Tools & Checklists
Make your process repeatable, not just memorable.
Knowing good habits and actually using them every time are different things. These checklists turn what you’ve learned into something you can pull out before every decision.
Checklists
Pre-Buy Checklist
Business model → moat → financials → valuation → risks → position size. Run through it before every buy.
Earnings Call Checklist
Guidance, margins, management commentary, red flags — the four things worth listening for.
IPO Checklist
Financials, peer comparison, grey market context (with a caveat on reliability), and risk factors. Use alongside the IPO Monitor.
Technical Setup Checklist
Trend, key levels, indicator confirmation, stop-loss, risk-reward.
Risk & Position Sizing
A simple method to decide how much of your portfolio any single idea deserves.
Calculators (Existing Tools — Link Out)
SIP Calculator
see how regular investing compounds over time
Fund Screener
filter and compare mutual funds
IPO Monitor
track upcoming and open issues
My Investments
track your portfolio in one place