Blog

How to read an income statement from revenue to diluted EPS, with a worked example, the margins it gives you, and the traps between GAAP and adjusted profit.

How to read a 10-K annual report: what each item contains, the four sections worth your time, what to skim, and the red flags to look for.

What is a good P/E ratio? There is no single number. How to judge a P/E against the company’s own history, its growth, its sector and interest rates.

How to track dividend income: received vs forward income, yield on cost vs current yield, payment dates, growth and tax withheld, with a worked example.

How diversified is my portfolio? Check how your holdings move together, your sector weights and your factor tilts, because a count of stocks is not enough.

An investment thesis template in six parts — the business, the mispricing, what must be true, your price, when to sell, a review date — with an example.

An Interactive Brokers portfolio tracker for long-term investors: why IBKR statements are hard to read, what to look for, and how to connect a Flex Query.

A Trading 212 portfolio tracker that reads your history through a read-only API key: what the app leaves out, what analytics to add, and how to connect.

The four dividend dates explained: when you must own a stock to get the dividend, why the price drops on the ex-date, and how T+1 settlement changed the rules.

What insider buying can and cannot tell you: how to read an SEC Form 4, which transaction codes matter, and why purchases say more than sales.

Why one portfolio can show two different returns for the same year: time-weighted vs money-weighted return, worked through with numbers, and when to use each.

A balanced comparison of fundamental and technical analysis — what each measures, when to use which, how to combine them, and which suits your goals.

Seven DCF and intrinsic value calculators compared on what you can edit, how many models, free limits and price — checked October 2026, ours disclosed.

Six free stock screeners compared on filters, limits and coverage — what each gives free, what it keeps for paying users, and its price, checked October 2026.

Six stock screeners for value investors compared on valuation and quality filters, what happens after the screen, and price — checked October 2026.

Seven portfolio trackers for US stocks compared on free plans, broker sync, returns and whether they value what you own — prices checked October 2026.

Seven ways to grade a business — Quality Score, Piotroski, GF Score, Stock Scores, Quant grades, Snowflake, moat — compared on scale, method and price.