Automated Investment Portfolio Calculator

First, tell us about your investment plan by filling in the fields below.
1.Investment Plan:
Initial Investment Amount:
Initial Investment Amount: Total amount you will initially invest or currently have invested toward your investment goal.
Years to Accumulate:
Years to accumulate: The number of years you have to save.
Annualized Yield:
Annualized Yield: This is the rate of return an individual would expect from their investment. It is important to remember that these scenarios are hypothetical and that future rates of return cant be predicted with certainty and actual rate of return can very widely over time.
Contribution Amount:
Periodic contribution: The amount you will contribute each period and the frequency at which you will make regular contributions to this investment.
Your Tax Bracket:
Tax bracket: Effective Tax Rate (ET)=Taxes Paid / Taxable Income. The effective tax rate is the average tax rate paid on all of an individuals income. If you do not know your Effective Tax Rate you can enter your Marginal Federal Tax Rate. If you are estimating using a ROTH which is a Tax Free Retirement Account, you should leave Blank or as 0.00%
How To Use
The Investment Calculator
1Enter in your Initial
Investment Amount
2Indicate Years To
Accumulate Wealth
3Enter the Annualized
Yield on your Investment
4Enter in the frequency of your
Contribution Amount
Your Investment Results:
Balance in Year 2020: $0
Initial Investment Amount
Total Contributions
Total Growth
Investment Growth Over Time
Investment Breakdown
Initial Investment Amount
Total Contributions
Total Growth
IMPORTANT: The projections or other information generated by this calculator regarding the likelihood of various investment outcomes are hypothetical in nature and are for illustrative purposes only as this does not reflect actual investment results and are not guarantees of future results.