--- title: "Free Investment Tools, Calculators" description: "Use free investment calculators, simulators, screeners & research tools with documented formulas, assumptions, limitations & links to deeper educational guides." canonical: https://www.getswoopr.com/tools/ source: "Swoopr Investment: https://www.getswoopr.com" --- Tools # Free Investment Calculators, Research Tools, Screeners and Simulators Investment Education, Research & Tools for Smarter Decisions. Swoopr's free investment tools help you test assumptions, understand formulas, compare choices, and investigate market or portfolio questions without turning a calculator result into a recommendation. Every tool connects to the canonical concept it implements, the assumptions it uses, and the guide that explains when the output is useful. The library includes research tools, stock and fund screeners, risk and position-sizing calculators, retirement and portfolio tools, market visualizations, rule and reference tools, and educational simulators. Each tool states what it calculates, which inputs matter, where any external data comes from, and the limitations that can change the result. Search guides, glossary terms, tools and answers Search Browse all tools Compare strategies ## Key Takeaways - Use a calculator when the answer depends on assumptions you can change. - Use a screener to narrow a research universe, not to outsource the final decision. - Check the methodology before comparing outputs from two different tools with the same label. - Treat model outputs, scores, simulations, and projections as estimates rather than facts. - Check timestamps and data-source notes when a tool uses market or economic data. - Follow the related learning guide when you do not understand an input, formula, or limitation. ## How Swoopr Tools Should Be Read A tool can make a financial concept easier to explore, but precision in the interface does not guarantee certainty in the result. There are four broad kinds of output in the Swoopr tool library. ### Deterministic calculations These apply a published formula to the inputs you provide. Examples include percentage changes, position-size math, fee calculations, and other arithmetic relationships. The formula can be exact while the assumptions you enter remain uncertain. The [formula and assumption registry](https://www.getswoopr.com/research/formulas/) documents each formula's inputs, rounding behavior, and stated assumptions. ### Market-data calculations These combine a formula with external market or reference data. The result depends on the provider, field definition, adjustment policy, coverage, and data timestamp. The tool identifies whether the data is real-time, delayed, end-of-day, or otherwise limited whenever that distinction matters. ### Scenario models These let you explore what happens if assumptions change. A retirement projection, sequence-of-returns simulation, valuation model, or compounding scenario is not a prediction. It is a structured "what if?" calculation. ### Screening and scoring systems These organize a large research universe by defined criteria. A screen can help you find candidates. A score can summarize selected inputs. Neither proves that the highest-ranked security is the best investment. ![Tool selection decision tree: start with your question type (cost projection, risk assessment, comparison, screening), then branch to the matching Swoopr tool category.](https://www.getswoopr.com/images/diagrams/tool-selection-decision-tree.svg) ## Choose a Tool by the Question You Have ### "How much could this cost me over time?" Start with fee, tax, inflation, compounding, or opportunity-cost tools. ### "How much risk am I taking?" Use position-sizing, drawdown, diversification, volatility, sequence-risk, or scenario tools. ### "How do these investments differ?" Use comparison tools, then read the assumptions behind the comparison. ### "What companies or funds meet these conditions?" Use a screener as the beginning of research, then open filings, fund documents, and the [Research Workbench](https://www.getswoopr.com/research/). ### "What does this market signal mean?" Use the visualization or indicator tool alongside the relevant educational guide. Do not use a single signal as a stand-alone prediction. ### "What rule or limit applies?" Use a Swoopr reference tool, then follow the link to the regulator or government source that governs the rule. Source and methodology references: [Data, Rankings & AI Methodology](https://www.getswoopr.com/legal/data-methodology/) · [Research Methodology](https://www.getswoopr.com/research/methodology/) · [Evidence & Validation](https://www.getswoopr.com/about/evidence/) · [Citation & Sources Policy](https://www.getswoopr.com/legal/citation-policy/) · [Source Verification Ladder](https://www.getswoopr.com/research/source-ladder/) · [Investment Data Library](https://www.getswoopr.com/research/data/) ## The Six Tool Families Swoopr's library organizes tools into six functional families. Knowing which family fits your question helps you interpret the output correctly. ### Calculators Calculators apply published formulas to user-entered or sourced inputs. Their strength is transparency: a position-size calculator shows exactly how account risk, entry price, stop price, fees, and slippage combine. A bond calculator shows how coupon, maturity, price, and yield interact. The formula can be mathematically exact while the inputs remain uncertain. ### Screeners Screeners filter a research universe. They find stocks, ETFs, REITs, or other instruments meeting defined criteria. A screener is not a ranking of investment quality unless the methodology explicitly defines and justifies a ranking. A robust screener states what happens when data is missing, whether fields are comparable across industries, and when the underlying data was last refreshed. ### Simulators Simulators show how a process can behave. A limit-order fill simulator, leveraged ETF decay model, auction model, or sequence-of-returns scenario is educational because you can change one factor and see the consequence. The useful question is "what relationship is this demonstrating?" not "what will happen next?" ### Comparison tools Comparison tools place consistent measurements side by side. Two ETFs can have the same expense ratio but different tracking behavior, spreads, tax structures, or liquidity. Two companies can have similar P/E ratios but different capital structures and earnings quality. A comparison tool provides field definitions, comparability notes, and links to the deeper concept guides. ### Checklists and scorecards Checklists are useful when process matters more than a single formula. Security reviews, strategy-readiness checks, due-diligence flows, and operational controls fit here. A scorecard becomes risky when a composite score hides value judgments. Swoopr shows component evidence so you can see how each criterion affects the result before accepting a summary. ### Research and reference tools Research notebooks, filing locators, source explorers, market calendars, and rules-and-reference tools help you verify information rather than calculate an investment outcome. These tools strengthen the evidence chain and connect directly to primary sources and Swoopr's research methodology. ## Market Data and Timestamps "Current" data can mean several things. A quote may be real-time, delayed, end-of-day, previous close, or manually entered. Fundamental data may come from the latest filing while a consensus estimate comes from a different provider and date. Two tools using "current earnings" can disagree when their providers update at different times. Every Swoopr market-data tool displays the relevant timestamp near the output. Historical series disclose adjustment policies when splits, dividends, or corporate actions affect continuity. If data is unavailable, the tool shows an explicit unavailable state rather than silently retaining a stale value. ## How Swoopr Tools Connect to the Education Library A calculator can produce a number quickly, but the number is only useful when you understand the assumptions behind it. Swoopr connects interactive tools to the educational material that explains the underlying concept, formula, limitations, and decision context. When a tool implements a defined formula, the related guide should explain each input and show at least one worked example. When a tool uses market or economic data, its page identifies the source, timestamp, adjustment policy, and any delay that can affect the result. When a tool models a scenario, the output should be presented as a conditional result rather than a prediction. Use the tool to explore the question. Use the related guide to understand why the result changes. Use primary sources when a rule, filing, tax provision, regulatory requirement, or official market definition controls the answer. ### Before relying on a result Check four things: 1. **Inputs:** Are the values current, complete, and expressed in the expected units? 2. **Assumptions:** Does the model assume a constant return, tax rate, volatility, correlation, growth rate, or other uncertain value? 3. **Data:** Is the result based on live, delayed, end-of-day, historical, user-entered, or illustrative data? 4. **Limitations:** What important real-world condition does the calculation leave out? A precise-looking output can still be highly sensitive to uncertain inputs. Swoopr tools are designed to make those assumptions visible rather than hide them. ## Educational Limitations Swoopr tools provide structured information, not individualized investment, tax, or legal advice. A portfolio tool does not know the full household balance sheet unless you enter it. A retirement calculator cannot know future returns, inflation, taxes, health costs, or lifespan. A valuation model cannot know future cash flows. A strategy simulator cannot prove a trading edge will persist. A screener cannot decide whether an investment fits any individual. These limits appear as part of each tool, not in a footnote. When a tool's output depends on assumptions you entered, the label reflects that. When it depends on external data, the tool identifies the source, field definition, and timestamp. A result with visible assumptions is easier to audit and less likely to be mistaken for an observed fact. ## Privacy and Local Storage When a tool runs entirely in the browser, computation happens on your device and inputs are not transmitted unless the tool explicitly needs a server request for external data. Tools that store a journal, watchlist, portfolio snapshot, or imported file locally display where the data lives and how to clear or export it. When a tool requires server-side data, user inputs are separated from data provider requests and no information is collected beyond what the calculation requires. Real-time or delayed market data requests include only the identifiers needed for that query, not session or personal state. ## Accessibility Standards for Swoopr Tools An accessible financial tool works without requiring dragging, hovering, or color distinction alone. Every input carries a programmatic label, unit description, error announcement, and useful help text. Validation errors are announced via accessible live regions and do not clear valid fields. Dynamic results use live-region strategies that inform assistive technology without overwhelming a screen reader on every keystroke. Charts carry text equivalents or accessible data tables. Sliders have keyboard-operable numeric inputs. Tables carry explicit headers. Focus moves only when the interaction requires it, not because a background result updated. The methodology behind any tool output is readable without interacting with the visualization. ## Frequently Asked Questions What types of tools does Swoopr offer? Swoopr's tool library spans six categories: calculators, screeners, simulators, comparison tools, checklists and scorecards, and research and reference tools. Calculators apply published formulas to user inputs. Screeners filter a research universe by defined criteria. Simulators show how a process behaves under changing assumptions. Comparison tools place consistent measurements side by side. Checklists organize process steps where procedure matters more than arithmetic. Reference tools help verify information from primary and official sources. How do I choose the right tool for my question? Start with the question rather than the tool name. Cost and fee questions suit fee calculators, compounding projections or affordability tools. Risk and loss questions suit position-sizing, drawdown, stress-test or scenario tools. Comparison questions suit side-by-side tools with methodology notes. Screening questions suit universe-filtering tools followed by document review. Rule and reference questions suit source-verification tools that link to the governing authority. Do Swoopr tools provide personalized investment advice? No. Swoopr tools are educational calculators, screeners, simulators, and research aids. They do not know your full financial situation, goals, tax status, time horizon, or risk capacity, and they cannot make a recommendation suitable for any individual's circumstances. Tool outputs are estimates, models, or organized information, not personalized advice. What does data currency mean in a market-data tool? Market data currency describes the time at which price, rate, or figure was last refreshed. It can mean real-time, delayed, end-of-day, previous close, or manually entered data. Every Swoopr tool using external market or economic data displays a timestamp or data-currency note near the output. If data is unavailable, the tool shows an explicit unavailable state rather than silently retaining a stale value. ## Calculators & Tools 148 free tools spanning market structure and execution mechanics, stock research, portfolio and risk analysis, savings and growth, position sizing, market data, debt payoff and credit, and more. Each card links straight to the tool, all free, all browser-based, no account required. All Alternative Investments Commodities Crypto Research Debt & Credit ETF Execution & Technology Fixed Income International Investing Investment Professionals Journal Market Data Options Other Portfolio & Risk Position Sizing Real Estate Research Retirement Savings & Growth Simulation Strategy Alternative Investments ### [Alternative Investment Liquidity Stress Test](https://www.getswoopr.com/tools/alternative-investment-liquidity-stress-test/) Model whether your liquid portfolio can cover unfunded private-market commitments, capital calls, and ongoing withdrawals under a stress scenario. Commodities ### [Commodity Exposure Structure Comparator](https://www.getswoopr.com/tools/commodity-exposure-structure-comparator/) Compare five ways to get commodity exposure: physical ownership, ETFs/ETPs, futures, producer equities, and royalty/streaming companies. Crypto Research ### [Basis Trade Yield Calculator](https://www.getswoopr.com/crypto/derivatives/basis-trade-yield-calculator/) Calculate the annualized yield from a crypto cash-and-carry basis trade. Enter spot price, futures price, and days to expiry to find the annualized return. Crypto Research ### [Crypto Liquidation Price Calculator](https://www.getswoopr.com/crypto/derivatives/crypto-liquidation-price-calculator/) Calculate your liquidation price for crypto futures positions. Enter entry price, leverage, and maintenance margin rate to find exact liquidation levels. Crypto Research ### [DeFi Protocol Risk Scorecard](https://www.getswoopr.com/tools/defi-protocol-risk-scorecard/) DeFi protocol risk scorecard: document evidence about contracts, governance, assets, oracles, liquidity, incidents, economics, operations, and exit risk. Crypto Research ### [DeFi Yield & Impermanent Loss Calculator](https://www.getswoopr.com/tools/defi-yield-impermanent-loss-calculator/) DeFi yield and impermanent loss calculator: model APR, APY, fees, incentives, price changes, gas costs, and net LP scenarios with transparent assumptions. Crypto Research ### [Perpetual Funding Rate Calculator](https://www.getswoopr.com/crypto/derivatives/perpetual-funding-rate-calculator/) Perpetual funding rate calculator: calculate the daily and annualized cost of holding a position. Enter size, funding rate, and hold period for total funding. Debt & Credit ### [Balance Transfer Calculator](https://www.getswoopr.com/tools/balance-transfer-calculator/) Compare the cost of a balance transfer against staying put. Enter the transfer fee, the promotional rate and its length, and see the total cost of each path. Debt & Credit ### [Credit Card Payoff Calculator](https://www.getswoopr.com/tools/credit-card-payoff-calculator/) See how long a card balance takes to clear on minimum payments, what that costs in interest, and what changes when a fixed payment replaces the minimum. Debt & Credit ### [Credit Utilization Calculator](https://www.getswoopr.com/tools/credit-utilization-calculator/) Calculate credit utilization per card and overall, see why the overall figure is not the average, and find the paydown needed to reach a target ratio. Debt & Credit ### [Debt Payoff Planner](https://www.getswoopr.com/tools/debt-payoff-planner/) Run the snowball and avalanche payoff orders on the same debts and the same monthly budget, and see the payoff date and the total interest each one produces. Debt & Credit ### [Debt-to-Income Ratio Calculator](https://www.getswoopr.com/tools/debt-to-income-calculator/) Calculate the front-end and back-end debt-to-income ratios from gross monthly income, housing costs and other debt payments, with headroom against your ceiling. Debt & Credit ### [Loan Amortization Calculator](https://www.getswoopr.com/tools/loan-amortization-calculator/) Calculate an installment loan payment, see the full amortization schedule, and measure exactly what an extra monthly payment removes in interest and months. ETF ### [ETF Cost Comparison Tool](https://www.getswoopr.com/etf-investing/etf-cost-comparison-tool/) ETF cost comparison measures the all-in cost of two ETFs by expense ratio, tracking difference, bid-ask spread, then calculates the breakeven holding period. ETF ### [ETF Overlap Analyzer](https://www.getswoopr.com/etf-investing/etf-overlap-analyzer/) Compare the holdings of up to five funds at once: weighted overlap for every pair, the names they share, sector overlap, and combined look-through exposure. ETF ### [Leveraged ETF Decay Simulator](https://www.getswoopr.com/etf-investing/leveraged-etf-decay-simulator/) Leveraged ETF decay simulator: model cumulative return vs the underlying index across volatility scenarios and see how daily reset compounding causes decay. ETF ### [Watchlist ETF Screener](https://www.getswoopr.com/research/screener/etfs/) Free ETF screener for your watchlist: filter funds by expense ratio, bid-ask spread, tracking difference and concentration, every metric defined on the page. Execution & Technology ### [Adapter Contract Test Harness](https://www.getswoopr.com/trading-technology/broker-exchange-integrations/adapter-contract-test-harness/) Simulate a broker adapter test harness: define expected API behaviors and generate a structured contract test checklist for broker integration validation. Execution & Technology ### [Algo Risk Control Checklist](https://www.getswoopr.com/algorithmic-trading/algo-risk-control-checklist/) The algo risk control checklist is an interactive pre-deployment guide for a new strategy: risk limits, kill switch checks, monitoring, and live size ramp plan. Execution & Technology ### [Automated Strategy Risk Checklist](https://www.getswoopr.com/trading-technology/apis-bots-webhooks-strategy-automation/automated-strategy-risk-checklist/) Automated strategy risk checklist: work through structured risk controls before going live, kill switches, position limits, order throttles, and monitoring. Execution & Technology ### [Backtest-to-Live Gap Diagnostic](https://www.getswoopr.com/trading-technology/apis-bots-webhooks-strategy-automation/backtest-to-live-gap-diagnostic/) Backtest-to-live gap diagnostic: walk through data quality, signal timing, and execution categories to find why live results differ from a backtest. Execution & Technology ### [Bid-Ask Spread Cost Calculator](https://www.getswoopr.com/markets/execution/quotes-spreads-and-liquidity/bid-ask-spread-cost-calculator/) Bid-ask spread cost calculator: compute quoted spread, half-spread cost, round-trip drag, and annualized cost for a stock or ETF trade from bid, ask, and size. Execution & Technology ### [Broker API Capability Discovery](https://www.getswoopr.com/trading-technology/broker-exchange-integrations/broker-api-capability-discovery/) Broker API capability discovery means systematically testing what an API supports: order types, time-in-force values, asset classes, and undocumented limits. Execution & Technology ### [Broker Capability Matrix](https://www.getswoopr.com/trading-technology/broker-exchange-integrations/broker-capability-matrix/) Compare hypothetical broker capabilities across order types, time-in-force values, asset classes, and API features in a structured comparison matrix tool. Execution & Technology ### [Brokerage Mechanics Checklist](https://www.getswoopr.com/markets/execution/clearing-settlement-and-brokerage-mechanics/brokerage-mechanics-checklist/) Verify your understanding of account types, settlement rules, buying power, margin, fees, custody, and execution quality before trading through a broker. Execution & Technology ### [Cash Account Violation Simulator](https://www.getswoopr.com/markets/execution/clearing-settlement-and-brokerage-mechanics/cash-account-violation-simulator/) Simulate good-faith, freeriding, and cash liquidation violations step by step to see how T+1 settlement mechanics trigger the 90-day cash account restriction. Execution & Technology ### [Corporate Action Adjustment Checker](https://www.getswoopr.com/trading-technology/market-data-engineering/corporate-action-adjustment-checker/) Corporate action price adjustment: enter a split ratio or cash dividend to compute the backward adjustment factor and check price continuity across the ex-date. Execution & Technology ### [Depth & Slippage Simulator](https://www.getswoopr.com/markets/execution/quotes-spreads-and-liquidity/depth-and-slippage-simulator/) Depth and slippage simulator: see how order size walks through an order book and causes slippage. Enter price, spread, and size to simulate fills by depth. Execution & Technology ### [Execution Algorithm Simulator](https://www.getswoopr.com/algorithmic-trading/execution-algorithm-simulator/) The execution algorithm simulator tests TWAP, VWAP, and POV execution for a hypothetical order. Enter order size, price path, and period to compare prices. Execution & Technology ### [Execution Quality Comparator](https://www.getswoopr.com/markets/execution/orders-routing-and-fill-quality/execution-quality-comparator/) Compare effective spread, price improvement, and fill cost across up to three execution scenarios for any stock trade using your NBBO quote and fill prices. Execution & Technology ### [Feed Quality Validator](https://www.getswoopr.com/trading-technology/market-data-engineering/feed-quality-validator/) Paste OHLCV bar data and run automated feed quality checks: OHLCV consistency, outlier detection, gap flagging, and large return anomaly detection. Execution & Technology ### [Halt & Volatility Control Explorer](https://www.getswoopr.com/markets/execution/sessions-auctions-halts-and-volatility-controls/halt-and-volatility-control-explorer/) Explore LULD price bands, market-wide circuit breakers, and single-stock halt rules interactively. See which volatility control applies to any scenario. Execution & Technology ### [Limit Order Fill Simulator](https://www.getswoopr.com/markets/execution/orders-routing-and-fill-quality/limit-order-fill-simulator/) Estimate fill probability, expected fill time, and partial-fill risk for a resting limit order based on queue depth, spread, order size, and market conditions. Execution & Technology ### [Liquidity Quality Scorecard](https://www.getswoopr.com/markets/execution/quotes-spreads-and-liquidity/liquidity-quality-scorecard/) Liquidity quality scorecard: evaluate liquidity across seven dimensions, spread, depth, volume, continuity, time-of-day, and slippage risk before a trade. Execution & Technology ### [Market Session and Holiday Calendar](https://www.getswoopr.com/markets/execution/sessions-auctions-halts-and-volatility-controls/market-session-and-holiday-calendar/) Look up U.S. market session times, trading holidays, and early-close half-days for NYSE and Nasdaq. Check any date and convert session hours to your timezone. Execution & Technology ### [OMS State Consistency Checker](https://www.getswoopr.com/trading-technology/oms-ems-reconciliation/oms-state-consistency-checker/) OMS state consistency checker: enter order events to detect state-machine violations, illegal transitions, overfills, and quantity errors in the lifecycle. Execution & Technology ### [Opening & Closing Auction Simulator](https://www.getswoopr.com/markets/execution/sessions-auctions-halts-and-volatility-controls/opening-closing-auction-simulator/) Simulate exchange opening and closing auctions. Enter limit and market orders to see the clearing price, matched volume, & imbalance, no account data required. Execution & Technology ### [Operations Runbook Generator](https://www.getswoopr.com/trading-technology/oms-ems-reconciliation/operations-runbook-generator/) This operations runbook generator answers prompts about your trading system architecture to build a structured OMS runbook covering startup and outage recovery. Execution & Technology ### [Reconciliation Break Simulator](https://www.getswoopr.com/trading-technology/oms-ems-reconciliation/reconciliation-break-simulator/) This reconciliation break simulator lets you enter OMS and broker position snapshots, identify breaks, classify by type, and generate a resolution checklist. Execution & Technology ### [Rule 606 Routing Disclosure Explorer](https://www.getswoopr.com/markets/execution/orders-routing-and-fill-quality/rule-606-routing-disclosure-explorer/) Translate PFOF per-100-share figures into cost impact, analyze routing concentration, and compare hypothetical broker 606 scenarios interactively. Execution & Technology ### [Sandbox to Live Readiness Checklist](https://www.getswoopr.com/trading-technology/broker-exchange-integrations/sandbox-to-live-readiness-checklist/) This sandbox-to-live readiness checklist covers the move to live broker trading: authentication, order validation, risk limits, logging, and kill switches. Execution & Technology ### [Settlement Date Calculator](https://www.getswoopr.com/markets/execution/clearing-settlement-and-brokerage-mechanics/settlement-date-calculator/) Calculate the settlement date for stocks, ETFs, options, bonds, and other securities. Accounts for T+1 and T+2 cycles, weekends, and US market holidays. Execution & Technology ### [Signal Decay Visualizer](https://www.getswoopr.com/algorithmic-trading/signal-decay-visualizer/) The signal decay visualizer lets you enter a trading signal's IC over time to chart alpha decay and estimate its half-life, showing when it needs retiring. Execution & Technology ### [Synthetic Trading API Playground](https://www.getswoopr.com/trading-technology/apis-bots-webhooks-strategy-automation/trading-api-playground/) Trading API Playground lets you test API request patterns against a synthetic, non-executing trading API simulator, no real credentials required or accepted. Execution & Technology ### [Timestamp Lag Explorer](https://www.getswoopr.com/trading-technology/market-data-engineering/timestamp-lag-explorer/) Timestamp lag explorer: simulate the effect of exchange vs receipt timestamp differences on signal timing. See how lag shifts entry and exit points. Execution & Technology ### [Webhook Payload Tester](https://www.getswoopr.com/trading-technology/apis-bots-webhooks-strategy-automation/webhook-payload-tester/) Test webhook handler logic against synthetic event payloads. Inspect headers, validate signatures, and verify idempotency handling without live endpoints. Fixed Income ### [Bond Price Yield to Maturity Calculator](https://www.getswoopr.com/fixed-income-bonds/bond-price-yield-to-maturity-calculator/) Bond price and yield to maturity calculator: compute a bond's price from a market yield, or solve for yield to maturity from a bond's price, given face value. Fixed Income ### [Municipal Bond Tax-Equivalent Yield Calculator](https://www.getswoopr.com/fixed-income-bonds/municipal-bonds/) Municipal bonds fund public projects. Learn general obligation versus revenue pledges, how to use EMMA disclosure, taxable equivalent yield and the real risks. International Investing ### [International Return Decomposer](https://www.getswoopr.com/tools/international-return-decomposer/) Separate a foreign investment's return into local market and currency components. See how currency moves amplify or reduce your actual return using. Investment Professionals ### [Custody Relationship Mapper](https://www.getswoopr.com/investment-professionals/custody-relationship-mapper/) Interactive diagram of the custody chain: investment adviser, broker-dealer, clearing firm, custodian, bank sweep, money-market fund, SIPC and FDIC. Investment Professionals ### [Financial Professional Fee Comparator](https://www.getswoopr.com/investment-professionals/financial-professional-fee-comparator/) Compare four adviser compensation models side by side. Enter your portfolio balance and assumptions to see what AUM, flat annual, hourly. Investment Professionals ### [Form CRS Comparison Worksheet](https://www.getswoopr.com/tools/form-crs-comparison/) Compare up to three brokers or advisers side by side using their own Form CRS, Form ADV and BrokerCheck records. A private note-taking worksheet with no score. Investment Professionals ### [Professional Verification Checklist](https://www.getswoopr.com/tools/professional-verification-checklist/) Step-by-step checklist for verifying a financial professional's registration, licenses, and disciplinary history across SEC IAPD, FINRA BrokerCheck, NFA BASIC. Journal ### [Investment Research Notebook](https://www.getswoopr.com/tools/research-notebook/) Keep dated, tagged, sourced research notes in your browser. Track supporting and disconfirming evidence per company, and export everything to JSON or Markdown. Journal ### [Trading Journal Tool: Log and Analyze Your Trades](https://www.getswoopr.com/tools/trading-journal/) Log your trades, tag behavioral patterns, and calculate win rate, R-multiples, and expectancy for stocks and crypto, free, private, browser-only storage. Market Data ### [Contrarian Signal Tracker](https://www.getswoopr.com/market-sentiment/contrarian-signal-tracker/) Contrarian signal tracker: enter current AAII bearish percent, put/call ratio, and short interest readings, then score them against historical extremes. Market Data ### [Economic Surprise Dashboard](https://www.getswoopr.com/macro-economics-market-regimes/economic-surprise-dashboard/) The economic surprise dashboard calculates surprise scores from recent prints versus consensus for major US macro indicators, showing what's beating forecasts. Market Data ### [Fear Greed](https://www.getswoopr.com/fear-greed/) The Fear & Greed Index is a 0-100 score of crypto and stock market sentiment, automatically refreshed, with a 1-year trend chart and a plain-English guide. Market Data ### [Macro Event Risk Calendar](https://www.getswoopr.com/macro-economics-market-regimes/macro-event-risk-calendar/) The macro event risk calendar helps plan portfolio risk around major economic releases. Enter upcoming data dates and assess cumulative event risk for any week. Market Data ### [Macro Scenario Analysis For Portfolios](https://www.getswoopr.com/macro-economics-market-regimes/macro-scenario-analysis-for-portfolios/) Macro scenario analysis for portfolios means building stress tests, probability weighting, and base/bull/bear cases, then translating them into tilts. Market Data ### [Market Data Freshness Inspector](https://www.getswoopr.com/tools/data-freshness-inspector/) Check when each data series was observed, published and retrieved, whether it is stale for its own cadence, and which revision an as-of date could have known. Market Data ### [Market Regime Classifier](https://www.getswoopr.com/macro-economics-market-regimes/market-regime-classifier/) The market regime classifier labels the macro regime using growth, inflation, liquidity, and volatility inputs, returning a four-quadrant tilt recommendation. Market Data ### [Sentiment Dashboard](https://www.getswoopr.com/market-sentiment/sentiment-dashboard/) Sentiment dashboard: enter current fear/greed, put/call ratio, and short interest readings to build a composite multi-factor market sentiment view with zones. Market Data ### [Ticker](https://www.getswoopr.com/ticker/) A free, automatically refreshed market data ticker from Swoopr Investment. Track indexes, mega-cap stocks, and top crypto assets. Data may be delayed. Options ### [Charm Explorer](https://www.getswoopr.com/tools/charm-explorer/) Option charm explorer: enter a call or put to see delta now, analytic charm, delta after an interval, and share-equivalent hedge drift, with a time table. Options ### [Option Profit / Loss Calculator](https://www.getswoopr.com/options-trading/option-profit-loss-calculator/) Calculate option profit or loss at expiration for calls and puts, long or short. Enter strike, premium, and underlying price to see P&L and a payoff diagram. Options ### [Options Greeks Visualizer](https://www.getswoopr.com/options-trading/options-greeks-visualizer/) Visualize option Greeks, delta, gamma, theta, and vega, across underlying prices using Black-Scholes. Enter spot, strike, expiry, volatility, and rate. Options ### [Vertical Spread Analyzer](https://www.getswoopr.com/options-trading/vertical-spread-analyzer/) Analyze any vertical options spread: enter spread type, strikes, and premiums to calculate max profit, max loss, breakeven, and probability of profit instantly. Other ### [Earnings Gap Risk Planner](https://www.getswoopr.com/tools/earnings-gap-risk-planner/) Stress-test how overnight earnings gaps can produce losses larger than a planned stop. Enter position details and gap scenarios to see the dollar impact. Portfolio & Risk ### [After-Tax Tracking Error Calculator](https://www.getswoopr.com/tools/after-tax-tracking-error-calculator/) Calculate after-tax tracking error from two series of periodic after-tax returns: active returns, tracking difference, periodic and annualized tracking error. Portfolio & Risk ### [Constrained Weight Optimizer](https://www.getswoopr.com/portfolio-management/portfolio-optimization/constrained-weight-optimizer/) Set expected returns, volatilities, correlations, and weight constraints; compute optimal portfolio weights that maximize Sharpe ratio or minimize variance. Portfolio & Risk ### [Correlation Risk Analyzer](https://www.getswoopr.com/risk-management/performance/correlation-diversification-ratio/) Correlation ranges from -1 to +1 and sets the diversification ratio, the real math behind how much diversification benefit a portfolio actually captures. Portfolio & Risk ### [Covariance Sensitivity Tool](https://www.getswoopr.com/portfolio-management/portfolio-optimization/covariance-sensitivity-tool/) Vary a single covariance input and see how sensitive optimal portfolio weights are to that change, demonstrating estimation error fragility with live charts. Portfolio & Risk ### [Efficient Frontier Explorer](https://www.getswoopr.com/portfolio-management/portfolio-optimization/efficient-frontier-explorer/) Enter expected returns, volatilities, and correlations for up to 6 assets to visualize the efficient frontier, minimum-variance, and tangency portfolios. Portfolio & Risk ### [Margin Debt and Leverage Context Panel](https://www.getswoopr.com/tools/leverage-context-panel/) See margin debit balances against their own history, with credit, volatility and breadth confirmation, source dates and a clear leverage fragility framework. Portfolio & Risk ### [Policy Portfolio Builder](https://www.getswoopr.com/portfolio-management/strategic-tactical-allocation/policy-portfolio-builder/) Policy Portfolio Builder: enter target weights for equities, bonds, alternatives, and cash, then compute expected return, volatility, and Sharpe ratio. Portfolio & Risk ### [Portfolio Rebalancing Calculator](https://www.getswoopr.com/portfolio-management/rebalancing-risk-budgeting-position-policy/portfolio-rebalancing-calculator/) Enter your current and target portfolio weights in this rebalancing calculator to see the trades needed and the residual drift left under each approach. Portfolio & Risk ### [Portfolio Review Center](https://www.getswoopr.com/portfolio/review/) Enter your holdings or import a CSV to review allocation, concentration, fees, drift, and risk contribution across 12 dimensions. No single score. Portfolio & Risk ### [Portfolio Shock Matrix](https://www.getswoopr.com/portfolio-management/stress-testing-scenario-analysis/portfolio-shock-matrix/) Enter portfolio positions and apply simultaneous factor shocks to estimate stress P&L across multiple scenarios in a single matrix view. Free interactive tool. Portfolio & Risk ### [Portfolio X-Ray Calculator](https://www.getswoopr.com/tools/portfolio-x-ray/) See the allocation, concentration, and look-through overlap hidden inside your holdings. Enter positions for a coverage-labeled exposure breakdown. Portfolio & Risk ### [Position Policy Template Generator](https://www.getswoopr.com/portfolio-management/rebalancing-risk-budgeting-position-policy/position-policy-template-generator/) Generate a structured position policy template with concentration limits, exposure caps, and rebalancing rules based on your own portfolio inputs, free. Portfolio & Risk ### [Rebalancing Method Comparator](https://www.getswoopr.com/portfolio-management/rebalancing-risk-budgeting-position-policy/rebalancing-method-comparator/) Compare how calendar, threshold, hybrid, and cash-flow-aware rebalancing policies respond to the same hypothetical allocation drift in this comparator tool. Portfolio & Risk ### [Risk Budget Allocation Tool](https://www.getswoopr.com/portfolio-management/rebalancing-risk-budgeting-position-policy/risk-budget-allocation-tool/) Allocate a hypothetical total portfolio risk budget across positions or asset classes and see how changing weights affects each allocation's risk share. Portfolio & Risk ### [Scenario Loss Calculator](https://www.getswoopr.com/portfolio-management/stress-testing-scenario-analysis/scenario-loss-calculator/) Define a shock scenario, equity draw, rate move, spread widening, FX move, and compute estimated portfolio loss with attribution by position type. Free tool. Portfolio & Risk ### [Sharpe Ratio Portfolio Volatility Calculator](https://www.getswoopr.com/portfolio-management/portfolio-optimization/sharpe-ratio-portfolio-volatility-calculator/) Compute the Sharpe ratio from a returns series or annualized stats, and portfolio volatility from asset weights, volatilities, and correlations, free. Portfolio & Risk ### [Tactical Tilt Impact Calculator](https://www.getswoopr.com/portfolio-management/strategic-tactical-allocation/tactical-tilt-impact-calculator/) Enter a tactical tilt away from your policy portfolio and compute the expected impact on portfolio return and tracking error against the policy benchmark. Portfolio & Risk ### [Tax Alpha Scenario Calculator](https://www.getswoopr.com/tools/tax-alpha-calculator/) Tax alpha calculator: compare a tax-aware strategy with a baseline using returns, taxes paid, fees, and deferral values you enter. Scenario arithmetic only. Position Sizing ### [CAGR](https://www.getswoopr.com/risk-management/performance/cagr/) CAGR turns a multi-year return into one smoothed annual growth rate. See the formula, a full worked example, and the drawdown blind spots it hides. Position Sizing ### [Crypto Position Size Calculator](https://www.getswoopr.com/tools/crypto-position-size-calculator/) Calculate crypto position size from account balance, entry and stop price, with leverage, exchange fees, slippage, and approximate liquidation-distance check. Position Sizing ### [Drawdown and Recovery Gain Calculator](https://www.getswoopr.com/risk-management/drawdown-and-recovery-calculator/) Measure peak-to-trough decline from your own equity series and see the gain each drawdown then requires, because a 50% loss needs a 100% gain to break even. Position Sizing ### [Execution Cost Calculator for Stock Trades](https://www.getswoopr.com/tools/execution-cost-calculator/) Execution cost calculator: estimate spread cost, slippage, fees, weighted fill price, basis-point cost, and break-even movement before placing a stock trade. Position Sizing ### [Execution Cost Lab](https://www.getswoopr.com/tools/execution-cost-lab/) Estimate trade execution costs: spread, slippage, commissions, and break-even price move. Enter bid, ask, quantity, and fill price to see all cost components. Position Sizing ### [Performance Dashboard](https://www.getswoopr.com/risk-management/performance/performance-dashboard/) A cadence framework for reviewing Sharpe, drawdown, win rate, CAGR, and more, plus a worked monthly review of a $150,000 portfolio you can copy today. Position Sizing ### [Portfolio Heat and Maximum Loss Calculator](https://www.getswoopr.com/risk-management/portfolio-heat-calculator/) Add up the open risk across every position you hold, group correlated trades, and see the total loss if every stop triggered on the same day, slippage included. Position Sizing ### [Position Sizing for Stocks and Crypto](https://www.getswoopr.com/learn/position-sizing-risk-per-trade/) Position size equals maximum dollar risk divided by risk per unit. See the formula, stock, crypto and leverage examples, and try Swoopr Investment's free. Position Sizing ### [Stop Loss and Risk/Reward Calculator](https://www.getswoopr.com/risk-management/stop-loss-and-risk-reward-calculator/) Place a stop by percentage, ATR multiple, or chart level, size the position from the dollars you accept losing, and see the win rate that ratio requires. Position Sizing ### [Trade Expectancy & R-Multiple Calculator](https://www.getswoopr.com/tools/trade-expectancy-r-multiple-calculator/) Calculate gross and net trade expectancy in R and dollars. Enter win rate, average win/loss R, costs, and planned risk to see expected value. Position Sizing ### [Value at Risk (VaR) Calculator](https://www.getswoopr.com/risk-management/performance/value-at-risk/) Value at Risk (VaR) estimates the loss a portfolio likely will not exceed at a given confidence level. See the formula, worked example, and its blind spot. Real Estate ### [Real Estate Cap Rate Calculator](https://www.getswoopr.com/tools/real-estate-cap-rate-calculator/) Calculate NOI, cap rate, and cash-on-cash return for a rental property. Enter purchase price, income, expenses, and financing terms to see the full breakdown. Real Estate ### [Watchlist REIT Screener](https://www.getswoopr.com/research/screener/reits/) Free watchlist REIT screener: filter the property trusts you are researching by FFO payout coverage, occupancy, leverage and lease rollover. Research ### [Ask](https://www.getswoopr.com/ask/) Ask an investing question in plain language. Swoopr Investment connects stocks, ETFs, bonds, retirement, real estate, crypto, taxes. Research ### [COT Positioning Explorer](https://www.getswoopr.com/tools/cot-positioning-explorer/) Explore CFTC Commitments of Traders positioning by participant category: net exposure, open-interest share, percentile, weekly change and data freshness. Research ### [Company Metric Comparison Dashboard](https://www.getswoopr.com/tools/company-fundamentals-comparison/) Compare company valuation, P/E, PEG, EPS growth, revenue growth, free cash flow, and net debt for up to three companies in one interactive dashboard. Research ### [Cross-Asset Risk Appetite Dashboard](https://www.getswoopr.com/tools/cross-asset-risk-appetite-dashboard/) Compare equities, credit, volatility, rates, positioning and leverage side by side with sources, freshness and unresolved divergences. Illustrative sample data. Research ### [Dilution Impact Calculator](https://www.getswoopr.com/stocks/corporate-actions-catalysts/dilution-impact-calculator/) Enter shares outstanding, offering size, and offer price to compute post-offering dilution per share, ownership dilution percentage, and ex-dilution price. Research ### [Discounted Cash Flow DCF](https://www.getswoopr.com/learn/fundamental-analysis/valuation/discounted-cash-flow-dcf/) Learn discounted cash flow valuation from forecast design through terminal value, WACC, scenario testing, and an investor-ready DCF example. Research ### [Explain This Number](https://www.getswoopr.com/tools/explain-this-number/) Enter any reported financial ratio and get its definition, formula, inputs, what follows from that exact value, the questions to ask first, and how it misleads. Research ### [Industry Kpi Benchmarker](https://www.getswoopr.com/sector-analysis/industry-kpi-benchmarker/) Industry KPI benchmarker: select an industry, enter a key operating metric, and compare it against pre-loaded benchmarks for retail, SaaS, airlines, and hotels. Research ### [Investment Comparison Hub](https://www.getswoopr.com/compare/) Compare investment options side by side: ETF against mutual fund, stocks against bonds, Roth against traditional IRA and more. Research ### [Merger Arb Spread Calculator](https://www.getswoopr.com/stocks/corporate-actions-catalysts/merger-arb-spread-calculator/) Enter deal terms to compute the gross spread, annualized return assuming deal close, and the break-even success probability for a merger arbitrage position. Research ### [Research Workbench](https://www.getswoopr.com/research/workbench/) Free research workbench for stocks: an eight-step guided research document with a built-in risk register, source freshness tracking, & Markdown or JSON export. Research ### [SEC EDGAR Filing Search](https://www.getswoopr.com/research/edgar-search/) SEC EDGAR filing search: find a company's 10-K, 10-Q, 8-K and proxy filings by name, ticker or CIK, each linked to the original document on sec.gov. Free. Research ### [SEC Filing Difference Viewer](https://www.getswoopr.com/tools/sec-filing-diff/) Compare the same section of two SEC filings sentence by sentence. See which risk factors were added, which were removed, and how much language changed. Research ### [SEC Filing Section Navigator](https://www.getswoopr.com/tools/sec-filing-navigator/) Paste a 10-K, 10-Q, or 8-K and map every Item: where each section starts, how many words it holds, its share of the filing, and which Items are absent. Research ### [Sector Rotation Scorecard Tool](https://www.getswoopr.com/sector-analysis/sector-rotation-scorecard/) Sector rotation scorecard: score all 11 GICS sectors against economic cycle signals and relative strength to get overweight and underweight recommendations. Research ### [Sentiment Composite Explorer](https://www.getswoopr.com/tools/sentiment-composite-explorer/) Inspect a transparent market-sentiment composite by evidence family. Test custom weights, leave-one-family-out and missing data, and trace each input. Research ### [Swoopr Wallet Security Score](https://www.getswoopr.com/learn/wallet-security-score/) Check your crypto wallet security setup against custody, seed-phrase backup, authentication, device, and recovery controls, and get a 0-100 score. Research ### [Tokenomics Scorecard Tool](https://www.getswoopr.com/tools/tokenomics-scorecard/) Score any crypto token across 8 tokenomics categories: supply, FDV gap, inflation, unlocks, distribution, utility, and value capture with this free tool. Research ### [Watchlist Stock Screener](https://www.getswoopr.com/research/screener/) Free watchlist stock screener: filter the companies you are researching by margins, growth, leverage, dilution, & valuation with documented metric definitions. Research ### [XBRL Financial Statement Explorer](https://www.getswoopr.com/tools/xbrl-financial-explorer/) Pull a company's own tagged SEC filing data by element: every period it reported, the restatements behind it, and the units and tags that break comparison. Retirement ### [Beneficiary & Account Titling Checklist](https://www.getswoopr.com/learn/taxes-and-rules/investment-account-types/beneficiary-designations-and-account-titling/) How beneficiary designations, TOD and POD registration, & account titling decide who inherits an account, often overriding a will. Includes a review checklist. Retirement ### [RMD Estimator](https://www.getswoopr.com/tools/rmd-estimator/) Estimate your required minimum distribution using the IRS Uniform Lifetime Table, plus the excise tax on a missed RMD. Enter your balance and age to see both. Retirement ### [Roth vs Traditional Calculator](https://www.getswoopr.com/tools/roth-vs-traditional-calculator/) Compare the after-tax future value of a Roth vs. Traditional IRA or 401(k) contribution using your own contribution, years, return, and tax-rate assumptions. Retirement ### [Sequence-of-Returns Risk Simulator](https://www.getswoopr.com/tools/sequence-of-returns-simulator/) See how the order of annual returns changes a portfolio's ending balance once fixed withdrawals begin. Enter a return sequence and compare it forward vs. Savings & Growth ### [APY Effective Yield Calculator](https://www.getswoopr.com/tools/apy-effective-yield-calculator/) Convert a nominal interest rate and compounding frequency into APY (effective annual yield) and an illustrative one-year ending value on your deposit. Savings & Growth ### [Affordability Analyzer](https://www.getswoopr.com/personal-finance/debt-and-credit/) How household debt works: why interest rate alone does not rank debts, secured versus unsecured, revolving versus installment, credit reports, and payoff order. Savings & Growth ### [CD Ladder Builder](https://www.getswoopr.com/tools/cd-ladder-builder/) Split a total amount evenly across CD ladder rungs and see an illustrative one-year interest estimate per rung and in total at an assumed flat APY. Savings & Growth ### [Compound Growth Calculator](https://www.getswoopr.com/tools/compound-growth-calculator/) Calculate future value from a starting principal plus monthly or periodic contributions, compounded at any annual rate over a chosen number of years. Savings & Growth ### [DCA Scenario Lab](https://www.getswoopr.com/tools/dca-scenario-lab/) Simulate a dollar-cost averaging plan: see ending value, average purchase price, units accumulated, and how it compares to a lump-sum baseline. Savings & Growth ### [DCA vs. Lump Sum Simulator](https://www.getswoopr.com/tools/dca-vs-lump-sum-simulator/) Simulate investing a lump sum now vs. spreading it over months, using your own return and volatility assumptions. Distribution of outcomes, not a single guess. Savings & Growth ### [Emergency Fund Calculator](https://www.getswoopr.com/personal-finance/emergency-fund/) What an emergency fund covers, why three to six months of expenses is a starting point not a rule, where to hold reserves, and how runway differs from a goal. Savings & Growth ### [Investment Fee Compounding Study](https://www.getswoopr.com/tools/investment-fee-compounding-study/) Original modeled results on how a 0.05%, 0.50% or 1.00% annual fee compounds against a portfolio over 10 to 40 years, and why the cost exceeds the fees paid. Savings & Growth ### [Investment Fee Drag Calculator](https://www.getswoopr.com/tools/fee-drag-calculator/) Compare up to 5 annual fee levels on the same balance and contributions. See fees paid, the extra cost from lost compounding, and the total gap. Savings & Growth ### [Net Worth Calculator](https://www.getswoopr.com/personal-finance/net-worth/) Net worth is assets minus liabilities. Learn what counts on each side, why the trend matters more than the number, and build a household balance sheet. Savings & Growth ### [Opportunity Cost Calculator](https://www.getswoopr.com/personal-finance/financial-independence/) What financial independence means arithmetically, why the savings rate dominates the timeline far more than investment return, and the limits of any projection. Savings & Growth ### [Savings Account Comparison](https://www.getswoopr.com/tools/savings-account-comparison/) Compare deposit accounts on ending balance rather than headline APY, with monthly maintenance fees and minimum-balance rate tiers applied month by month. Savings & Growth ### [Savings Goal Calculator](https://www.getswoopr.com/tools/savings-goal-calculator/) Solve a savings goal either way: the monthly amount needed to hit a target by a date, or the date a given monthly amount reaches it, with growth included. Savings & Growth ### [Savings Rate Calculator](https://www.getswoopr.com/personal-finance/budgeting-and-cash-flow/) How the cash flow identity drives every budget, why savings rate matters more than the dollar amount saved, and how lifestyle inflation quietly erases a raise. Savings & Growth ### [Sinking Fund Calculator](https://www.getswoopr.com/tools/sinking-fund-calculator/) Turn a list of dated, irregular expenses into one monthly set-aside, with a per-fund breakdown and a schedule showing how the total steps down over time. Simulation ### [Crypto Order Types: Market, Limit, Stop & OCO](https://www.getswoopr.com/learn/crypto-order-types/) Learn how market, limit, stop, stop-limit, and OCO crypto orders work. Compare execution, slippage, risks, examples, and when to use each order. Simulation ### [RSI Explained: Signals, Settings & Pitfalls](https://www.getswoopr.com/technical-analysis/rsi-explained/) Learn how the RSI indicator works, what overbought and oversold signals mean, which settings traders use, and how to identify common false positives. Simulation ### [Stock Order Simulator, Practice Order Types](https://www.getswoopr.com/learn/order-simulator/) Simulate market, limit, stop, and stop-limit orders against a randomized price path to see exactly how and when each stock order type would fill. Strategy ### [Drawdown Distribution Explorer](https://www.getswoopr.com/stocks/backtesting/monte-carlo-resampling/drawdown-distribution-explorer/) This drawdown distribution explorer simulates maximum drawdowns across Monte Carlo paths, enter daily return mean and volatility to see the range of outcomes. Strategy ### [Equity Curve Monte Carlo Simulator](https://www.getswoopr.com/stocks/backtesting/monte-carlo-resampling/equity-curve-monte-carlo-simulator/) This equity curve Monte Carlo simulator generates thousands of paths from your strategy's win rate, average win, average loss, and trade count. Strategy ### [Research Protocol Generator](https://www.getswoopr.com/stocks/backtesting/research-protocols-experiment-design/research-protocol-generator/) This research protocol generator creates a structured template for a new trading strategy hypothesis, with guided prompts to prevent HARKing and p-hacking. Strategy ### [Risk-of-Ruin Calculator](https://www.getswoopr.com/stocks/backtesting/monte-carlo-resampling/risk-of-ruin-calculator/) This risk of ruin calculator estimates the probability of capital depletion using analytical formulas and Monte Carlo simulation from your trading inputs. Strategy ### [Stock Strategy Rule Builder](https://www.getswoopr.com/tools/stock-strategy-rule-builder/) Turn a trading idea into a complete, auditable rule specification before backtesting. Define universe, signals, entry, exits, sizing, and constraints. Strategy ### [Trading Strategy Comparison Center](https://www.getswoopr.com/strategies/) Compare trading strategies across stocks and crypto by time horizon, risk, and complexity, from day trading and DCA to short selling and grid bots. No tools match this filter. ## Related Reading - [Position sizing and risk per trade](https://www.getswoopr.com/learn/position-sizing-risk-per-trade/) the concepts behind the position-size calculators above. - [Crypto Fundamentals](https://www.getswoopr.com/learn/crypto-fundamentals/) wallets, blockchains, tokens, and risk, for context on the crypto tools above. - [Technical Indicator Library](https://www.getswoopr.com/technical-analysis/) the full trend, momentum, volatility, and volume indicator reference. - [Trading Psychology](https://www.getswoopr.com/learn/trading-psychology/) the behavioral patterns the trading journal is built to help you track. - [APY / Effective Yield Calculator](https://www.getswoopr.com/tools/apy-effective-yield-calculator/) covered in depth here - [Balance Transfer Calculator: The Fee Against the Interest It Buys Out](https://www.getswoopr.com/tools/balance-transfer-calculator/) covered in depth here - [CD Ladder Builder](https://www.getswoopr.com/tools/cd-ladder-builder/) covered in depth here - [Company Metric Comparison Dashboard](https://www.getswoopr.com/tools/company-fundamentals-comparison/) covered in depth here - [Compound Growth & Contribution Calculator](https://www.getswoopr.com/tools/compound-growth-calculator/) covered in depth here - [Credit Card Payoff Calculator: What the Minimum Payment Actually Costs](https://www.getswoopr.com/tools/credit-card-payoff-calculator/) covered in depth here ## References - [CFA Institute Research and Policy Center](https://rpc.cfainstitute.org/): general methodology background for the calculation and risk conventions the tools on this page follow. - [SEC Investor.gov](https://www.investor.gov/): foundational investing-basics reference for the concepts these tools apply. Each individual tool page has its own References section citing the specific sources behind its formula or data. These tools are educational calculators, not investment advice. ## More in This Section - [2026 Investment Contribution](https://www.getswoopr.com/tools/current-limit-finder/) - [Annual Investment Review Checklist](https://www.getswoopr.com/tools/annual-investment-review/) - [Benefits-Safe Financial Inventory](https://www.getswoopr.com/tools/benefits-safe-financial-inventory/) - [Callable Bond Yield Calculator](https://www.getswoopr.com/tools/callable-bond-yield-calculator/) - [Child Account Comparison: 529 vs UTMA](https://www.getswoopr.com/tools/child-account-comparison/) - [ETF Premium/Discount Calculator](https://www.getswoopr.com/tools/etf-premium-discount-calculator/) - [Financial Source Verification Explorer](https://www.getswoopr.com/tools/source-verification-explorer/) - [Gift Structure Explorer: Issues](https://www.getswoopr.com/tools/gift-structure-explorer/) - [Index Methodology Comparison Tool](https://www.getswoopr.com/tools/index-methodology-comparison/) - [Inflation-Adjusted Return Calculator](https://www.getswoopr.com/tools/inflation-adjusted-return-calculator/) - [Investment Glossary Sense Resolver](https://www.getswoopr.com/tools/glossary-sense-resolver/) - [Investment Learning Route Finder](https://www.getswoopr.com/tools/investment-learning-route-finder/) - [Investor Transition Decision Mapper](https://www.getswoopr.com/tools/investor-transition-decision-mapper/) - [Lifetime Gift vs Hold Scenario: Basis](https://www.getswoopr.com/tools/lifetime-gift-vs-hold-scenario/) - [Next Dollar Decision Map](https://www.getswoopr.com/tools/next-dollar-decision-map/) - [One-Fund Fit Explorer](https://www.getswoopr.com/tools/one-fund-fit-explorer/) - [Options Strategy Payoff Builder](https://www.getswoopr.com/tools/options-strategy-payoff-builder/) - [Rental Property Hold-Period Return Simulator](https://www.getswoopr.com/tools/rental-property-return-simulator/) - [Retirement Savings Calculator](https://www.getswoopr.com/tools/retirement-savings-calculator/) - [Succession Readiness Map](https://www.getswoopr.com/tools/succession-readiness-map/) - [U.S. Investment Rule & Limit Tracker](https://www.getswoopr.com/tools/us-investment-rule-and-limit-tracker/) - [Valuation Evidence Checklist](https://www.getswoopr.com/tools/valuation-evidence-checklist/)