Stock Investor Toolbox

The essential template pack for stock investors to create their strategy, execute their plan, and monitor their progress!

What You’ll Get

  • Strategy Toolkit

    Stock investing starts with a strategy. You'll get my Strategy toolkit, including 50 financial metric definitions to help build your criteria, and 10 sample strategies to get ideas from.

  • Stock Analysis Template

    Dig into your next stock with purpose. This template covers all of the major areas I evaluate within my 3-Tier Rating Framework (Business, Operations, and Valuation)

  • PCFG Valuation Template

    Monitor current valuations for the stocks in your portfolio and any you're watching using basic Price to Cash Flow to Growth calculations.

  • Strategy & Holdings Monitor

    How well do the stocks in your portfolio align to your strategy? Are the companies you own still meeting your expectations? Track it with this template.

  • Buy / Sell Decision Tracker

    The best way to continuously improve is to track our decisions and see how they pan out over time. This template helps you do that by comparing your buy and sell decisions to the S&P 500.
    (only available in Google Sheets)

  • Watchlist Template

    Keep up with stocks you're looking at, with the ability to see how you graded them, what their current valuation is, and how they've performed since added. (only available in Google Sheets)

The Essential Template Pack for Stock Investors

Ready to use and fully customizable in the following formats:

  • Google Docs / Sheets

  • Microsoft Word / Excel

  • Apple Pages / Numbers

*Decision Tracker and Watchlist Template are only available in Google Sheets due to specialized formulas

What’s Inside

10 Stock Investing Templates

  • Strategy building toolkit

  • Criteria Definition list

  • 10 Sample Strategies list

  • Stock Analysis Template

  • Stock Analysis Valuation Calculator

  • PCFG Valuation Template

  • Watchlist Template

  • Buy / Sell Decision Tracker

  • Portfolio Strategy Monitor

  • Portfolio Holdings Monitor

Multiple Customizable Formats

Most* of the templates are available and customizable in 3 formats, so you can choose whichever one you prefer. This includes Google Docs / Sheets, Microsoft Word / Excel, and Apple Pages / Numbers.

*The Buy / Sell Decision Tracker and Watchlist Template are only available via Google Sheets due to specialized formulas that they use.

Video Walkthroughs to Help Get You Started

The templates come with video walkthroughs where I go over the information in the documents, how to use the sheets, and how you can make changes if you need to.

Stock Investor Toolbox
$47.00
One time

The Stock Investor Toolbox is a suite of templates for stock investors who are ready to add more structure to their process. Here you’ll find 10 fully customizable templates to help you create, execute, and monitor your investing strategy!

✓ 10+ stock investing templates
✓ Multiple customizable formats
✓ 2.5+ Hours of video walkthroughs
✓ Unlimited lifetime access

Who this Toolbox is for:

  • Stock investors who want to add more structure to their process

  • People who want to use a similar approach to what I use in my videos

  • Investors who just need the templates and some basic info so they can use and customize them however they want

  • People who don’t want to spend the time to build their own templates

Who it’s not for:

  • Investors who are expecting a completely automated monitoring solution

  • Index-only investors who simply dollar-cost-average (DCA) into their funds each month. This toolbox is not needed in that case.

  • Investors who want step-by-step instruction (these are just the templates with some basic info to get started)

FAQs

  • Yes and no. This toolbox provides the templates I use to analyze and monitor stocks, but doesn't go through the step by step process of analyzing a stock.

    If you follow the structure in the templates, it will guide you through the same process I use, but it's not a step by step course on how and why I analyze stocks the way that I do and the thought process behind it.

    If that's what you're looking for, check out Strategic Stock Analysis.

  • No, this template pack gives you general instruction on how to build your strategy and tools to do so. But it does not go through the process step-by-step.

    For step-by-step strategy building, check out Strategic Stock Analysis.

  • Some of the templates include automation like updating current prices of stocks or S&P 500 returns, etc.

    But many of the templates require manual entry and updating on an ongoing basis.

  • Not directly. This is a set of tools you can use to build a strategy, and create your own evaluation process. But it's not a trading group or stock tips.

  • Simply reach out to me in one of multiple ways:

  • While this product is digital in nature, we want to ensure you get exceptional value for your purchase.

    So we still provide a 30-day money back guarantee, even for digital products.

    Simply respond to your original email confirmation requesting a refund and we will process it for you within 2 business days.

Aren’t You Tired of Reading Yet?

Bring some purpose and organization to your stock picking with the templates I use in my own process.