Investor Tools

Investor Tools

Charts and free calculators for UK small-cap investors.

Subscriber benefit

OnlyCharts

See the chart clearly.

Price trends, relative strength and technical analysis for UK shares.

Included free with every Small Caps Big Bags subscription.

Explore OnlyCharts (opens in a new tab)

Financial freedom

09

What’s Your Financial Freedom Number?

Choose a lifestyle, see the after-tax spending budget and work out your financial freedom number.

08

Financial Freedom Calculator

Already know your monthly spending? Work out a portfolio estimate using after-tax spending and income.

Risk & downside

01

Back to Break-Even

How much does your investment need to rise to recover a loss?

02

Risk / Reward

Compare the potential upside with the downside before entering a position.

03

Position Size

Calculate a share quantity that fits your planned risk, available cash and allocation cap.

Building a position

04

Average Purchase Price

See your weighted average cost after buying in several tranches.

05

Pyramiding

Plan your next additions. See how each tranche changes your average, exposure and downside.

Ownership & growth

06

Share Dilution

See what a new share issue does to your percentage ownership.

07

The Power of Compounding

Explore what time, regular contributions and investment returns could add up to.