Investing Calculators

Plan your dividend income, project reinvested growth, weigh fund fees, and figure out exactly when you can retire.

Choosing the right calculator

Each of these tools answers a specific question. Use the Dividend Income Calculator when you know how much you plan to invest and want to see what monthly cash flow to expect. The DRIP Calculator shows the long-run difference between reinvesting distributions and taking them as cash — often the largest lever in a dividend portfolio.

Fund fees compound just like returns do. The Expense Ratio Calculator shows how much a small difference in expense ratio can cost across a working career. When you're preparing to draw down from your portfolio, the Portfolio Income Calculator models sustainable withdrawals against inflation, and the FIRE Number Calculator tells you the target portfolio size that lets you cover annual expenses indefinitely.