Financial Calculators

Below is a compilation of free financial calculators involving mortgages, loans, investments, debt, credit cards, retirement, and more, each with related information to assist you in your DIY journey.

Financial Calculators | BMG DIY Investor

Portfolio Simulator
RRSP Calculator
Retirement Calculators
Personal Tax Calculator
Compound Interest Calculator
RESP Calculator
Canada Child Benefit Calculator
Mortgage Payment Calculator
Expense Calculator
Budget Calculator
Credit Card & Debt Payoff Calculators

Sample Portfolio Analyzer

Click to download PDF

Analyzing The Historical Performance of A Portfolio

While relatively few investment portfolios hold any gold, the benefits of doing so can be seen using the World Gold Council’s Portfolio Simulator.

By using this simulator, advisors and investors can quantitatively calculate the benefits of a truly diversified portfolio. Any of the myths and biases against the best-performing and second-best performing asset classes are easily dismissed.

Download 3 portfolio allocation samples in Excel format

Download 3 portfolio allocation samples in PDF format