Stock Market & Portfolio Analytics
DRIP reinvestment, Options payoff curves, DCA vs Lump-sum, DCF valuation, Sharpe ratio, and Bond YTM.
Featured Stocks & Investing Tools (25)
DRIP Dividend Reinvestment Compounding Calculator
Dividend compounding reinvestment simulator with dividend growth rate and share accumulation.
Options Profit & Loss Visualizer
Interactive payoff diagram for Calls, Puts, Covered Calls, and Cash-Secured Puts.
Dollar-Cost Averaging vs Lump-Sum Comparator
Dollar-Cost Averaging vs Lump-Sum investing historical return comparator.
Stock Average Down Cost Basis Calculator
Calculates new weighted average share price after purchasing market dips.
Portfolio Drawdown Recovery Calculator
Percentage gain required to break even after a 10%, 30%, 50% loss.
Compound Annual Growth Rate (CAGR)
Compound Annual Growth Rate over multi-year investment periods.
Stock Capital Gains Tax Calculator
Short-term ordinary income vs long-term preferential capital gains tax rate.
US Treasury Bill Yield (APY) Calculator
US T-Bill discount rate to Investment Yield (APY) and state-tax-free return.
Portfolio Asset Allocation Rebalancer
Rebalancing cash allocation to bring target asset percentages back to balance.
Sharpe Ratio Risk-Adjusted Return
Risk-adjusted return calculation measuring excess return per unit of volatility.
Dividend Yield & Payout Safety Ratio
Annual dividend per share divided by stock price and dividend safety ratio.
Stock Split Share & Price Adjuster
Forward (2:1, 3:1) and reverse stock split share quantity and price adjuster.
Margin Call Trigger Price Calculator
Maintenance margin requirement (25%-30%) and stock drop trigger price.
Short Selling Profit & Borrow Fee
Borrowing stock, selling high, buying back low with borrow fees.
Portfolio Beta Systematic Risk
Portfolio systematic market risk and sensitivity vs S&P 500 benchmark.
Treynor Ratio Systematic Performance
Excess return per unit of systematic risk (Beta).
Sortino Ratio Downside Risk Metric
Return per unit of downside deviation volatility.
ETF Expense Ratio 30-Year Fee Drag
30-year cost difference between 0.03% vs 0.75% expense ratio ETFs.
P/E, Forward P/E & PEG Ratio Model
Price-to-Earnings, PEG Ratio, and forward P/E intrinsic value estimator.
Discounted Cash Flow (DCF) Valuation
DCF valuation model with terminal value and weighted average cost of capital (WACC).
Bond Yield to Maturity (YTM) Model
Bond coupon rate, par value, market price, and years to maturity.
Bond Macaulay Duration & Convexity
Macaulay and modified duration measuring interest rate price sensitivity.
Covered Call Annualized Income Yield
Annualized option premium income from selling out-of-the-money calls.
Cash-Secured Put Annualized Yield
Annualized option premium return on cash held for selling puts.
Wash Sale 30-Day Cost Basis Adjuster
30-day rule disallowed loss adjustment to new share cost basis.