What's inside

Six-step research pageWhat the company does, growth and margins, cash and debt, what's coming next, whether the price is fair, and what could go wrong.
Conviction score out of 30Rate each step 1–5. The Top conviction tab ranks your whole watchlist.
Buy-below price and price checkSet bear, base and bull values and a safety buffer. The page works out your buy-below price and flags green, yellow or red.
Earnings and review remindersA Coming up list of next earnings, plus a flag when a stock hasn't been reviewed in 90 days.
After-earnings checklistAbout 20 minutes: expected vs. actual, re-score, check sell triggers, update position size.
Portfolio rules and position sizesYour max per stock and per individual-stock slice. The Owned tab lists your biggest positions first.
Not profitable yet? Extra checksA cash and funding checklist with three ratings: research further, speculative or avoid for now.
Dividend fields and examplesYield, FCF payout, 5-year growth and years of raises, plus researched examples for GOOGL, AMZN, AAPL and VTI.

Questions

How do I get it after buying?

Gumroad emails you a link. Open it and click Duplicate to copy the template into your own Notion.

How is this different from a portfolio tracker?

Trackers show gains and losses. Pro helps you decide whether a stock is worth buying, and at what price.

Do I need finance experience?

Some helps. If you're brand new, start with Starter or the free Investing 101.

Is this financial advice?

No. It's an educational and journaling tool for doing and organizing your own research. Every decision is yours.