Tools for Investments

Annual Rate of Return Calculator
Use this calculator to determine the annual return of a known initial amount, a stream of deposits, plus a known final future value.
Annual Stock Option Grants
Use this calculator to project how much a series of annual stock option grants could be worth to you.
Asset Allocation Calculator
Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
Compare Investment Fees
Even a small difference in the fees you pay on your investments can add up over time. Use this calculator to see how different fees impact your investment strategy!
Future Contracts Calculator
Use this calculator to determine the number of futures contracts you may wish to purchase based on your account equity and trading plan.
Internal Rate of Return (IRR) Calculator
Use this calculator to determine an Internal Rate of Return (IRR). It calculates the IRR on an annual basis of an irregular stream of up to 20 payments and withdrawals.
Investment Distributions
This calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out.
Investment Goal
Use this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short.
Investment Loan
This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return. The downside is that you also increase your risk.
Investment Returns
There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
Investment Savings and Distributions
Use this calculator to see how long your investment savings can last once you begin taking distributions.
Municipal Bond Tax Equivalent Yield
Income generated from municipal bond coupon payments are not subject to federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond.
Mutual Fund Expense Calculator
This calculator can help you analyze the costs associated with buying shares in a mutual fund. By entering a few pieces of information, found in your fund's prospectus, you can see the impact of fees and operating expenses on your investment.
Personal Economic Recovery Calculator
This calculator can help you determine exactly what it might take to return your to your original investment balance.
REIT Tax-Equivalent Distribution
This calculator shows a REIT's hypothetical yield and how ROC impacts tax equivalent yield.
Stock Option Calculator
Use this calculator to determine the value of your stock options for the next one to twenty five years.
Taxable vs. Tax Deferred vs. Tax Free Investment
This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.