Invest Informatics · Interactive Guides
Learn investing the way professionals do
Five free, interactive guides covering equity research, valuation, options, market analysis and digital assets. Every concept is taught from first principles through worked examples, flashcards, calculators and scenario challenges, with no jargon left unexplained.
5 Guides
20+ Modules
UK · US · EU coverage
Free to read
Educational content only. All material on Invest Informatics is provided for informational and educational purposes. Nothing in these guides constitutes personalised financial advice, a recommendation to buy or sell any security, or an endorsement of any platform. Invest Informatics is not authorised or regulated by the FCA or SEC. Always consult a qualified financial adviser before making investment decisions.
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Five paths through professional investing
Start Here · Orientation
How to Read Our Guides
A short orientation explaining how Invest Informatics structures its learning material, the four-stage module format of lesson, flashcards, calculator and challenge, and how to get the most from each guide. Begin here on your first visit.
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Equity Research
How to Read a Research Note
Six modules covering institutional equity research, from the header block and ratings through to DCF valuation, comparable companies, scenario analysis and red flags. The starting point for reading any professional note with confidence.
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Methods · Foundations
How Stock Analysis Has Changed
The four lenses every investor uses, brought to life with working demos: run a live DCF, read a price chart with moving averages and the golden cross, drive a quant factor screen, and build a factor tilt. See exactly what to look for in each.
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Derivatives
The Complete Guide to Options Trading
Seven modules covering options from first principles to advanced strategy: calls, puts, the Greeks, reading the chain, core and advanced strategies, and risk management. Built for UK (FCA/FSCS), US (CBOE/SEC) and EU (ESMA/MiFID II) investors across all experience levels.
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Digital Assets
Cryptocurrency, Explained Properly
A clear, interactive walk through digital assets: what a blockchain actually is, how coins and tokens differ, wallets and custody, the real risks, and how crypto is taxed in the UK and US, with a live tax calculator. Built for the curious newcomer.
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How the module-based guides work
Stage 1 · Lesson
Lesson
The concepts and frameworks taught through worked examples, callouts and quick-check quizzes after each section.
Stage 2 · Cards
Flashcards
A deck per module covering every key term and formula. Flip each card to reveal the definition and a worked example.
Stage 3 · Calc
Calculator
Interactive tools per module. Apply the formulas to real or hypothetical inputs and see the maths work live.
Stage 4 · Test
Challenge
A scenario challenge on a fictional research note, with full explanations after each answer. Retry as often as you like.