Investor's Toolkit
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.
📊 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.
What’s 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 it’s for: Beginner and intermediate investors who learn better by seeing, not just reading.
🤖 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.
What’s 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 it’s for: Investors who want to use AI tools but don’t know where to start, or want to get better results from the tools they already use.
🧮 Interactive Financial Calculators
Plug in real numbers and see how valuation models, growth scenarios, and financial ratios actually work. These aren’t just spreadsheets; they’re built to help you learn the “why” behind the math as you use them.
What’s inside:
DCF valuation calculator with guided inputs
Return on Invested Capital (ROIC)
Return on Incremental Invested Capital (ROIIC) is the “inside baseball” 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 it’s for: Anyone who wants to move beyond gut feelings and start putting real numbers behind their investment decisions.
Trusted by 48,000+ investors learning to think for themselves
“I went from not knowing what a P/E ratio meant to confidently building my own watchlist. The infographics made everything click.” — Peter, paid subscriber since 2024
What You Get With a Paid Subscription
Your membership is built around four things:
🎯 5 Buy First stocks — my highest-conviction dividend picks
🏆 5 Best Buys every month — name, yield, thesis, and Buy Below price
🌐 The full Dividend Universe — every stock with its thesis, safety score, and fair value
🔬 Monthly deep dive — a full investment case, business through valuation
Plus the complete Investor’s Toolkit you just read about:
📊 The Stock Infographic Library (200+ frameworks)
🤖 AI Prompts for Stock Analysis
🧮 Interactive Financial Calculators
🎥 Skill Session: Dividend Safety Analysis
One subscription. Full access to everything, plus every new tool and resource I build.