calculators tools6 min read
ETF.com: A Guide to This Research Platform
ETF.com is one of the most established free ETF research sites. Here's how to use its screener and fund pages to check cost, holdings, and liquidity before buying.
Calculators, Tools & Resources
Free calculators and tools to project your returns, compare fees, and plan your ETF portfolio.
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35 articles in this category
calculators tools7 min read
Social Security and Investing Planning Tools
When you claim Social Security can change your monthly check by more than 70%. Here's how full retirement age, early reductions, and delayed credits actually work.
calculators tools8 min read
Roth Conversion Calculator Guide
A Roth conversion means paying tax now to buy decades of tax-free growth. The whole decision turns on one comparison: your tax rate today versus in retirement.
calculators tools8 min read
Tax-Loss Harvesting Calculator
Tax-loss harvesting turns a paper loss into a real tax benefit — offsetting gains plus up to $3,000 of ordinary income a year. Here's the math and the wash-sale trap.
calculators tools6 min read
Best Budgeting and Investing Tools
Investing works only if money reaches the account. The right budgeting and tracking tools automate that flow so saving happens whether or not you feel like it.
calculators tools6 min read
Free Investing Education Resources
You don't need to pay for an investing course. The best free resources — the Bogleheads wiki, regulator sites, and fund documents — often beat the paid ones.
calculators tools7 min read
The Essential Investment Books Library
Five durable investing books cover almost everything a long-term investor needs. Here's what each one teaches, who it's for, and a sensible reading order.
calculators tools7 min read
Best Investing Subreddits and Online Communities
Reddit and the Bogleheads forum hold some of the best free investing discussion anywhere — and some of the worst advice. Here's where to go and how to read it critically.
calculators tools6 min read
Best Investing YouTube Channels
YouTube can teach you to invest for free — or talk you into a terrible trade. Here's how to tell credible channels from hype and use video the smart way.
calculators tools6 min read
Best Investing Podcasts for ETF Investors
Podcasts are a great way to learn investing on a commute, but they can also nudge you toward bad trades. Here's how to choose shows and listen critically.
calculators tools6 min read
Best ETF News Sources and Websites
Most ETF 'news' is noise a long-term investor should ignore. A few changes genuinely matter: fee cuts, index changes, and closures. Here's where to track them.
calculators tools7 min read
Top Investment Research Websites
You don't need a Bloomberg terminal to research an ETF well. A handful of free and freemium sites cover holdings, costs, and filings. Here's what each does best.
calculators tools7 min read
Financial Planning Software for DIY Investors
Planning software turns 'am I saving enough?' into a number. Here's what these projection tools model, what they can't, and which free and paid options to know.
calculators tools7 min read
Best Tax Filing Software for Investors
If you sold ETFs or collected dividends, the right tax software handles your 1099 imports and capital gains cleanly. Here's what to look for and which options fit.
calculators tools6 min read
Portfolio Visualization and Analysis Tools
A pie chart of tickers tells you little. The visualizations that matter show overlap, true sector exposure, and weight drift. Here's what to look at and why.
calculators tools7 min read
Excel Investment Tracker Templates
Modern Excel has a built-in STOCKS data type that fetches live quotes — no add-ons. Here's how to wire up a tracker, plus a Google Sheets formula fallback.
calculators tools7 min read
Build a Portfolio Tracker in Google Sheets
Google Sheets pulls live ETF prices for free with one function: GOOGLEFINANCE(). Here are the exact columns and formulas to build a tracker that updates itself.
calculators tools6 min read
Best Portfolio Tracker Apps for ETF Investors
The point of a portfolio tracker isn't a prettier balance, it's seeing your real asset allocation and overlap across every scattered account at once. Here's how to choose one wisely.
calculators tools7 min read
Using Morningstar for ETF Research
Morningstar's star rating tells you how a fund performed; its analyst (Medalist) rating is the forward-looking call. Confusing the two is the most common research mistake.
calculators tools6 min read
How to Use ETF Comparison Tools
Comparing two ETFs on expense ratio alone misses the point. The number that surprises most investors is holdings overlap: two 'different' funds that own 80% of the same stocks.
calculators tools7 min read
ETF Screener Guide: Finding the Right ETF
There are thousands of ETFs and you need maybe a handful. A screener does the narrowing, if you know which four or five filters actually separate a good fund from a costly one.
calculators tools6 min read
Net Worth Tracker: How to Track Your Progress
Net worth is the one number that captures your whole financial picture: everything you own minus everything you owe. Tracking it monthly turns vague progress into a visible trend.
calculators tools7 min read
Lump Sum vs DCA Calculator
Vanguard's research found lump-sum investing beat dollar-cost averaging roughly two-thirds of the time. So why does almost everyone still spread it out? Because regret is real.
calculators tools6 min read
Investment Fee Comparison Tool
A 1% annual fee sounds small. Over a 30-year horizon it can quietly consume a quarter of what your portfolio would otherwise have become. A fee comparison tool makes that visible.
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