One-page roadmap to build the habit: Fuel → Filter → Guardrail. Print it and check steps weekly.

• PDF • 1 page • Printable
• Great for new investors

Simple Excel sheet to record buys & sells and see running totals. No dividends, no forecasts — pure discipline.

• Excel file • One-time download
• Keep your history & totals clean

Nudge yourself every payday to move your $20 per $100. Small sparks → big compounding.

• Email reminder guide
• Works with any broker

Rank & prioritize multiple tickers in Excel so you focus where it matters.

• SCOREX composite ranking
• SREF oversold context
• SRL Fit grade (A–F)

Rules-based sizing & rebalance prompts so emotions don’t drive decisions.

• ATR-aware thresholds
• Undervaluation flags
• Max position caps

Filter with SVP, enforce with SRL — the complete “logic” loop.

• Best value
• Seamless workflow

Automate contributions every paycheck. Consistency beats brilliance.

Cut noise, rank ideas, and focus on what matters.

Let rules suggest adds/trims and keep emotions out.