Portfolio & Trading

Size positions, model options, backtest DCA strategies, and manage your portfolio.

Implied Move Calculator

Calculate the implied move from option straddle prices before earnings. See expected price range, breakeven levels, straddle P/L, and whether volatility is cheap or expensive.

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Option Payoff Diagram Builder

Build multi-leg option strategy payoff diagrams. Visualize spreads, strangles, iron condors, and custom strategies with breakeven points and max P/L.

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LBO (Leveraged Buyout) Calculator

Estimate private equity returns from a leveraged buyout. Enter entry multiple, debt structure, and exit assumptions to get equity IRR, MOIC, sources & uses, and sensitivity analysis.

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Fibonacci Retracement Calculator

Calculate Fibonacci retracement and extension levels from a price swing. Enter the high and low of a move to see key support and resistance levels with a visual price ladder.

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Stock Profit Calculator

See exactly how much you made or lost on a trade. Enter buy price, sell price, and shares to get your total profit and return percentage.

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Stock Average Calculator

Calculate your average cost per share across multiple purchases. Perfect for tracking DCA positions and cost basis.

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Stock Split Calculator

Calculate your new share count and price per share after a stock split. Supports forward and reverse splits with common preset ratios.

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Stock Dilution & SBC Calculator

See how stock-based compensation silently erodes your ownership and EPS over time. Quantify dilution before it surprises you.

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Position Size Calculator

Calculate exactly how many shares to buy based on your risk tolerance. Stop sizing positions by gut feel.

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Margin Call Calculator

Calculate your exact margin call price and see how far you are from getting liquidated. Visual danger zone included.

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Options Profit/Loss Calculator

See your breakeven, max profit, and max loss for calls, puts, covered calls, and protective puts before you trade.

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Historical DCA Backtester

See how dollar-cost averaging would have performed on any stock. Pick a ticker, set a monthly amount, and watch consistency compound.

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DCA vs. Lump Sum Calculator

Lump sum wins 2 out of 3 times. But can your stomach handle it? Compare dollar-cost averaging vs. lump sum investing across bull, flat, and bear scenarios.

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Portfolio Rebalancing Calculator

Your 60/40 drifted to 75/25. Calculate exactly what to buy and sell to get back on target, with tax-efficient new money allocation.

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Hold or Sell Tax Timing Calculator

Selling 3 weeks early could cost you $4,200. Is it worth it? See how many days until long-term rates, your exact tax savings, and the breakeven stock decline rate.

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Dividend Calculator

Project dividend income with or without DRIP reinvestment. See how dividend growth and compounding build wealth over time.

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Dividend Reinvestment (DRIP) Calculator

Reinvest your dividends. Watch your shares multiply like rabbits. Compare DRIP vs. cash dividends with year-by-year schedules and visual growth curves.

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Black-Scholes Calculator

Price European options using the Black-Scholes model. Get call/put values plus all five Greeks (delta, gamma, theta, vega, rho) instantly.

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Sharpe Ratio Calculator

Calculate risk-adjusted returns using the Sharpe ratio. Enter returns directly or use quick mode with annualized stats. Benchmark against common thresholds.

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Implied Volatility Calculator

Back-solve implied volatility from an option’s market price using Newton-Raphson iteration. See the expected price move and annualized vol.

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Covered Call Calculator

Model covered call returns before you trade. See max profit, downside protection, breakeven, and annualized yield for any stock and strike combination.

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Monte Carlo Portfolio Simulator

Run 1,000 randomized simulations of your portfolio. See the probability of hitting your target, median outcomes, and worst-case scenarios with a visual fan chart.

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Iron Condor Calculator

Model iron condor spreads before you trade. See max profit, max loss, breakeven points, and a visual P&L payoff diagram for any combination of strikes.

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Put-Call Parity Calculator

Verify put-call parity and find arbitrage opportunities. Compare theoretical vs. actual option prices and see the implied arbitrage profit per contract.

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Kelly Criterion Calculator

Calculate the optimal position size using the Kelly criterion. See full Kelly, half-Kelly, and quarter-Kelly allocations with a growth simulation chart.

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Dividend Growth Calculator

Project future dividend income with growing dividends. See yield-on-cost tracking, DRIP vs. cash comparison, and a year-by-year income schedule.

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Beta Calculator

Calculate a stock’s beta from historical returns or enter directly. Get adjusted beta (Bloomberg formula), R-squared, and implied cost of equity via CAPM.

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Option Probability Calculator

Calculate the probability of an option expiring ITM, probability of profit for sellers, probability of touching strike, and expected price ranges at 1σ and 2σ.

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Options Roll Calculator

Evaluate rolling options positions. Compare net credit/debit, annualized returns, breakevens, theta, and days added before you roll that covered call or cash-secured put.

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Wheel Strategy Calculator

Model the wheel options strategy — selling cash-secured puts and covered calls. Calculate annualized yield, effective cost basis, and monthly income projections.

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Sortino Ratio Calculator

Calculate the Sortino ratio from monthly returns or summary stats. Compare to Sharpe, see downside deviation, and benchmark against institutional thresholds.

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Risk/Reward Ratio Calculator

Calculate risk/reward ratio, required win rate, and Kelly criterion optimal size. Enter entry, stop loss, and target to see if the trade is worth taking.

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Value at Risk (VaR) Calculator

Calculate parametric VaR and Conditional VaR (Expected Shortfall) for your portfolio. See maximum expected loss at 95% and 99% confidence levels over any time horizon.

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Drawdown Recovery Calculator

See how much gain you need to recover from a portfolio loss. A 50% loss needs a 100% gain to break even. Calculate recovery time at various return rates with an interactive asymmetry chart.

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ETF & Fund Overlap Analyzer

Find hidden overlap between your ETFs. Enter holdings for 2-4 funds to see shared stocks, overlap percentage, and effective concentration in your portfolio.

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Portfolio Correlation Matrix

Build a correlation matrix heatmap for your portfolio. Enter asset returns or correlation coefficients to see diversification score, most/least correlated pairs, and tips for reducing concentration risk.

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Pivot Point Calculator

Calculate pivot points using 5 methods: Classic, Fibonacci, Woodie’s, Camarilla, and DeMark. See all support and resistance levels in one view with a visual price ladder.

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Expected Move Calculator

Calculate the expected price range from implied volatility. See 1σ and 2σ ranges, upper and lower bounds, and a visual bell curve for any stock over any time period.

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DeFi Impermanent Loss Calculator

Calculate impermanent loss from liquidity pool price divergence — see net return vs. holding after fees and rewards.

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