Investment Analysis
Stock trading, ETF comparison, dividend calculators, and portfolio analysis
What are you trying to do?
Asset Allocation Planner
Build and stress test portfolio allocations with risk profiles, glide paths, and diversification metrics.
Asset Class Comparison Tool
Compare historical returns: stocks vs bonds vs gold vs real estate
Crypto Dollar-Cost Averaging
Calculate Bitcoin and Ethereum DCA returns vs lump sum investing
Dividend Reinvestment Calculator
See the power of DRIP compounding with tax implications
Dividend Reinvestment Planner
Model DRIP growth with taxes, reinvestment schedules, and compare dividend income strategies side by side.
ETF Overlap Checker
Analyze holdings overlap between ETFs to avoid redundancy
ETF vs. Mutual Fund Cost Tool
Compare fees and long-term impact of ETFs vs mutual funds
Portfolio Performance Analytics
Measure alpha, beta, Sharpe, Sortino, volatility, and drawdowns versus your benchmark to see if returns justify risk.
Stock Profit Calculator
Calculate trading profits with capital gains taxes and fees
Stock Returns Calculator
Comprehensive stock analysis: calculate profit from trades, project long-term returns with DRIP, and compare dividend strategies
Stock Valuation Calculator
Blend P/E, P/B, P/S, dividend discount, DCF, and peer multiples to estimate fair value and upside
Green Investment ROI Tool
Compare ESG/impact fund returns vs standard index funds
Portfolio Rebalancing Impact
Compare annual vs quarterly vs threshold rebalancing strategies
Stock Split Impact Tool
Calculate how stock splits affect share count and cost basis