Every cheat sheet, journal and template from the YouTube channel. No cost, no catch — and the ones marked no email download instantly, no sign-up of any kind.
AI proposes. You decide.
The copy/paste prompts that teach an AI how you invest — guided setup interview, portable profile, company & trade-plan request, and the verification checklist you run before risking a dollar.
15-page PDF · No email
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NEWWhen a Great Company Gets Crushed
Decide whether to buy the LEAPS now, wait a couple of days, or stay away. The 5-question crash test, catalyst types, contract selection, and what a 2,011-event screen actually found.
2-page PDF
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NEWWhat Happens After the Market Drops 20%?
Ordinary market days compared with 5%, 10%, 15% and 20% index drawdowns — actual SPY, QQQ, IWM and DIA outcomes at 12 and 24 months, plus modelled LEAPS tail risk by delta.
1-page PDF · No email
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Track every trade, automatically
Auto-calculates P&L, returns and win rate. Google Sheets pulls live prices; Excel version uses manual entry. The journal I actually use.
Sheets & Excel
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Put an analyst on your desk
How to set up an AI assistant that reads your positions, checks your rules, and does the homework before you place a trade.
PDF guide
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Think it through before you call your advisor
Tax bracket snapshot, time horizon, IRMAA thresholds and Social Security impact — organised so your next professional conversation is a focused one.
PDF worksheet
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More resources drop with new videos. Read the blog or start with the journal.