It’s a step-by-step system that helps stock pickers analyze businesses quickly and confidently—without drowning in information.

You'll get:
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✔ A powerful spreadsheet tool that guides your research
✔ A self-paced course to walk you through the process
✔ A live workshop where you’ll see a stock analyzed in real time
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Plus, a slew of materials that make it easy to get up and running no matter your learning style.

Stock Simplifier is for long-term investors who want to analyze stocks with confidence—without feeling overwhelmed.

It’s for stock pickers who want:
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✅ A clear, repeatable system to analyze stocks
✅ To save time by focusing only on key metrics
✅ Eliminate second-guessing so they can invest with confidence
✅ Teaches you how to research like a pro with a step-by-step approach
✅ Includes a live workshop so you can see the process in action & ask questions

If you don't have a system, are struggling with analysis paralysis, or feel that stock analysis is overwhelming, Stock Simplifier was built for you.

We choose Google Sheets so it would be free for all users to access & use. Google Sheets also provides free real-time data on stock prices.

All of the data the we use in Stock Simplifier can be looked up using the free version of Finchat. If you want to upgrade to the premium version of Finchat (which we recommend), we do provide a link to a special discount code in the course.

Yes! Finchat (our data provider) has accurate financial information on 100,000+ global public companies.

While the Stock Simplifier course uses U.S. stocks as examples, the tool works on international stocks.

Stock Simplifier isn’t you if:

• Want to Get Rich Overnight
• Don’t Want to Do Any Research
• Only Invest in Index Funds
• Already Have a Perfect Stock Research Process
• Refuse to Pay for Investing Education

Both plans include the Stock Simplifier spreadsheet, unlimited access to the course (including updates), all course materials, and one live 60-minute workshop.


The "Plus" plan gives you access to five extra live workshops, where we’ll research more stocks live and answer more of your questions.

Stock Simplifier was designed with beginners in mind.

Even if you’ve never analyzed a business, the spreadsheet & course will walk you through the step-by-step process of researching a stock from scratch.

We designed Stock Simplifier with busy professionals in mind. We have bought online courses ourselves and we don't like it when they require hours upon hours of self-study.
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That's why all customers get full access to the video lessons, slides, transcripts, tool, live training workshop, quick start guide, and a 1-page PDF summary.

We created all of these resources to allow customers to pick and choose what interests them based on their time availability & learning style.

If you likes to figure things out on your own, the quick start guide will get you up and running in ~5 minutes.

If you learn best by skimming through slides and playing with the spreadsheet, you can do so in 30-60 minutes.

If you only want to learn at the live workshop, you just need ~1 hour.

If you watch every video (including the glossary), use every resource, and attend the live workshop, you can do everything in 3-6 hours (depending on if you watch the videos at 1x or 2x speed).

Stock Simplifier will make your process faster, clearer, and more structured.

🔹 It cuts out analysis paralysis so you can make decisions with confidence.
🔹 It organizes your research so you don’t miss anything important.
🔹 It helps you focus on what actually drives stock performance—so you don’t waste time on useless data.

Plus, you can get your advanced questions answered during the live workshop. If you want to analyze stocks smarter and faster, this is for you.

All live workshops will be recorded and sent to you within a few hours. You can watch the replay anytime.

There’s no time limit. You'll have full access to the Stock Simplifier Spreadsheet Tool & the course forever.

While we can’t provide personal investing advice, Brian will answer members’ questions in the live workshops related to Stock Simplifier tool & process.

Yes! We have a 100% satisfaction guarantee. If within the first 30 days, you request a refund, we’ll return your payment, no questions asked.