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The Investor Toolkit
Seven working documents for researching a stock, sizing a position, and planning your week. Not a course, not a webinar, and not a list of tips. Checklists and templates you fill in and keep.
They are the process behind the newsletter, written down. Every Friday, five stocks go through performance verification, catalyst review, and a risk screen before anything is published. These are the same questions, in a form you can run yourself on any stock you are looking at.
Research is more useful when you have a way of working through it. The Toolkit is where the reading turns into a habit you repeat: check the catalyst, weigh the risk, write down your thesis while you still believe it, keep a watchlist, and go back afterwards to see what actually happened. Read this week's issue, then run the same questions on a company of your own.
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What is inside
Seven separate documents, each formatted to print on its own, so you can put the Risk Worksheet in a binder without carrying the other six. You also get the complete kit as a single PDF and everything together as one zip. Nothing in it is padding.
Five of the seven have fields to fill in. You fill those here on the site, on a phone or a laptop: it keeps what you type, and Save a copy hands back the PDF with your answers in it, ready to print or keep. You can try the Position Size Calculator worksheet now, without subscribing.
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.
Use it: Before you commit money to a name you have not owned before.
Catalyst Cheat Sheet
Eleven catalyst types, what each one usually means, and what to check before you trust the move. Includes the comparison that filters most noise: measure the stock against its own sector before believing any story about it.
Use it: When a stock moved sharply and you want to know whether the reason is real.
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.
Use it: Sunday evening, or any time before the week's first open.
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.
Use it: After the research checklist, before the order.
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.
Use it: Weekly, as a standing review.
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.
Use it: Every single time, before placing an order.
How to Read The Friday Five
The six parts of every stock section and how much weight to give each, why to read the bear case first, and what the newsletter deliberately does not do.
Use it: Once, before your first issue. Then again after a month.
Tool 06, free to use right here
Position Size Calculator
Decide the most you are willing to lose, and the share count follows from it.
In dollars, e.g. 25000
A percentage, e.g. 1.5
Per share, e.g. 42.10
Per share, e.g. 38.50
- Risk budget
- $500
- Risk per share
- $5.00
- Loss if stopped out
- $500
Widen the exit and the share count falls while the loss stays put. That is the whole point: volatile positions get smaller automatically, without you deciding to be careful in the moment.
This performs arithmetic on numbers you enter. It is not a recommended position size, it does not know your circumstances, and it cannot assure that a loss stays within any amount. A price can gap through an exit level, particularly around earnings.
Who it is for
Self-directed investors who already buy their own stocks and want a repeatable process instead of a feed. If you have ever bought something and then struggled to explain, three weeks later, exactly why, the Research Checklist and the Risk Worksheet are the two that will change how you work.
It is general education, not personalized advice, and it does not tell you what to buy. Read the financial disclaimer and the methodology to see exactly what the newsletter does and does not claim.
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