Research

Editorial checklist

Headlines are someone else's reading. These lists walk the primary documents — a results filing, a fund's own factsheets — one question at a time.

Results-season 8-point

8 questions

For a stock's quarterly results — answer against the filing itself, not a summary of it. The counter is a progress count, not a score — nothing here rates a stock or a fund.

Read the actual results filing, not a headline about it
Revenue: compare with the same quarter last year, not the previous quarter
Profit: operating, or lifted by one-time gains and exceptions?
Margins: which way are they moving across the last four quarters?
Debt and cash: any change that alters the story since last year?
Management: did they deliver what they promised last quarter?
Auditor notes and related-party items: anything worth reading twice?
Written down: what would prove this read wrong? (Date it)

Make your own list

One question per line. Your lists live in this browser's storage on this device — clearing site data clears them, and nothing is ever uploaded.

List nameQuestions (one per line)

What this calculator answers

A checklist is a reading discipline, not a verdict: the built-in results-season list walks the actual filing (revenue quality, margin direction, debt, promises vs delivery), and the mutual-fund list walks both factsheets (TER, holdings, churn, manager, benchmark). Tick items as you go; the counter shows how much of the list you have answered.

How it is calculated

Pick a list, answer each item against the source document, and tick it. Custom lists are created from one item per line and are editable per browser. Nothing leaves your device.

The tool structures reading; it does not evaluate any stock or fund, and a fully ticked list is not a recommendation.

Common questions

Where are my checklists saved?

In this browser's local storage, on this device only. Clearing site data or switching browsers starts fresh — the site never receives your answers.

Is the answered counter a score?

No. It counts how many items you have ticked. What each answer means for a decision is yours to judge; the tool never rates a stock or a fund.

Can I edit the built-in lists?

The built-ins stay fixed so they mean the same thing every results season. Duplicate one into a custom list to edit it freely.

Is this investment advice?

No. It is a note-taking aid for reading primary documents — the filing, the factsheet — instead of headlines about them.

Source & freshness

Source: Deterministic formula in lib/calculators.ts
Timeliness: Static-verified
Method: calculated
Note: Illustrative projection from your inputs — not a market quote.