Alpesh B Patel OBE® · Free investing education

Understand your investments. Start here, free.

Free investing education, practical tools, and a portfolio review service from Alpesh Patel OBE.

Our mission: help one million people understand investing.

  • Free investing education course
  • Practical tools and calculators
  • Daily market insights
  • Free tools to explore at your own pace

Watch Alpesh on BBC News: What happens when 90 percent of tariffs get cut?

Investing involves risk, including loss of capital. Education and historic performance do not guarantee investment results.

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Free tools

What would you like to understand?

Start with a question. Each free tool gives you an educational illustration in a few minutes.

Educational tools, not personal advice. Illustrations depend on your inputs and assumptions and are not predictions or guarantees. Investments can fall in value. Check each app’s privacy information before entering personal data or uploading a photo.

Our mission target

Help one million people invest better.

1,000,000

People we aim to help through practical financial education and free tools.

This is our goal, not a count of people already reached. Start with a free tool and share it with someone who could benefit.

Alpesh Patel OBE speaking at a lectern A selection of investing and trading books by Alpesh B Patel

Meet Alpesh

Alpesh B Patel OBE®

Hedge fund manager. Author. Financial educator.

Alpesh created these free resources to make investing knowledge and practical tools easier to access.

His experience includes writing for the Financial Times, presenting on Bloomberg TV and a former Visiting Fellowship in Business at Corpus Christi College, Oxford.

He is the author of 18 books on investing and entrepreneurship, and brings that teaching experience to questions about portfolios, investing and retirement.

Professional experience provides context, not a guarantee of investment outcomes.

From the blog

Latest news and articles

Hundreds of free articles on investing, portfolios and the markets.

See all articles: go to our blog 

Learning experiences

Understanding comes first.

Selected comments about Alpesh’s teaching from members of the separate, paid Great Investments Programme. These are not reviews of the free apps.

“Alpesh demystifies the world of investing…”
Darren MedlandPaid GIP member
“…the structure and clarity I was missing before.”
Keiron HodderPaid GIP member
“…you’ll learn an awful lot through the course.”
Paul · Chartered Financial PlannerPaid GIP member

Individual experiences vary. Testimonials do not demonstrate typical investment returns or guarantee outcomes. View the published excerpts · Read full reviews

Press & partnerships

Help more people understand investing.

For journalists and editors

Alpesh Patel OBE provides free investing education and practical tools to help people understand portfolios, investing and retirement. His goal is to help one million people become better-informed investors.

Short biography

Alpesh Patel OBE is a hedge fund manager and author of 18 books. His background includes the Financial Times, Bloomberg TV and a former Visiting Fellowship in Business at Corpus Christi College, Oxford. He teaches investing concepts through free tools, writing and broadcasts.

For education and community partners

Could these resources help your employees, members or community? Contact the team about sharing the free tools, financial education sessions or a possible collaboration.

Tell us who you support, what they would like to understand and the format you have in mind.

Optional paid support

Want ongoing education and mentoring?

Alpesh and the team offer the separate, paid Great Investments Programme for people who want ongoing research, software and personal educational mentoring. You can use all the free resources without joining.

Explore the Great Investments Programme

Common questions

A few things to know before you start.

Are the tools free?

The tools linked from this site are free to explore. The Great Investments Programme is an optional, separate paid offer.

Is this personal financial advice?

No. We provide education and information. Calculations are illustrations based on your inputs and assumptions, not recommendations or guaranteed outcomes. Seek qualified advice for decisions about your circumstances.

Do I need investing experience?

No. Start with a question you understand, use the relevant tool and explore the free lessons at your own pace.

Do you take control of my money?

No. You make your own investment decisions and keep your money with your chosen provider or broker.

Can I request an educational portfolio review?

Yes. Request a free portfolio review for educational information about your existing holdings. It is not personal financial advice.

Start with one useful question.

Understand your portfolio, explore your retirement plans or test your portfolio.

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