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Life Events
- Getting Started
- Marriage
- Changing Jobs
- Moving
- New Child
- Major Purchase
- New Wealth
- Turning 50
- Elderly Parent
- Retirement
- Loss of a Loved One
Focus on Your Goals
Focus on Your Investments
Additional Resources
Calculators, Planners, and Worksheet
Use the following interactive tools to assist in your unique financial planning needs.
- Investment planning tools
- Retirement tools
- Small business and self-employed tools
- Estate planning tools
- Fixed Income tools
- College tools
- Tax tools
- Term life insurance tools
- Brokerage Calculators
Investment planning tools
Portfolio Review
Diagnose your portfolio and create investment strategies for each of your lifetime financial goals.
Retirement Planning Tools
Our Retirement Income Planner can help you match your assets and investments to your income needs in retirement.
Fidelity Portfolio Analysis
Obtain expanded analysis about your portfolio and accounts.
Investment Growth Calculator
See how different factors may affect the growth of your investments.
Fund EvaluatorSM
Identify and compare over 4,500 Fidelity and non-Fidelity mutual funds, according to criteria you specify.
Compare Stocks
Obtain graphs and charts, independent analysts' recommendations, earnings per share, and financial data on your selection of stocks.
Most Active
View the most active stocks for the time period and exchange that you choose.
Charts1
Choose a stock and create a customized chart using indices, moving averages, time periods, and frequency.
Intraday Stock Screener
Look for stocks by industry sector and your selected criteria and sort by the criteria most important to you.
Stock Option Grant Calculator
Estimate the cost, tax, and proceeds of exercising and holding or exercising and selling your options.
Retirement tools
Retirement Planning Tools
Our Retirement Income Planner can help you match your assets and investments to your income needs in retirement.
Substantially Equal Periodic Payment Calculator
This tool can provide you information on withdrawing from your tax-deferred retirement savings before age 59½, without having to pay the IRS a 10% early withdrawal penalty.
IRA EvaluatorSM
Evaluate which IRA may be right for you.
Minimum Required Distribution Calculator (MRD)
When you turn 70½, the IRS generally requires that you begin withdrawing money from your retirement accounts (excluding Roth IRAs). Calculate your estimated yearly minimum required distribution.
Small business and self-employed tools
PlanMatch
Compare four popular types of retirement plans for self-employed individuals and small businesses.
SEP-IRA Contribution Worksheet
Calculate your annual SEP-IRA contributions.
Keogh Contribution Worksheet
Calculate your annual Keogh contributions for a single or paired Profit Sharing or Money Purchase plan.
Estate planning tools
Estate Planner
Create planning strategy illustrations based on your financial needs and goals, taking into account your personal wishes, your family's well-being and the charitable causes you care most about.
Estate Tax Calculator
Estimate the impact of potential federal estate taxes.
Fixed Income tools
Portfolio Analysis Tool
Analyze your current fixed income holdings.
Taxable-Equivalent Yields for Individual Bonds
Compare yields of taxable and tax-free bonds.
Price/Yield Calculator
Perform price and yield analysis.
College tools
College Planner
Determine the cost of your child's college education and develop a savings and investment plan.
Tax tools
Tax Estimator
Calculate your estimated withholding taxes and your annual returns.
Term life insurance tools
Insurance Needs Estimator
See how much life insurance you would need to help secure your family's future.
Term Life Insurance Quotes
Get a term life insurance quote.
Brokerage Calculators
Commission Calculator
Estimate the commission for placing trades with Fidelity.
- Provided by BigCharts Inc.
