Skip to main content
Ivy can run calculations to help you explore numerical questions, compare scenarios, and analyze data. Describe what you want in plain English—no coding is required.

What you can ask

Calculations are useful for:
  • Multi-step arithmetic and percentage changes.
  • Investment returns and growth projections.
  • Comparisons across hypothetical scenarios.
  • Statistics and analysis of numerical tables or historical data.
Try these prompts:
“Calculate the annualized return from $10,000 to $12,500 over three years, assuming no additional contributions.”
“Compare investing $500 at the end of each month for ten years at hypothetical annual returns of 4%, 6%, and 8%, compounded monthly. Assume no starting balance, taxes, or fees.”
“Using daily closing prices over the last year, calculate the correlation between SPY’s and QQQ’s daily returns. Show the date range used.”

How it works

Ask your question in Ivy chat. For calculations that need it, Ivy can run Python behind the scenes. You may see Run Calculations in the chat activity before Ivy explains the results. Calculations can use numbers you provide in your message or data Ivy retrieves through its other tools. A simple question may not need a separate calculation run.

Get a more useful result

Include the inputs and assumptions that affect the answer:
  • The amount, assets, or data to analyze.
  • The date range and frequency, such as daily or monthly.
  • Contributions, withdrawals, fees, or other adjustments.
  • The result you want to compare.
You can ask:
“Show the inputs, assumptions, and method you used.”
For hypothetical projections, specify the return assumptions rather than treating them as forecasts.

What to expect

Results are returned in the conversation as text and may be presented in tables. The calculation environment cannot access the internet directly. Ivy retrieves available data through its other tools before using it in a calculation. Run Calculations does not currently provide downloadable spreadsheets or generated chart images. Calculating a scenario does not place a trade.

If a calculation fails

Ask Ivy to retry. For larger requests, try fewer assets, a shorter date range, or one calculation at a time. If the problem continues, contact [email protected] with your question and any error shown.