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Tools for traders and investors

Trading and investing come with sums to get right before an order goes in: how big a position to take, what a trade costs after charges, where an option breaks even and what tax a gain carries.

Trading and investing come with sums to get right before an order goes in: how big a position to take, what a trade costs after charges, where an option breaks even and what tax a gain carries. The tools here are grouped by those jobs. They work from the numbers you enter, in your browser, and they calculate rather than advise: none of them tells you what to buy or sell.

Gathered from the Finance and Utility categories.

27 tools Most tools free, no sign-up

Start here

Stocks & returns

7 tools

For the profit, cost and return of a holding.

Options & futures

3 tools

For payoffs, option prices, margins and levels.

Risk & position size

3 tools

For sizing trades and keeping score of them.

Currencies & crypto

3 tools

For exchange rates and crypto trades.

Tax on gains

7 tools

For the tax a sale or a dividend carries.

Long-term investing

4 tools

For regular investing and growth over years.

Good to know

  • 26 of 27 tools run entirely in your browser. The other one explains on its page what it sends and why.
  • 26 of 27 keep working without a connection once loaded.
  • Calculator results and templates are starting points for planning, not financial or tax advice. Check the method and assumptions on each tool’s page.
  • Nothing to install and no account. 23 of the 27 tools are free to use without a limit; the other 4 are Pro tools, which show a free preview, and a pass that unlocks them gives full results.

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