FINANCEMARKETS TOOLFREE
Stock Total Return Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS INVESTOR TOOLKIT
Professional investor tools
47 international calculators plus portfolio analytics, company research, monitoring, reporting and My FinanceMarkets workflows.
Toolkit V9.18.0 connected103 modules
CALCULATORS
Calculators
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
FINANCEMARKETS TOOLFREE
CAGR Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLFREE
Dividend Yield Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLFREE
P/E Ratio Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLFREE
PEG Ratio Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLFREE
EPS Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
DCF / Fair Value Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
Bond Yield-to-Maturity Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
FX Return Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLFREE
Risk / Reward Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
WACC Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
EV / EBITDA Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLFREE
Position Size Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
Price-to-Book Ratio Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
ROIC Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
Free Cash Flow Yield Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
Dividend Payout Ratio Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLFREE
Compound Interest Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLFREE
Dividend Reinvestment Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLFREE
Average Cost / DCA Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLFREE
Investment Fees Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLFREE
Inflation-Adjusted Return Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLFREE
Break-Even Price Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLFREE
Stop-Loss & Take-Profit Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
Dividend Discount Model Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
Exact Bond YTM Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
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Bond Price Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLFREE
Bond Current Yield Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
Yield to Call Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
Macaulay Duration Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
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Modified Duration Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
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Bond Convexity Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
DV01 Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
Trade Impact Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
Time-Weighted Return Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
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XIRR Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
Sharpe Ratio Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
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Sortino Ratio Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
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Portfolio Beta Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
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Jensen Alpha Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
Portfolio Volatility Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
Maximum Drawdown Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
Value at Risk Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
Expected Shortfall Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
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Information Ratio Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
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Treynor Ratio Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →FINANCEMARKETS TOOLPRO
Calmar Ratio Calculator
Returns, valuation multiples, yield, WACC, position sizing and other core calculations.
Open tool →STOCK ANALYSIS
Stock Analysis
Valuation, fundamentals, earnings quality, balance sheet and company research.
FINANCEMARKETS TOOLPRO
Earnings & Estimate Review
Valuation, fundamentals, earnings quality, balance sheet and company research.
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Valuation & Price Target History
Valuation, fundamentals, earnings quality, balance sheet and company research.
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Valuation Multiples & Peer Comparison
Valuation, fundamentals, earnings quality, balance sheet and company research.
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Earnings Quality & Cash Conversion
Valuation, fundamentals, earnings quality, balance sheet and company research.
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Capital Structure & Balance Sheet Resilience
Valuation, fundamentals, earnings quality, balance sheet and company research.
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Dividend Sustainability & Coverage
Valuation, fundamentals, earnings quality, balance sheet and company research.
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Economic Moat & Competitive Position
Valuation, fundamentals, earnings quality, balance sheet and company research.
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Scenario Valuation & Investment Case Builder
Valuation, fundamentals, earnings quality, balance sheet and company research.
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Earnings Revision & Consensus Tracker
Valuation, fundamentals, earnings quality, balance sheet and company research.
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Risk-Adjusted Valuation & Conviction Framework
Valuation, fundamentals, earnings quality, balance sheet and company research.
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Company Research Pack & Publication Brief
Valuation, fundamentals, earnings quality, balance sheet and company research.
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Event Impact & Post-Earnings Reassessment
Valuation, fundamentals, earnings quality, balance sheet and company research.
Open tool →FINANCEMARKETS TOOLFREE
Company Research Workspace
Valuation, fundamentals, earnings quality, balance sheet and company research.
Open tool →PORTFOLIO
Portfolio
Track holdings, performance, allocation, income, liquidity, FX and portfolio risk.
FINANCEMARKETS TOOLFREE
Portfolio Tracker
Track holdings, performance, allocation, income, liquidity, FX and portfolio risk.
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Portfolio Analytics
Track holdings, performance, allocation, income, liquidity, FX and portfolio risk.
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Portfolio Performance & Benchmarking
Track holdings, performance, allocation, income, liquidity, FX and portfolio risk.
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Portfolio Attribution & Investment Journal
Track holdings, performance, allocation, income, liquidity, FX and portfolio risk.
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Portfolio Rebalancing & Allocation Targets
Track holdings, performance, allocation, income, liquidity, FX and portfolio risk.
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Portfolio Income & Dividend Analytics
Track holdings, performance, allocation, income, liquidity, FX and portfolio risk.
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Portfolio Tax-Lot & Realized P/L Tracking
Track holdings, performance, allocation, income, liquidity, FX and portfolio risk.
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Capital Allocation & Management Quality
Track holdings, performance, allocation, income, liquidity, FX and portfolio risk.
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Portfolio Watchlist & Thesis Monitor
Track holdings, performance, allocation, income, liquidity, FX and portfolio risk.
Open tool →RESEARCH
Research
Build investment theses, monitor catalysts, consensus, evidence and publication workflows.
FINANCEMARKETS TOOLFREE
Investment Research Workspace
Build investment theses, monitor catalysts, consensus, evidence and publication workflows.
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Investment Decision Dashboard
Build investment theses, monitor catalysts, consensus, evidence and publication workflows.
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Investment Reporting Center
Build investment theses, monitor catalysts, consensus, evidence and publication workflows.
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Investment Thesis Timeline
Build investment theses, monitor catalysts, consensus, evidence and publication workflows.
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Catalyst & Event Tracker
Build investment theses, monitor catalysts, consensus, evidence and publication workflows.
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Investment Checklist & Pre-Trade Review
Build investment theses, monitor catalysts, consensus, evidence and publication workflows.
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DCF Sensitivity & Reverse DCF
Build investment theses, monitor catalysts, consensus, evidence and publication workflows.
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Investment Thesis Consistency & Contradiction Check
Build investment theses, monitor catalysts, consensus, evidence and publication workflows.
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Publication Template & Editorial Export
Build investment theses, monitor catalysts, consensus, evidence and publication workflows.
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Source & Evidence Register
Build investment theses, monitor catalysts, consensus, evidence and publication workflows.
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Editorial QA & Disclosure Checklist
Build investment theses, monitor catalysts, consensus, evidence and publication workflows.
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Research Archive & Versioned Publication History
Build investment theses, monitor catalysts, consensus, evidence and publication workflows.
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Coverage Universe & Research Pipeline
Build investment theses, monitor catalysts, consensus, evidence and publication workflows.
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Sector & Geographic Coverage Analytics
Build investment theses, monitor catalysts, consensus, evidence and publication workflows.
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Macro & Market Regime Overlay
Build investment theses, monitor catalysts, consensus, evidence and publication workflows.
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Tool Directory & Workspace Hub
Build investment theses, monitor catalysts, consensus, evidence and publication workflows.
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My FinanceMarkets
Build investment theses, monitor catalysts, consensus, evidence and publication workflows.
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Advanced Reports & Export Center
Build investment theses, monitor catalysts, consensus, evidence and publication workflows.
Open tool →RISK & SCENARIOS
Risk & Scenarios
Stress tests, correlation, active risk, factor exposure and conviction frameworks.
FINANCEMARKETS TOOLPRO
Portfolio Risk Analytics
Stress tests, correlation, active risk, factor exposure and conviction frameworks.
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Portfolio Risk Budgeting & Exposure Limits
Stress tests, correlation, active risk, factor exposure and conviction frameworks.
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Portfolio Scenario Stress Testing
Stress tests, correlation, active risk, factor exposure and conviction frameworks.
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Portfolio Liquidity & Exit Planning
Stress tests, correlation, active risk, factor exposure and conviction frameworks.
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Portfolio Currency Exposure & FX Attribution
Stress tests, correlation, active risk, factor exposure and conviction frameworks.
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Portfolio Benchmark Decomposition & Active Risk
Stress tests, correlation, active risk, factor exposure and conviction frameworks.
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Portfolio Factor Exposure & Style Analysis
Stress tests, correlation, active risk, factor exposure and conviction frameworks.
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Portfolio Correlation & Diversification Map
Stress tests, correlation, active risk, factor exposure and conviction frameworks.
Open tool →MONITORING
Monitoring
Alerts, signals, calendars, thesis monitoring, data health and reporting.
FINANCEMARKETS TOOLFREE
Investment Watchlist
Alerts, signals, calendars, thesis monitoring, data health and reporting.
Open tool →FINANCEMARKETS TOOLPRO
Research Dashboard & Coverage Monitor
Alerts, signals, calendars, thesis monitoring, data health and reporting.
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Research Calendar & Review Scheduler
Alerts, signals, calendars, thesis monitoring, data health and reporting.
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Valuation Drift & Thesis Decay Monitor
Alerts, signals, calendars, thesis monitoring, data health and reporting.
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Alert Rules & Signal Center
Alerts, signals, calendars, thesis monitoring, data health and reporting.
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Catalyst Probability & Expected Value Monitor
Alerts, signals, calendars, thesis monitoring, data health and reporting.
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Data Health & Integration Diagnostics
Alerts, signals, calendars, thesis monitoring, data health and reporting.
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Market Data Hub
Alerts, signals, calendars, thesis monitoring, data health and reporting.
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