Foundational Tools for Analysts

Interactive Stock Price Chart and Sector Heat Map

Interactive Analysis Models

Interactive Valuation Models

Interactive Stock Price Chart and Sector Heat Map

Interactive Valuation Models

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Market Duel is now live on the App Store

Interactive Portfolio Analysis Tools (Coming Soon)

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Building Investor Confidence

Building Investor Confidence is a new free 5-part video series designed to strengthen the fundamentals of investment thinking. Through clear, real-world explanations, the series helps aspiring professionals and independent investors understand how experienced analysts approach markets, risk and decision-making.

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Assessments

The Complete Resource

Build integrated three-statement models used by professional investment analysts.

Analyse credit risk, bond markets, capital structures, and debt investment strategies.

Value companies using DCF, comparables, and intrinsic value frameworks.

Understand investment philosophy, behavioural biases, and portfolio decision making.

Understand macro forces shaping equities, currencies, interest rates, and commodities.

Evaluate acquisitions, deal structures, synergies, and strategic corporate transactions.

Construct portfolios, manage risk, and evaluate performance across asset classes.

Analyse private investments, growth opportunities, deal structures, and exit strategies.

Understand how different industries operate, compete, and create shareholder value.

Embark on an exciting journey to master financial modeling with our interactive self-assessment.

Master the fundamentals of valuation with our interactive self-assessment, powered by InsightOne.

Test yourself on investment philosophy, behavioural biases, and portfolio decision making.

Evaluate yourself on acquisitions, deal structures, synergies, and strategic corporate transactions.

Master how to analyse private investments, growth opportunities, deal structures, and exit strategies.

Collins covers the accounting for trading, working capital, capex and capital structure.

Equity accounted investments, asset disposals, stock-based compensation and non-controlling interests.

Pretenders further introduces the accounting for defined benefit schemes and leasing.

Financial modelling case study, includes equity accounted investments and defined benefit pensions.

Equity accounted investments, leasing stock-based compensation, leasing and defined benefit pensions.

Apply clean, consistent formatting to any model, improving clarity and professional presentation.

An introductory case study bridging accounting principles with three-statement financial modelling.

World Financial Modeling Championship. Las Vegas 2026 - building consistent investment theses.

Durham University 2025 - how and where analysts fall down when pitching stocks to investors.

Markets

Capital Allocation Signals: What Buybacks, Dividends, and Investment Really Tell You

How analysts should interpret buybacks, dividends, and reinvestment as signals of opportunity, confidence, and value creation—not mechanical payouts.

Interview Prep

Why Your Excel Skills Won't Get You the Graduate Scheme

Portfolio Management

Inside the Engine Room: How Portfolio Managers Optimize Their Investments

Portfolio management is both an art and a science, requiring a delicate balance between risk and return. This blog post delves into portfolio managers' strategies and tools to manage and optimize their portfolios. We will explore asset allocation, risk management, performance measurement, and continuous monitoring.

Behavioural

The Power of Un$#!withability in Investment Analysis - A Lesson from 'The Code of the Extraordinary Mind'

In the world of investment, where uncertainty and volatility are the only constants, the concept of being "un*$#!withable," as introduced by Vishen Lakhiani in "The Code of the Extraordinary Mind," brings a refreshing perspective. This term, though unconventional, encapsulates a sense of invincibility against external chaos, especially relevant in the realm of investment analysis. Let's explore how this mindset could be a game-changer in the way we approach investments.

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TheInvestmentAnalyst.com is a global investment education and training business founded by Geoff Robinson, formerly a 10x Number 1 ranked analyst, and UBS Managing Director. Our InsightOne App is designed for individuals to develop real-life investment analysis skills through AI-powered coaching, market simulation and interactive data tools. Our In-Person Training delivers expert-led programmes for universities, corporate teams and financial institutions worldwide.

All tools, content, and models on TheInvestmentAnalyst.com and InsightOne are provided for educational and illustrative purposes only. They do not constitute investment, tax, or legal advice, nor a personal recommendation, offer, or solicitation to buy or sell any investment. Capital is at risk, past performance is not a reliable indicator of future results, and outputs depend on the assumptions and inputs supplied. Some material may be AI-generated or AI-assisted and should be independently verified. Neither platform is authorised or regulated by the Financial Conduct Authority. Before acting on any information you see here, carry out your own research and, where appropriate, seek advice from a suitably qualified, FCA-authorised adviser.

Click here to read the full disclaimer.

The Investment Analyst's Tool Kit

Unleashing the Future of Analyst Learning

Foundational Tools for Analysts

Interactive Stock Price Chart and Sector Heat Map

Interactive Stock Price Chart

Interactive Sector Heat Map

Interactive Analysis Models

Interactive Valuation Models

Interactive Stock Price Chart and Sector Heat Map

Interactive Stock Price Chart

Interactive Sector Heat Map

Interactive Valuation Models

Market Duel is now live on the App Store

Interactive Portfolio Analysis Tools (Coming Soon)

Building Investor Confidence

Accounting & Analysis

Data Visualisation

Financial Modelling

Fixed Income and Credit

Fundamental Valuation

Investing

Global Markets

Mergers & Acquisitions Modeling

Portfolio Management

Private Equity & Venture Capital

Sector Insights

Accounting & Analysis

Data Visualisation

Financial Modelling

Fundamental Valuation

Investing

Mergers & Acquisitions (M&A) Modeling

Private Equity & Venture Capital

Collins Inc

Axel Inc

Pretender Inc

Rhiannon Inc

StarsInc

Full Style Template

M&A Template

All models are wrong, but some are useful

How to pitch a stock

Capital Allocation Signals: What Buybacks, Dividends, and Investment Really Tell You

Why Your Excel Skills Won't Get You the Graduate Scheme

Inside the Engine Room: How Portfolio Managers Optimize Their Investments

The Power of Un$#!withability in Investment Analysis - A Lesson from 'The Code of the Extraordinary Mind'

Monthly Subscription

Yearly Subscription

Enterprise Program