Free tools · Built by Ryan O'Connell, CFA, FRM
Free Investment Tools
Optimize a portfolio, analyze and compare stocks, track Treasury yields and Fed rates, and run mortgage, inflation, and time-value-of-money math, free with no signup.
- 10 free tools
- Live FRED & market data
- No signup required
All investment tools
Showing 10 of 10 tools
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Portfolio
Portfolio Optimizer
Find the allocation with the best risk-adjusted return using modern portfolio theory and live market data.
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Portfolio
Portfolio Performance Analyzer
Upload your returns to get Sharpe, Sortino, alpha, beta, and max drawdown against any benchmark.
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Stocks Live data
Stock Dashboard
Live prices, financial statements, and key metrics for US-listed stocks.
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Stocks Live data AAPL vs MSFT
Compare Stocks
Put two stocks side by side on valuation, returns, and dividends.
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Rates & Economy Live data
Yield Curve Analyzer
The Treasury yield curve, key spreads, and the NY Fed recession probability, updated daily.
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Rates & Economy Live data 3.75%–4.00%
Fed Rate Dashboard
The Fed's target range, effective fed funds rate, SOFR, and the next FOMC meeting.
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Rates & Economy $100 → $194.53
US Inflation Calculator
What any dollar amount since 1800 is worth today, using official CPI-U data.
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Planning 7.28%
Mortgage Calculator
Monthly payment, PMI, and full amortization using this week's average mortgage rates.
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Planning
Financial Calculator
TVM, NPV, IRR, amortization, bond, and depreciation worksheets in your browser.
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Planning
Estate Distribution Planner
Split assets among beneficiaries and see each person's share instantly.
Why use these tools
Built on trusted data
These free investment tools cover the full research loop: build and measure a portfolio, research and compare stocks, and track Treasury yields, Fed policy, and inflation. They run on data from the Federal Reserve Bank of St. Louis, Tiingo, and the Bureau of Labor Statistics, and none of them require an account.
79.6K+ YouTube subscribers learn finance with Ryan
- FRED Treasury yields, fed funds, SOFR, CPI, and mortgage rates from the St. Louis Fed
- Tiingo Stock prices and company fundamentals
- BLS CPI-U The official US consumer price index, 1913 to today
- Freddie Mac PMMS Weekly 30- and 15-year fixed mortgage averages
Need a tool these don't cover?
I build custom financial models, portfolio analyses, and risk tools for investors and firms.