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MasterMath

Opportunity Cost Calculator

What a purchase really costs is not what you pay but that plus what the money would have earned. This shows the second part, the one that never appears on the receipt.

Currency and number format for

You give up

—

You give up—
That money invested would be—
Real cost of the spend—
Multiplied by—
Per year—
What you spend today—

How this was worked out

    The formula

    Future value = amount × (1 + rate)^years

    Where it comes from

    Opportunity cost is the value of the best alternative you give up. Spend a thousand you could have invested at seven per cent for twenty years and you have not spent a thousand: you have spent the nearly four thousand it would have become. This does not say spending is wrong — money is for using — it puts a number on the comparison, which is what almost never gets done.

    How to work it out by hand

    1. Note the amount of the spend
    2. Choose the return that money would have earned invested
    3. Choose the horizon you are comparing against
    4. Multiply the amount by (1 + rate) to the power of the years

    What is worth knowing

    Two warnings so this does not become a stick to beat yourself with. First: the return you enter is an assumption, and at seven per cent over thirty years any purchase looks reckless. Second: the figure is in future money, not today's, so to compare it against your current purchasing power you have to strip out inflation by using the real return instead of the nominal one.

    Frequently asked questions

    Does this mean I should not spend?

    No. It says what the spend costs once you count what the money would have earned. The decision is still yours, and money is for using.

    What return should I use?

    The one you would genuinely achieve with that money. An optimistic figure makes every purchase look ruinous.

    Is the result in today's money?

    No, in future money. To compare with today, use the real return, that is, nominal minus inflation.

    Does it work for recurring spending?

    For a one-off. If it repeats, the daily-spend calculator is the right one.

    What if the spend saves me another cost?

    Then subtract that first. Opportunity cost applies to the money that genuinely leaves and does not come back.