Calculators

Free, with no sign-in. Each opens on a worked example, already run; change the numbers to make it yours.

• Will my money last? A retirement plan in today's dollars: whether it lasts, what would make it last, and how it held up when replayed over every historical start month, with income phases, Social Security and a pension.
• Am I invested well? What your holdings and your adviser cost you, in dollars, this year and over 20 years; what switching would cost in tax; and how simpler mixes compare.
• What would this mix have done? Any mix of funds on total-return data: growth, the worst declines and how long they lasted, calendar years, and taxes, with the model pages' metric definitions.

The calculators accept tickers or asset ids (for example us_large:60, us_bond:40); extended history represents a ticker by its asset's chain before its own first trading day.