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All Calculators & Tools

Our tools and calculators can help you with almost any financial need, from creating a budget to reviewing your investment strategy.

Looking for a tool you've used in the past?

The Retirement Income Planner, Retirement Quick Check, and Portfolio Review tools have all been combined into the new Planning & Guidance Center experience. Don't worry, if you've used any of these tools in the last few years, your information will be available in the new experience.

Go to the new experience

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IMPORTANT: The projections or other information generated by Fidelity’s Planning & Guidance Center Retirement Analysis and Income Strategy Evaluator regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time.
Calculators and tools are provided for educational purposes only. Guidance provided by Fidelity is educational in nature, is not individualized, and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions.
As with all your investments through Fidelity, you must make your own determination whether an investment in any particular security or securities is consistent with your investment objectives, risk tolerance, financial situation and your evaluation of the security. Be sure to review your decisions periodically to make sure they are still consistent with your goals.