Portfolio Visualizer
Portfolio Visualizer is one of the better free asset allocation back-testing applications we’ve seen and personally used on the internet. You may back-test to the 1970s using historical returns, drawdowns, real (after-inflation) returns, and growth of your starting investment for perhaps 20–30 different asset classes and sub-asset classes. This website also enables you to back-test real world portfolios using genuine mutual funds and ETFs, perform Monte Carlo simulations on withdrawal strategies, correlation matrices between various assets, risk factor analysis, and matrix representations of various assets. In our opinion, this is probably the best resource among free investing tools to support your own financial and investment planning journey
Macrotrends – The Research Platform for Long-Term Investors
Macrotrends is the premier research platform for long-term investors that provides a stock screener with over 50 performance and fundamental criteria, 50+ years of historical stock price and dividend data, 10 years of quarterly stock fundamental data, 100+ years of inflation-adjusted data for major market indices, 100+ years of precious metals data, 45 years of commodity, interest rate and exchange rate data and 100+ years of economic data. Among free investing tools, it provides you with the ability to visualize data to inform your portfolio, personal financial and investment planning decisions.
Stratosphere.io
Stratosphere.io is a highly intuitive resource for investors that is an all-in-one platform research, data visualization and real-time business fundamentals analytics to help investors make more informed decisions quickly! With its user-friendly interface, investors can analyze vast amounts of financial data quickly, stay updated on market trends, manage portfolios effectively, access research materials, collaborate with a community of investors and set personalized alerts. The platform allows you to customize and summarize 35+ years of financial data quickly and easily, focusing your energy on evaluating opportunities rather than processing data. This comprehensive suite of features empowers investors to maximize their investment potential and achieve success in the dynamic world of investing.
FinViz’s Stock Screener
FinViz.com is a valuable stock screening investment resource that allows investors to quickly gain insights and test their investment ideas. The platform offers a broad array of features, including powerful stock screening capabilities, real-time market data, advanced charting tools, and news aggregation. These features allow investors to filter and analyze stocks based on specific criteria, track market trends, visualize price patterns, and stay updated with relevant news. By leveraging these features, investors can make informed investment decisions, identify potential opportunities, and manage risks effectively. FinViz.com’s user-friendly interface and extensive range of tools make it an indispensable resource for investors seeking a competitive edge in the financial markets
NYU’s stock, bond & cash historical returns
Once a year, NYU professor Aswath Damodaran updates the performance figures on this website for equities (S&P 500), bonds (10-year treasuries), and cash (3-month t-bills). Back as far as 1928, it displays the yearly returns for these three asset groups to support retail investors in their own financial and investment planning. A spreadsheet with historical interest rates, bond yields, and dividend yields is also available for download. I commonly use these numbers in my own analyses. Some of this historical data may be found on other free investing tools but the long-term tracking of these figures is valuable.
Robert Shiller’s online data
One of the longest-running free investing tools’ data sets we’ve seen belongs to Shiller. The monthly stock price, interest rate, earnings, and dividend data go all the way back to 1871 on his renowned CAPE spreadsheet. His thorough real estate information on home values going back more than a century is also available on this website to support broad financial and investment planning decisions that are not limited to just stocks or real estate.
Dataroma
DataRoma is an online database that provides detailed information on the investments of legendary super investors, such as Warren Buffett and George Soros. Among free investing tools, it provides a window into how these legendary investors are deploying their capital based on their SEC 13-F filings, compare them to the S&P 500, and analyze their performance over time. The site also provides news and analysis related to the investments of these super investors to generate ideas for your own financial and investment planning approach.
OpenInsider
OpenInsider tracks insider purchases and sales via the SEC Form 4. The site provides a trading screener with criteria to help quickly filter recent insider activity.
Bogleheads.org
The Vanguard Group’s founder John C. Bogle’s sound investing advice is the focus of the website and discussion forums on Bogleheads.org focus on the exchange of investment concepts, methods, and experiences. The rich context of these discussion threads provides valuable insights from retail investors on their financial and investment planning journey. The website covers a wide range of subjects, including everything from fundamental investment ideas to the challenges of retirement planning. While simple, we still consider it a great sounding board among free investing tools.
Black Knight
Black Knight Inc. is the leading provider of integrated software, data and analytics solutions that facilitate and automate many of the business processes across the homeownership lifecycle. Their data reports particularly, their originations market monitor and mortgage monitor are filled with insightful statistics about the real estate market with updates monthly. Among free investing tools, it provides unique insights on the real estate market as part of your financial and investment planning strategy.
Miller Samuel
Miller Samuel’s market reports provide extremely valuable insights for conducting real estate valuations in key local markets (e.g., NY, CT, CA, MA, FL, TX, CO). which were originally prepared for Douglas Elliman starting in 1994 and have evolved into a wide array of data and reports covering many different types of real estate. The purpose of these reports is to provide investors with greater transparency on market data to make more informed decisions