Tools, templates, and frameworks built from 16 years of self-taught investing, designed to help you stop guessing and start understanding the companies you own.
Quick note before you dive in: your membership is built around my dividend picks and monthly research. Everything in the toolkit below comes included on top of that.
I created these resources because I remember what it felt like to stare at a financial statement and not know where to start. Every tool below is something I actually use in my own analysis process, not theory, but the real workflow behind the infographics and deep dives you already follow.
š The Stock Infographic Library
200+ visual breakdowns of financial concepts, valuation methods, and real company analysis, all designed for visual learners who want to build investing skills without drowning in textbooks.
Whatās inside:
Step-by-step frameworks for reading financial statements
Real company analysis examples showing how the concepts work in practice
Friendly designs you can save, reference, and revisit anytime
Who itās for: Beginner and intermediate investors who learn better by seeing, not just reading.
š¤ AI Prompts for Stock Analysis
Pre-built prompts that turn ChatGPT, Claude, and NotebookLM into your personal research analyst. Skip the trial-and-error of figuring out what to ask; these prompts are tuned to pull out the metrics, comparisons, and insights that actually matter.
Whatās inside:
Ready-to-use prompts for fundamental analysis, valuation, and competitive research
Frameworks for asking the right follow-up questions
Templates you can customize for any company or sector
Who itās for: Investors who want to use AI tools but donāt know where to start, or want to get better results from the tools they already use.
š§® Interactive Financial Calculators
Plug in real numbers and see how valuation models, growth scenarios, and financial ratios actually work. These arenāt just spreadsheets; theyāre built to help you learn the āwhyā behind the math as you use them.
Whatās inside:
DCF valuation calculator with guided inputs
Return on Invested Capital (ROIC)
Return on Incremental Invested Capital (ROIIC) is the āinside baseballā formula to tell which companies invest well.
WACC is the best way to determine a discount rate for each company
The Dividend Safety Calculator helps you determine if the company will continue paying a dividend.
Who itās for: Anyone who wants to move beyond gut feelings and start putting real numbers behind their investment decisions.
Trusted by 36,000+ investors learning to think for themselves
āI went from not knowing what a P/E ratio meant to confidently building my own watchlist. The infographics made everything click.ā ā Peter, paid subscriber since 2024
Stop guessing which dividend stocks to buy.
Iāve ranked the 30 best out of 1,000, so you never start from a blank page.
šÆ 5 Buy First stocks. New here? Start with these. My five highest-conviction dividend names, the ones Iād want you to own before anything else.
š 5 Best Buys, refreshed every month. The five names trading at the best value right now. You get the company, its yield, the thesis in plain English, and my Buy Below price (the most Iād pay for the stock today).
š The 30-stock Dividend Universe. The 30 best names Iāve pulled from a field of 1,000, ranked on business quality, financial strength, dividend growth, and yield. Every name carries a safety score and my fair value estimate. The full thesis comes with any stock Iāve tagged a Buy First, a Best Buy, or given a deep dive.
š¬ One monthly deep dive. I take one company apart from top to bottom, from how it makes money to what a share is really worth.
All of it for $369 a year, about a dollar a day.
Read by 36,000+ dividend investors every week.
Want to see a deep dive before you pay? Read my full Johnson & Johnson breakdown free. Thatās exactly what lands in your inbox every month.
Plus the complete Investorās Toolkit you just read about:
š The Stock Infographic Library (200+ frameworks)
š¤ AI Prompts for Stock Analysis
š§® Interactive Financial Calculators
š„ Skill Session: Dividend Safety Analysis
One subscription. Full access to everything, plus every new tool and resource I build.