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 you can change and re-run.
5 Guides
20+ Modules
UK · US · EU coverage
Free to read
Live demo · Every guide works like this
Value a company in ten seconds
Cash flow growth, years 1 to 58.0%
Discount rate9.0%
Y1Y2Y3Y4Y5Terminal
Fair value per share
£19.92
Hypothetical company. £100m free cash flow, 100m shares, 2.5% growth forever after year 5.
Drag a slider. Each bar is one year of cash, discounted back to today. This calculator is taught, step by step, inside the guides.
Educational content only. All material on Invest Informatics is provided for informational and educational purposes. Nothing in these guides constitutes investment advice or a recommendation to buy or sell any security. Invest Informatics is not authorised or regulated by the FCA or the SEC.
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Five paths through professional investing
01Start Here · Orientation
How to Read Our Guides
A section-by-section walkthrough of how to read one of our research notes, each part shown with a real, live piece you can tap - the 15-second read, the for-and-against, valuation, events and more. Written for newcomers, quick to skim once you know the format.
~15m
Read
11
Parts
Free
To read
No
Sign-in
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.
6
Modules
60
Lessons
120
Flashcards
~10h
Run time
The lesson, worked through
The DCF calculator
The scenario challenge
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.
4
Lenses
~20m
Interactive
Live
Demos
Free
To read
Digital Assets
Cryptocurrency
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.
10
Modules
UK·US
Tax
Live
Calculator
Free
To read
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.
7
Modules
20+
Strategies
~12h
Run time
Free
To read
Live payoff diagrams
The Greeks dashboard
Advanced strategies
What you'll be able to do.
Orientation
- Navigate any module efficiently
- Use the four-stage format to maximum effect
- Track your progress across the library
Equity Research
- Read an institutional note from header to footnote
- Tell whether a price target is built from DCF or comparables
- Reconstruct an analyst's bull and bear cases from the language
Methods
- Run a live DCF and read its sensitivity
- Spot the golden and death cross on a chart
- Drive a quant factor screen and build a factor tilt
Digital Assets
- Explain what a blockchain actually is
- Choose between custodial and self-custody wallets
- Calculate UK and US tax on a disposal
Derivatives
- Read a chain and pick the strike with the best risk-adjusted return
- Calculate Delta, Gamma, Theta and Vega
- Build a covered call, protective put or vertical spread
Five guides. In this order.
01
How to Read Our Guides
Fifteen minutes that makes the rest work properly.
~15 min
02
How to Read a Research Note
The foundational skill. Everything else builds on it.
~10 hrs
03
How Stock Analysis Has Changed
The four lenses, brought to life with working demos.
~20 min
04
Cryptocurrency
Digital assets and their tax, without the hype.
~25 min
05
The Complete Guide to Options Trading
Specialise once the foundations are solid.
~12 hrs
Built by analysts, not influencers.
Every guide on Invest Informatics is taught by the same team that writes our equity research notes. Ten or more specialist analysts, reading filings across UK, US, and European markets, writing for an audience that wants to learn the craft properly.
These are not content marketing or repackaged tutorials. They are the methodology of the research library, taught from first principles. The same standards. The same sources. The same care.
The same analysts who write the notes you'll learn to read.
Stage 1
Lesson
The concepts and frameworks taught through worked examples, callouts and quick-check quizzes after each section.
Stage 2
Flashcards
A deck per module covering every key term and formula. Flip each card to reveal the definition and a worked example.
Stage 3
Calculator
Interactive tools per module. Apply the formulas to real or hypothetical inputs and see the maths work live.
Stage 4
Challenge
A scenario challenge with full explanations after each answer. Retry as often as you like.
Before you start.
Do I need a finance background to follow the guides?
No. Each guide starts from first principles and assumes no prior knowledge. The first lesson of every module defines its terms before using them. If you have never read a 10-K or seen an options chain, you start there.
How long do the guides take to complete?
From a fifteen-minute orientation, to roughly ten and twelve hours for the two module-based guides, to twenty to twenty-five minutes each for the interactive ones. Each module is structured to be completed in a single sitting or split across several.
Will the guides actually help me research stocks?
That is what they are built for. The methodology taught in the guides is the same methodology our analysts use to write the equity research notes you will read inside the membership. The underlying skills are the same.
How is this different from YouTube tutorials or social media content?
Two ways. First, the guides are built by analysts who write professional research for a living, not by content creators optimising for views. Second, the structure is sequential and tested, so you actually retain what you learn.
Are the guides updated?
Yes. Regulatory references (FCA, SEC, CBOE, ESMA, MiFID II) are reviewed periodically. Worked examples are refreshed when underlying companies report material changes. New modules and guides are added as our research coverage expands.
Can I retake the challenges?
As often as you like. Each scenario challenge can be reset and retaken without limit. Full explanations are shown after each answer regardless of whether you got it right or wrong.
Your progress is saved automatically across sessions on the module-based guides. Start, pause and resume any module at any time. Every guide here is free to read, with no sign-in required.