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FinPlan, Inc. - Financial Toolkit

New & Improved Financial Toolkit
Version 2.0

Thousands of users have downloaded our Personal Retirement Planner. Now you can join those users in planning for your future. You'll have a leg up on the original users with our new version called:

The Financial Toolkit and Investment Calculator

This feature packed software can answer many of the questions that keep people up at night:

  • How much will in 20 years if I deposit $3,000 in a mutual fund today?
  • How much will I pay on a $100,000, 15-year, 8.2% mortgage (per month)?
  • How much should you pay for a stock?
  • What is that bond you just bought currently yielding?

These are just a few of the questions you can answer with our software.

This easy to use software lets you enter information quickly and logically so you can answer your investment and personal finance questions quickly and easily. Our tools are arranged by topic:

  • Time Value of Money
  • Depreciation
  • Portfolio Analysis
  • Investing in Stock
  • Investing in Bonds
  • Miscellaneous Investment Tools

The tools available to you are:

Future Value Future Value Annuity
Deposits Needed for a Future Value Present Value
Present Value Annuity Amortization
Straight-Line Depreciation Declining Balance Depreciation
Sum-of-Years-Digit Depreciation Standard Deviation of 2 Assets
Sharpe Index Treynor Index
Jensen's Alpha Holding Period Rate of Return
After-Tax Rate of Return Weighted Average Rate of Return
Dividend Growth Model Option Information Calculator
Put/Call Parity Model P/E vs. Payout Ratios
Short Sale (Stocks) Margin Sale (Stocks)
Bond Pricing Current Yield (Bond)
Yield to Maturity (Bond) Duration (Bond)
Internal Rate of Return Standard Deviation (Historical Returns)
Standard Deviation (Probabilities) Capital Asset Pricing Model (Beta)
Capital Asset Pricing Model (Std Deviation) Geometric Average
Required Rate of Return

We've got some really slick enhancements coming, so be sure to check back for updates and for new products that we will be introducing over the next few months.


If you'd like to download the software, click here.


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