Investment

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.

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.

Future Value Calculator

Use this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.

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.

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.

Stock Option Calculator

Use this calculator to determine the value of your stock options for the next one to twenty five years.