Materials library

Spreadsheets and checklists for working on decisions.

The materials are the practical backbone of the course and the live sessions: simple tools for working with your portfolio, risk, journal, analysis and automation. Each one solves one specific problem.

At a glance
Portfolioallocation and contribution sheets
Risk and tradingcalculator, journal, checklist
Analysiscompany and scenario templates
Systembacktest template

Library

Simple tools first, then increasingly systematic ones.

Filter by stage of the process. Materials marked as available are sent to people on the waitlist, the rest will appear with the next modules.

MaterialTypeStageStatus
Portfolio allocation spreadsheetspreadsheet · PortfoliospreadsheetPortfolioavailable
12-month DCA planspreadsheet · PortfoliospreadsheetPortfoliocoming soon
Rebalancing checklistchecklist · PortfoliochecklistPortfoliocoming soon
Position size calculatortool · RisktoolRiskavailable
Trading journaltemplate · RisktemplateRiskavailable
Pre-entry checklistchecklist · RiskchecklistRiskcoming soon
Company analysis templatetemplate · AnalysistemplateAnalysiscoming soon
Market scenario templatetemplate · AnalysistemplateAnalysiscoming soon
Strategy backtest templatetemplate · SystemtemplateSystemcoming soon

9 materials, 3 available.

Materials marked as available are sent to people on the waitlist. The rest will appear with the next course modules.

How to use them

One material, one problem, one decision.

Pick a problem

Calculate risk, organise a portfolio, review a trade or test a strategy.

Fill it in with your data

Spreadsheets and checklists only work on your own portfolio, trade or hypothesis.

Write down the rule

The takeaway goes into your journal or onto the list of rules in your process.

Waitlist

New materials go to the waitlist first.

Every new spreadsheet, checklist and template goes to people on the waitlist first, then onto the site.

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  • The date and price of the first course edition before they go public.
  • Live session announcements, with questions collected in advance.
  • The first checklists and working spreadsheets.
  • Consultation slots before they are announced publicly.
Join the waitlist