Guides

Practical guides that teach you how to use investing tools, read metrics and apply strategies. Part of our free investment articles.

Investment Calculators: Tools for Smarter Investing

A guide to the core investment calculators every investor should know, from DCF fair value and WACC to dividend income and growth rate. Learn what each tool measures, how the inputs work, and how to combine the results into a coherent view of a stock.

MarketgeniusUpdated May 9, 2026

DCF Calculator: Estimate the Fair Value of Any Stock

Search a stock to auto-fill price, shares outstanding, free cash flow, and net debt, then steer the growth, discount, and terminal assumptions to see fair value per share. The sensitivity grid recomputes the answer across dozens of scenarios at once.

MarketgeniusUpdated May 9, 2026

Stock Market Heatmap: The Complete Guide

An overview of stock market heatmaps. Size and color encode magnitude across indices, superinvestor portfolios, and any metric you pick. Learn which themed heatmaps answer which questions.

MarketgeniusUpdated May 9, 2026

Profit Margin Calculator: See What You Actually Keep

The profit margin calculator turns any two of revenue, cost, profit, or margin into the other two in real time. Learn how the four-field solver handles gross and net margins, negative profits, and the edge cases where the math hits a wall.

MarketgeniusPublished April 18, 2026

Bill & Melinda Portfolio Heatmap: See the Gates Strategy

The Bill & Melinda Gates Foundation Trust owns 23 stocks worth roughly $35 billion, with the top five names controlling most of the book. Learn how to use the portfolio heatmap to see the anchors, the dividend engine, and the four pillars behind the Gates strategy.

MarketgeniusPublished April 17, 2026

CAGR Calculator: Measure Compound Annual Growth Rate

Turn any before-and-after pair into an annualized growth rate. Enter a beginning value, ending value, and time span to see the CAGR, equivalent monthly/weekly/daily rates, and a smooth year-by-year projection.

MarketgeniusPublished April 15, 2026

How to Read an Earnings Report: A Practical Walkthrough

A practical walkthrough for reading quarterly and annual earnings reports: which document to open, which numbers to check first, and what the footnotes hide.

MarketgeniusPublished April 15, 2026

WACC Calculator: Find Your Cost of Capital

Use our free WACC calculator to find the weighted average cost of capital for any company. Learn the WACC formula, understand each input, and see how equity and debt weights shape the discount rate used in DCF valuation.

MarketgeniusUpdated April 15, 2026

Dividend Calculator: Estimate Dividend Income and Portfolio Growth

A dividend calculator estimates how a stock portfolio grows over time by modeling reinvestment, dividend growth, inflation, and regular contributions. Learn what each input controls, how reinvesting dividends changes your outcome, and how to read the four result values.

MarketgeniusUpdated April 15, 2026

Warren Buffett Portfolio: See What Stocks Buffett Owns (Live Heatmap)

Tracking Warren Buffett's stock portfolio through quarterly 13F filings requires scrolling through 40+ holdings across dense tables. A Warren Buffett portfolio heatmap shows you his entire portfolio in a single visual snapshot, revealing quality patterns and value investing principles through multiple metrics.

MarketgeniusPublished February 17, 2026

Dividend Yield Heatmap: Find the Highest-Paying Dividend Stocks Instantly

Learn how to use dividend heatmaps to spot the best income opportunities at a glance. Find high-yield stocks, dividend aristocrats, and sustainable payers without manual screening.

MarketgeniusPublished February 16, 2026