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Investing Calculators & Tools

Our investment guidance tools can help you build a foundation for smart investing, then let you create and monitor a diversified portfolio that fits your needs.

Make smarter, more-informed investing decisions

Investing basics

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

Search and compare investments

Use our custom screeners and market commentary to generate ideas, then research and compare investments to help you make more informed decisions.

Investing for growth

Sharpen your investment strategy with tools to help you fine-tune your portfolio.

Investing for Income

Use these tools and resources to help you find the right mix of income-producing investments to meet your retirement needs.

All investing calculators & tools

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

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.