Wall Street & Investment Tools

Professional-grade financial models should not be locked behind Bloomberg terminals and expensive Excel add-ins. Our Wall Street tools bring institutional-quality analysis to anyone with a browser — finance students, individual investors, startup founders, and professionals who need a quick model without spinning up a full spreadsheet. From discounted cash flow valuations and Black-Scholes options pricing to leveraged buyout models and cap table management, each tool implements the same methodologies used at top investment banks and hedge funds. All calculations run locally, so your proprietary assumptions and deal data never leave your machine.

What You'll Find

  • - DCF (Discounted Cash Flow) valuation model
  • - Options pricing with Black-Scholes and Greeks
  • - Portfolio risk analysis and optimization
  • - Monte Carlo simulation for returns
  • - LBO (Leveraged Buyout) model
  • - Comparable company analysis (comps)
  • - Merger model and accretion/dilution analysis
  • - Cap table and SAFE note calculator
  • - Bond yield and duration calculator
  • - Waterfall distribution model

Getting Started

If you are valuing a company, start with the DCF model for an intrinsic value estimate, then cross-reference with the Comparable Company Analysis for a market-based perspective. Options traders should explore the Black-Scholes calculator for pricing and Greeks. Startup founders will find the Cap Table and SAFE Note tools essential for modeling dilution across funding rounds.

Options Pricing Calculator

Free

Black-Scholes pricing with all 5 Greeks and multi-leg strategy builder

Replaces OptionStrat / Thinkorswim ($30/mo / Premium)

DCF Valuation Model Builder

Free

Build a 5-year discounted cash flow model with WACC and sensitivity analysis

Replaces Wall Street Prep / Macabacus ($499 templates / $499/yr)

Cap Table Calculator

Free

Model founders, investors, and ESOP across multiple funding rounds

Replaces Carta / Pulley ($5K-50K/yr / $50/mo)

Bond Yield & Duration Calculator

Free

Calculate YTM, duration, convexity, and price sensitivity for any bond

Replaces Bloomberg terminal bond calculator ($24K/yr)

Portfolio Risk Analyzer

Free

Calculate Sharpe ratio, VaR, max drawdown, and correlation matrix for your portfolio

Replaces Morningstar Direct / Portfolio Visualizer Pro ($15K+/yr / $25/mo)

Monte Carlo Retirement Simulator

Free

Run 10,000 simulations to test if your retirement plan survives market volatility

Replaces NewRetirement / Boldin ($120/yr)

LBO Model Builder

Free

Build a leveraged buyout model with debt tranches, IRR, and MOIC analysis

Replaces Wall Street Prep / PE Excel templates ($300-800)

Comparable Company Analysis (Comps)

Free

Build a comps table with EV/EBITDA, P/E, and implied valuation range

Replaces Capital IQ / FactSet templates ($12K-20K+/yr)

M&A Merger Model Builder

Free

Build accretion/dilution merger models with pro forma EPS analysis

Replaces IB merger model templates ($300-800)

SAFE Note Conversion Calculator

Free

Calculate SAFE note conversion, ownership dilution, and cap table impact

Replaces Startup lawyer consultation ($300+/hr)

Investment Waterfall Calculator

Free

Model PE/VC fund distribution waterfalls with preferred return and carried interest

Replaces Cobalt LP / Excel templates ($2,000+/yr)

Frequently Asked Questions

Are these models accurate enough for professional use?

Yes. The models implement standard financial theory (Gordon Growth, Black-Scholes, CAPM, WACC) with the same formulas used at investment banks. They are ideal for quick analysis, case prep, and sanity-checking larger models.

Can I use these for investment banking interview prep?

Absolutely. Finance students and candidates use the DCF, LBO, and merger models to practice building models quickly and to verify their manual calculations during technical prep.

How many Monte Carlo simulations does the tool run?

The tool runs thousands of simulations by default to generate probability distributions of portfolio outcomes. You can adjust the number of iterations and input assumptions to match your scenario.

Is my deal data private?

Completely. All calculations execute in your browser. No financial data, assumptions, or model outputs are sent to any server or stored externally.