Add interactive finance calculators to posts and pages, built for German investors and German tax rules (Abgeltungsteuer, Teilfreistellung, church tax, saver’s allowance). Pick a calculator in the block editor or use a shortcode. Free, no account, no API key.
The calculators themselves are available in German and English. The plugin interface is in English and can be translated on translate.wordpress.org.
Ideal for finance blogs, ETF and dividend blogs, FIRE blogs, personal-finance magazines, tax advisors and financial planners.
All calculators are also available as standalone pages on Planafolio, where you can try them before embedding.
19 calculators
- ETF-Sparplanrechner (ETF savings plan)
- Zinseszinsrechner (compound interest)
- Kapitalertragsteuer-Rechner (capital gains tax incl. Teilfreistellung and church tax)
- Vorabpauschale-Rechner
- Freistellungsauftrag-Rechner
- Dividenden-Rechner
- ETF-Kostenrechner (TER)
- Entnahmerechner (withdrawals: how long does my money last)
- Finanzielle-Freiheit-Rechner (FIRE)
- Rentenlücke-Rechner (pension gap)
- Altersvorsorgedepot-Rechner
- Frühstart-Rente-Rechner
- Inflationsrechner
- Einmalanlage oder Sparplan?
- Tilgen oder investieren?
- ETF-Rebalancing-Rechner
- Musterportfolios
- XIRR-Rechner
- TTWROR-Rechner
Privacy first
The two-click mode is on by default: visitors see a placeholder and load the calculator with a click. Until then, the page makes no connection to planafolio.com. The calculators set no cookies and show no advertising.
Light and dark theme, German and English
Set site-wide defaults under Settings Planafolio Finanzrechner and override them per block or shortcode.
Optional source link
You can show “Calculator provided by Planafolio” with a link below each calculator. It is off by default and the calculators work the same without it.
Shortcode
[planafolio_rechner tool="sparplanrechner"]
Optional attributes: theme="light|dark", lang="de|en", consent="yes|no" (two-click mode), credit="yes|no" (source link), height="640".
Tool names: sparplanrechner, zinseszinsrechner, kapitalertragsteuer-rechner, vorabpauschale-rechner, freistellungsauftrag-rechner, dividenden-rechner, etf-kosten-rechner, entnahmerechner, finanzielle-freiheit-rechner, rentenluecke-rechner, altersvorsorgedepot, fruehstart-rente-rechner, inflationsrechner, einmalanlage-oder-sparplan, tilgen-oder-investieren, rebalancing-rechner, musterportfolios, xirr-rechner, ttwror-rechner.
External services
This plugin embeds calculators from Planafolio, a portfolio tracker and retirement planner for German investors. The calculations run on planafolio.com; the plugin itself only outputs an iframe.
- What is sent and when: when a visitor’s browser loads a calculator (immediately, or after clicking “Load calculator” in two-click mode), it requests
https://planafolio.com/embed/<calculator>. Like any web request, this transmits the visitor’s IP address, browser user agent and the referring page. The values typed into the calculator are processed in the visitor’s browser. They are only sent if the visitor actively shares a result or saves it in Planafolio. - Anonymous usage counts: the calculator reports three events to planafolio.com (calculator shown, first input, click on a Planafolio link), each containing only the calculator name and the hostname of your site. No cookies, no device storage, no entered values.
- The plugin sends no data from your WordPress site or its admin area to planafolio.com.
- Terms of use
- Privacy policy
Screenshots
ETF-Sparplanrechner in a blog post (light theme).
Two-click privacy mode: the calculator loads only after a click.
Dark theme, here the Kapitalertragsteuer-Rechner.
Choose calculator, theme and language in the block sidebar.
Site-wide defaults under Settings → Planafolio Finanzrechner.