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Investing Calculators & Tools

Our investing tools can help you review your current strategy and maintain a portfolio with investments that fit your needs.

Make smarter, more-informed investing decisions

Planning & Guidance Center

See how well your investments align with your financial goals and evaluate different investing strategies.

Investment Guidance

Investing basics
Just getting started? We can provide a foundation to help you begin today.

Investing for growth
Want to fine-tune your investment strategy? Get the latest ideas and portfolio analysis tools.

Investing for income
Need help building a retirement income plan? Learn how to create a strategy and choose products.

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

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

All investing calculators & tools

Name Description
Planning & Guidance Center Get a holistic view of your retirement plan and explore changes that may help you become better prepared.
Guided Portfolio SummarySMLog In Required Get an in-depth analysis of your current portfolio and identify areas that may need more attention.
Essentials of Investing This interactive tutorial can help you learn about risks, priorities, and common strategies used by other retirees.
Fund Picks From Fidelity® Browse and compare funds based on our selection criteria.
Mutual Fund Evaluator Search and evaluate mutual funds according to your criteria.
ETF Portfolio Builder Create a customized exchange-traded fund (ETF) portfolio around your investment needs.
ETF/ETP Screener Generate trading ideas with our prebuilt and custom screeners for exchange-traded products (ETPs).
Sector Portfolio Builder Build custom-weighted sector portfolios, compare against benchmarks, and choose from a comprehensive set of mutual funds and ETFs.
Stock Screener Search the universe of publicly traded stocks using preselected or custom criteria.
Options Screener Generate trading ideas with our prebuilt and custom options screener.
Bond Ladder ToolLog In Required Use this tool to help create a consistent income stream by investing in different bonds with staggered maturity dates.
Hypothetical Trade ToolLog In Required Test a hypothetical trade to see how it affects your portfolio´s asset allocation.
Tax Loss Harvesting ToolLog In Required This tool can help you offset taxes on realized gains by selling currently losing investments.
Price-Yield Calculator Calculate the estimated yield or price of a bond, including accrued interest, invoice price, yield-to-maturity, and yield-to-call.
Fidelity Income Strategy Evaluator® Find a right mix of income-producing investments to help meet your needs in retirement.

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

IMPORTANT: The projections or other information generated by the Planning & Guidance Center Retirement Analysis and Fidelity 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.