Calculators

Please find following a number of calculators and tools to help you with your investing. Ones that we've developed for you, and links to some good online ones too. However, if you require, or have an idea for, a calculator or tool we don't have, please do contact me and I'll see what I can do.

Simple Plan Generator and Visualiser

When starting your investing journey your financial goals may not yet be fully developed, however I recommend having at least a basic plan while get you started. So I've developed a Simple Plan Generator and Visualiser tool for this very purpose. The tool will hopefully provide you with some clarity as to what should be realistically achievable too.

Retirement Planners

While the Simple Plan Generator and Visualiser tool above will help with your retirement planning, here are some links to some other retirement planners that may be helpful to you.

Intrinsic Value Calculator

Once you've researched a business to buy shares in, you need to determine whether the company's current share price is good value. Over time, I developed a comprehensive method for estimating the Intrinsic Value of a company. Unfortunately, I can't easily share the method with you, but I have developed a simplified version that provides a reasonable Intrinsic Value estimation.

Weighted Average Calculator

When tracking the performance and strategic balance of your portfolio of investments being able to calculate the weighted average returns or asset class exposure is sometimes helpful. I have developed a simple spreadsheet template that you can use to compare your investments using weighted averages.