Take the lessons with you.
Downloadable guides you keep forever — no subscription, no algorithm deciding whether you see the follow-up video.
Pack
Beginner Investor Starter Pack
Everything I wish someone had handed me before I opened my first ISA. Nine short guides, two printable checklists, zero jargon.
What's inside
Nine focused reads and two checklists — each one built from the questions I get asked most in submissions.
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01
4 pages
How to Start Investing
The first practical steps — before platforms, before products, before jargon.
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02
3 pages
ISAs Explained
What an ISA actually is, why the allowance matters, and common mistakes people make with it.
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03
3 pages
Stocks & Shares ISA vs Cash ISA
Which one suits which goal, side by side, with no "it depends" hand-waving.
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04
4 pages
ETF Basics
What you're actually buying when you buy a fund, in plain terms.
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05
3 pages
Diversification
Why owning ten things isn't diversified if they all move together.
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06
3 pages
Understanding Risk
How to actually think about risk tolerance instead of guessing at a number.
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07
3 pages
Compound Growth
The maths behind "start early," worked through with real examples.
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08
Checklist
Beginner Portfolio Checklist
A printable checklist to run your own portfolio through before you ask anyone else.
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09
Checklist
"Before You Buy a Stock" Checklist
The questions to ask yourself in the sixty seconds before you hit buy.
This pack is general education, not personalised financial advice or a recommendation to buy any specific investment.
Portfolio Builder Pack
The actual spreadsheet I use to think through a portfolio review — now yours. Enter your holdings once, everything else calculates automatically.
What it tracks
One interactive workbook, ten built-in views — the same checks I run on every submission, automated for you.
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01
Auto-calc
Holdings
Every position in one place — ticker, name, platform, account type.
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02
Auto-calc
Allocation %
What share of your portfolio each holding actually makes up, updated live.
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03
Input
Cost Basis
What you actually paid, tracked per holding and per contribution.
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04
Input
Current Value
Live value per holding based on the price you enter or paste in.
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05
Auto-calc
Gain / Loss
Both £ and % gain or loss, per holding and across the whole portfolio.
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06
Chart view
Sector Exposure
See at a glance if you're quietly overloaded on one sector.
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07
Chart view
Geographic Exposure
UK vs US vs global split, so "diversified" isn't just a guess.
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08
Auto-calc
ETF Overlap
Flags when two funds you hold are secretly full of the same companies.
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09
Input
Monthly Contributions
Track what you're actually putting in each month against your target.
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10
Input
Dividend Tracking
Log dividend payments per holding and watch your income build over time.
This is a tracking and organisation tool, not personalised financial advice.
Understanding Your Own Portfolio
Not a review — a set of prompts to audit your own holdings yourself. What you own, why you bought it, and whether it still makes sense.
What's inside
Questions, not answers — this workbook helps you think it through yourself rather than telling you what to do.
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01
Prompt set
Why did I buy this?
Separate the holdings you chose deliberately from the ones that just... happened.
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02
Worksheet
What am I actually exposed to?
A worksheet to map your real sector and geographic exposure by hand.
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03
Prompt set
What's my real time horizon?
Prompts to separate what you say your horizon is from how you actually behave.
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04
Prompt set
What would make me sell?
Write your own exit criteria before emotion is involved, not during a dip.
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05
Checklist
Where am I just guessing?
An honest checklist of the parts of your portfolio you can't actually explain yet.
This workbook is a set of reflective prompts, not personalised financial advice or a recommendation on any specific investment.
Investing Habit Tracker
Building the habit matters more than any single pick. A simple monthly tracker for contributions, check-ins, and streaks.
What's inside
A low-effort way to actually keep the habit going, printable or as a Google Sheet.
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01
Tracker
Monthly contribution grid
Tick off each month you actually invested — visual streaks build motivation.
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02
Prompt set
Quarterly check-in prompts
Four short questions to answer every three months, not every day.
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03
Worksheet
Annual reflection page
A one-page look back at the year — what changed, what you learned.
A habit and organisation tool only — not financial advice.
MrJesse121 provides general financial education and commentary for informational purposes only. Nothing on this site or in any review is personalised financial advice or a recommendation to buy, sell, or hold any investment. Capital is at risk and past performance isn't a guide to future results. If you need advice specific to your situation, speak to an FCA-authorised financial adviser.