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Free calculators for index investing and financial independence

Eleven interactive tools covering the full arc: understanding compound growth and fees, deciding your allocation, executing your plan, and figuring out when you can live off your portfolio.

Grouped in the order a new investor actually needs them: first understand the terrain, then decide your portfolio, execute the plan, and finally figure out when you can live off it.

These 11 tools cover everything that isn't country-specific. The Spanish site has 21 tools in total — the other 10 handle Spanish tax rules (capital gains, tax-loss carryforwards, pension plans) and only make sense for investors filing taxes in Spain.

See all 21 tools (in Spanish) →

These tools are a free companion to a book — just not in English yet

Fondos indexados is a Spanish-language book on passive index investing, written for investors filing taxes in Spain. These 11 calculators are the country-agnostic subset of its companion toolkit, released here for anyone to use for free.

See the book (in Spanish) →