Calculators & Tools

See how your savings and investment account balances can grow with the magic of compound interest.

Mutual fund fees can eat away at your returns. Make sure you know how much you're paying in fees with our mutual fund calculator, which also calculates fund investment growth.

Simulate your financial future and chart a course toward your best life.

Portfolio Visualizer is a powerful portfolio analysis and reporting tool set, built to enable anyone to benefit from the sophisticated analytical techniques usually reserved for institutions. Turning analysis into actionable insight, explained by A.I.

Monarch Money is a money management platform that helps users track their finances, set budgets, and achieve financial goals by aggregating accounts, automatically categorizing transactions, and offering features like spending analysis and goal tracking