Downloads
Participant kit
Everything you need to set up your Investment Desk, in one shared folder.
In this page
- The three course skills
- Desk setup files
- Templates for your rulebook and journal
| Folder | What’s inside |
|---|---|
| 00 Start Here | The four pre-class steps |
| 01 Skills (install these) | investor-council-screen, trader-rulebook-check, investment-decision-journal |
| 02 Desk Setup | Desk instructions (paste once into Cowork), folder map, how to export price data |
| 03 Templates | My Rulebook template, journal entry template |
What each skill does
| Skill | What it does | Track |
|---|---|---|
| investor-council-screen | Checks a stock against Buffett, Graham, Fisher, Lynch, O’Shaughnessy and Bogle rules, and helps you build your rulebook | Long-term Builder, Dividend Income |
| trader-rulebook-check | Checks a trade against Elder, Tharp, Connors, O’Neil, Coulling and Douglas rules, with the risk maths | Active Swing |
| investment-decision-journal | Records decisions before you act, reviews them after, and checks your holdings | Everyone |
The skills report what each rule says. They never tell you to buy or sell.
By the end: You’ve downloaded the kit and installed all three skills.
Educational material applying published investment principles. Not investment advice or a recommendation to buy or sell any security. Verify all data independently.