# Swoopr Investment: Tools # Scoped content manifest for LLM agents and web crawlers. # Generated: 2026-10-09 # 73 pages in this section. # Root index: https://www.getswoopr.com/llms.txt ## Tools - [Free Investment Tools, Calculators](https://www.getswoopr.com/tools/) ([Markdown](https://www.getswoopr.com/tools.md)): Use free investment calculators, simulators, screeners and research tools with documented formulas, assumptions, limitations and links to deeper educational guides. - [After-Tax Tracking Error Calculator](https://www.getswoopr.com/tools/after-tax-tracking-error-calculator/) ([Markdown](https://www.getswoopr.com/tools/after-tax-tracking-error-calculator.md)) (WebMCP tool: calculate_after_tax_tracking_error): Calculate after-tax tracking error from two series of periodic after-tax returns: active returns, tracking difference, periodic and annualized tracking error. - [Alternative Investment Liquidity Stress Test](https://www.getswoopr.com/tools/alternative-investment-liquidity-stress-test/) ([Markdown](https://www.getswoopr.com/tools/alternative-investment-liquidity-stress-test.md)) (WebMCP tool: run_liquidity_stress_test): Model whether your liquid portfolio can cover unfunded private-market commitments, capital calls, and ongoing withdrawals under a stress scenario. - [Annual Investment Review Checklist](https://www.getswoopr.com/tools/annual-investment-review/) ([Markdown](https://www.getswoopr.com/tools/annual-investment-review.md)): A structured annual review of your investment portfolio and financial plan. Covers allocation drift, contribution limits, beneficiaries, tax efficiency, insurance, and estate documents. - [APY / Effective Yield Calculator](https://www.getswoopr.com/tools/apy-effective-yield-calculator/) ([Markdown](https://www.getswoopr.com/tools/apy-effective-yield-calculator.md)) (WebMCP tool: calculate_apy_effective_yield): Convert a nominal interest rate and compounding frequency into APY (effective annual yield) and an illustrative one-year ending value on your deposit. - [Balance Transfer Calculator](https://www.getswoopr.com/tools/balance-transfer-calculator/) ([Markdown](https://www.getswoopr.com/tools/balance-transfer-calculator.md)) (WebMCP tool: compare_balance_transfer): 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. - [Benefits-Safe Financial Inventory](https://www.getswoopr.com/tools/benefits-safe-financial-inventory/) ([Markdown](https://www.getswoopr.com/tools/benefits-safe-financial-inventory.md)): A source-backed verification checklist for disabled investors receiving SSI, Medicaid, SSDI, or SNAP. Understand which asset and income rules apply before investing or transferring assets. Not benefit eligibility determination. - [Callable Bond Yield Calculator](https://www.getswoopr.com/tools/callable-bond-yield-calculator/) ([Markdown](https://www.getswoopr.com/tools/callable-bond-yield-calculator.md)) (WebMCP tool: callable_bond_yield): Calculate yield to call (YTC), yield to maturity (YTM), and yield to worst (YTW) for callable bonds. Enter your bond details and call schedule to find the worst-case yield. - [CD Ladder Builder](https://www.getswoopr.com/tools/cd-ladder-builder/) ([Markdown](https://www.getswoopr.com/tools/cd-ladder-builder.md)) (WebMCP tool: build_cd_ladder): 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. - [Option Charm Explorer](https://www.getswoopr.com/tools/charm-explorer/) ([Markdown](https://www.getswoopr.com/tools/charm-explorer.md)) (WebMCP tool: calculate_option_charm): 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. - [Child Account Comparison: 529 vs UTMA](https://www.getswoopr.com/tools/child-account-comparison/) ([Markdown](https://www.getswoopr.com/tools/child-account-comparison.md)): Compare 529, UTMA/UGMA, Custodial Roth IRA, parent brokerage, ABLE, and trust accounts side by side. Filter by goal, control, and withdrawal timeline to find account types worth researching for your situation. - [Commodity Exposure Structure Comparator](https://www.getswoopr.com/tools/commodity-exposure-structure-comparator/) ([Markdown](https://www.getswoopr.com/tools/commodity-exposure-structure-comparator.md)): Compare five ways to get commodity exposure: physical ownership, ETFs/ETPs, futures, producer equities, and royalty/streaming companies. Filter by what matters to you. - [Company Metric Comparison Dashboard](https://www.getswoopr.com/tools/company-fundamentals-comparison/) ([Markdown](https://www.getswoopr.com/tools/company-fundamentals-comparison.md)) (WebMCP tool: compare_company_metrics): 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. - [Compound Growth Calculator](https://www.getswoopr.com/tools/compound-growth-calculator/) ([Markdown](https://www.getswoopr.com/tools/compound-growth-calculator.md)) (WebMCP tool: calculate_compound_growth): Calculate future value from a starting principal plus monthly or periodic contributions, compounded at any annual rate over a chosen number of years. - [COT Positioning Explorer](https://www.getswoopr.com/tools/cot-positioning-explorer/) ([Markdown](https://www.getswoopr.com/tools/cot-positioning-explorer.md)) (WebMCP tool: analyze_cot_positioning): Explore CFTC Commitments of Traders positioning by participant category: net exposure, open-interest share, percentile, weekly change and data freshness. - [Credit Card Payoff Calculator](https://www.getswoopr.com/tools/credit-card-payoff-calculator/) ([Markdown](https://www.getswoopr.com/tools/credit-card-payoff-calculator.md)) (WebMCP tool: calculate_credit_card_payoff): 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](https://www.getswoopr.com/tools/credit-utilization-calculator/) ([Markdown](https://www.getswoopr.com/tools/credit-utilization-calculator.md)) (WebMCP tool: calculate_credit_utilization): 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. - [Cross-Asset Risk Appetite Dashboard](https://www.getswoopr.com/tools/cross-asset-risk-appetite-dashboard/) ([Markdown](https://www.getswoopr.com/tools/cross-asset-risk-appetite-dashboard.md)) (WebMCP tool: assess_cross_asset_risk_appetite): Compare equities, credit, volatility, rates, positioning and leverage side by side with sources, freshness and unresolved divergences. Illustrative sample data. - [Crypto Position Size Calculator](https://www.getswoopr.com/tools/crypto-position-size-calculator/) ([Markdown](https://www.getswoopr.com/tools/crypto-position-size-calculator.md)) (WebMCP tool: calculate_crypto_position): Calculate crypto position size from account balance, entry and stop price, with leverage, exchange fees, slippage, and approximate liquidation-distance check. - [2026 Investment Contribution](https://www.getswoopr.com/tools/current-limit-finder/) ([Markdown](https://www.getswoopr.com/tools/current-limit-finder.md)): Look up current 401(k), IRA, HSA, gift, and estate limits for 2026. Verified figures from IRS and SSA with direct links to the authoritative sources. - [Market Data Freshness Inspector](https://www.getswoopr.com/tools/data-freshness-inspector/) ([Markdown](https://www.getswoopr.com/tools/data-freshness-inspector.md)) (WebMCP tool: inspect_data_freshness): 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. - [DCA Scenario Lab: Dollar-Cost Averaging](https://www.getswoopr.com/tools/dca-scenario-lab/) ([Markdown](https://www.getswoopr.com/tools/dca-scenario-lab.md)): Simulate a dollar-cost averaging plan: see ending value, average purchase price, units accumulated, and how it compares to a lump-sum baseline. - [DCA vs. Lump Sum Simulator](https://www.getswoopr.com/tools/dca-vs-lump-sum-simulator/) ([Markdown](https://www.getswoopr.com/tools/dca-vs-lump-sum-simulator.md)) (WebMCP tool: simulate_dca_vs_lump_sum): 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. - [Debt Payoff Planner](https://www.getswoopr.com/tools/debt-payoff-planner/) ([Markdown](https://www.getswoopr.com/tools/debt-payoff-planner.md)) (WebMCP tool: compare_debt_payoff_strategies): 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](https://www.getswoopr.com/tools/debt-to-income-calculator/) ([Markdown](https://www.getswoopr.com/tools/debt-to-income-calculator.md)) (WebMCP tool: calculate_debt_to_income): 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. - [DeFi Protocol Risk Scorecard](https://www.getswoopr.com/tools/defi-protocol-risk-scorecard/) ([Markdown](https://www.getswoopr.com/tools/defi-protocol-risk-scorecard.md)) (WebMCP tool: score_defi_protocol_risk): DeFi protocol risk scorecard: document evidence about contracts, governance, assets, oracles, liquidity, incidents, economics, operations, and exit risk. - [DeFi Yield & Impermanent Loss Calculator](https://www.getswoopr.com/tools/defi-yield-impermanent-loss-calculator/) ([Markdown](https://www.getswoopr.com/tools/defi-yield-impermanent-loss-calculator.md)) (WebMCP tool: calculate_defi_yield_il): DeFi yield and impermanent loss calculator: model APR, APY, fees, incentives, price changes, gas costs, and net LP scenarios with transparent assumptions. - [Earnings Gap Risk Planner](https://www.getswoopr.com/tools/earnings-gap-risk-planner/) ([Markdown](https://www.getswoopr.com/tools/earnings-gap-risk-planner.md)) (WebMCP tool: plan_earnings_gap_risk): 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. - [ETF Premium/Discount Calculator](https://www.getswoopr.com/tools/etf-premium-discount-calculator/) ([Markdown](https://www.getswoopr.com/tools/etf-premium-discount-calculator.md)) (WebMCP tool: calculate_etf_premium_discount): Calculate the dollar and percentage difference between an ETF's market price and its NAV. Optionally compute bid-ask spread and position-level mark-to-NAV difference from user-supplied values. - [Execution Cost Calculator for Stock Trades](https://www.getswoopr.com/tools/execution-cost-calculator/) ([Markdown](https://www.getswoopr.com/tools/execution-cost-calculator.md)) (WebMCP tool: calculate_execution_cost): Execution cost calculator: estimate spread cost, slippage, fees, weighted fill price, basis-point cost, and break-even movement before placing a stock trade. - [Execution Cost Lab: Trade Cost Estimator](https://www.getswoopr.com/tools/execution-cost-lab/) ([Markdown](https://www.getswoopr.com/tools/execution-cost-lab.md)): Estimate trade execution costs: spread, slippage, commissions, and break-even price move. Enter bid, ask, quantity, and fill price to see all cost components. - [Explain This Number: Metric Explainer](https://www.getswoopr.com/tools/explain-this-number/) ([Markdown](https://www.getswoopr.com/tools/explain-this-number.md)) (WebMCP tool: explain_financial_metric): 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. - [Investment Fee Drag Calculator](https://www.getswoopr.com/tools/fee-drag-calculator/) ([Markdown](https://www.getswoopr.com/tools/fee-drag-calculator.md)) (WebMCP tool: calculate_fee_drag): 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. - [Form CRS Comparison Worksheet](https://www.getswoopr.com/tools/form-crs-comparison/) ([Markdown](https://www.getswoopr.com/tools/form-crs-comparison.md)): 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. - [Gift Structure Explorer: Issues](https://www.getswoopr.com/tools/gift-structure-explorer/) ([Markdown](https://www.getswoopr.com/tools/gift-structure-explorer.md)): A structured checklist of gift-related issues to verify: Form 709, basis carryover, appraisal requirements, direct-payment rules, benefits sensitivity, and state gift taxes. Educational only, not tax or legal advice. - [Investment Glossary Sense Resolver](https://www.getswoopr.com/tools/glossary-sense-resolver/) ([Markdown](https://www.getswoopr.com/tools/glossary-sense-resolver.md)) (WebMCP tool: resolve_glossary_term): Disambiguate finance terms with multiple meanings: margin, yield, spread, duration, equity and more. Select a domain context to resolve to the right definition and guide. - [Index Methodology Comparison Tool](https://www.getswoopr.com/tools/index-methodology-comparison/) ([Markdown](https://www.getswoopr.com/tools/index-methodology-comparison.md)) (WebMCP tool: compare_index_methodologies): Compare two or three stock indexes side-by-side across universe, eligibility, weighting, rebalancing, and corporate-action handling. Similar names can hide very different rules. - [Inflation-Adjusted Return Calculator](https://www.getswoopr.com/tools/inflation-adjusted-return-calculator/) ([Markdown](https://www.getswoopr.com/tools/inflation-adjusted-return-calculator.md)) (WebMCP tool: calculate_inflation_adjusted_return): Convert a nominal investment return into an exact inflation-adjusted real return, include annual fees, and compare future dollars with their value in today's purchasing power. - [International Return Decomposer](https://www.getswoopr.com/tools/international-return-decomposer/) ([Markdown](https://www.getswoopr.com/tools/international-return-decomposer.md)) (WebMCP tool: decompose_international_return): 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. - [Investment Fee Compounding Study](https://www.getswoopr.com/tools/investment-fee-compounding-study/) ([Markdown](https://www.getswoopr.com/tools/investment-fee-compounding-study.md)) (WebMCP tool: analyze_fee_compounding): 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 Learning Route Finder](https://www.getswoopr.com/tools/investment-learning-route-finder/) ([Markdown](https://www.getswoopr.com/tools/investment-learning-route-finder.md)) (WebMCP tool: find_learning_route): Map your learning goal and knowledge level to the most relevant Swoopr hub, learning path, glossary terms, and tools. No investment recommendation. Just a clear starting point. - [Investor Transition Decision Mapper](https://www.getswoopr.com/tools/investor-transition-decision-mapper/) ([Markdown](https://www.getswoopr.com/tools/investor-transition-decision-mapper.md)) (WebMCP tool: map_investor_transition): Organize the educational questions that arise after an inheritance, windfall, job change, retirement, business sale, divorce, or when starting out as an investor. No personalized advice. Educational questions and resources only. - [Margin Debt Leverage Context Panel](https://www.getswoopr.com/tools/leverage-context-panel/) ([Markdown](https://www.getswoopr.com/tools/leverage-context-panel.md)) (WebMCP tool: assess_leverage_context): See margin debit balances against their own history, with credit, volatility and breadth confirmation, source dates and a clear leverage fragility framework. - [Lifetime Gift vs Hold Scenario: Basis](https://www.getswoopr.com/tools/lifetime-gift-vs-hold-scenario/) ([Markdown](https://www.getswoopr.com/tools/lifetime-gift-vs-hold-scenario.md)): Compare the basis mechanics of gifting appreciated assets during life versus holding until death. Displays carryover basis, step-up basis, and user-entered rate scenarios. Not a tax recommendation. - [Loan Amortization Calculator](https://www.getswoopr.com/tools/loan-amortization-calculator/) ([Markdown](https://www.getswoopr.com/tools/loan-amortization-calculator.md)) (WebMCP tool: calculate_loan_amortization): Calculate an installment loan payment, see the full amortization schedule, and measure exactly what an extra monthly payment removes in interest and months. - [Next Dollar Decision Map](https://www.getswoopr.com/tools/next-dollar-decision-map/) ([Markdown](https://www.getswoopr.com/tools/next-dollar-decision-map.md)): A structured checklist of financial considerations for deciding where your next available dollar should go: emergency fund, employer match, high-rate debt, HSA, and retirement accounts. - [One-Fund Fit Explorer](https://www.getswoopr.com/tools/one-fund-fit-explorer/) ([Markdown](https://www.getswoopr.com/tools/one-fund-fit-explorer.md)): Explore which single-fund category fits your account type, goal, and time horizon: broad stock, balanced, target-date, enrollment-date, or short-duration/cash. No named fund recommendations. - [Options Strategy Payoff Builder](https://www.getswoopr.com/tools/options-strategy-payoff-builder/) ([Markdown](https://www.getswoopr.com/tools/options-strategy-payoff-builder.md)) (WebMCP tool: options_payoff_builder): Build multi-leg options strategy payoff diagrams. Calculate net premium, max profit, max loss, and break-even prices for spreads, condors, straddles, and custom strategies. - [Portfolio X-Ray Calculator](https://www.getswoopr.com/tools/portfolio-x-ray/) ([Markdown](https://www.getswoopr.com/tools/portfolio-x-ray.md)) (WebMCP tool: analyze_portfolio_x_ray): See the allocation, concentration, and look-through overlap hidden inside your holdings. Enter positions for a coverage-labeled exposure breakdown. - [Professional Verification Checklist](https://www.getswoopr.com/tools/professional-verification-checklist/) ([Markdown](https://www.getswoopr.com/tools/professional-verification-checklist.md)): 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. - [Real Estate Cap Rate](https://www.getswoopr.com/tools/real-estate-cap-rate-calculator/) ([Markdown](https://www.getswoopr.com/tools/real-estate-cap-rate-calculator.md)) (WebMCP tools: calculate_real_estate_cap_rate, build_exit_cap_sensitivity): 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. - [Rental Property Hold-Period Return Simulator](https://www.getswoopr.com/tools/rental-property-return-simulator/) ([Markdown](https://www.getswoopr.com/tools/rental-property-return-simulator.md)) (WebMCP tool: calculate_rental_property_return): Simulate a rental property investment over a multi-year hold. Enter purchase price, financing, rent, expenses, and exit assumptions to see year-by-year cash flows, IRR, and equity multiple. - [Investment Research Notebook](https://www.getswoopr.com/tools/research-notebook/) ([Markdown](https://www.getswoopr.com/tools/research-notebook.md)) (WebMCP tool: summarize_research_notes): Keep dated, tagged, sourced research notes in your browser. Track supporting and disconfirming evidence per company, and export everything to JSON or Markdown. - [Retirement Savings Calculator](https://www.getswoopr.com/tools/retirement-savings-calculator/) ([Markdown](https://www.getswoopr.com/tools/retirement-savings-calculator.md)) (WebMCP tool: calculate_retirement_savings): Project a retirement balance from your current savings, contributions, return, fees and inflation. See the gap to your target and the monthly contribution needed to close it. - [RMD Estimator](https://www.getswoopr.com/tools/rmd-estimator/) ([Markdown](https://www.getswoopr.com/tools/rmd-estimator.md)) (WebMCP tool: estimate_rmd): 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](https://www.getswoopr.com/tools/roth-vs-traditional-calculator/) ([Markdown](https://www.getswoopr.com/tools/roth-vs-traditional-calculator.md)) (WebMCP tool: calculate_roth_vs_traditional): 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. - [Savings Account Comparison](https://www.getswoopr.com/tools/savings-account-comparison/) ([Markdown](https://www.getswoopr.com/tools/savings-account-comparison.md)) (WebMCP tool: compare_savings_accounts): 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](https://www.getswoopr.com/tools/savings-goal-calculator/) ([Markdown](https://www.getswoopr.com/tools/savings-goal-calculator.md)) (WebMCP tool: plan_savings_goal): 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. - [SEC Filing Difference Viewer](https://www.getswoopr.com/tools/sec-filing-diff/) ([Markdown](https://www.getswoopr.com/tools/sec-filing-diff.md)) (WebMCP tool: diff_sec_filing_text): 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](https://www.getswoopr.com/tools/sec-filing-navigator/) ([Markdown](https://www.getswoopr.com/tools/sec-filing-navigator.md)) (WebMCP tool: outline_sec_filing): 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. - [Sentiment Composite Explorer](https://www.getswoopr.com/tools/sentiment-composite-explorer/) ([Markdown](https://www.getswoopr.com/tools/sentiment-composite-explorer.md)) (WebMCP tool: compute_sentiment_composite): Inspect a transparent market-sentiment composite by evidence family. Test custom weights, leave-one-family-out and missing data, and trace each input. - [Sequence-of-Returns Risk Simulator](https://www.getswoopr.com/tools/sequence-of-returns-simulator/) ([Markdown](https://www.getswoopr.com/tools/sequence-of-returns-simulator.md)) (WebMCP tool: simulate_sequence_of_returns): 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. - [Sinking Fund Calculator](https://www.getswoopr.com/tools/sinking-fund-calculator/) ([Markdown](https://www.getswoopr.com/tools/sinking-fund-calculator.md)) (WebMCP tool: calculate_sinking_fund): 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. - [Financial Source Verification Explorer](https://www.getswoopr.com/tools/source-verification-explorer/) ([Markdown](https://www.getswoopr.com/tools/source-verification-explorer.md)) (WebMCP tool: route_financial_source): Route a financial claim to its correct primary authority: SEC, IRS, FINRA, BLS, BEA, and more. Optionally verify whether a source URL belongs to the identified authority. - [Stock Strategy Rule Builder](https://www.getswoopr.com/tools/stock-strategy-rule-builder/) ([Markdown](https://www.getswoopr.com/tools/stock-strategy-rule-builder.md)) (WebMCP tool: build_stock_strategy_rule): Turn a trading idea into a complete, auditable rule specification before backtesting. Define universe, signals, entry, exits, sizing, and constraints. - [Succession Readiness Map](https://www.getswoopr.com/tools/succession-readiness-map/) ([Markdown](https://www.getswoopr.com/tools/succession-readiness-map.md)): A structured checklist to identify unresolved business succession decisions: management backups, ownership, valuation, buy-sell terms, liquidity, governance, and family roles. Outputs unresolved decisions, not a score. - [Tax Alpha Calculator](https://www.getswoopr.com/tools/tax-alpha-calculator/) ([Markdown](https://www.getswoopr.com/tools/tax-alpha-calculator.md)) (WebMCP tool: calculate_tax_alpha): Tax alpha calculator: compare a tax-aware strategy with a baseline using returns, taxes paid, fees, and deferral values you enter. Scenario arithmetic only. - [Tokenomics Scorecard Tool](https://www.getswoopr.com/tools/tokenomics-scorecard/) ([Markdown](https://www.getswoopr.com/tools/tokenomics-scorecard.md)) (WebMCP tool: score_tokenomics): Score any crypto token across 8 tokenomics categories: supply, FDV gap, inflation, unlocks, distribution, utility, and value capture with this free tool. - [Trade Expectancy & R-Multiple Calculator](https://www.getswoopr.com/tools/trade-expectancy-r-multiple-calculator/) ([Markdown](https://www.getswoopr.com/tools/trade-expectancy-r-multiple-calculator.md)) (WebMCP tool: calculate_trade_expectancy): 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. - [Trading Journal Tool: Log](https://www.getswoopr.com/tools/trading-journal/) ([Markdown](https://www.getswoopr.com/tools/trading-journal.md)) (WebMCP tool: analyze_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. - [U.S. Investment Rule & Limit Tracker](https://www.getswoopr.com/tools/us-investment-rule-and-limit-tracker/) ([Markdown](https://www.getswoopr.com/tools/us-investment-rule-and-limit-tracker.md)): Every federal rule a US retail investor runs into, with the agency that sets it, how often the figure moves, and a link to the authority that publishes it. - [Valuation Evidence Checklist](https://www.getswoopr.com/tools/valuation-evidence-checklist/) ([Markdown](https://www.getswoopr.com/tools/valuation-evidence-checklist.md)): A structured checklist of documents and data needed to support a defensible closely held business valuation for sale, transfer, estate, or gift tax purposes. - [XBRL Financial Statement Explorer](https://www.getswoopr.com/tools/xbrl-financial-explorer/) ([Markdown](https://www.getswoopr.com/tools/xbrl-financial-explorer.md)) (WebMCP tool: analyze_xbrl_concept): 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.