Dashboard

Welcome to portfolios.tools — your financial tool hub.

Stock Chart

Real-time stock prices with interactive candlestick charts and SMA overlays.

Estimate tax savings from holding beyond one year — compare short-term vs long-term rates.

Calculate YTM, current yield, and coupon yield from bond inputs.

Compare multiple investment scenarios side by side — monthly vs annual, tax-deferred vs taxable.

Compute daily/monthly/annual margin interest cost for any brokerage rate.

Compute breakeven prices for calls and puts at expiration.

Compare qualified vs ordinary dividend tax treatment across tax brackets.

Track upcoming ex-dividend dates, countdown to payouts, and estimate dividend income.

Allocate new cash to hit your target percentages without selling.

Compare upfront lump sum against dollar-cost averaging over time.

Compare ETF holdings to detect hidden portfolio concentration risks.

Heat-map of sector, country & currency concentration risk in your portfolio.

Calculate your real dividend yield based on original purchase price — see how dividend growth compounds your YOC.

Compute max drawdown, recovery time, and Ulcer Index from portfolio values.

Compute real average cost per share from periodic buys — compare DCA vs lump sum.