S&P 500 Quality Screener
Every company in the S&P 500, scored each week on value, quality, growth, trend and what its price already assumes — then ranked against the whole index, with an AI research report each month.
IBEX 35 Quality Screener
The same five factors, weighted for Spain — value counts for more and trend for less, in an index where banks and utilities make a high return on assets structurally unlikely.
Nasdaq-100 Growth Screener
A different question for a different index: revenue and earnings growth, with the price trend confirming it. No P/E filter — in the Nasdaq-100 a low multiple says the market has stopped expecting growth.
What the Price Already Assumes: Building a Reverse DCF That Refuses to Guess
Instead of asking whether a company is good, a reverse DCF asks what today's price needs to be true. Building one taught me that the most valuable thing a model does is decline to answer.
From the blog
Latest from the blog
Building My First AI Agents: The S&P 500 and IBEX 35 Quality Screeners
How I built my first AI agents — two weekly quality screeners combining fundamental and technical filters with a Groq tool-use loop, running on GitHub Actions with no server. And why agents aren't just for engineers.
September 2026OpinionControl Is the Whole Game: What Real Madrid, Spain and Football Taught Me About Finance
From the 2017 Champions League final in Cardiff to Spain's last match against Belgium — why the unglamorous discipline of building systems, controls and the right reports is what actually makes a finance professional valuable.
July 2026Personal FinanceThe Smartest £25 You Can Spend on Your Child's Future: Junior SIPPs Explained
How opening a pension for your child at birth — with just £1,000 and £25/month — could hand them a quarter of a million pounds at retirement. The maths, the government top-up, and why time is the scarcest asset of all.
June 2026OpinionWhy an ECB Rate Hike on June 11 Would Be the Wrong Response to the Iran Oil Shock
Markets are pricing a 99% probability of a 25bp ECB hike to 2.25% on June 11. The inflation is real, but it's a structural supply shock from the Iran war — not demand. Monetary policy can't make oil cheaper, and Trichet's 2008 mistake is about to be repeated.
June 2026Corporate FinanceThe Most Important IFRS and IAS Standards Every Finance Professional Should Know
A plain-English guide to the IFRS and IAS standards that move real financial statements — IFRS 9, 15, 16, IAS 1, 36, 37 and the rest of the standards that matter in practice.
May 2026OpinionReal Assets, Balance Sheets and Where the Opportunities Are Hiding
If contrarian value is the only edge in a zero-ERP world, how do you find it? Read the balance sheet. The five places real assets hide at historical cost, the screens that surface them, and the sectors trading well below replacement value.
May 2026The tools
16 Free FP&A Tools
Open instantly. No installation. No account.
Financial Journey — Individuals
FeaturedA 4-step interactive guide — build your budget, calculate your debt, project your savings with compound interest, and set your asset allocation. Everything connected in one journey.
Financial Journey — Companies
FeaturedA 5-step company planner — link your P&L, Cash Flow and Balance Sheet, get a valuation estimate, and build your exit strategy.
Personal Finance
For individuals managing money & investments
- 💰
Personal Budget
Monthly income, expense categories, savings rate and spending breakdown.
- 📊
Portfolio Analysis
Upload holdings. Analyse returns, risk and asset allocation.
- 📉
Stock Comparison
Compare two tickers side by side — returns, volatility, key ratios.
- 📈
Stock Analysis
Price history, moving averages and cumulative return for any ticker.
- 💹
Compound Interest
See how your capital and monthly contributions grow.
- 🏠
Mortgage & Loans
Amortisation schedule and mortgage payment calculator.
Professional FP&A
For finance teams, CFOs and analysts
- 🏦
Financial Model
5-year P&L, cash flow and balance sheet with Excel export.
- 📋
Annual Budget
Build and visualise your company budget month by month.
- 💧
Cash Flow Forecast
13-week rolling cash forecast with PDF export.
- ⚖️
Break-Even
Fixed costs, variable costs, contribution margin and margin of safety.
- 💎
DCF Valuation
Discounted cash flow model with terminal value and sensitivity table.
How it works
- 1.Click any tool — opens instantly in your browser
- 2.Enter your data in the sidebar
- 3.See live charts and KPIs update in real time
- 4.Export to PDF or Excel
By the FinancePlots founder
Your Money Rules
A practical personal finance book to help you take control of your money, build better habits, and make smarter financial decisions.
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