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Brokerage Account Calculator

Estimate long-term growth in a taxable brokerage account with recurring contributions and compounding.

Projected balance

$324,794

Total contributions

$169,000

Investment growth

$155,794

What this estimate means

180 months of contributions modeled with monthly compounding.

This is a planning estimate, not a guaranteed return forecast.

How to Use

  1. Enter your current brokerage account balance.
  2. Add the amount you expect to invest each month.
  3. Choose an annual return assumption and investment horizon.
  4. Review the projected balance, contributions, and growth.

Frequently Asked Questions

What is a brokerage account calculator useful for?

It helps you see how recurring investing outside retirement accounts could build wealth over time.

Does this include dividend taxes or capital gains taxes?

No. This page focuses on growth projections only, so actual after-tax results may be lower.

Can I use this for general investing goals?

Yes. It is useful for goals like a bridge account, early retirement funding, or flexible long-term investing.

Why track contributions separately?

Separating contributions from growth helps you see how much of the ending value comes from saving versus market appreciation.

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