Investment Research Toolkit

The complete system for researching, valuing, and tracking stocks and ETFs like a professional.

Most retail investors make decisions based on headlines and gut feeling. The RichWire Investment Research Toolkit replaces guesswork with a structured, data-driven workflow - from initial screening to valuation to ongoing monitoring - all inside a single, beautifully designed spreadsheet.

Built for serious investors who want institutional-grade analysis without institutional complexity. Compatible with Microsoft Excel and Google Sheets.

What's Inside:

• Dashboard - live KPI cards and charts that update automatically from your portfolio and watchlist
• Watchlist - track stocks with target prices, upside %, sector ratings, and research status
• Company Research - one-page profiles with business summaries, moats, risks, and investment theses
• Financial Analysis - 5-year statements with auto-calculated ROE, ROA, margins, EPS growth, and free cash flow
• Valuation - P/E, PEG, P/B, EV/EBITDA, Graham intrinsic value, fair value estimate, and margin of safety signal
• Dividend Analysis - yield, payout ratio, CAGR, and 5-year income projections
• ETF Comparison - side-by-side analysis of up to 8 ETFs across expense ratio, returns, beta, and AUM
• Risk & Position Sizing - built-in calculators and a structured investment checklist with scoring

Format: Instant digital download - Excel (.xlsx), fully compatible with Google Sheets.