Free tools

Free investing calculators and tools

Value a company, check how much your ETFs overlap and project dividend income. No sign-up, and every tool shows the formula to run the same analysis on live data in your spreadsheet.

FundsETF Overlap Tool

See how much two ETFs overlap, which holdings they share and where they differ.

Open tool →ValuationWACC Calculator

Work out a company's weighted average cost of capital from its equity, debt and tax rate.

Open tool →ValuationCost of Equity Calculator

Estimate the return shareholders expect with the CAPM: risk-free rate, beta and market premium.

Open tool →ValuationDCF Calculator

Value a stock from its future free cash flows, with a terminal value and margin of safety.

Open tool →IncomeDividend & DRIP Calculator

Project dividend income and portfolio growth, with or without reinvesting dividends.

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Free spreadsheet templates

Prefer to work in a spreadsheet?

Our free Google Sheets and Excel templates cover DCF valuation, WACC, dividends, ETF analysis and more, and fill themselves with live data from SheetsFinance.

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