Free Financial Tools

All tools process data 100% locally in your browser. Your financial data never leaves your device.

Calculate your portfolio Beta score and volatility exposure instantly. Enter tickers like NVDA, TSLA, AAPL.

Google Sheets Formula

Get live stock prices and portfolio data directly in Google Sheets. No API keys required.

Generate white-label portfolio reports with your firm logo. Preview free, download PDFs with Corporate License.

Convert broker CSV files to tax software formats. All processing happens locally in your browser.

Convert Fidelity CSV to TurboTax format for easy tax filing

Convert Charles Schwab CSV to TurboTax format for tax filing

Convert Vanguard CSV to TurboTax format for investment tax filing

Convert E*TRADE CSV to TurboTax format for tax filing

Convert Fidelity CSV to TaxAct format for tax preparation

Convert Coinbase CSV to TaxAct format for cryptocurrency tax reporting

Convert Coinbase CSV to Koinly format for crypto tax calculations

Convert Trading212 CSV to Koinly format for UK tax reporting

Convert Binance CSV to Koinly format for crypto tax calculations

Convert Kraken CSV to Koinly format for cryptocurrency tax reporting

Convert Freetrade CSV to Koinly format for UK tax reporting

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All tools process data 100% locally in your browser. Your financial data is never uploaded to our servers. We never see your transactions.