Investment Tools & Calculators
Investing calculators
These tools are designed to complement the core guides in our Investing section. Use them to plug in your own numbers and see how habits, time horizon and costs influence long-term outcomes.
Investment Growth Calculator
Estimate how your money could grow over time based on a starting amount, monthly contributions, time horizon and an assumed annual rate of return.
Fee Impact Calculator
Compare the long-term effect of different investment fees on your portfolio and see how lower costs can leave more for your future self.
Retirement Savings Calculator
Enter a goal amount, time horizon and return assumption to estimate how much you may need to save each month toward retirement or another long-term target.
CAGR (Compound Annual Growth Rate) Calculator
Calculate the average annual return between a starting value and an ending value over a set number of years.
Note: these calculators are for educational illustration only and use simplified assumptions. They are not forecasts, guarantees or personalized advice.