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Instructions
Modify the numbers in the three tables to fit your investment needs.
Press "Calculate Returns" to see your potential returns and other metrics.
Each bar graph reflects the returns of the table right above it.
The first pie chart shows the total deposits and the total interests earned from all three tables.
The second pie chart shows the asset allocation of Stocks, Cash & Bonds, and Alternative Assets.
Final Balance: $0
Total Deposits: $0
Total Interest Earned: $0
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Fidelity
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Calculate Returns
Potential return for stocks!
Initial Deposit:
Yearly Deposit:
Desired Returns(%):
Years Invested:
Potential return for cash and bonds
Initial Deposit:
Yearly Deposit:
Desired Returns(%):
Years Invested:
Potential return for alternative assets!
Initial Deposit:
Yearly Deposit:
Desired Returns(%):
Years Invested:
The Wall Street Journal
The Motley Fool
Bloomberg
Fidelity
Robinhood
Charles Schwab