Investor Toolkit
Fillable worksheets
The same worksheets as the PDFs, fillable in your browser on any device. What you type stays on the device you type it on. Nothing is sent anywhere, and nothing is stored on our servers. Save a copy when you are done and you get this worksheet as a PDF with your answers in it, ready to print or keep.
Tool 01 · 20 fields
Stock Research Checklist
Twenty questions across the business, the numbers, the valuation, and the risk. The last three are the ones almost nobody does: write the thesis, write what would prove it wrong, and set the size before placing the order.
PreviewTool 03 · 20 fields
Weekly Market Planner
A fifteen minute routine before the week opens. What is scheduled, what it could affect, what would make you buy or sell, and the row that does the most work: what you have decided in advance to ignore.
PreviewTool 04 · 17 fields
Risk Management Worksheet
Thirteen fields, every one of them needing a concrete answer, completed before you enter. Plus the portfolio level checks: sector concentration, what your positions have in common, and what happens if they all fall for the same reason.
PreviewTool 05 · 72 fields
Watchlist Template
A watchlist is not a list of tickers. This one records why each name is there, what you are waiting for, and the date you added it, so a name that has sat untouched for eight months tells you something.
PreviewTool 06 · 9 fields · Free
Position Size Calculator
The formula, a worked example, and a blank to fill in. It separates the two numbers people conflate constantly: how much you own, and how much you lose if you are wrong.
Fill this in