Free planning resources

Trading calculators built for clearer decisions

Size risk, test scenarios, measure performance, and understand the mathematics behind a trading plan. Every calculator includes its formula, input guidance, limitations, examples, and related tools.

62free tools
13categories

Browse all 62 calculators or choose a category.

6 tools

Position Sizing

Translate account risk and stop distance into a disciplined number of shares, contracts, or lots.

12 tools

Risk Management

Plan downside, recovery, stops, targets, portfolio heat, and account survival before taking risk.

Risk Management

Risk per Trade Calculator

Convert a risk percentage into money at risk and a stop-adjusted position size.

FormulaRisk Amount = Account Size x Risk %; Position Size = Risk Amount / Stop Distance
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Risk Management

Risk-Reward Ratio Calculator

Compare planned reward with risk and calculate the break-even win rate.

FormulaR = Potential Reward / Potential Risk; Break-Even Win Rate = 1 / (1 + R)
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Risk Management

Complete Risk Management Calculator

Review position size, portfolio heat, and R-multiple in one risk dashboard.

FormulaPosition Size = Risk Amount / Stop Distance; Portfolio Heat = Open Risk / Account Size x 100
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Risk Management

Drawdown Recovery Calculator

Calculate the percentage gain needed to recover from an account drawdown.

FormulaRecovery % = [1 / (1 - Drawdown %)] - 1
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Risk Management

Loss Recovery Calculator

Estimate the required gain and number of expectancy-positive trades needed to recover a loss.

FormulaRecovery % = Loss % / (1 - Loss %); Trades = Dollar Loss / Expectancy
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Risk Management

Maximum Drawdown Calculator

Measure the largest peak-to-trough decline in an equity sequence.

FormulaDrawdown % = (Trough - Peak) / Peak x 100
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Risk Management

Risk of Ruin Calculator

Estimate the simplified probability of reaching a defined account failure threshold.

FormulaRisk of Ruin = [Loss Rate / (Win Rate x Reward-to-Risk)]^(Failure Threshold / Risk per Trade)
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Risk Management

Margin Call Calculator

Estimate the stock price at which a leveraged position reaches maintenance margin.

FormulaMargin Call Price = Loan Amount / [Shares x (1 - Maintenance Margin %)]
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Risk Management

Stop-Loss Calculator

Calculate a percentage- or ATR-based stop and the corresponding risk-sized quantity.

FormulaStop Distance = |Entry - Stop|; Position Size = Risk Amount / Stop Distance
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Risk Management

Take-Profit Calculator

Project long or short targets using R-multiples, ATR multiples, or percentage objectives.

FormulaTarget = Entry +/- Risk Distance x R
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Risk Management

Daily Trading Plan Calculator

Set a daily maximum loss, maximum position count, and profit objective.

FormulaDaily Loss = Account Size x Daily Risk %; Max Positions = Daily Loss / Risk per Trade
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Risk Management

Correlation and Portfolio Diversification Calculator

Calculate Pearson correlation between two return series to identify overlapping risk.

Formular = Sum[(xi - xbar)(yi - ybar)] / sqrt[Sum(xi - xbar)^2 x Sum(yi - ybar)^2]
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9 tools

Trade Performance

Measure expectancy, consistency, risk-adjusted returns, and the durability of a trading process.

Trade Performance

Trade Expectancy Calculator

Measure the average amount a strategy is expected to make or lose per completed trade.

FormulaExpectancy = (Win Rate x Average Win) - (Loss Rate x Average Loss)
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Trade Performance

Win Rate Calculator

Calculate profitable-trade percentage and compare it with break-even requirements.

FormulaWin Rate = Winning Trades / Total Trades x 100
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Trade Performance

R-Multiple Calculator

Express a trade result as a multiple of the amount initially risked.

FormulaR-Multiple = Trade P&L / Initial Risk
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Trade Performance

Sharpe Ratio Calculator

Measure excess return per unit of total return volatility.

FormulaSharpe = (Portfolio Return - Risk-Free Rate) / Standard Deviation
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Trade Performance

Sortino Ratio Calculator

Measure excess return relative only to harmful downside deviation.

FormulaSortino = (Portfolio Return - Minimum Acceptable Return) / Downside Deviation
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Trade Performance

Trading Return Calculator

Calculate adjusted gross, net, and annualized account returns.

FormulaCAGR = (Ending Value / Adjusted Starting Value)^(12 / Months) - 1
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Trade Performance

Trading Performance Score

Create a transparent 0-to-100 composite from five core performance dimensions.

FormulaScore = Profit Factor x 30% + Drawdown x 25% + Expectancy x 20% + Consistency x 15% + Risk-Reward x 10%
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Trade Performance

Trading Expectancy Monte Carlo Simulator

Explore possible equity paths, drawdowns, and losing streaks from strategy assumptions.

FormulaExpectancy = Win % x Average Win in R - Loss % x Average Loss in R
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Trade Performance

Trade Journal ROI Calculator

Estimate how changes in discipline, win rate, payoff, or mistakes could affect monthly results.

FormulaMonthly P&L = Wins x Average Win - Losses x Average Loss
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4 tools

Compounding and Investment Growth

Model reinvestment, recurring contributions, average cost, and dividend income over time.

6 tools

Stock and Multi-Tranche

Calculate weighted cost, reverse target quantities, breakeven, and fee-adjusted stock P&L.

2 tools

Forex

Translate currency-pair movement into pip value, lot exposure, and live session context.

2 tools

Futures

Measure multiplier-based futures P&L, margin usage, leverage, and maintenance thresholds.

7 tools

Options

Explore breakevens, expiration payoffs, defined-risk spreads, Greeks, delta, and implied volatility.

2 tools

Cryptocurrency

Estimate leveraged crypto trade outcomes and transaction-level taxable gains.

3 tools

Brokerage, Fees, and Trading Costs

Make explicit the commissions, statutory fees, spread, and recurring friction hidden by gross P&L.

2 tools

Tax Estimation

Create planning estimates from user-supplied gains, adjustments, deductions, and tax rates.

5 tools

Technical Analysis

Calculate common price levels and indicators while keeping context and confirmation visible.

2 tools

Conversion

Translate currency effects and percentage changes into comparable trading outcomes.

Educational calculations, not financial advice

Outputs depend entirely on the values and assumptions entered. Confirm prices, contract specifications, broker requirements, fees, tax treatment, and exchange rules with current official sources before making a financial decision.