All calculators & tools
Our tools and calculators can help you with almost any financial need, from creating a budget to reviewing your investment strategy.
Filter calculators & tools
| Close Filter | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Name | Description | ||||||||
| Bonds,Fixed Income | Idea Generation,Investing in Bonds | Find Bonds & CDs | Choose from more than 30,000 bonds and CDs, including new issues and secondary market offerings. | ||||||
| Bonds,Fixed Income | Investing Strategies,Investing in Bonds | Bond Ladder ToolLog In Required | Use this tool to help create a consistent income stream by investing in different bonds with staggered maturity dates. | ||||||
| Mutual Funds | Idea Generation | Mutual Fund Evaluator | Search and evaluate mutual funds according to your criteria. | ||||||
| Exchange-Traded Funds,Exchange-Traded Products | Idea Generation,Investing Strategies | ETF/ETP Screener | Generate trading ideas with our prebuilt and custom screeners for exchange-traded products (ETPs). | ||||||
| Options | Idea Generation,Investing Strategies | Options Screener | Generate trading ideas with our prebuilt and custom options screener. | ||||||
| Financial Planning,Life Events,Loans and Debt Management,Saving and Spending,Starting Out | Budgeting ToolLog In Required | Our personalized tool can make you a budget in a few simple steps. It also helps you categorize your expenses and take control of your spending so you can reach your savings goals. | |||||||
| Financial Planning,Loans and Debt Management,Saving and Spending,Starting Out | Credit Counseling Resource | Take advantage of a free credit counseling session with Money Management International to get your credit card debt under control. | |||||||
| Financial Planning,Loans and Debt Management,Saving and Spending,Starting Out | Debt DashboardLog In Required | Add any outstanding loans to see where you stand when it comes to paying down your debt | |||||||
| Financial Planning,Life Events,Loans and Debt Management,Saving and Spending,Starting Out | Spending DashboardLog In Required | Gain clarity around how much you´re spending across categories to help make informed adjustments. | |||||||
| Financial Planning,Life Events,Loans and Debt Management,Saving and Spending,Starting Out | Student Loan Calculator | Learn about your options to pay back your student loans faster! | |||||||
| Getting Ready to Retire,Investing Strategies,Life Events,Living in Retirement,Saving for Retirement | Planning & Guidance Center | Get a holistic view of your financial plan and explore different investment strategies that can help you stay on track. | |||||||
| Estate Planning,Life Events | Fidelity Estate PlannerSM | This interactive guide takes Fidelity customers step by step through the process of organizing their documents so they can develop their estate plan with their attorney. | |||||||
| Taxes | Tax-Loss Harvesting Tool | Get step-by-step guidance to see what you owe, identify losses, and sell positions that can help you save on taxes. | |||||||
| Term Life Insurance | Insurance,Life Events | Term Life Insurance Coverage Calculator | Answer a few questions to help determine how much Fidelity term life insurance coverage you may need. | ||||||
| Term Life Insurance | Insurance,Life Events | Term Life Insurance Quote Tool | Estimate how much coverage you may need to replace your income and get a quote. | ||||||
| Life Events,Saving for Retirement,Starting Out | The Fidelity Retirement ScoreSM | Not a Fidelity customer? Check the status of your retirement plan by answering six simple questions. Get your Retirement Score, with next steps to consider. | |||||||
| IRA,Rollover IRA,Roth IRA,Traditional IRA | Saving for Retirement,Starting Out,Taxes | IRA Contribution Calculator | Answer a few questions in the IRA Contribution Calculator to find out whether a Roth or traditional IRA might be right for you, based on how much you´re eligible to contribute and how much you might be able to deduct on your taxes. | ||||||
| Charitable Giving Account,Options | Life Events,Taxes | Retirement Income Calculator | Get a quick estimate of how much you could have to spend every month and explore ways to impact your cash flow in retirement. | ||||||
| Taxes | Estimate Your Tax Bracket | While your tax bracket won´t tell you exactly how much you´ll pay in taxes, it can help you assess the tax impact of financial decisions. Learn more about tax brackets here. | |||||||
| IRA,Retirement Accounts | Withdrawals | Substantially Equal Periodic Payments / 72(t) Calculator | If you need to tap into retirement savings prior to 59½ and want to avoid an early distribution penalty, this calculator can be used to determine the allowable distribution amounts under code 72(t). | ||||||
Questions?
- 800-343-3548 800-343-3548
- Chat with a representative
