Free tools · Practical guides · A repeatable process
Start with a question.
Leave with a research plan.
Estimate value, see what your funds really hold, and record the evidence behind your next decision. Choose a task below or follow a guided first review.
What might this company be worth?
Test a range of assumptions. Both calculators are free, update as you type, and explain the model beneath the results.
Earnings model
EPS fair value
Explore how growth, the future P/E and your required return change the estimate. The sensitivity table shows how much your answer depends on each assumption.
Cash-flow model
10-year DCF
Model two growth stages and see how much of the estimate comes from the years beyond the forecast. Use equity cash flow per share and a cost of equity.
Manual inputs · Fictional examples · No automatic company-data lookup. Find suitable inputs and understand the methods.
Do my funds add different exposure?
Fund names are only a starting point. Review the underlying holdings, then compare performance over matching dates.
2–10 funds
Holdings overlap
Identify shared holdings, repeated sector and country exposure, and your combined portfolio weights. Missing holdings stay visible.
2–20 series
Growth of $10,000
Compare a common investment period, total change, annualized growth and observed drawdown. Choose the correct price or total-return basis.
Follow the ETF portfolio checkup for a step-by-step workflow, a worked overlap example and a review checklist.
Connect research to your income goal.
Company research
Dividend research
Review the existing dividend research page, inspect its source dates and separate historical dividend records from assumptions about future payouts.
Planning
Freedom Number
Start with the income goal you are trying to support. Use your own expenses and planning assumptions, then revisit the result as circumstances change.
A useful process for your next research session.
Gather evidence
Identify the exact company or fund, its current source documents and the date of each figure. Use the data and methods guide.
Test the assumptions
Use the stock checklist or the ETF checkup to find the questions that need evidence before you rely on a calculator.
Write down the decision
Record the thesis, strongest opposing evidence, what would change your mind, and a review date in the free Decision Journal. It stores entries in this browser; export a backup from the journal before clearing browser data.
Return when the evidence changes
Review after new financial results, a material business change or your chosen review date. Compare what changed in the business with what changed only in your assumptions.
Know what is behind the number.
Open the data, methods and CSV guide
Which tool should I use first?
For one company, begin with the stock checklist and gather the financial statements. For several funds, begin with the ETF checkup and holdings files. Use the valuation calculators after you can explain the inputs.
Do I need an account or a paid plan?
The four Research Lab calculators and the browser-based Decision Journal can be used free without signing in. The Pro page describes the separate paid offer. These free guides do not require a purchase.
Can I use the examples as investment recommendations?
No. The Research Lab sample values and DEMO symbols are fictional teaching examples. Replace them with source-checked data for your research question. A model result depends on its assumptions.
How do I report a problem?
Contact StockMags with the tool name, browser, error message and a fictional example that reproduces it. Avoid sending account numbers or private portfolio records.
StockMags educational guide · Updated October 4, 2026. Research tools do not determine whether an investment is suitable for you. Investments can lose value.
