Free investing tools.
Quick calculators for the math that actually comes up. No signup, and your figures never leave the page — every calculation runs entirely in your browser.
What kind of investor are you?
Take the free 8-question quiz to find your investor archetype — and the Tradune tools built for your style.
Open tool →Grade my portfolio
Paste your holdings to see how diversified your portfolio is — concentration, effective holdings, and a structure grade. Your holdings never leave the page.
Open tool →Am I beating the market?
Enter what you put in and took out, and when, to get your true money-weighted return (XIRR) — then compare it to a benchmark you enter.
Open tool →Position size calculator
Work out exactly how many shares to buy for a trade based on your account size and how much you’re willing to risk.
Open tool →Capital gains & loss calculator
Estimate the tax on a sale, and see how a losing position could offset your gains.
Open tool →Cost basis calculator (FIFO / LIFO)
Bought the same stock at different prices? See your cost basis and realized gain under each accounting method.
Open tool →Compound return calculator
See how a starting amount plus regular contributions could grow as returns compound over the years.
Open tool →Dividend reinvestment (DRIP) calculator
See how reinvesting dividends could compound your position and grow your annual income versus taking the cash.
Open tool →Tax-loss harvesting calculator
Estimate how a realized loss could offset capital gains and up to $3,000 of ordinary income — and what carries forward.
Open tool →Average down calculator
Buying more of a stock that’s fallen? See your new average cost and breakeven — or solve for the shares needed to reach a target average.
Open tool →Kelly criterion calculator
Turn a win probability and payoff odds into a position size — full, half and quarter-Kelly, plus a dollar stake from your bankroll.
Open tool →Margin call & liquidation calculator
See how far a leveraged long can fall before it breaches maintenance margin — and how leverage magnifies your downside.
Open tool →Investment fee drag calculator
Compare two expense ratios and see how much fund fees quietly cost you over the years — the compounding gap and the share of your final wealth lost to fees.
Open tool →Safe withdrawal rate (4% rule) calculator
Test the 4% rule: see year-by-year whether your portfolio survives retirement, the year it might run out, and your income in today’s dollars.
Open tool →Drawdown recovery calculator
After a loss, the gain needed to break even is always bigger. See the break-even gain and years to recover — plus the loss-to-recovery asymmetry table.
Open tool →Portfolio rebalancing calculator
Enter your holdings and target weights to get the exact buy/sell trades — or a no-sell plan that deploys new cash into your most underweight positions. Flags 5/25 drift.
Open tool →Stock split & reverse split calculator
See your new share count and adjusted per-share cost basis after a forward or reverse split — with fractional-share and cash-in-lieu handling.
Open tool →Order types explained + which to use
Market, limit, stop, stop-limit and trailing stop — what each does, when to use it, and how it burns you. Plus a decision tree to pick the right one.
Open tool →These run on the numbers you type. Tradune runs on your actual holdings.
Same math, kept up to date: your money-weighted return next to a buy-and-hold SPY twin funded on the same dates, and SEC Form 4 insider filings flagged on the stocks you own.
Free for everyone right now · no card · nothing to buy