Financial Calculators & Tools - Fidelity

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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Calculators & Tools

Our comprehensive calculators and tools can help you make smarter, more-informed decisions. The Planning & Guidance Center helps make it easy to get a holistic view of your financial plan from one place. With this tool, you can see how prepared you may be for retirement, review and evaluate different investment strategies, and get a report with clear next steps for you to consider. Start using the
Planning & Guidance Center

Explore our tools by topic

Learn how to get the most out of an IRA and get help building an income strategy to meet your needs.
Get help building a foundation for smart investing, then learn how to create and monitor your portfolio. Other topics

Questions

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.

From our experts

IMPORTANT: The projections or other information generated by Fidelity's 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. 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. 638817.9.0

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