Portfolio Analytics
Real-time yield assessment
"Utilizing your annual CGT allowance effectively can enhance net portfolio returns by up to 2.4% annually for basic rate taxpayers."
Investment Calculators [14]
UK Capital Gains Tax (CGT)
Calculate tax on share/investment sales
UK Dividend Tax
Calculate tax on UK dividend income
Stamp Duty Calculator (UK Shares)
Calculate 0.5% SDRT on UK share purchases.
Share Dealing Fee Calculator
Analyze broker commissions, FX fees, and total trading costs.
Investment Growth Calculator
Project future wealth using compound interest logic.
Dividend Yield Calculator
Calculate annual return % based on payouts and price.
Stocks & Shares ISA Calculator
Track ISA allowance and project tax-free growth.
P/E Ratio Calculator
Calculate Price-to-Earnings ratio for UK stocks valuation.
Portfolio Return Calculator
Calculate weighted annual portfolio performance and CAGR.
Compound Interest Calculator
Project long-term wealth growth with SIP and compounding frequency.
Risk & Volatility Calculator
Calculate Standard Deviation and Beta for UK stocks.
SIP Calculator
Calculate future value of monthly investments.
Inflation Adjusted Return
Calculate real returns after UK inflation.
FTSE Index Return
Calculate historical CAGR for FTSE 100/250.
HMRC Compliance & Precision
Our investment engine is rigorously calibrated with the latest UK tax year allowances and HMRC share pooling rules. From the 30-day "bed and breakfast" rule to Section 104 pooling, CalZone provides the technical depth required for professional-grade financial planning.