Investment Calculators

Are you on track to meet your investment goals? What is your strategy to build your wealth? Our investment calculators, stock options calculator and investment property calculator can help you get on the right track.

  • Asset Allocator

    The Asset Allocator helps you create a balanced portfolio of investments. Several factors are used to calculate a desirable mix of stocks, bonds and cash.

  • Stock Option Calculator

    Use this calculator to determine the value of your stock options for the next one to twenty–five years.

  • Annual Stock Option Grants

    Use this calculator to project how much a series of annual stock option grants could be worth to you.

  • Investment Returns

    Meeting your long–term investment goal is dependent on a number of factors. This calculator helps you sort through these factors and determine your bottom line.

  • Investment Loan

    This calculator helps illustrate the effect of using a loan to purchase an investment of appreciable asset.

  • Future Contracts Calculator

    Use this calculator to determine the number of future contracts you may want to purchase based on your account equity and trading plan.

  • Investment Property Calculator

    An investment property can be an excellent investment. This calculator is designed to examine the potential return you might receive from an investment property