portfolios.tools

Analysis

Bond yield to maturity, option breakeven, Black-Scholes pricing, margin interest, Sharpe and Sortino ratios, and maximum drawdown calculations for deep investment analysis.

Bond Yield to Maturity

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

Option Breakeven Calculator

Compute breakeven prices for calls and puts at expiration.

Max Drawdown Calc

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

Black-Scholes Option Pricer

Price European call and put options using the Black-Scholes model. Computes Greeks and verifies put-call parity.

Portfolio Beta Calculator

Calculate your portfolio's weighted beta, classification, leverage equivalent, and sensitivity to market moves.

Volatility Drag Visualizer

Required recovery after drops and geometric vs arithmetic returns.

Covered Call Yield Calculator

Annualized premium return from selling covered calls.

Margin Call Calculator

Find the exact stock price where a broker triggers a margin call on a leveraged long position.

Impermanent Loss

Model AMM liquidity pool risk when token prices diverge from your entry ratio.

Staking Real Yield

Subtract token inflation from nominal staking APY to find true purchasing power returns.

Short Squeeze Breakeven

Calculate short borrow fees over time and the break even cover price.

Historical Drawdown

Simulate peak to trough drops of major indexes.

Options Greeks

Visualize Delta, Gamma, Theta, Vega for calls and puts.

Modified IRR (MIRR) Calculator

Free MIRR calculator applies explicit reinvestment and finance rates to cash flows. Enter initial investment, period cash flows, and rates to solve modified IRR vs classic IRR instantly.

NPV Crossover Rate Calculator

Free NPV crossover rate calculator finds the discount rate where two projects have equal NPV. Enter cash flows for Project A and B to determine which project dominates at your actual WACC.

Hamada Beta Unlever and Relever Calculator

Convert an observed equity beta into asset beta, then estimate equity beta at a target debt to equity ratio for valuation and cost of capital analysis.

CAPM Expected Return Calculator

Free CAPM calculator estimates expected return as risk-free rate plus beta times market risk premium. Enter RF rate, beta, and market return to get cost of equity for WACC or DCF instantly.

Fisher Equation

Solve real, nominal, or inflation using exact Fisher math.

Taylor Rule

Estimate central bank policy rate from inflation and output gap.

PPP Exchange Rate

PPP implied FX rate versus spot for valuation signals.

Jensen Alpha Calculator

CAPM abnormal return versus expected return given beta.

Calmar Ratio Calculator

CAGR divided by maximum drawdown for hedge fund style metrics.

Omega Ratio Calculator

Gains versus losses relative to a threshold return.

Fama French Expected Return

Three factor expected return from factor loadings.

Minimum Variance Hedge Ratio

Optimal futures contracts to hedge spot exposure.

Bond Convexity Calculator

Duration, convexity, and price change from yield shock.

Portfolio Immunization Calculator

Match portfolio duration to liability duration.

Municipal Tax Equivalent Yield

Taxable yield equivalent of tax exempt munis.

Credit Spread Calculator

Corporate bond YTM minus treasury yield in bps.