Tools · Free to use
Four tools, free to use.
Three calculators and a comparison. Type in a few numbers and the answer updates as you type; each calculator also works through two real examples from the public record pages. Head-to-Head puts two records next to each other. In the app, the same tools fill in the numbers for any ticker.
- Yield to callThe return if the issuer calls the shares on the first call date.Open the calculator
- Yield to worstThe lowest return you can get, whether the issuer calls or never does.Open the calculator
- After-tax yieldHow much of a yield you keep after tax, and the taxable yield that would match it.Open the calculator
- Head-to-HeadTwo records side by side: what each pays, what to check, and the payment history of both.Open the comparisons
Nothing on these pages is investment or tax advice. The app has 21 calculators that read the numbers from each record. The pricing page lists them.
These four tools are free to use. All 21 calculators come with an account.
No card is needed. The free Starter plan includes 4 calculators that fill in the call dates for any ticker. Plus adds the rest.