Tools
Free tools to test your investing ideas on real prices, and honest reviews of the platforms we actually use.
Strategy backtesterTest a rule on any stock or ETF: moving-average cross, RSI, MACD, Bollinger, breakout, trend pullback and more, with optional stop-loss, take-profit and risk sizing (see your expectancy in R). Includes the monthly what-if calculator, and compares any of it against the S&P 500, a drip-feed, or simply holding cash.OpenMomentum screenerThe best-documented anomaly in finance: hold the strongest large caps, rebalance monthly. A 15-year backtest against the S&P 500, the latest monthly book, and one click to backtest any of them on its own.OpenValue screenerGreenblatt's magic formula and Piotroski's F-score, run on companies' own SEC filings: ranked on what they earn against what they cost, scored on whether the business is actually improving. Updated nightly.OpenMarket meterWhere the market stands today, in one number from four independent reads: CNN's Fear & Greed, the VIX, the S&P 500's 200-day regime, and how many sectors are trending up. Each read shown separately, the formula printed, updated daily.OpenIntrinsic value calculatorWhat a share is worth, not what it costs: discounted cash flow to equity and discounted EPS, with the growth rate, discount rate and horizon yours to set. Shows the year-by-year present values, so you can see how much of a valuation is a forecast.OpenCongress tradesEvery US House and Senate stock disclosure since 2015, straight from the official filings. Ranked by what a mechanical copy would have returned buying AFTER each filing became public, the earliest anyone could act, and a very different number from the member's own.Open
Not sure which kind of tool you need? Which kind of investment analysis tool do you need? explains what screeners, charting platforms, backtesters, valuation models and portfolio trackers each answer, and which one to buy first.
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