Free tools for investors
Each tool on this page answers one precise question an individual investor asks, and answers it with no sign-up, no connection to your bank, and without your data leaving your browser. You enter your holdings, you get a measured diagnosis.
Available tools
What these tools do, and what they do not
They measure and explain: concentration, allocation, gaps against common benchmarks. They recommend no security, take no account of your personal situation, and do not replace a professional. Earnnest is a decision-support tool, not a financial investment adviser.
Author: David B., founder of Earnnest. Developer and designer of the Earnnest analysis engine (quantitative scoring, ML models trained on 25 years of market data).
Data sources: Market data: Yahoo Finance & Finnhub. Sector classification: GICS standard (via Yahoo Finance).
Disclaimer: This tool provides an educational diagnostic based on the information you enter. It does not constitute personalized investment advice: the result is identical for an identical portfolio composition, whatever your profile. Investing carries a risk of capital loss. Learn more about our AMF regulatory framework.
Last updated: July 15, 2026
