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Guides

Plain-English guides for beginners — about reading stocks honestly, not predicting them. Educational, not investment advice.

How do you know if a stock is a buy, hold, or sell? (the honest way)

How to read a stock through two honest lenses — price trend and SEC-filing fundamentals — instead of pretending to predict. Educational, not investment advice.

How to see your portfolio's real returns (unrealized P&L)

Why your brokerage app's number can mislead, and how to read your true return as unrealized P&L versus average cost. Educational.

How to see what Buffett holds (what is a 13F filing?)

What a 13F filing is, and how to see what large investors like Buffett and ARK actually hold — from public data, with its limits stated honestly.

For information only · not investment advice · quotes may be delayed or IEX-only. Full disclosures here.

This dashboard is for information only and is not investment advice. Forward-looking elements (price targets, trendlines) are not predictions — they are an “analyst market opinion” and a “statistical extension of past trend,” respectively.

Quotes via IEX (Databento) · may be delayed or based on IEX-only trades · filings via SEC EDGAR

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