Investing Calculators & Tools - Fidelity

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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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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.

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Make smarter more-informed investing decisions

See how well your investments align with your financial goals and evaluate different investing strategies. You can even explore potential changes to see how different decisions may impact your outlook. Get a holistic view of your retirement plan and explore changes that may help you become better prepared. Get an in-depth analysis of your current portfolio and identify areas that may need more attention. Browse and compare funds based on our selection criteria. Search and evaluate mutual funds according to your criteria. Generate trading ideas with our prebuilt and custom screeners for exchange-traded products (ETPs). Search the universe of publicly traded stocks using preselected or custom criteria. Generate trading ideas with our prebuilt and custom options screener. Use this tool to help create a consistent income stream by investing in different bonds with staggered maturity dates. Calculate the estimated yield or price of a bond, including accrued interest, invoice price, yield-to-maturity, and yield-to-call. 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 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. Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read . Supporting documentation for any claims, if applicable, will be furnished upon request. 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. 638796.17.0

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