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Foundations8 chapters · ~15 min readFree account
Finding InvestmentsIdeas, Vehicles & Watchlists
How to go from "I want to make money in the market" to a short list of specific ideas in vehicles that fit you — and a plan for each one.
Most people start with a ticker someone mentioned. This course flips that around. You start with your constraints, pick the right vehicle, generate ideas with a repeatable process, vet them, and only then build a trade or investment plan.
This course is free — create a FinBro account to read every chapter and track your progress.
Course contents
- 01Start With You, Not the TickerYour money, time and temperament decide what you should even be looking at
- 02The Menu of VehiclesStocks, ETFs, funds, bonds, options, futures and more — what each one actually is
- 03Matching Vehicle to GoalThe same idea can be expressed five ways — pick the one that fits
- 04Where Ideas Come FromTop-down, bottom-up and the signals worth watching
- 05Screening Like a ProUse filters to turn thousands of tickers into a manageable list
- 06Vetting an IdeaA checklist that kills bad ideas before they cost you money
- 07Building Your WatchlistOrganize ideas so you're ready when opportunity shows up
- 08From Idea to Trade PlanEntry, exit, size — decided before you click buy
- GLGlossary19 key terms from this course
- →What's NextWhere to go after this course