Financial tools for
every type of user.
FP&A tools for individuals managing money, finance teams running forecasts, and wealth managers analysing portfolios — free, instant, no account needed.
The 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
From the blog
FP&A Guides & Articles
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.
Get the book on Amazon →Contact
Get in Touch
Questions, custom dashboard requests, or feedback — we reply within 24 hours.