Tools to make the numbers real

Chart US ETFs, sanity-check drawdowns, and test simple ideas without turning your portfolio into a trading game. These tools are here to support your plan, not replace it.

Tools hub hero banner showing a tablet with icons for investing tools like calculators, dividend tracking, ETF research, and planning, surrounded by coins, a calculator, notebook, magnifying glass, and market chart background.

Educational content only. Not personalized investment advice.

Disclosure: We may earn a commission if you subscribe using our link. You never pay extra.

CHARTING & ALERTS

See how ETFs and portfolios actually behave

Use TradingView to look at real drawdowns, sideways years, and trend periods before you commit to a mix. Pair this with the Studies to understand what the charts are telling you.

FEATURED TOOL

TradingView

Web and mobile charts for stocks, ETFs, futures, and crypto. Useful for long-term investors when you focus on trends, drawdowns, and risk instead of constant trading.

  • Clean charts with indicators, drawing tools, and multiple timeframes.
  • Watchlists, alerts, and screeners to track ETFs and major indices.
  • Works in any browser; apps for iOS and Android.
Read TradingView review → Try TradingView Pro →

Disclosure: We may earn a commission if you subscribe using our link. You never pay extra.

GUIDE

TradingView Free vs Pro

What you get on Free, what paid plans unlock (alerts, layouts, limits), and the cheapest upgrade path for your workflow.

Read guide →

If you only want to follow the plan from the Learn path and run basic checks on your ETFs, TradingView plus your broker’s own tools is usually enough.

CALCULATORS

Calculators to reduce silent cost leakage

These calculators make recurring leaks visible (FX, spreads, fixed fees, cash drag) so you can keep the plan simple and repeatable.

Educational content only. Not personalized investment advice.

FX drag calculator

Estimate how much currency conversion leakage costs you over time.

Core

Best for: non-US investors buying foreign-currency assets regularly.

Open calculator →

Spread cost calculator

Turn bid/ask spreads into an all-in cost per buy so you stop guessing.

Execution

Best for: UCITS ETFs, thin listings, market orders.

Open calculator →

Investing cadence break-even (upcoming)

Decide monthly vs quarterly by modeling fixed fees, spreads, and FX friction.

Cadence

Best for: small monthly contributions.

Open calculator →

Broker total cost calculator (upcoming)

Compare brokers using your behavior: contributions, FX, trades, and platform fees.

TCO

Best for: picking a “forever broker”.

Open calculator →

Cash drag calculator (upcoming)

Quantify the cost of waiting in cash instead of investing on schedule.

Behavior

Best for: “I’ll invest later” loops.

Open calculator →

Rebalancing drift calculator (upcoming)

See how allocations drift and when bands vs annual rebalancing makes sense.

Portfolio

Best for: 2–3 fund portfolios.

Open calculator →

Acc vs dist tax drag (upcoming)

Illustrate how payout timing + taxes can change long-run compounding.

Taxes

Best for: share-class decisions (rule-dependent).

Open calculator →

UCITS vs US total drag (upcoming)

Estimate the stack: fund-level costs + withholding + FX/execution assumptions.

Model

Best for: wrapper tradeoffs as a non-US investor.

Open calculator →

Limit order helper (upcoming)

Set a sane limit price based on spread and your “bad fill” tolerance.

Execution

Best for: thin UCITS listings.

Open calculator →

Bond duration sensitivity (upcoming)

Translate duration into expected price impact for a given rate move.

Bonds

Best for: bond ETF selection.

Open calculator →

Hedged vs unhedged helper (upcoming)

Choose hedged vs unhedged based on goal (stability vs simplicity) and asset type.

FX

Best for: bond ETFs, EUR-based investors.

Open calculator →

Monthly contribution goal (upcoming)

Back-solve how much to invest each month for a target and timeline.

Planning

Best for: building a realistic plan.

Open calculator →

WHAT’S NEXT

Tools policy (why this list stays curated)

Most investing tools increase trading frequency. QuantRoutine tools are selected for one job: reduce repeatable leakage (FX, spreads, fixed fees, cash drag) and help you implement a boring, durable plan.

What a tool has to pass before it shows up here

  • No pay-to-play: you don’t list apps just because they have an affiliate program.
  • Simple pricing: clear plans, no junk fees or small-print traps.
  • Exportable data: you can get your data out in a sane format.
  • Real benefit: helps long-term investors make fewer, better decisions — not chase intraday noise.

Educational content only. Not personalized investment advice.

NEXT STEPS

Where to go after picking your tools

Tools don’t decide your portfolio for you. Use them to implement the plan you built in Learn and Studies, then connect everything to a real broker account.

TOOLS FAQ

Tools & TradingView: common questions

Do I need TradingView or any paid tool to start investing?

No. You can follow the Learn path using only your broker’s basic charts and statements. TradingView helps you inspect history and drawdowns more clearly, but it’s optional.

What’s the difference between TradingView Free and Pro?

Free is enough to start but includes limits (fewer alerts/indicators and more friction). Pro usually adds more alerts, more indicators per chart, multiple layouts, and a cleaner workflow. If you use TradingView regularly, Pro can be worth it. If you check charts occasionally, Free is fine.

Read the full breakdown in the TradingView review.

Is TradingView only for traders, or useful for long-term ETF investing?

It’s marketed to traders, but it’s useful for long-term ETF investors when you use it to study drawdowns, sideways years, and “how bad it gets” in real charts — not to trade more often.

As a non-US investor, can I still use TradingView effectively?

Yes. TradingView is global. Your ability to trade depends on your broker and local rules, but research and monitoring is usable from most regions.

Will using more tools automatically make me a better investor?

No. Tools don’t fix behavior. If a tool increases trading frequency, it can harm long-term results. Your edge is a simple plan + consistency, not more dashboards.

Where are the calculators?

Scroll to the Calculators section above, or open each calculator directly from its Tools page. Each calculator has its own URL under /tools/.

Should I add calculators to every page?

No. Use calculators when they remove confusion and lead to a better decision. As a rule: embed at most one calculator module per page (two only on tool-heavy pages). Too many widgets increases distraction and reduces clarity.

QuantRoutine provides educational content only. Nothing on this page is an offer, solicitation, or recommendation to buy or sell any security or to open an account with any specific broker. Investments can lose value, and past performance does not guarantee future results. You are responsible for your own investment, tax, and legal decisions. Always review each provider’s current terms, fees, and eligibility on their official website before subscribing or acting on any tool information.

Scroll to Top