Free tools for advisors and investors
Everything on this page works without an account.
Updated
Market tools
- 13F tracker: what tracked hedge funds and institutions hold, bought and sold, from quarterly SEC filings.
- Stock screener: 20 fundamentals, each with a minimum and maximum.
- Stock maps: the S&P 500, Nasdaq 100, Dow 30, semiconductors and Russell 2000 by sector.
- ETF holdings: top holdings, a holdings wheel and a stock map for each ETF.
- Economy: fed funds, Treasury yields, inflation, unemployment, CPI and GDP.
- Stock pages such as AAPL, NVDA and SPY: price, chart, valuation, analysts, dividends and news.
Planning tools
- Retirement check-up: a five-minute risk quiz and an illustrative estimate of how long savings could last.
- AI research chat: 5 free prompts without an account (15 a day with a free account) for Roth conversions, RMDs, Social Security, IRMAA and market questions.
- MCP server: the planning calculators and market data inside Claude or any MCP client.