Stock Analysis Tools
Free tools for equity research and stock valuation — combining SEC EDGAR insider filing data with historical P/E and PEG ratio analytics from Yahoo Finance.
P/E Ratio History Chart — Price-to-Earnings Explorer
Chart any public stock's historical price-to-earnings ratio alongside its share price. Spot PE expansion and compression cycles, and compare the current P/E to the stock's 5-year average. Essential for identifying whether a stock is trading at a discount or premium relative to its own earnings history.
Open P/E Ratio Chart →PEG Ratio Screener — Price/Earnings-to-Growth Tool
Screen stocks by their Price/Earnings-to-Growth (PEG) ratio — a growth-adjusted valuation metric that corrects for the P/E ratio's biggest blind spot. PEG = P/E ÷ annual EPS growth rate. A PEG below 1 may indicate undervaluation; a PEG above 2 may signal the stock is pricing in growth that hasn't materialized yet.
Open PEG Ratio Screener →Insider Signal Screener — Insider Buying + P/E + PEG
A three-signal convergence screener that combines recent insider buying from SEC Form 4 filings with a below-average P/E ratio and a compressed PEG ratio. When all three signals align, it flags stocks where corporate insiders are buying at historically cheap valuations — a pattern that has historically preceded above-average returns.
Open Insider Signal Screener →Russell 2000 Alpha Screener — Small-Cap Opportunity Discovery
Explore Russell 2000 candidates through valuation, growth, insider conviction, and momentum signals. Use presets, sector context, and sortable scores to create a disciplined small-cap research shortlist.
Open Russell 2000 Alpha Screener →Portfolio Overlap Checker
Compare the partial top holdings available for two to eight ETFs. Find repeated reported positions and research portfolio concentration with this free ETF overlap tool.
Open Portfolio Overlap Checker →Fee Impact Analyzer
Estimate how an ETF or mutual fund expense ratio changes a hypothetical portfolio's ending value over time. Free long-term investment fee calculator.
Open Fee Impact Analyzer →Portfolio Stress Test
Model a hypothetical portfolio through the 2008 crisis, COVID selloff, 2022 bear market, and dot-com bust using available historical adjusted-close data.
Open Portfolio Stress Test →ETF X-Ray
Compare ETF fees, fund metadata, and repeated names across Yahoo Finance's partial top-holdings feed for up to six ETFs.
Open ETF X-Ray →Risk Tolerance Quiz
Answer seven questions about time horizon, investing experience, and reactions to losses to receive a general educational risk profile.
Open Risk Tolerance Quiz →