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Consumer Wealth Advisors RIAs

Values Driven Investor

Research: Tools
Dominant · Search Engine Appearances ρ=0.316

AI recommendation signal analysis across 590 domains for the Values Driven Investor persona in Consumer Wealth Advisors RIAs.

Link authority data (PageRank, harmonic centrality) comes from the Common Crawl web graph.
Download this report (.xlsx)
590Domains Tracked
Values Driven Investor_persona.report
DomainScore
oneascent.com
1.0
confluencephilanthropy.org
0.4
yourstake.org
0.2
socialk.com
0.1
affiliatedfinancialplanners.com
0.1
Domains rankedn = 25
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About This Report

How to use this page

Persona view: this page is scoped to this persona's queries alone.
Use Case

Get into the tool lists

The tools and tool roundups ranking in this space. Get your product added to the roundups that matter, or build a free tool where demand exists and nothing good ranks.

How It's Calculated

Where the numbers come from

We run tools queries for this industry through Google and aggregate every result: domains by rank-weighted score (higher positions count for more) and appearance count, exact URLs by appearance count, and the most common title phrases.

Overview

What's on this page

Domain and URL charts, the full result list, and title n-gram tables.

Research

Research: Tools

Domains appearing in Google results for Values Driven Investor's Research: Tools queries. Score is a rank-weighted sum (higher-ranked appearances count for more); count is a plain appearance tally.

By Score

Top URLs

Individual pages (not just domains) ranked by the same rank-weighted score, labeled by page title.

By Appearance Count

All Results

Every result for Values Driven Investor's Research: Tools queries, ranked by how many times each exact URL appeared (ties broken by average rank position, so appearing higher up wins), a different aggregation than the score-based charts above. Title and URL links open in a new tab.

TitleURLAppearancesDomain PRDomain HCHost PRHost HC
Future Value Calculator: See Compound Interest Grow ...https://choosefi.com/future-value-calculator221951594
Excel Future Value Calculator: A How-To Guidehttps://www.efinancialmodels.com/excel-future-value-calculator-a-how-to-guide/21695093
Values-Aligned Investing | Our Unique Approachhttps://oneascent.com/our-approach/values-aligned-investing/11195194
Impact Investing vs Values-Aligned Investinghttps://confluencephilanthropy.org/About/Impact-Investing-vs-Values-Aligned-Investing11295194
The Values Based Financial Advisorhttps://www.yourstake.org/our-company/values-based-financial-advisors11195194
Divest - Invest your valueshttps://socialk.com/divest/invest-your-values/1395194
Values-Based Investinghttps://www.affiliatedfinancialplanners.com/values-based-investing1094093
Values-Aligned Investing: Building a Portfolio That Reflects ...https://abacuswealth.com/values-aligned-investing-building-a-portfolio-that-reflects-your-values/115951295
A Guide to Values-Aligned Investinghttps://www.bluetrust.com/insight/a-guide-to-values-aligned-investing11495092
Impact Investing: Data-Driven Tools to Helphttps://www.morganstanley.com/ideas/impact-investing-diversity-inclusion-tools149971394
Values Aligned Investing - Rooted Financialhttps://rootedfinancial.com/values-aligned-investing/10000
Next-Gen Investors: A Guide for Wealth Managers & ...https://rpc.cfainstitute.org/research/reports/2026/next-gen-investors141962195
Investment calculator - Financial calculatorshttps://www.edwardjones.com/us-en/market-news-insights/financial-calculators/investment-calculator135961294
Invest Your Valueshttps://www.asyousow.org/invest-your-values12896194
Finding the Right Advisor to Help Align Your Investments ...https://www.valuesadvisor.org/blog/finding-the-right-advisor-to-help-align-your-investments-with-your-values11296094
ValuesAdvisorhttps://www.valuesadvisor.org/learn-more11296094
Values Alignment Assessmenthttps://oneascent.com/values-alignment-assessment/11195194
How to Create an Investment Calculator within Google Sheets ...https://www.youtube.com/watch?v=ttoPeKAUkB8191997597
Nonprofit Investing: The Ultimate Guide to Grow Your Givinghttps://www.infinitegiving.com/blog/nonprofit-investing12195394
Wealth Planner - Calculate Net Worth & Plan Future ...https://www.dspim.com/investment-calculator/wealth-planner11795094
Compound Interest Calculatorhttps://www.investor.gov/financial-tools-calculators/calculators/compound-interest-calculator141962295
Investment Return Calculator: Growth on Stocks, Bonds & ...https://smartasset.com/investing/investment-calculator140963595
Tools and Calculatorshttps://www.finra.org/investors/tools-and-calculators152972794
Excel Investment Calculator: Maximize Your Returns Fasthttps://imba.missouri.edu/excel-investment-calculator-3571652207.html14597093
Investment Return Calculatorhttps://www.empower.com/calculators/investment-return13396994
Ziggma | Build Your Best Portfolio for Profits with Purpose.https://www.linkedin.com/company/ziggma190987397
Screening Tools: Aligning Values with Portfolioshttps://socialk.com/screening-tools/1395194
How to create Ultimate Net Worth Tracker in Excelhttps://www.youtube.com/watch?v=Xv0u5fACEEo191997597
What are the Principleshttps://www.unpri.org/about-PRI/what-principles-for-responsible-investment13996594
Future Value of Investment Calculatorhttps://www.americancentury.com/plan/calculators/future-value-of-investment-calculator/12896394
Investing Calculators & Toolshttps://www.fidelity.com/calculators-tools/investing/overview145962195
The Investment Simulation Spreadsheet - Terpconnecthttps://terpconnect.umd.edu/~toh/simulations/Investment.html153972395
Investing and Wealth Management Serviceshttps://www.wellsfargo.com/investing-wealth/146962195
Tools and calculatorshttps://www.bogleheads.org/wiki/Tools_and_calculators126951295
A spreadsheet for tracking your investment portfoliohttps://www.reddit.com/r/PersonalFinanceCanada/comments/8mh4s6/a_spreadsheet_for_tracking_your_investment/172976496
Free Resources — LIUV | Value Investing Tools & Guideshttps://liuv.io/resources1093092
Investment Returns Calculatorhttps://www.aarp.org/money/retirement/investment-return-calculator/153972295
Financial Model Spreadsheet (1 of 5: Calculating future value)https://www.youtube.com/watch?v=wb-0PwEVzps191997597
Investment Calculatorhttps://www.iwillteachyoutoberich.com/investment-calculator/13596995
Free Portfolio Rebalancing Tool [Excel Template]https://www.whitecoatinvestor.com/portfolio-rebalancing-spreadsheet/12596794
Resourceshttps://www.valuesadvisor.org/resources11296094
This Google Doc Helps Determine How Much to Invest in Stockshttps://insights.som.yale.edu/insights/this-google-doc-helps-determine-how-much-to-invest-in-stocks156972595
Free Investment Tools and Calculators for Advisorshttps://www.blackrock.com/us/financial-professionals/tools144961294
Free value investing Excel spreadsheets and checklistshttps://valueinvestingspreadsheet.com/free-value-investing-excel-spreadsheets-and-checklists/1----
Investment Calculator Template (Free Word)https://www.business-in-a-box.com/template/investment-calculator-D374/11896093
Portfolio Rebalancing Calculator Tutorial - Measure Twice ...https://www.youtube.com/watch?v=G6KoHtjdGio191997597
Invest Your Values: Homehttps://investyourvalues.org/1995694
Time Value of Money Financial Toolshttps://www.toolsformoney.com/financial_tools.htm1195093
Intrinsic Value Calculator - Hello guys, today I'm sharing with ...https://www.reddit.com/r/ValueInvesting/comments/lsa09o/intrinsic_value_calculator_hello_guys_today_im/172976496
Free Investment Tools - By Nick Kraakmanhttps://www.valuespreadsheet.com/free-investment-tools1695093
Track Your Alternative Investments With This Free Excel ...https://www.altexchange.com/blog/free-alts-template/1695093
Investment Calculatorhttps://www.nerdwallet.com/investing/calculators/investment-calculator149971495
Long-Term Investing Calculator - Financial Education Centerhttps://education.affinityplus.org/public/calculators/investing-calculator.cfm?11295092
Investment Calculatorhttps://www.calculator.net/investment-calculator.html13896894
Values-Based Investing: Aligning Your Dollars with ...https://sagemintwealth.com/values-based-investing/1094094
Investing tools & calculators - Vanguardhttps://investor.vanguard.com/tools-calculators141963395
The GIINhttps://thegiin.org/133962695
Screening Tools for Christian Financial Advisorshttps://evalueator.com/tools.php1194493
Master Investment Tracking and Analysis With Excelhttps://www.investopedia.com/articles/basics/10/using-excel-to-invest.asp158972195
Calculator: What will my investment be worth in the future?https://www.fidelitybank.com/resources/knowledge-center/calculator-what-will-my-investment-be-worth-in-the-future/11195093
Sustainable Investing Tool: Impact Quotient®https://www.morganstanley.com/ideas/morgan-stanley-impact-quotient-tool-measures-impact-of-sustainable-investments149971394
Investment Calculatorhttps://elementor.com/tools/investment-calculator/160974996
Simple Investment Calculator For Google Sheetshttps://tiller.com/community-templates/simple-investment-calculator-for-google-sheets/121952494
Investment Portfolio Tracker -- a Spreadsheet for DIY ...https://themeasureofaplan.com/investment-portfolio-tracker/1795694
How to Build an Ethical Portfolio That Aligns with Your Beliefshttps://diyinvestinghub.com/investing-for-your-values-how-to-build-an-ethical-portfolio-that-aligns-with-your-beliefs/1094094
Personal Investing Spreadsheet - Etsy - Page 6https://www.etsy.com/market/personal_investing_spreadsheet?page=6165974196
YourStake | AI Assistants for Financial Advisors & Values ...https://www.yourstake.org/11195194
Future Value Calculatorhttps://usaaef.org/tools/calculator/future-value-calculator/118951294
Simple Investment Tracker Template for Excelhttps://www.wordlayouts.com/spreadsheet/simple-investment-tracker-template/11395093
Investment Calculatorhttps://www.acorns.com/learn/investing/investment-calculator/134961595
Free personal finance calculator templateshttps://excel.cloud.microsoft/create/en/calculator-templates/1--3995
My Updated Free Investment Tracking Spreadsheet 2.0https://www.youtube.com/watch?v=tuIq6t6hdrU191997597
Log in to MyPRIhttps://www.unpri.org/login13996594
8 Best Investment Calculatorshttps://www.financialmentor.com/calculator/investment-calculator122951294
Free Intrinsic Value Calculator | Stock valuation toolhttps://valuesense.io/intrinsic-value-tools/browse/intrinsic-value-calculator1795295
Simple investing worksheet - Excel formulahttps://exceljet.net/formulas/simple-investing-worksheet125951995
How To Calculate Intrinsic Value (Formula - Excel template ...https://svencarlin.com/how-to-calculate-intrinsic-value-formula/1995294
Investment Calculator Spreadsheet Guide | PDFhttps://www.scribd.com/document/917645784/Investment-Calculator-Spreadsheet-I163972495
Value Averaging Spreadsheethttps://www.valueaveraging.ca/docs/AAII_ValAvg.xls109401
Investment Calculatorhttps://www.syfe.com/financial-calculators/investment-calculator12096094
FREE Investment Calculator: Excel Template Downloadhttps://moneyzine.com/investments/investment-calculator/126952095
Free Savings Calculator for Excelhttps://www.vertex42.com/Calculators/savings-interest-calculator.html13296294
2026 Gen Z and Millennial Surveyhttps://www.deloitte.com/global/en/issues/work/genz-millennial-survey.html160972095
The Financial Samurai Investment Tracker Spreadsheethttps://www.financialsamurai.com/the-investment-tracker-spreadsheet/12695194
Intrinsic Value Calculatorhttps://valueinvesting.io/intrinsic-value-calculator11596894
Compound Interest Calculator in Excelhttps://wise.com/gb/finance/compound-interest-calculator/excel150974596
Your Free Excel Tools & Calculators Downloadhttps://stableinvestor.com/free-excel-tools-calculators1395194
Target Value Calculator - Reach your Goalhttps://budwisefunds.com/tools/target-value-calculator.php1392291
Financial Goal Calculatorhttps://www.valueresearchonline.com/goal-calculator/11995193
Investment Calculator in Excel: Build Wealth Fast & Track ...https://www.randall-travel-award.missouri.edu/investment-calculator-in-excel-4001276418.html14597093
Stock Fair Value Calculatorhttps://www.fairvalue-calculator.com/en/stock-fair-value-calculator-excel/1795093
Return on Investment Excel Calculatorhttps://corporatefinanceinstitute.com/resources/financial-modeling/roi-excel-calculator/145973995
Asset Allocation Calculator for High-Net-Worth Portfolioshttps://www.pillarwm.com/asset-management/asset-allocation-calculator/11195494
Value Impact Calculator | Model Your ROI in 60 Secondshttps://www.fourscoresolutions.com/value-impact-calculator1294194
Download Tools: All in one Financial Calculatorhttps://masterstrokeonline.com/download-tool/all-in-one-financial-calculator-11294293
Building out an Investment Projection Spreadsheethttps://www.youtube.com/watch?v=s72852xR74g191997597
Investment Portfolio Tracker Ultimatehttps://www.financialaha.com/ultimate-spreadsheet-templates/investing-trading/investment-portfolio-tracker/?srsltid=AfmBOoqkW4ebc-YomLCH7f-Dor7q6J2hRoNLDun-vPh1Wd7y0pjNnX5G129400
97 resultsAll results shown
Phrase Frequency

Title N-Grams

Most common word phrases (2 to 7 words) across every result title for these queries.

2-grams

15investment calculator
10value calculator
7future value
6how to
5values aligned
5aligned investing
4compound interest
4free investment
4intrinsic value
3values based
3invest your
3your values
3net worth
3tools and
3and calculators
3in excel
3investment portfolio
3excel template
3calculator for
2impact investing
2based investing
2portfolio that
2a guide
2guide to
2to help

3-grams

5values aligned investing
5future value calculator
3invest your values
3tools and calculators
3intrinsic value calculator
2values based investing
2how to create
2compound interest calculator
2investment return calculator
2a spreadsheet for
2free investment tools
2investment portfolio tracker
2value calculator see
2calculator see compound
2see compound interest
2compound interest grow
2excel future value
2value calculator a
2calculator a how
2a how to
2how to guide
2calculator in excel
1aligned investing our
1investing our unique
1our unique approach

4-grams

2future value calculator see
2value calculator see compound
2calculator see compound interest
2see compound interest grow
2excel future value calculator
2future value calculator a
2value calculator a how
2calculator a how to
2a how to guide
1values aligned investing our
1aligned investing our unique
1investing our unique approach
1impact investing vs values
1investing vs values aligned
1vs values aligned investing
1the values based financial
1values based financial advisor
1divest invest your values
1values aligned investing building
1aligned investing building a
1investing building a portfolio
1building a portfolio that
1a portfolio that reflects
1a guide to values
1guide to values aligned

5-grams

2future value calculator see compound
2value calculator see compound interest
2calculator see compound interest grow
2excel future value calculator a
2future value calculator a how
2value calculator a how to
2calculator a how to guide
1values aligned investing our unique
1aligned investing our unique approach
1impact investing vs values aligned
1investing vs values aligned investing
1the values based financial advisor
1values aligned investing building a
1aligned investing building a portfolio
1investing building a portfolio that
1building a portfolio that reflects
1a guide to values aligned
1guide to values aligned investing
1impact investing data driven tools
1investing data driven tools to
1data driven tools to help
1values aligned investing rooted financial
1next gen investors a guide
1gen investors a guide for
1investors a guide for wealth

6-grams

2future value calculator see compound interest
2value calculator see compound interest grow
2excel future value calculator a how
2future value calculator a how to
2value calculator a how to guide
1values aligned investing our unique approach
1impact investing vs values aligned investing
1values aligned investing building a portfolio
1aligned investing building a portfolio that
1investing building a portfolio that reflects
1a guide to values aligned investing
1impact investing data driven tools to
1investing data driven tools to help
1next gen investors a guide for
1gen investors a guide for wealth
1investors a guide for wealth managers
1finding the right advisor to help
1the right advisor to help align
1right advisor to help align your
1advisor to help align your investments
1how to create an investment calculator
1to create an investment calculator within
1create an investment calculator within google
1an investment calculator within google sheets
1nonprofit investing the ultimate guide to

7-grams

2future value calculator see compound interest grow
2excel future value calculator a how to
2future value calculator a how to guide
1values aligned investing building a portfolio that
1aligned investing building a portfolio that reflects
1impact investing data driven tools to help
1next gen investors a guide for wealth
1gen investors a guide for wealth managers
1finding the right advisor to help align
1the right advisor to help align your
1right advisor to help align your investments
1how to create an investment calculator within
1to create an investment calculator within google
1create an investment calculator within google sheets
1nonprofit investing the ultimate guide to grow
1investing the ultimate guide to grow your
1the ultimate guide to grow your giving
1wealth planner calculate net worth plan future
1investment return calculator growth on stocks bonds
1excel investment calculator maximize your returns fast
1ziggma build your best portfolio for profits
1build your best portfolio for profits with
1your best portfolio for profits with purpose
1how to create ultimate net worth tracker
1to create ultimate net worth tracker in