Financial Tools
Note: Some tools are free to use, while others may require a paid subscription. In some cases, tools requiring paid subscriptions also offer a free, although limited, version. Always check their pricing policy and read the details carefully before signing up.
Zacks
Financial news, analyst reports and recommendations.
Earnings Whispers
Whisper reports (early details of what a company is expected to announce during their upcoming quarterly earnings report).
Barcharts
Technical charts and helpful information on stocks, options, ETFs, Futures, & Currencies.
Yahoo Quotes
Lookup Stocks, ETFs etc. by symbol, and display charts, financial news, analyst reports and stock recommendations.
Yahoo Stock Market News Tab
Financial news, analyst reports and stock recommendations from Yahoo Finance.
Required Minimum Distribution (RMD) Calculator
Required Minimum Distribution (RMD) Calculator
Roth Conversion Calculator
Determine the annual amount to convert to a Roth account to achieve your ideal IRA balance by age 72
Retirement Calculator
Calculate how much you need to save for retirement
Seeking Alpha
Stocks/ETFs charts, analysis, and recommendations, analytical reports and portfolio building assistance.
Steele Mutual Fund Expert
A tool for finding investments (mutual funds or ETFs).
Portfolio Visualizer
A tool for allocating investments (by percentages).
MaxiFi Planner
A tool for determining how much you can spend each year & never run out of money.