Dashboard
Welcome to portfolios.tools — your financial tool hub.
Stock Chart
Real-time stock prices with interactive candlestick charts and SMA overlays.
Capital Gains Holding Period
Estimate tax savings from holding beyond one year — compare short-term vs long-term rates.
Bond Yield to Maturity
Calculate YTM, current yield, and coupon yield from bond inputs.
Compound Interest Comparator
Compare multiple investment scenarios side by side — monthly vs annual, tax-deferred vs taxable.
Margin Interest Calculator
Compute daily/monthly/annual margin interest cost for any brokerage rate.
Option Breakeven Calculator
Compute breakeven prices for calls and puts at expiration.
Dividend Tax Comparator
Compare qualified vs ordinary dividend tax treatment across tax brackets.
Ex-Dividend Calendar
Track upcoming ex-dividend dates, countdown to payouts, and estimate dividend income.
Portfolio Rebalancer
Allocate new cash to hit your target percentages without selling.
Lump Sum vs Periodic
Compare upfront lump sum against dollar-cost averaging over time.
ETF Overlap Detector
Compare ETF holdings to detect hidden portfolio concentration risks.
Portfolio Temperature
Heat-map of sector, country & currency concentration risk in your portfolio.
Yield on Cost Tracker
Calculate your real dividend yield based on original purchase price — see how dividend growth compounds your YOC.
Max Drawdown Calc
Compute max drawdown, recovery time, and Ulcer Index from portfolio values.
DCA Price Averager
Compute real average cost per share from periodic buys — compare DCA vs lump sum.