Essential Financial Analysis Tools

Build, optimise & track portfolios. Markowitz efficient frontier and Sharpe ratio analysis.

NPV, IRR, Payback & DCF analysis with sensitivity profiling across cash flows and discount rates.

Cash-flow breakeven, financial leverage & EBIT-EPS indifference point analysis.

Optimal debt/equity mix, WACC, trade-off theory & levered vs unlevered firm value.

Quantify potential portfolio losses at a given confidence level using industry-standard VaR methodology.

Present & future values, annuities, perpetuities, and loan amortisation schedules.

Black-Scholes and Monte Carlo option pricing with Greeks, payoff diagrams, and volatility sensitivity.

Core theory behind the tools — financial management, risk & return, cost of capital, capital budgeting, capital structure & dividend policy.

Screen Indian stocks by sector, build a weighted portfolio, and backtest it against the Nifty 50.

Download historical returns & covariance matrices for stocks from NSE, NYSE, Nasdaq & more.