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Calculators & Tools

Our comprehensive calculators and tools can help support your investing needs so you can make smarter, more-informed decisions.

Financial Calculators & Tools - Fidelity

Retirement calculators & tools

Use these tools to help take the guesswork out of your retirement savings and income strategy.

Investing calculators & tools

Use these tools to help understand, create, and monitor a diversified investment portfolio.

Popular calculators & tools

IRA Contribution Calculator
Estimate how much you may be able to contribute to your IRA this year and how much might be tax-deductible.

Guided Portfolio SummarySM lock_green
Get an in-depth analysis of your current portfolio and identify areas that may need more attention.

Retirement Quick Check
If you’re more than five years from retirement, use this tool to estimate how much you’ll need, compare it to what you’re on track to have, and identify changes you can make today to address any shortfall.

Retirement Income Planner
If you’re within five years of retirement or already retired, use this tool to create a comprehensive plan to help make your money last by projecting out your expenses against potential income sources in different kinds of market conditions.

IMPORTANT: The projections or other information generated by Retirement Quick Check and Retirement Income Planner, 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.