Guides & tools
Plain-English explainers and free tools for long-term investors — no jargon, no ads, no sign-up needed to read them.
Is the market expensive?
The Buffett Indicator
Total US stock market value ÷ GDP, updated with the latest data and charted back to 1947 — a broad read on whether stocks are cheap or stretched.
Read → Valuation · live dataTobin's Q Ratio
Market value ÷ the replacement cost of companies' assets, charted back to 1945 — the balance-sheet companion to the Buffett Indicator.
Read → Valuation · live dataS&P 500 vs Long-Term Trend
A live exponential regression of the S&P 500's own history with ±σ bands — how far above or below its long-run trend the market sits today.
Read →Model portfolios
The All-Weather Portfolio
Ray Dalio's risk-balanced mix built to hold up in any economy — the allocation, example US and European ETFs, and what to expect.
Read → Model portfolioThe Permanent Portfolio
Harry Browne's simple 25% each in stocks, long-term bonds, gold and cash — one sleeve for every economic season.
Read → Model portfolioThe Ivy Portfolio
Mebane Faber's endowment-style mix — five asset classes at equal 20% weight, plus the optional 10-month timing rule.
Read →Screening & tools
AI Stock Research Prompt
Ask an AI assistant about a stock and it will invent the financials. The structured prompt st-ox copies for any ticker — prefilled with your position and signals — plus the sourcing rules that stop it.
Read → Stock screeningGARP Stock Screener
How to find growing, profitable companies at a reasonable price — the exact quality, growth, value and momentum filters st-ox uses across 12 markets, plus the defensive and microcap presets that run on the same engine.
Read → Stock screeningPenny Stock Screener
Why most penny stocks lose money for structural reasons — dilution, runway, reverse splits — and how to screen the microcap end of the market for companies that can fund themselves.
Read → Free toolRebalancing Calculator
Enter your holdings and target weights to see exactly how much to buy or sell to get back on target — with or without adding new cash.
Open the calculator → Strategy · signalsHow to Buy the Dip
Tell a healthy pullback from a falling knife — the rules-based checklist st-ox uses to score any stock Buy, Hold or Caution.
Read →Put it into practice
st-ox is a free portfolio tracker with live quotes across US and European markets, a multi-factor screener, model portfolios and market-valuation gauges — all in one private app.
Open st-ox free →