CompoundFX

CompoundFX Screenshots

These are real screenshots of CompoundFX on iPhone, along with a shared image and a page from a PDF report it produced. The figures in each one are the app's own results for the inputs shown.

Standard Calculation

The free calculator projects a balance forward from your inputs and updates the chart as you change them.

  • CompoundFX on iPhone projecting $500,000 plus $500 a month at 7% to $2,279,833 over 20 years, with the growth chart and milestone markers
    $500,000 plus $500 a month at 7% for 20 years grows to $2,279,833, with the inflation and tax adjusted value beneath it.

Goal Mode

Goal Mode (Pro) starts from a target and solves for the one input you leave open.

  • CompoundFX Goal Mode on iPhone solving for the 9.39% annual return needed to grow $100,000 plus $500 a month to $1,000,000 in 20 years
    Solving for the rate: $100,000 plus $500 a month needs 9.39% a year to reach $1,000,000 in 20 years.
  • CompoundFX Goal Mode on iPhone solving for the $653 monthly deposit needed to grow $25,000 to $1,000,000 in 30 years at 7%
    Solving for the monthly deposit: $25,000 at 7% needs $653 a month to reach $1,000,000 in 30 years.
  • CompoundFX Goal Mode on iPhone solving for the 32.7 years needed to grow $25,000 plus $500 a month to $1,000,000 at 7%
    Solving for the time: $25,000 plus $500 a month at 7% reaches $1,000,000 in 32.7 years.

Scenario Comparison

Pro compares saved plans side by side: it highlights the variables that differ, the total dollar impact, and when one strategy pulls ahead.

  • Two saved plans compared side by side in CompoundFX on iPhone: Plan A finishes $128,791 ahead of Retire at 65, with an explanation of why and both growth curves
    Plan A against Retire at 65: a $128,791 difference in final balance, and both growth curves.

Charts and Milestones

Every projection has a growth chart with milestone markers and a year-by-year breakdown.

  • CompoundFX year-by-year breakdown on iPhone, listing the gross balance, interest, and inflation-adjusted value for each year of a 30-year plan
    The year-by-year breakdown of a 30-year plan, with the gross balance, interest, and inflation-adjusted value for each year and milestones marked.

Saved Scenarios

Pro saves as many scenarios as you like, standard projections and Goal Mode plans alike.

  • Saved scenarios in CompoundFX on iPhone: three standard plans (Plan B, Plan A, and Retire at 65) and a Goal Mode scenario targeting $2,000,000
    Three standard plans and a Goal Mode plan solving for the rate to reach $2,000,000.

PDF Export

Pro exports any projection as a two-page PDF report.

  • Page one of a two-page CompoundFX PDF report: a $1,421,635 future value, the value composition, the growth curve, an input summary, and key milestones
    Page one of the report: the future value, the value composition, the growth curve, an input summary, and key milestones.

Image Sharing

The free app shares any projection as a branded image.

  • A branded CompoundFX share image of a 30-year projection: $100,000 plus $500 a month at 7% growing to $1,421,635, with the growth chart and milestones
    A shared projection: $100,000 plus $500 a month at 7% for 30 years, with its milestones.

Settings

Settings hold the default values every new scenario starts from.

  • CompoundFX settings on iPhone for default scenario values: target, principal, interest rate, deposit amount and frequency, duration, compounding interval, deposit timing, inflation, and tax rate
    Default scenario values: target, principal, rate, deposits, duration, compounding, timing, inflation, and tax.

Try It on Your iPhone

iPhone app, iOS 17 or later. Free to download.

Download CompoundFX on the App Store

All features Free and Pro