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Calculators & Tools: Investing Basics

Learn how to start making your money work for you with these tools to help you understand the fundamentals of investing.

Establish your budget


This easy-to-use, interactive calculator helps you quickly bucket expenses and determine your monthly surplus or deficit.

Budget Snapshot
Time to complete: About 5 minutes

Create a savings plan


Take a few minutes to tell us your priorities and we'll help you create a plan to save and pay down debt.

Savings Planner
Time to complete: About 20 minutes

Quickly gauge if your retirement savings are on track


Answer five easy questions for a quick estimate of how much you may need to save for retirement compared with your projected savings.

myPlan Snapshot®
Time to complete: About 5 minutes

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.
Images are provided for illustrative purposes only.