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.

All investing calculators & tools

Name Description
Planning & Guidance CenterLog In Required 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.