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Tools & Calculators
Every analysis surface in one place — find the right model, stress test it, quantify tax friction, and plan the trades.
Model Evaluator
Answer six questions about the client and get a ranked shortlist of models with the reasoning behind each fit.
Open tool →Hypothetical Performance
Project the growth of a starting balance plus ongoing contributions or withdrawals against a model.
Open tool →Historical Backtesting
Compound a model through history and review drawdowns, recoveries, and stress episodes versus its benchmark.
Open tool →Tax Evaluator
Estimate the realized-gain cost of transitioning a taxable account into a T. Rowe Price model.
Open tool →Rebalancing Analysis
Check account drift against tolerance bands and generate the trade list needed to bring it back in line.
Open tool →Model Customization
Start from a flagship model and substitute specific mutual funds or ETFs, then see the cost impact.
Open tool →Not sure which tool fits?
Ask T. Rowe Price and we'll point you to the right analysis for the conversation you're preparing for.