Free calculators you can run instantly in your browser - no account needed. Plus the full suite of advanced tools inside PortfolioPilot, free to try for 10 days.
No login, no paywall. Every calculator below is free and runs in your browser in seconds.
Weigh a tax hit now against future tax-free Roth growth and find your breakeven.
Open tool →Estimate the current-year required minimum distribution from your accounts.
Open tool →See how your claiming age and spousal rules shape lifetime benefits.
Open tool →See how a planned sale maps to the 0%, 15%, and 20% capital-gains brackets.
Open tool →Estimate your exposure to the 3.8% net investment income tax.
Open tool →Check whether a repurchase falls inside the 30-day wash-sale window.
Open tool →See how the right assets in the right accounts cut your tax drag.
Open tool →Estimate the after-tax value that tax-smart investing could add to your returns.
Open tool →Compare how qualified and ordinary dividends are taxed at your income level.
Open tool →Compare the real long-term costs of a will versus a living trust.
Open tool →Build a personalized checklist of the estate documents you need.
Open tool →Estimate potential federal and state estate tax on your net worth.
Open tool →Total your assets and liabilities to see exactly what you own and owe.
Open tool →Estimate the value of private assets using several valuation methods.
Open tool →See how currency swings affect your cross-border money in dollar terms.
Open tool →See how much low-yield cash is quietly costing you each year.
Open tool →Get a tailored target for how much cash to keep for emergencies.
Open tool →Compare doing it yourself versus paying an advisor, net of fees.
Open tool →See the long-term cost gap between load and no-load funds.
Open tool →Find your portfolio blended expense ratio and its real dollar drag.
Open tool →Compare flat-subscription and percentage-of-assets advice fees side by side.
Open tool →See when a percentage fee overtakes a flat subscription, and by how much.
Open tool →Estimate what slow financial decisions quietly cost you over time.
Open tool →See how annual advisory fees compound into a large wealth gap.
Open tool →Create a free account to use these interactive tools. New members get full access to every feature free for 10 days - no credit card required.
Get AI-optimized buy and sell ideas to improve your allocation, risk, and returns.
Try it free →Project your retirement with life events and scenarios, and see your probability of success.
Try it free →Stress-test your portfolio against historical crashes like 2008 and COVID-19.
Try it free →Model buying, selling, or rebalancing and see the impact before you act.
Try it free →Spot tax-loss harvesting opportunities and tax-smart swaps across your accounts.
Try it free →Uncover hidden fund and advisor fees and see how much you could save.
Try it free →Filter thousands of stocks, ETFs, and funds by performance, fees, and exposure.
Try it free →Dive into 60,000+ securities with fundamentals, forecasts, charts, and news.
Try it free →Track 10,000+ economic indicators and forecasts and how they affect your portfolio.
Try it free →You can get started right now with our 10-day free trial. Get a free financial assessment, and get personalized suggestions in minutes:
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