Stop Googling. Start Investing.
The 5-step checklist that cuts through the noise.
Make confident investment decisions without needing a finance degree. A clear, repeatable system to evaluate common investment — stocks, ETFs, pooled funds — in five simple questions.
Buddy Investor
5-Step Investment Checklist
Sound familiar?
You want to invest. You just don't know where to start.
You've watched the videos, read the articles, maybe opened a brokerage account. But every time you're about to pull the trigger — you freeze. This checklist fixes that.
You open a stock screener and immediately feel like you need a PhD to understand what you're looking at
You see a hot stock tip online and you're not sure if it's a real opportunity or just hype you'll regret
You freeze because you don't want to make a dumb mistake with your hard-earned money and lose it
What's inside
Five questions. One clear answer.
Investor Personality
Discover which of 9 investor types you are — from the cautious Guarded Turtle to the bold Dominant Tiger — and understand what portfolio actually fits your life, emotions, and goals.
"Am I actually suited for this investment?"
Financial Health
Learn to read the basics of a company's finances — revenue, cash flow, debt — without needing an accounting background. Know if the business behind the stock is actually solid.
"Is this company financially healthy?"
Growth Potential
Spot whether a company has a real competitive edge — a 'moat' — and whether it's positioned to grow in the years ahead, not just right now.
"Can this investment still grow from here?"
Intrinsic Value
Understand that there's a difference between a stock's hype price and its real value — so you never overpay. Use existing tools to know if you're getting a fair deal.
"Is the price I'm paying actually worth it?"
Chart Trends
Read basic price charts without getting lost in technical jargon. Identify if a stock is in an uptrend, downtrend, or building for a move.
"Is right now actually a good time to buy?"
Who this is for
This was made for you.
The Curious Beginner
You've been meaning to start for months but every resource assumes you already know what P/E ratios and EBITDA mean. This one doesn't.
The Emotion-Driven Investor
You've bought things based on hype and felt the anxiety that follows. You want a logical checklist to override the FOMO.
The Salaried Saver
You have money set aside each month and know leaving it in savings is slowly losing value. You're ready to put it to work.
Everything inside
A complete system, not just a PDF.
The 5-Step Investment Checklist (PDF)
A beautifully designed, printable 8-page guide to work through before any investment decision.
Investor Personality Framework
9 investor types briefly explained — with risk levels, emotional tendencies, and suggested approaches for each.
Investment Approach Matrix
Investment types matched to time commitment and risk appetite — ETFs, bonds, stocks, crypto and more.
Financial Health Metrics Guide
Plain-English explanations of the most important financial jargons — with where to find each.
Chart Trends Cheat Sheet
How to identify uptrends, downtrends, consolidations and bottoms — with rules of thumb for when to act.
Recommended Free Data Sources
Yahoo Finance, Morningstar, Gurufocus, Simply Wall Street — where to find the numbers for each step.
Ready?
Your first confident investment decision starts today.
You don't need to understand everything about investing to get started. You just need a clear, step-by-step checklist that keeps you grounded when the market is noisy.
$7.99 (excl. VAT)
One-time purchase · Instant download
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Also available ↑
Buddy Investor Investor Guidebook — $12.99 (excl. VAT)
A full no-jargon guide covering investment education, strategies, personality deep-dive, and the full checklist — all in one 39-page PDF.