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Portfolio Performance is a tool that helps you visualize a portfolio's gains or losses over a given period and easily compare them to a selected benchmark. This portfolio performance calculator uses daily closing prices adjusted for splits and dividends.
By entering your initial investment amount, contributions and more, you can determine how your money will grow over time with our free investment calculator.
This calculator shows you how your portfolio is doing. Just give it your investment's beginning and ending balance for a given time period, and any additions and withdrawals (including dividends not kept in the account) along the way.
An open source tool to calculate the overall performance of an investment portfolio - across all accounts - using True-Time Weighted Return or Internal Rate of Return.
Portfolio return calculations help you evaluate how effective your overall investment strategy has been, which may lead you to diversify your portfolio or better manage your risk....
Use our free investment calculator to estimate how much your investments or savings will compound over time, based on factors like how much you plan to save or invest, your initial deposit and...
Fidelity's investment guidance tools and calculators can help you build a foundation for smart investing, then let you create and monitor a diversified portfolio that fits your needs.
Understanding your investment portfolios with our advanced portfolio simulator. Backed by historical data analysis, our powerful tool allows you to optimize asset allocation, diversify your holdings, and effectively manage risk.
PortfolioMetrics is a comprehensive web application designed for investors to assess the performance and risk of their investment strategies. It allows users to backtest portfolios, compare them to benchmark indices, simulate returns, and optimize asset allocation.
Click Calculate to get results. This portfolio analysis tool allows you to backtest portfolio returns, drawdowns, various risk characteristics, and compare them to a benchmark.