What's inside

My investing planWhy you're investing, when you'll need the money, how much and how often, a before-I-invest checklist, your core and explore mix, and your rules.
Watchlist with tabsWant to buy, Own it and Not for me, so you always know where each idea stands.
Idea inboxJot down any ticker. Change it to Checking it out and it moves up to your watchlist.
Six questions for stocks, three for fundsDo I understand it, are sales growing, does it make money, is debt under control, is the price crazy, do I know the risks. Funds get low fee, broad and fits my plan.
Why starting early mattersA chart and a calculator: put in your age, how much you'll invest and a return to assume, and see what it grows to.
Monthly 10-minute check-inA short checklist that keeps the habit going and your mix on target.
Glossary and examples14 terms explained, plus finished example pages for AAPL, AMZN, GOOGL 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.

Do I need Notion Plus?

No, the free Notion plan works.

Does it pull live stock prices?

No. You enter the numbers yourself, which is how you learn what they mean.

Starter or Pro?

Starter is for building the habit as a newer investor. Pro is for researching individual stocks in depth and setting a buy price.

Is this financial advice?

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