Investment Basics · $29 one-time
Build a monthly investing process around your goals and budget.
Create a profile by goal, life stage, budget, and accounts. Then follow the matching DCA, ETF, retirement, and monthly review workflows.
Pay once. Own the files. No monthly subscription. Investment Basics updates included when released. Includes the full $19 Setup Playbook PDF.
What your agent can help organize
- Investment profile: goals, life stage, timeline, monthly budget range, current accounts, constraints, and the next three workflows to run.
- Budget-range starting points: a simpler process for under $50, $50-$249, $250-$999, or $1,000+ per month without pretending every budget needs the same routine.
- Investor interview: goals, timeline, risk comfort, liquidity needs, current accounts, and what the workflow must not decide.
- Account inventory: where money sits, what account types exist, what documents are missing, and which questions belong to a CPA or adviser.
- DCA routine builder: turns a user-chosen contribution amount and cadence into a recurring review checklist.
- ETF comparison desk: fees, holdings, issuer, objective, liquidity, risks, source links, and side-by-side notes for symbols you choose.
- Retirement contribution calendar: IRA and workplace-plan limits, deadlines, catch-up checks, and source verification prompts.
- Life-event money map: new job, bonus, rollover, inheritance, cash buildup, account transfer, or other event intake.
- US tax/state source check: federal and state source lookup plus questions for a qualified professional. No tax, legal, or residency rulings.
- Monthly review: holdings check, contribution check, open questions, source log, and explicit "no action from this workflow" output.
- Robinhood setup track: the included Setup Playbook plus a router for buyers who want the official MCP connected.
What this solves
Most people ask an agent a money question too early. The kit forces the order: facts first, sources second, boundaries third, then a checklist the user can actually review.
What it will not do
No ticker recommendations, no portfolio allocation, no tax advice, no rollover recommendation, no account management, and no trade placement. It turns vague investing questions into a structured, reviewable process.
When to buy Equities instead
If your main question is "what did politicians report buying?", "is this CEO buy real?", "what did this fund disclose?", or "can Robinhood trade this ticker from my rule?", buy the $49 Equities. It includes the Setup Playbook and adds public-data plus Robinhood equity workflows.