操作說明：黃色的部分可以自行輸入數字

案例1 單筆投資 案例2. 定期投資

起始資金 1,000,000 起始資金
預期報酬率 5% 每月投資金額
預期報酬率
目標金額 20,000,000 目標金額
達到目標需要時間 62年 達到目標需要時間

經過年度 累積總資金 經過年度

0 1,000,000 0
1 1,050,000 1
2 1,102,500 2
3 1,157,625 3
4 1,215,506 4
5 1,276,282 5
6 1,340,096 6
7 1,407,100 7
8 1,477,455 8
9 1,551,328 9
10 1,628,895 10
11 1,710,339 11
12 1,795,856 12
13 1,885,649 13
14 1,979,932 14
15 2,078,928 15
16 2,182,875 16
17 2,292,018 17
18 2,406,619 18
19 2,526,950 19
20 2,653,298 20
21 2,785,963 21
22 2,925,261 22
23 3,071,524 23
24 3,225,100 24
25 3,386,355 25
26 3,555,673 26
27 3,733,456 27
28 3,920,129 28
29 4,116,136 29
30 4,321,942 30
31 4,538,039 31
32 4,764,941 32
33 5,003,189 33
34 5,253,348 34
35 5,516,015 35
36 5,791,816 36
37 6,081,407 37
38 6,385,477 38
39 6,704,751 39
40 7,039,989 40
41 7,391,988 41
42 7,761,588 42
43 8,149,667 43
44 8,557,150 44
45 8,985,008 45
46 9,434,258 46
47 9,905,971 47
48 10,401,270 48
49 10,921,333 49
50 11,467,400 50
51 12,040,770 51
52 12,642,808 52
53 13,274,949 53
54 13,938,696 54
55 14,635,631 55
56 15,367,412 56
57 16,135,783 57
58 16,942,572 58
59 17,789,701 59
60 18,679,186 60
61 19,613,145 61
62 20,593,802 62
63 21,623,493 63
64 22,704,667 64
65 23,839,901 65
66 25,031,896 66
67 26,283,490 67
68 27,597,665 68
69 28,977,548 69
70 30,426,426 70
71 31,947,747 71
72 33,545,134 72
73 35,222,391 73
74 36,983,510 74
75 38,832,686 75
76 40,774,320 76
77 42,813,036 77
78 44,953,688 78
79 47,201,372 79
80 49,561,441 80
81 52,039,513 81
82 54,641,489 82
83 57,373,563 83
84 60,242,241 84
85 63,254,353 85
86 66,417,071 86
87 69,737,925 87
88 73,224,821 88
89 76,886,062 89
案例2. 定期投資 檔案製作：Mr.Market市場先生
1,000,000 更多相關文章歡迎追蹤：
30,000 FB粉絲團： https://www.facebook.com/Mr.Market.tw
5% 部落格： http://www.rich01.com
20,000,000
25年

當年底投入資金 累積總資金
1,000,000
360,000 1,410,000
360,000 1,840,500
360,000 2,292,525
360,000 2,767,151
360,000 3,265,509
360,000 3,788,784
360,000 4,338,223
360,000 4,915,135
360,000 5,520,891
360,000 6,156,936
360,000 6,824,783
360,000 7,526,022
360,000 8,262,323
360,000 9,035,439
360,000 9,847,211
360,000 10,699,572
360,000 11,594,550
360,000 12,534,278
360,000 13,520,992
360,000 14,557,041
360,000 15,644,893
360,000 16,787,138
360,000 17,986,495
360,000 19,245,820
360,000 20,568,111
360,000 21,956,516
360,000 23,414,342
360,000 24,945,059
360,000 26,552,312
360,000 28,239,927
360,000 30,011,924
360,000 31,872,520
360,000 33,826,146
360,000 35,877,453
360,000 38,031,326
360,000 40,292,892
360,000 42,667,537
360,000 45,160,914
360,000 47,778,959
360,000 50,527,907
360,000 53,414,303
360,000 56,445,018
360,000 59,627,269
360,000 62,968,632
360,000 66,477,064
360,000 70,160,917
360,000 74,028,963
360,000 78,090,411
360,000 82,354,932
360,000 86,832,678
360,000 91,534,312
360,000 96,471,028
360,000 101,654,579
360,000 107,097,308
360,000 112,812,174
360,000 118,812,782
360,000 125,113,421
360,000 131,729,092
360,000 138,675,547
360,000 145,969,324
360,000 153,627,791
360,000 161,669,180
360,000 170,112,639
360,000 178,978,271
360,000 188,287,185
360,000 198,061,544
360,000 208,324,621
360,000 219,100,852
360,000 230,415,895
360,000 242,296,689
360,000 254,771,524
360,000 267,870,100
360,000 281,623,605
360,000 296,064,785
360,000 311,228,025
360,000 327,149,426
360,000 343,866,897
360,000 361,420,242
360,000 379,851,254
360,000 399,203,817
360,000 419,524,008
360,000 440,860,208
360,000 463,263,218
360,000 486,786,379
360,000 511,485,698
360,000 537,419,983
360,000 564,650,982
360,000 593,243,531
360,000 623,265,708