Build a traceable screening workflow by separating API entitlements, metric definitions, missing data and daily-bar inspection from historical performance.
AllMarkets / guides and tools
Financial calculators and practical trading guides
Work through a decision with clear inputs, visible formulas and worked examples. Explore trading, business and household finance tools, then read the assumptions behind the result.
Choose what you need to calculate
Trading Calculators
Position sizing, trading risk, profit and contribution calculations.
Explore tools →Business Calculators
Pricing, fees, margins and business decisions.
Explore tools →Work & Pay Calculators
Calculate work hours, gross pay and leave balances with clear assumptions and downloadable results.
Explore tools →Property & Rental Calculators
Estimate rental returns, cash flow, debt coverage and loan payments. Separate operating performance from financing.
Explore tools →Savings & Debt Calculators
Plan a savings target, size an emergency cushion and compare debt repayment strategies with transparent assumptions.
Explore tools →Percentage & Growth Calculators
Compare changes, recover original amounts, annualize growth and combine weighted figures with clear formulas.
Explore tools →Dividend & Investment Income Tools
Calculate dividend income, model reinvestment, solve bond prices and yields, and build a maturity cash-flow calendar with downloadable ledgers.
Explore tools →Mortgage Decision Tools
Evaluate recasting, discount points, extra payments, dated payment frequency and refinancing with fees, remaining debt and complete schedules.
Explore tools →Auto Finance & Ownership Tools
Compare auto refinancing, lease versus buy, trade-in debt and vehicle depreciation. Build a car budget with complete schedules, explicit fees and CSV downloads.
Explore tools →Retirement & FIRE Tools
Coast FIRE, spending-based targets, retirement saving, indexed withdrawals and return-order comparisons with full schedules.
Explore tools →Invoice & Receipt Tools
Create invoices and receipts, inspect line tax and discounts, print PDF and download editable templates.
Explore tools →Business Financial Templates
Editable Excel profit and loss, cash-flow, balance-sheet and linked financial-projection models with worked examples.
Explore tools →Futures Prop Firm Comparison
Compare named evaluation and simulated-funded paths, fees, loss limits and payout gates with official sources.
Explore tools →Debt Payoff Spreadsheets
Original Excel debt payoff, balance tracker and loan-amortization files, with a browser repayment planner.
Explore tools →Loan Offer Comparison
Compare fixed-rate loan offers, fees, net proceeds, repayment terms and same-horizon remaining principal.
Explore tools →Rental Property Templates
Original Excel rent roll, actual rental income/expense record and two-property cash-flow analysis.
Explore tools →Bookkeeping Software
Compare selected accounting plans, editions, regular prices and verified features. Check bank statement CSVs locally before importing.
Explore tools →Backtesting Software
Compare asset workflows, execution assumptions, data and licence terms. Trace next-bar fills and costs in the local SMA lab.
Explore tools →Portfolio and Net Worth Trackers
Original Excel trackers for dated net worth, current portfolio allocation and actual dividend cash, with explicit prices and FX.
Explore tools →Trading Journals
Compare journal pricing and import workflows. Review closed trades, fees, risk and daily results in the free local journal.
Explore tools →Paper Trading Platforms
Compare paper, demo and historical replay workflows. Practise next-open orders, costs and position review in the free local replay lab.
Explore tools →Portfolio Trackers
Compare hosted, desktop and self-hostable trackers. Analyze manual holdings, dated FX, remaining cost, concentration and allocation targets.
Explore tools →Cash Flow Forecasting
Compare cash-planning software. Build a dated 13-week forecast with explicit scenarios, receipt delays and daily cash gaps.
Explore tools →Inflation & Purchasing Power
Historical U.S. CPI, real pay and investment value adjustments, purchasing-power scenarios and official country sources.
Explore tools →Stock & ETF Screeners
Compare stock and ETF research workflows and screen your own CSV with exact filters, missing-data rules and a complete decision trail.
Explore tools →Financial Market Data APIs
Compare API quotas, data scope and use conditions; inspect a daily OHLCV CSV for invalid prices, duplicates and date gaps.
Explore tools →Expense Management & Reports
Compare expense workflows and build a local expense report with separate currency totals, employee claims, CSV export and printable output.
Explore tools →Latest articles
Browse summaries below. Open an article for its complete discussion and sources.
Work through a financial decision
Salary increase vs inflation: compare real pay and purchasing power
Compare nominal pay growth with a compatible price-index ratio, preserve the salary basis and separate observed inflation from future assumptions.
13-week cash flow forecast: opening cash and delayed collections
Build a dated cash schedule, inspect daily gaps hidden by weekly totals and preserve baseline versus delayed-collection assumptions.
Trading journal vs portfolio tracker: build a reproducible research workflow
Separate closed-trade review, current holdings and simulated execution. Keep source records and assumptions across a practical research workflow.
Etsy order profit: reconcile shipping, tax and Offsite Ads
Reproduce a US Etsy order-margin example, separate collected tax from revenue, and compare attributed Offsite Ads costs with other selling expenses.
Mortgage recast vs extra principal: compare the same loan and horizon
A worked framework for comparing a mortgage recast with an extra principal payment, including fees, remaining balances and cash-flow differences.
How much capital for $1,000 a month in dividends? Test the assumptions
Calculate an illustrative dividend-income goal, compare gross and net targets, and test a dividend cut without treating yield as a promise.
Etsy US Profit After Fees, Shipping and Offsite Ads
Separate customer tax, seller revenue, platform charges and fulfilment costs when estimating one order.
Stripe US Fees: From Gross Payment to Net Receipt
An example-based guide to standard online card fees and reverse calculations for a desired net amount.
Forex Profit in Pips, Lots and Account Currency
Work from executable entry and exit prices to quote-currency profit, then convert and subtract additional costs.