Free tools
Investment Calculators
Three questions to do the arithmetic on before you pick a fund. What a plan grows into, what its costs take back, and what it takes to hit a number you have in mind.
What will my portfolio be worth?
Project a lump sum and a monthly savings plan forward, and split the result into what you paid in and what compounding added. Inflation is applied separately so you can see the number in today's money as well as tomorrow's.
Compound Interest Calculator
How much is this fund's fee costing me?
An ongoing charge sounds small next to a portfolio and large next to a lifetime. This compares two funds at different total expense ratios on an otherwise identical plan, and counts the growth the fees themselves would have earned.
ETF Fee Impact Calculator
What do I need to put in each month?
Set a target and a date and this solves for the monthly contribution that gets you there — or, if you would rather fix the contribution, for how long it takes.
Savings Goal Calculator
Everything runs in your browser. No numbers you type are sent anywhere or stored. Each calculator publishes its assumptions on the page, and a projection is only as good as those. None of them is a forecast.