Included with the Professional Trading Masterclass (PTM)

The Stocks Toolkit

Use a stock or pair you have already selected, review the key fundamentals and trend, then calculate a beta-neutral hedge. The tools organise your inputs. They do not choose the trade.

These tools take a stock or a pair you have already chosen and help you plan it, size it and review it afterwards. They do not pick the name or time the entry, and nothing here is a signal, a recommendation or advice.

Affiliate notice: I may earn a commission from marked enrolment links. You pay no extra.

Enrol in PTM: save 30% + get the Stocks Toolkit (affiliate link)Read my PTM review →

Standard price $3,499 discounted price $2,449.30 with code ptmrich30pct, save 30%

12-month course access

Included for 12 months when you enrol through this site

Prices, discounts and course terms are set by ITPM and may change at any time. Last checked 17 August 2026. Please verify the final price and terms at ITPM checkout.

Stock Snapshot: demo view with example data
Preview of a member tool · example data

PTM tool pack

The Stocks tools

Review a name or pair you have already chosen against its fundamentals and its trend, then size a beta-neutral hedge.

Comes with PTM (the stocks course)

Included for 12 months when you enrol through this site
Stock Snapshot: demo view with example data
Preview of a member tool · example data

Stock Snapshot

Review the market and company inputs for one US-listed stock: its SEC-filed fundamentals checklist, and how its price sits against its moving averages and its sector ETF.

Included for 12 months
See the tool
Pair & Hedge Calculator: demo view with example data
Preview of a member tool · example data

Pair & Hedge Calculator

Compare a stock with the hedge you selected, then size both legs to a beta-neutral ratio so each side carries the exposure you intend.

Included for 12 months
See the tool

The rest of the loop

Keep the original equity plan on record

Every course comes with the Core Workbench, so the same plan, size and review loop runs behind your equity trades. The Position Sizer inside it is free for everyone.

How the Workbench connects a plan to its review →

Market context

The macro picture beside your tools

The Macro Dashboard sits alongside the Workbench and is free to anyone who signs up with an email address. It is an educational read on market conditions, not trade signals, recommendations or advice.

Macro Dashboard

The macro picture in one place: Market regime context (a mechanical summary of trend, breadth and volatility that describes current conditions, not a trading instruction); Volatility (the VIX with its one-year percentile and trend); US Treasury yield curve (the curve and the 2s10s spread, with history); Rates & FOMC (the Fed funds target range and the next decision date); The dollar (the US dollar index against its 50- and 200-day averages); Major equity indices (S&P 500, Nasdaq 100, Dow Jones, Russell 2000); US economic releases & FOMC (the next 14 days); Sector map (relative sector performance against the S&P 500). It is the backdrop the Workbench works against, gathered for you.

Free for everyone. Sign up with your email on the dashboard page. No payment.

Open the Macro Dashboard

Start with the stocks tools

Enrol in the PTM through this site and the whole Stocks Toolkit comes with it: 12 months' access, no separate checkout. Or start with the free Position Sizer, which needs no sign-up at all.

Enrol in PTM: save 30% + get the Stocks Toolkit (affiliate link)Try the free Position Sizer →See the other toolkits

Ask Richard which course fits

WhatsApp or email me about the courses, the prices or the tools. Course questions come directly to me, and I'll tell you where I think each course sits against your experience.

WhatsApp +44 7760 359442info@itpmcourse.com
Enrol in PTM: save 30%(affiliate link)