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gbs
Librarian
Joined: 20 Feb 2007
Posts: 558
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 Posted: Tue Apr 10, 2007 5:09 pm Post subject: Financial Calculators |
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[contributions welcome]
Take them with a grain of salt!
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bob90245
Joined: 19 Feb 2007
Posts: 4174
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cgold
Joined: 20 Feb 2007
Posts: 50
Location: Denver, CO
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| Posted: Tue Apr 10, 2007 5:35 pm Post subject: Choose to Save |
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The Employee Benefit Research Institute (EBRI) has a good collection of calculators here:
Choosetosave.org
Their Ballpark Estimate retirement calculator is one of the better non-Monte Carlo calculators out there. It strikes a good balance between useful input parameters and simplicity. |
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Mel Lindauer
Moderator
Joined: 19 Feb 2007
Posts: 10147
Location: Florida
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cgold
Joined: 20 Feb 2007
Posts: 50
Location: Denver, CO
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mudfud
Joined: 20 Feb 2007
Posts: 1002
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| Posted: Tue Apr 10, 2007 9:50 pm Post subject: |
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Our fellow poster tfb's calculator for Tax-exempt versus Taxable Bond/MM Funds.
Most of the other web-based calculators are inaccurate. Tfb's calculator also lets you factor in AMT and whether or not you itemize.
Edits: Updated link
Last edited by mudfud on Wed Apr 07, 2010 11:56 pm; edited 8 times in total |
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Barry Barnitz
Librarian
Joined: 19 Feb 2007
Posts: 1445
Location: Virginia Beach
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yobria
Joined: 20 Feb 2007
Posts: 2042
Location: SF CA USA
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| Posted: Mon Apr 16, 2007 12:31 am Post subject: |
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I'll add mine:
EasyAllocator: Asset allocation, location, Vanguard/ETF fund selection:
Easy Allocator
Nick |
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DRiP Guy
Joined: 20 Feb 2007
Posts: 1595
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| Posted: Wed Apr 18, 2007 11:05 am Post subject: |
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401 (k) planner
Nice little java calculator here for playing 'what if' with various 401(k) scenarios, and get a real time feel for what various changes can do to the outcome, i.e. inflation rate, savings rate, when you retire, etc.
You can tell it to include or not include SS...
Like most of these calculators, you can't look under the hood at how it does it's calculations, but the results seem reasonable with the inputs I selected.
401 (k) planner |
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simba
Joined: 19 Feb 2007
Posts: 508
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| Posted: Mon Oct 29, 2007 10:38 am Post subject: Backtesting Spreadsheet |
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Disclaimer/Caution/Caveat Emptor: Use these only for Entertainment purposes. Please do not change your asset allocation purely based on historical performance. This was a fun project and please treat it such.
I created a backtesting spreadsheet based on the excellent work done by Trev H, Gummy and other diehards and discussed it on this Thread.
You can directly download Excel (ver rev6j) or the Openoffice (ver rev6g) spreadsheets.
A slight variation of these spreadsheets can be found at Gummy's site Here and Here
Russell created an excellent (visual) Fama French Calculator that he discussed on this Thread.
You can play around with Russell's Calculator
fundtalker123 created some cool contour plots based on different asset allocations. He discussed this Here.
You can also check out the contour plots that fundtalker created at gummy's site.
Best Regards,
Simba
Last edited by simba on Thu Jan 10, 2008 7:28 pm; edited 1 time in total |
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DaleMaley
Joined: 01 Mar 2007
Posts: 985
Location: Illinois
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| Posted: Mon Nov 12, 2007 8:03 am Post subject: |
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Mel posted above about The Flexible Retirement Planner by Jim Richmond.
I wanted to add that this calculator allows you to try both flexible decision spending rules during retirement......and you can try Bernicke's reduced spending plan in retirement if you input your spending.
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_________________
Dale
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Most investors, both institutional and individual, will find that the best way to own common stocks is through an index fund that charges minimal fees. – Warren Buffett |
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Yermo
Joined: 21 Nov 2009
Posts: 1
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| Posted: Sat Nov 21, 2009 4:36 pm Post subject: Portfolio Gain/Loss and Capitals Gains Calculator |
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I hope this is appropriately on topic. Personal Stock Monitor for Windows supports a complete investment transaction register and will calculate portfolio wide gain/loss using current market data. It also includes a short term/long term capital gains report.
Because I am a new member of this forum I cannot post links yet. If interested search for it on Google. |
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