Analyst path

I want to analyse better

For investors who already own stocks and funds and want a sharper process: how to read the evidence, test the numbers and judge the people behind a business.

1
Framework · 30 min
How to assess a stock
Eight steps from understanding the business to valuation, with a table of what good looks like and the red flags.
2
Evidence · 20 min
How to read an annual report
Start at the back. A worked example of profits rising while cash falls.
3
Practice · 20 min a report
The 20-minute annual report checklist
Twenty questions, printable, to use on any company you are studying.
4
Funds · 20 min
How to assess a mutual fund
Rolling returns, downside behaviour, overlap and costs, for the fund side of your portfolio.
5
Costs · 5 min
Direct vs regular plan calculator
Put a number on what a regular plan costs you over 10 or 20 years.
6
Cycles · 10 min
Every fall, and the way back
Depth and recovery time of every major fall since 1992. Useful context for valuation and patience.
7
Daily context · 2 min
Market Desk
Sectors, money flows, bond yields and the economic calendar, with plain-English explainers.
8
Reference
Glossary
Definitions of ROCE, ROE, cash conversion, contingent liabilities and more.

Coming next: Company Analyser and Portfolio Health Check

We are building educational tools to see a listed company's growth, returns, debt, cash flow and promoter holding in one place, and to check your own portfolio for overlap and concentration. No tips or recommendations, just clear analysis. Join the early list to try them first.

New to this? Start with the learning path →

For education only. Nothing here is investment advice or a recommendation to buy, sell or hold any security or fund.