Free Investing & Finance Formula Sheet
A free, printable finance formula sheet covering the 100 formulas that matter most across investing, valuation, corporate finance, and risk. Each formula comes with a plain-English note and a difficulty level, organised into 11 sections you can scan in seconds. It is a genuinely useful cheat sheet for finance students, CFA and exam candidates, and working analysts who want the core equations, from present value and DCF to the Sharpe ratio and the Greeks, in one clean reference. Free to download, no email or sign-up required.
What's inside
- 100 formulas across 11 sections: time value of money, valuation, ratios, fixed income, options, portfolio and risk, and more
- A plain-English note and a difficulty level on every formula
- Built for finance students, CFA and CPA candidates, and practising analysts
- Clean, printable PDF you can keep on your desk or your phone
- Completely free, with no email or sign-up
Frequently asked questions
Is the formula sheet really free?
Yes. The PDF is free to download with no email address, account, or sign-up required.
Is it useful for the CFA exam?
It covers the core quantitative, valuation, fixed-income, derivatives, and portfolio formulas that recur across the CFA curriculum and similar finance exams, as a quick reference. It is a study aid, not affiliated with the CFA Institute.
Can I print it?
Yes, it is a clean PDF designed to print or to keep on your phone for quick reference.