ROI Calculator

Professional ROI calculator tool, supporting basic ROI, annualized ROI, and batch CSV calculations, providing investment analysis recommendations and detailed statistical reports

Bug report

Browser execution mode: Your data is processed in your browser and is not uploaded to the server.

Speed and Stability: Processing speed depends on your device and browser. For large batch work, the desktop version may be more stable.

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If the online tool fails to load or run, try the desktop tool.https://tools.yikeaigc.com/

Tool Usage

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Tip: Select a calculation mode and set investment parameters, then click Next to calculate. Batch CSV files are read and processed only on this device and are not uploaded to the server.

Basic Return on Investment

Enter initial investment, ending value, cash income, and extra costs to quickly calculate net profit, ROI, and money multiple.

Investment DataCash income can include dividends, interest, or interim returns

Project Name

Currency

Initial Investment

Ending Value

Cash Income

Extra Costs

Analysis ParametersBenchmark return rate is used to compare project performance

Benchmark Return Rate (%)

Investment Type

Annualized Return on Investment

Compare projects with different holding periods, converted to annual returns using compounding.

Investment DataHolding period affects annualized results

Project Name

Currency

Initial Investment

Ending Value

Cash Income

Extra Costs

Period & BenchmarkEnter years, months, or days

Holding Period

Annualized Benchmark (%)

Investment Type

Batch CSV Calculation

Upload one or more CSV/TXT files, or paste table data. Preview shows only the first 20 rows; calculation covers all valid rows.

Upload FileColumn order: Investment Name, Initial Investment, Ending Value, Cash Income, Extra Costs, Holding Years

Click to choose CSV/TXT files, or drag them here Select multiple files at once; exports use original filenames, with numbers added for duplicates.

Paste CSV DataPaste directly when no file is available

CSV Content

File List

Data Preview

Source	Investment Name	Initial Investment	Ending Value	Cash Income	Extra Costs	Holding Years

Calculation Results Waiting to calculate

No results yet Set parameters on the left, then click Next to calculate.

Total Invested--

Net Profit--

ROI--

Annualized ROI--

-50%0%50%+

Project--

Capital Multiple--

Break-even ending value--

Benchmark difference--

Payback period estimate--

Valid items0

Avg ROI0%

High ROI0%

Low ROI0%

Source	Investment Name	Net Profit	ROI	Annualized ROI	Rating

Instructions

Software Usage Instructions

Select a calculation mode:Choose Basic ROI, Annualized ROI, or Batch CSV as needed. Basic ROI is suitable for measuring a single investment, Annualized ROI is suitable for comparing different holding periods, and Batch CSV is suitable for summarizing multiple projects.
Set investment data:
- Initial investment:Enter the principal, purchase amount, project investment, or advertising spend.
- Ending value:Enter the current value, sale proceeds, or project recovery amount.
- Cash income:Enter cash income such as dividends, interest, rent, and interim collections.
- Additional costs:Enter expenses such as handling fees, taxes, management fees, and operation and maintenance fees.
Set period and benchmark:Annualized ROI mode requires entering the holding period, with input supported in years, months, or days; the benchmark return rate is used to view the difference between the project and the target.
Use sample data:Click Fill Example to quickly view the calculation process, or download the CSV template and fill in the data by column.
Batch CSV format:Prepare data in the format “Investment Name,Initial Investment,Ending Value,Cash Income,Additional Costs,Holding Years”; when uploading multiple files, the page only previews the first 20 rows, but the calculation will process all valid rows.
Start calculation:Click Next to calculate and view total investment, net profit, ROI, annualized ROI, money multiple, break-even value, benchmark difference, and analysis tips.
Export results:Single-item results can be downloaded as CSV; after batch processing multiple CSV files, they will be packaged as a ZIP. Result files use the original file names, and numbers are added automatically to distinguish duplicate names.

FAQ

A: ROI measures the total return over the entire investment period; annualized ROI converts the return to an annual basis, making it easier to compare projects with different holding periods.

A: Cash income can include dividends, interest, rent, collections, and other income; additional costs can include handling fees, taxes, management fees, operation and maintenance fees, and other expenses. Both affect net profit and ROI.

A: It is recommended to enter data in the order “Investment Name,Initial Investment,Ending Value,Cash Income,Additional Costs,Holding Years”. Each row represents one project, and numeric columns should use a number format.

A: The tool provides performance prompts based on ROI or annualized ROI ranges, such as strong performance, stable, average, near break-even, or loss. The rating is used to help interpret the results, but should still be considered together with risk, time period, and capital tied up.

A: Negative ROI means the ending value and cash income are not enough to cover the total investment, and the project is in a loss-making state. You can further check price changes, cost increases, holding period, and cash recovery.

A: No. CSV reading and ROI calculation are completed on the current device, and file contents are not submitted to the server.