Asset Allocation Calculator

Get a suggested mix of stocks, bonds and cash based on your risk tolerance and time horizon.

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Project the future value of a lump sum plus optional periodic deposits at a chosen compounding frequency.

Find how much you need to invest today to reach a future target amount.

Find the annualized rate of return an investment earned between its starting and ending value.

Find the annual internal rate of return on an investment with an up-front cost and recurring cash flows.