Equityref.com
The Financial Reference for Serious Investors
1,500+ pages of definitions, guides, cheat sheets, and tools — built for clarity.
What you’ll find
Everything you need to understand finance
Clear, practical content organized by topic — from basic definitions to advanced modeling techniques.
Investing
Stocks, bonds, ETFs, options, and alternative investments — explained step by step.
Personal Finance
Retirement accounts, tax strategies, budgeting, credit, and insurance.
Financial Modeling
DCF, LBO, 3-statement models, and industry-specific templates.
Cheat Sheets
Quick-reference tables for ratios, formulas, Greek letters, and more.
CFA Prep
Level 1–3 study guides, key formulas, and exam strategies.
Glossary
400+ financial terms defined in plain English with examples.
1500+
pages of reference content
Practical knowledge, not theory
Products that meet your investment needs
Every guide on EquityRef is written the way an analyst would explain it to a colleague — direct, structured, and useful. We cover the concepts that matter in real portfolios, real models, and real interviews. No filler, no fluff.
Simple & structured layouts
Cross-referenced content
Built for real use
Trusted by self-directed investors
Learn at your own pace, on your own terms
Whether you’re researching your first ETF or building an LBO model, EquityRef gives you the information you need without the paywall, the sales pitch, or the jargon. Everything is free, searchable, and organized for fast access.
Always free access
Updated regularly
14
topic categories