The calculators on this page are designed to explore some simple aspects of common questions regarding investing. The calculations are designed to be simple; they are NOT designed to rigorously explore all scenarios and aspects of any given question or problem.
Using the calculators
The spreadsheets shown are not editable. However, you can download each spreadsheet, and change to suit your needs. If you do not have a spreadsheet program, consider Libre Office. Libre Office is an open source (free) project, that supports editing various document types, including these spreadsheets. LibreOffice.org
This spreadsheet can be used to quickly calculate the number of shares you need to purchase, given your account balance and desired allocations
Any decisions can be significantly complicated by other tax and income issues, as well as changes that could occur to income and capital gains tax rates. (I.E. some IRA contributions reduce AGI, others don't. Complexities like this are NOT accounted for in the spreadsheet.) Be sure and verify any decisions with your financial advisor.
Calendar days between the last weekday of each quarter
This calculator is a Google Document. You can view this spreadsheet directly, no need to download.
This spreadsheet can be used for calculating the number of calendar days between the last weekday of each quarter. Some mutual funds have penalties for trading within 90 days. To avoid those penalties, you can delay quarterly trading a day or two when necessary, and since there are generally more than 90 days per quarter, you will be able to get back on the schedule of trading on the last trading day of the quarter within a quarter or two.