Dashboards
Dashboards built for slower, cleaner market decisions.
Use these tools to check risk, position size, break-even points, income scenarios, and research context before a market idea becomes emotional.
Start with risk tools to define entry, invalidation, and upside assumptions, then size the scenario and check break-even rates before exploring options, income, portfolio exposure, or retirement planning examples.
Phase 1 Dashboard Tools
Practical calculators for research discipline.
Each group supports a different part of the research workflow. Use the summaries below to choose the right calculator before opening the interactive tools.
Risk Tools
Use these calculators when a market idea needs defined downside, upside, sizing, and break-even context. Start here before comparing setups or moving into options and income examples.
- Risk/Reward Calculator: Compare entry, stop, target, and quantity assumptions; review the risk/reward ratio concept if the formula is new.
- Position Sizing Calculator: Estimate shares from account size, risk percentage, invalidation, and optional target assumptions.
- Break-Even Win Rate Calculator: Estimate the win rate needed for a payoff profile to break even before fees and slippage.
- Trade Plan Calculator: Combine capital, risk budget, entry, stop, and target assumptions into one scenario summary.
Options Tools
Use these tools to study listed-options assumptions without treating the output as a trading instruction. The calculators focus on premium, strike, break-even, and covered-call scenario math.
- Options Break-Even Calculator: Estimate call or put break-even price and premium at risk using standard 100-share contract assumptions.
- Covered Call Calculator: Estimate premium income, assigned scenario return, and downside buffer for a covered-call example.
Income Tools
Use income tools to convert investment amount and yield assumptions into simple annual, quarterly, and monthly examples. Dividend outputs are estimates because yields and distributions can change.
- Dividend Income Calculator: Estimate income timing from investment amount and dividend yield assumptions.
Portfolio Tools
Use portfolio tools to translate concentrated or leveraged assumptions into easier-to-read exposure examples. These estimates are simplified and may differ from live product behavior.
- Leverage Exposure Calculator: Translate a leveraged ETF position value into approximate effective market exposure and a sample 1% underlying move.
- Position Addition & Average Cost Calculator: Estimate how a position addition may change total shares, total cost, average cost, and exposure.
Retirement Scenario
The Retirement Scenario Calculator studies savings, contributions, inflation, income offsets, target gap, and drawdown path assumptions. Outputs summarize projected gaps, runway, and contribution sensitivity so learners can compare educational scenarios without treating them as individualized guidance.
These calculators create educational estimates for market research, risk planning, and scenario analysis. Assumptions may differ from real market results. They are not investment advice, financial planning, tax advice, or recommendations to buy, sell, or hold any security. Review the disclaimer before using results.