Free tools
Worksheets and calculators
Six public pages that run arithmetic on figures you type. No login on the math, no price targets, and no letter grades.
Concentrated portfolio calculator
See equal weight and top heavy weight math for how many stocks you hold and how large the biggest one is.
Profit margin calculator
Turn revenue and gross, operating, and net margins into dollar profit lines and the gap from gross to net.
Free cash flow worksheet
Trailing cash ratios from our stored snapshot when available, plus an owner earnings box that only uses numbers you type.
Downside risk worksheet
See how a loss you type in one position moves the portfolio, beside balance sheet figures from our snapshot when we have them.
Intrinsic value calculator
A five year free cash flow grid that turns assumptions you type into value per share, with no upside call.
Competitive advantage worksheet
Trailing profitability from our snapshot beside a moat checklist you fill in, with no moat grade.