Financial Tools
324 tools across 25 phases and 140 weeks — every one built for an investor analyzing a specific company, sector, or market.
Data-Driven Analysis Tools
- Company Analysis Tools — cash flow quality, margins, revenue concentration, dilution
- Sector Benchmark Tools — margin rankings, growth matrices, capital efficiency
- Earnings Tools — surprise tracker, trend viewer, guidance accuracy
- Valuation Tools — peer multiples, DCF, EV/EBITDA, P/S comparisons
- Business Model Tools — SaaS metrics, marketplace take rates, Rule of 40, advanced SaaS
Financial Formula Calculators
- Core and Advanced Formula Calculators — 64 calculators: EBITDA, EPS, margins, WACC, CAPM, FCFE, FCFF, Graham Number, Reverse DCF, and more
- Quantitative Screening Tools — Altman Z-Score, Piotroski F-Score, Beneish M-Score, DuPont, Magic Formula
Quality and Value Investing
- Quality Investor and Buffett-Style Calculators — owner earnings, ROIIC, normalized earnings, acquirer’s multiple, earnings power value
Options and Derivatives
- Options Calculators — Black-Scholes, all five Greeks, covered call, cash-secured put, break-even, P&L, put-call parity
Portfolio and Risk Analysis
- Portfolio Risk and Performance Calculators — Sharpe, Sortino, Treynor, Beta, VaR, max drawdown, Calmar, portfolio variance, correlation, days to cover
- Personal Investing Calculators — stock P&L, cost basis, margin of safety, DCA, capital gains tax
Bonds and Fixed Income
- Bond and Fixed Income Calculators — YTM, bond price, duration, credit spread, callable YTC, convertible bond, preferred stock, yield curve spread
Funds and Capital Markets
- ETF and Fund Analysis Calculators — expense ratio drag, tracking error, tax drag, active vs passive, ETF premium/discount
- IPO and Capital Markets Calculators — IPO valuation, lock-up expiry, dilution, SPAC NAV
- M&A and Corporate Finance Calculators — acquisition premium, accretion/dilution, goodwill, LBO return
- Corporate Tax Analysis Calculators — interest tax shield, NOL carryforward, effective tax rate, EBIT to EBT bridge
- VC, Startup, and Private Market Calculators — MOIC, venture IRR, pre/post-money valuation, cap table dilution, liquidation waterfall
Income Investing
- Dividend and Income Portfolio Calculators — sustainable payout ratio, dividend coverage ratio, yield on cost
Macro, Trade, and Alternative Assets
- Macro Impact Calculators — FX impact, inflation-adjusted growth, interest rate sensitivity, debt refinancing
- Tariff and Trade Impact Calculators — tariff pass-through, import margin impact, geographic revenue risk, trade war EPS scenario
- Cryptocurrency and Digital Asset Calculators — crypto market cap/FDV, NVT ratio, crypto vs S&P 500, staking yield, crypto cost basis
- Commodity and Energy Analysis Calculators — oil break-even, natural gas, commodity revenue impact, energy scenario returns
Sector-Specific Calculators
- Sector-Specific Calculators — 90+ calculators for banking, streaming, retail, airlines, gaming, semiconductors, pharma, REITs, travel, adtech, EVs, ridesharing, restaurants, telecom, payments, cybersecurity, automotive, logistics, healthcare, industrials, aerospace, consumer staples, apparel, online dating, gambling, and networking
Full Build Plan
See the complete 324-tool implementation roadmap: Tool Development Roadmap.