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Tools & Calculators

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Printer-Friendly Last Updated: 7/29/08 Tools & Calculators

FINRA provides a variety of interactive tools that can help you plan your financial future, from getting background information about your broker to using financial calculators.

Research Tools

• Analyze Mutual Fund and ETF Fees and Expenses 
• Look Up Mutual Fund Breakpoint Information 
• FINRA BrokerCheck - Check the Background of Your Investment Professional

• Understanding Investment Professional Designations

• FINRA Dispute Resolution - Obtain Arbitration Awards
• FINRA Market Data Center - Comprehensive Market Data Resource for Investors
• 529 College Savings Plan Expense Analyzer

Financial Calculators and Simulation Games

• Smart Bond Investing Accrued Interest Calculator 
• Retirement Calculator
• College Savings Calculator
• Loan Calculator
• Savings Calculator
• 401(k) and IRA Minimum Required Distribution Calculator 
• Kids' Calculator (Alliance for Investor Education)
• Saving for My Summer Vacation (Alliance for Investor Education)
• The Stock Market Game ^TM (SMG Worldwide)
• Retirement Estimator (Social Security Online)

Financial Terms

• FINRA Glossary
• Glossary of Analyst Research Report Terms