - Historical performance tracking
  • Alerts - Threshold-based notifications

Offline Mode​

  • Cached Data - Offline calculation capability
  • Sync - Data synchronization when online
  • Local Storage - Secure data storage
  • Export - PDF and Excel export options

🎓 Educational Resources​

Tutorials​

  • Portfolio Construction - Building optimal portfolios
  • Risk Management - Managing investment risk
  • Performance Measurement - Evaluating returns
  • Technical Analysis - Using technical indicators

Webinars​

  • Calculator Deep Dive - Advanced usage techniques
  • Risk Management - Professional risk practices
  • Portfolio Optimization - Modern portfolio theory
  • Q&A Sessions - Expert guidance

🔗 Integration​

Trading Platforms​

  • MetaTrader 4/5 - MT4/MT5 integration
  • TradingView - Charting platform
  • NinjaTrader - Advanced trading
  • Interactive Brokers - Broker integration

Data Sources​

  • Real-time Prices - Live market data
  • Historical Data - Complete price history
  • Fundamental Data - Financial statements
  • Economic Data - Macro indicators

Ready to calculate? Get started with our professional calculator tools.

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