Tools and calculators you can use.
Practical calculators and reference materials from Investing With Purpose, built to put the IWP Concepts to work. Everything here is free, with no sign-up.
Downloadable resources
Templates and cheat sheets to drop straight into your own process.
100 finance formulas across 11 sections, from time value of money to options, each with a plain-English note and a difficulty level. A clean, connected reference to keep.
A practical field guide to delta, gamma, theta, vega, and rho: what each measures, how it behaves, and how to trade around it, with sign tables and a tear-out cheat sheet.
A professional discounted cash flow model: fair-value range, mid-year convention, a WACC vs growth sensitivity table, and a Conservative / Base / Optimistic scenario toggle.
A linked three-statement model with three years of history, working-capital drivers derived from that history, an opex-growth driver, and a Conservative / Base / Optimistic scenario toggle.
Tools and Calculators
Where the reference becomes action.
The Investing With Purpose Substack applies this same research standard to individual stocks: fundamental and technical analysis, the news that moves them, and a clear, risk-managed trade plan for each, with a fresh plan across every name we cover each week.