Added with the previous release
Factor and Sector Exposure Look Through Calculator
Add up the factor tilts and sector weights of up to 12 funds, weighted by how much you hold of each, to see which way your whole portfolio leans on value, size, momentum, quality and low volatility, how much of it sits in each of the 11 sectors, which fund puts it there, and which sectors are at or above the share you set as your limit. Estimates for education, not advice.
Tax PlanningTax Efficient Withdrawal Order Calculator
Compare three orders of drawing a taxable account, a traditional IRA or 401(k) and a Roth account through retirement, each grossed up to the same spending after tax: lifetime tax, how long the money lasts, the balance left and the bracket each year, with required minimum distributions and the tax on Social Security. Estimates for education, not advice.
Tax PlanningTax Lot Selection Method Calculator
Compare the tax one sale of a security adds under six ways of choosing the units you sell: oldest first, newest first, highest cost first, lowest cost first, a lowest-tax order and average cost. See the gain of each, split into short-term and long-term, the federal, net investment income and state tax it adds for 2025 or 2026, the method with the lowest tax of the six, and the tax it saves against oldest first. Estimates for education, not advice.