Feequity

Tools

Free, no accounts, nothing to install. Built because we wanted them and the existing versions left out the part we cared about.

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Spreadsheet

Portfolio tracker

Live prices and allocation, in a sheet you keep.

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Calculator

Portfolio cost calculator

Six costs into one annual figure, in basis points.

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Calculator

DCF calculator

Value per share, plus a sensitivity range.

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Calculator

Expense ratio calculator

Your funds weighted into one portfolio ratio.

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In progress

The discounted cash flow calculator is now live. A downloadable DCF model for Excel and Google Sheets is next, and will work the same way: in your own file, with no account and no data leaving your machine.

If there is a calculation you keep doing by hand, it is worth telling us about. The fee tracker exists because working it out manually every quarter got tiring.

Paid tools we have tested

Everything above is free and always will be. Separately, we test paid research platforms hands-on and publish what we measured, including the parts that count against them. The first is our day inside InvestingPro, the premium subscription of Investing.com, covering what its valuation models actually output, how to read its performance figures, and its refund terms as written in the official documents.

Start with the tracker

It is the one that answers the question this site is built around: what is this actually costing me a year.

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Free spreadsheet: what your broker costs you a year

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