Tools and Calculators

Understanding and using time-weighted and money-weighted returns within your Betterment dashboard.

How to answer your employees’ most frequently asked questions about account types.

Not sure how much Social Security income to expect in retirement? Let Betterment’s calculator show you.

What is diversification? Many investors know that they should be diversified, but don’t understand what that really means. Here, we break it down for you—along with four big misconceptions about being diversified.

Learn how your current income plays a role in calculating your desired retirement spending level in the future.

One of the illusions that many investors have is that it’s worth trying to beat the market. It’s time to put your knowledge to the test and take our quiz.

Explore how the length of an investing period impacted annual returns from 1928 to 2014.

We added a municipal bonds asset class to make your non-IRA portfolio even more tax efficient.

Calculate the value of realizing gains to move to a potentially better investment.

Betterment's portfolio diversification includes holdings across 102 countries. Explore where your money is invested with our widget.