Tool 01 · 20 fields
Stock Research Checklist
Work top to bottom. Any box you cannot honestly tick is not a reason to panic, it is a reason to keep reading before you size a position.
This worksheet comes with the toolkit
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.
Enter your email and the kit is on its way. Seven documents, five of them with fields to fill in, as PDFs you can print and as worksheets you can fill in here on any device. If you are already subscribed, use the link in your welcome email, or sign in and come back to this page.
The Position Size Calculator worksheet is open to everyone, with no subscription.