๐ฏ Target Allocation
US Total Market
54%
FSKAX
International Total Market
36%
FTIHX
US Bonds
10%
FXNAX
โ๏ธ Tax Settings
Federal only - not tax advice. Numbers may change.
โ
Portfolio-wide is simpler and avoids unnecessary trades. Use account-level if you want each account perfectly balanced.
๐ Import Portfolio Data
Upload your Fidelity account statement (PDF or CSV)
Go to: All Accounts > 3 dots > Download / Print
Or manually enter your holdings:
๐ Current Holdings
๐ Portfolio Summary
โ ๏ธ Assumptions & Disclaimers
Federal only - not tax advice. Numbers may change.
This calculator uses 2026 IRS limits and assumes a 54/36/10 target allocation.
Taxable sells setting: Off (cash only)
State taxes, NIIT (3.8%), wash sale rules, and individual circumstances are not considered.
Consult a tax professional for personalized advice.
This calculator uses 2026 IRS limits and assumes a 54/36/10 target allocation.
Taxable sells setting: Off (cash only)
State taxes, NIIT (3.8%), wash sale rules, and individual circumstances are not considered.
Consult a tax professional for personalized advice.
Total Portfolio Value
$0
Number of Accounts
0
Cash Available
$0
Rebalancing Needed
$0
๐ Contribution Limits Tracker (Optional)
๐ฐ Cash to Invest
$