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.
Tools
Free Investment Tools, Calculators & 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.
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.
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.
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.
"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 · Research Methodology · Evidence & Validation · Citation & Sources Policy · Source Verification Ladder · Investment Data Library
Calculators & Tools
137 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.
Commodity Exposure Structure Comparator
Compare five ways to get commodity exposure: physical ownership, ETFs/ETPs, futures, producer equities, and royalty/streaming companies. Filter by what matters to you.
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 Liquidation Price Calculator
Calculate your liquidation price for crypto futures positions. Enter entry price, leverage, and maintenance margin rate to find exact liquidation levels.
DeFi Protocol Risk Scorecard
DeFi protocol risk scorecard: document evidence about contracts, governance, assets, oracles, liquidity, incidents, economics, operations, and exit risk.
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.
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.
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.
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.
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 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-to-Income Ratio 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.
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 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 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.
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.
Watchlist ETF Screener
Free watchlist ETF screener: filter the funds you are researching by expense ratio, median bid-ask spread, tracking difference and concentration, with documented definitions.
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.
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.
Automated Strategy Risk Checklist
Automated strategy risk checklist: work through structured risk controls before going live, kill switches, position limits, order throttles, and monitoring.
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.
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.
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.
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.
Brokerage Mechanics Checklist
Verify your understanding of account types, settlement rules, buying power, margin, fees, custody, and execution quality before trading through a broker.
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.
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.
Depth & 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 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 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.
Feed Quality Validator
Paste OHLCV bar data and run automated feed quality checks: OHLCV consistency, outlier detection, gap flagging, and large return anomaly detection.
Halt & 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.
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.
Liquidity Quality Scorecard
Liquidity quality scorecard: evaluate liquidity across seven dimensions, spread, depth, volume, continuity, time-of-day, and slippage risk before a trade.
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.
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.
Opening & Closing Auction Simulator
Simulate exchange opening and closing auctions. Enter limit and market orders to see the clearing price, matched volume, and imbalance, no account data required.
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.
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.
Rule 606 Routing Disclosure Explorer
Translate PFOF per-100-share figures into cost impact, analyze routing concentration, and compare hypothetical broker 606 scenarios interactively.
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.
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.
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.
Synthetic 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.
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.
Webhook Payload Tester
Test webhook handler logic against synthetic event payloads. Inspect headers, validate signatures, and verify idempotency handling without live endpoints.
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, coupon rate, and maturity.
Municipal Bond Tax-Equivalent Yield Calculator
Municipal bonds fund public projects. Learn general obligation versus revenue pledges, how to use EMMA disclosure, taxable equivalent yield and the real risks.
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 the multiplicative formula.
Custody Relationship Mapper
Interactive diagram of the custody chain: investment adviser, broker-dealer, clearing firm, custodian, bank sweep, money-market fund, SIPC and FDIC. Understand who holds your securities and cash, and what protections apply under what conditions.
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, and subscription fees cost in dollars and lost compounding over your investment horizon.
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, and other official databases.
Investment 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.
Trading Journal Tool: Log and Analyze Your Trades
Log your trades, tag behavioral patterns, and calculate win rate, R-multiples, and expectancy for stocks and crypto, free, private, browser-only storage.
Contrarian Signal Tracker
Contrarian signal tracker: enter current AAII bearish percent, put/call ratio, and short interest readings, then score them against historical extremes.
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.
Fear Greed
The Fear & Greed Index is a 0-100 score of crypto and stock market sentiment, updated live with a 1-year trend chart and a plain-English guide to what it means.
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.
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 Regime Classifier
The market regime classifier labels the macro regime using growth, inflation, liquidity, and volatility inputs, returning a four-quadrant tilt recommendation.
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.
Ticker
A free, automatically refreshed market data ticker from Swoopr Investment. Track indexes, mega-cap stocks, and top crypto assets. Data may be delayed.
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 Greeks Visualizer
Visualize option Greeks, delta, gamma, theta, and vega, across underlying prices using Black-Scholes. Enter spot, strike, expiry, volatility, and rate.
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.
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.
Constrained Weight Optimizer
Set expected returns, volatilities, correlations, and weight constraints; compute optimal portfolio weights that maximize Sharpe ratio or minimize variance.
Correlation Risk Analyzer
Correlation ranges from -1 to +1 and sets the diversification ratio, the real math behind how much diversification benefit a portfolio actually captures.
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.
Efficient Frontier Explorer
Enter expected returns, volatilities, and correlations for up to 6 assets to visualize the efficient frontier, minimum-variance, and tangency portfolios.
Policy Portfolio Builder
Policy Portfolio Builder: enter target weights for equities, bonds, alternatives, and cash, then compute expected return, volatility, and Sharpe ratio.
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 Review Center
Enter your holdings or import a CSV to review allocation, concentration, fees, drift, and risk contribution across 12 dimensions. No single score, no broker connection.
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 X-Ray Calculator
See the allocation, concentration, and look-through overlap hidden inside your holdings. Enter positions for a coverage-labeled exposure breakdown.
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.
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.
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.
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.
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.
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.
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.
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.
Drawdown and Recovery Gain 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.
Execution Cost Calculator for Stock Trades
Execution cost calculator: estimate spread cost, slippage, fees, weighted fill price, basis-point cost, and break-even movement before placing a stock trade.
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.
Portfolio Heat and Maximum Loss 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 for Stocks and Crypto
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.
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.
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.
Value at Risk (VaR) Calculator
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 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.
Watchlist REIT Screener
Free watchlist REIT screener: filter the property trusts you are researching by FFO payout coverage, occupancy, leverage and lease rollover, with documented definitions.
Ask
Ask an investing question in plain language. Swoopr Investment connects stocks, ETFs, bonds, retirement, real estate, crypto, taxes, portfolio management and more to reviewed answers, guides, glossary terms and tools.
Company Metric Comparison Dashboard
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.
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.
Discounted Cash Flow DCF
Learn discounted cash flow valuation from forecast design through terminal value, WACC, scenario testing, and an investor-ready DCF example.
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.
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.
Investment Comparison Hub
Compare investment options side by side: ETF against mutual fund, stocks against bonds, Roth against traditional IRA and more, each with sourced structural differences.
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 Workbench
Free research workbench for stocks: an eight-step guided research document with a built-in risk register, source freshness tracking, and Markdown or JSON export.
SEC EDGAR Filing Search
Look up a public company's real SEC filing history from EDGAR: 10-Ks, 10-Qs, 8-Ks, proxy statements and more, linked straight to sec.gov.
SEC Filing Difference Viewer
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.
SEC Filing Section 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.
Sector Rotation Scorecard Tool
Sector rotation scorecard: score all 11 GICS sectors against economic cycle signals and relative strength to get overweight and underweight recommendations.
Swoopr 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.
Tokenomics Scorecard Tool
Score any crypto token across 8 tokenomics categories: supply, FDV gap, inflation, unlocks, distribution, utility, and value capture with this free tool.
Watchlist Stock Screener
Free watchlist stock screener: filter the companies you are researching by margins, growth, leverage, dilution, and valuation with documented metric definitions.
XBRL Financial Statement 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.
Beneficiary & Account Titling Checklist
How beneficiary designations, TOD and POD registration, and account titling decide who inherits an account, often overriding a will. Includes a review checklist.
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.
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.
Sequence-of-Returns Risk 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. reversed.
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.
Affordability Analyzer
How household debt works: why interest rate alone does not rank debts, secured versus unsecured, revolving versus installment, credit reports, and payoff order.
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.
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.
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.
Emergency Fund Calculator
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.
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.
Investment 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.
Net Worth Calculator
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.
Opportunity Cost Calculator
What financial independence means arithmetically, why the savings rate dominates the timeline far more than investment return, and the limits of any projection.
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 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 Rate Calculator
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.
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.
Crypto Order Types: Market, Limit, Stop & OCO
Learn how market, limit, stop, stop-limit, and OCO crypto orders work. Compare execution, slippage, risks, examples, and when to use each order.
RSI Explained: Signals, Settings & Pitfalls
Learn how the RSI indicator works, what overbought and oversold signals mean, which settings traders use, and how to identify common false positives.
Stock Order Simulator, Practice Order Types
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.
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.
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.
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.
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.
Stock Strategy Rule Builder
Turn a trading idea into a complete, auditable rule specification before backtesting. Define universe, signals, entry, exits, sizing, and constraints.
Trading Strategy Comparison Center
Compare trading strategies across stocks and crypto by time horizon, risk, and complexity, from day trading and DCA to short selling and grid bots.
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References
- CFA Institute Research and Policy Center: general methodology background for the calculation and risk conventions the tools on this page follow.
- SEC 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.