Financial Calculators
Powerful calculators integrated with your financial profile. Save presets, analyze scenarios, and make data-driven decisions.
Want a full dashboard? Try the Wealth Planner or update your Account profile for better prefilled results.
Mortgage Calculator
Calculate your monthly mortgage payment with amortization schedule. Compare fixed vs ARM loans, see PMI costs, and plan extra payments.
Open CalculatorRent vs Buy Calculator
Compare renting vs buying when you do not yet own a home. Includes hidden costs and opportunity cost analysis.
Open CalculatorHousing Decision Calculator
Compare all housing paths: keep, sell & rent, sell & buy, rent out & rent, or rent out & buy.
Open CalculatorTax Calculators
Estimate your federal and state tax liability. See detailed breakdowns by tax bracket and understand how deductions affect your taxes.
Open CalculatorRSU Tax Calculator
Calculate taxes on RSU vesting. Understand withholding vs actual tax owed and learn strategies to minimize your RSU tax burden.
Open CalculatorVehicle Calculators
Compare financing vs leasing options for your next vehicle. Calculate monthly payments, total costs, and find the best deal.
Open CalculatorCar Lease Calculator
Calculate your car lease payment. Understand money factor, residual value, and capitalized cost to negotiate better lease deals.
Open CalculatorWash Sale Calculator
Detect IRS wash sales in your stock trades. Calculate disallowed losses and cost basis adjustments. Works with RSUs, options, and regular trades.
Open CalculatorPortfolio Simulator
Import supported brokerage exports (Fidelity CSV today) and simulate trades. Analyze lot-level tax implications and detect wash sales.
Open Calculator