Free investing worksheets

Printable worksheets for researching a company, reading an earnings report, tracking dividend income and estimating value. US Letter, free for personal and classroom use.

Printed investing worksheets on a desk

Stock Research Worksheet

Two pages: the business, the numbers, the risks and your decision rules.

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Earnings Report Checklist

What to check in the press release, the 10-Q and the call.

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Dividend Income Tracker

Log holdings, yields, payment dates and income by month.

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Valuation Worksheet

P/E, PEG, free-cash-flow yield and a simple DCF on paper.

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How to use them

  • Fill in the Stock Research Worksheet before you buy anything, and write down what would make you sell.
  • Keep the Earnings Report Checklist next to you four times a year when the companies you own report.
  • Update the Dividend Income Tracker each month; it shows whether your income is growing.
  • Use the Valuation Worksheet with our P/E & DCF calculator.