Quality Investing · Systematised

Stop guessing.
Start compounding.

A rules-based portfolio management system for long-term investors. Screen stocks, track positions, and make disciplined decisions — across JSE, NYSE, LSE & Euronext.

Get the full system — R249 Try the free screener

Launch price: R249 (~$14) · One-time purchase · Excel + Google Sheets + PDF Guide

JSE · South Africa
NYSE/NASDAQ · United States
LSE · United Kingdom
Euronext · Europe

The problem

Most retail investors make the same mistakes over and over.

Buying on hype. Selling on fear. Guessing position sizes. Ignoring fundamentals. Holding mediocre businesses. There's a better way — and it doesn't require a finance degree.

😰

"Should I sell or hold?"

No clear framework. Decisions driven by emotion, news headlines, and social media — not business fundamentals.

🎲

Random position sizing

How much to invest in each stock? Most investors guess. A wrong-sized position can wreck a portfolio.

📊

No consistent screening process

What makes a stock worth owning? ROIC? FCF? Margins? Without a system, every stock looks like a good idea.

💱

Multi-currency chaos

JSE stocks in ZAR, US stocks in USD, UK stocks in GBP — calculating your true portfolio value is a nightmare.

The solution

Everything you need.
Nothing you don't.

🔍

Quality Screener

Score any stock 0-10 across 8 fundamental metrics. ROIC, FCF quality, margins, growth, leverage, valuation. Score ≥7 = PASS. Calibrated separately for JSE and international stocks.

8 metrics · Auto-scoring · JSE + NYSE + LSE + EUR
📋

Buy Checklist

16 yes/no questions before every purchase. Quantitative, qualitative, and timing checks. Conviction score calculates automatically. Position size suggestion based on conviction level.

16 questions · Conviction scoring · Position sizing
🚪

Sell Decision Framework

5 structured questions that prevent emotional selling. Is the business deteriorating? Is debt rising? Is there a better opportunity? Recommended action generates automatically.

Rules-based · Emotion-free · Auto-recommendation
📁

Portfolio Holdings

Track all positions including cash. Live prices via GOOGLEFINANCE (Google Sheets). Auto-converts ZAR, GBP, EUR to USD. Weight % always sums to 100% including cash.

Live prices · Multi-currency · Cash tracking
📊

Live Dashboard

7 key portfolio metrics at a glance. Smart alerts for oversized positions, quality drops, and buy signals. Pre-written AI analysis prompts for Claude and ChatGPT.

Live KPIs · Smart alerts · AI prompts
📥

Data Entry Helper

Structured 5-year data input panel linked to Fiscal.ai. Revenue and EPS CAGRs auto-calculate from raw figures. Averages feed directly into the Quality Screener.

5-year averages · Auto-CAGR · Fiscal.ai workflow

Calibration results

20 stocks tested.
20 correct verdicts.

The screener was calibrated against 20 well-known stocks across all 4 markets. Every result matches what an experienced quality investor would expect.

CPI · JSE
Capitec Bank
9.8
✅ Pass · Very High
ZAR · Financials
V · NYSE
Visa Inc.
9.2
✅ Pass · Very High
USD · Financials
GAW · LSE
Games Workshop
9.8
✅ Pass · Very High
GBP · Consumer
ASML · AMS
ASML Holding
9.4
✅ Pass · Very High
EUR · Technology
RMD · NYSE
ResMed Inc.
9.3
✅ Pass · High
USD · Healthcare
PIK · JSE
Pick n Pay
1.9
❌ Fail · Low
ZAR · Consumer
WBA · NASDAQ
Walgreens
2.9
❌ Fail · Low
USD · Consumer
VOD · LSE
Vodafone
3.5
❌ Fail · Low
GBP · Telecoms

Google Sheets version

Live data.
Zero setup.

The Google Sheets version uses built-in GOOGLEFINANCE() formulas to automatically fetch live exchange rates and stock prices. No API key. No Power Query. No setup. Just import and it works.

Live FX rates — USD/ZAR, USD/EUR, USD/GBP update automatically every time the sheet recalculates
JSE stock prices — Capitec, Clicks, MTN and any JSE stock you add, live
NYSE prices — Visa, ASML, ResMed, all pre-configured with correct exchange codes
LSE prices — Games Workshop, Rightmove, Diploma — LON: prefix pre-set
Watchlist buy signals — dynamic formula auto-detects market from col C, fetches the right price
Offline fallback — if no internet, manual rates in Settings col D are used automatically

Worked example

How we analysed ResMed.

Using 5 years of SEC filings and the Quality Screener, we ran a complete buy checklist analysis. The result: a High Conviction buy at a 34% discount to historical valuation.

ResMed Inc. · NYSE: RMD · Healthcare
✅ HIGH CONVICTION BUY
Overall Score
9.3
out of 10
FCF (FY25)
$1.7B
120% of net income
EV/EBITDA
13.5×
vs 20.56× avg
Valuation Discount
−34%
vs 5yr average
The screener flagged Revenue CAGR of 12.4%, FCF quality of 115%, and Net Debt/EBITDA of 0.4× — a near-perfect balance sheet. The stock was down 18% over 12 months due to GLP-1 drug fears and a CFO change. The checklist identified these as sentiment-driven, not fundamental — and with EV/EBITDA 34% below its 5-year average, the margin of safety was clear. Conviction score: 13/16. Suggested position: 10% of portfolio.

Simple pricing

One price.
Everything included.

Free
Screener Lite
R0 / forever
Always free
  • Quality Screener (5 stocks)
  • 6 metrics (no operating margin)
  • JSE + NYSE thresholds
  • Portfolio Holdings
  • Dashboard & Alerts
  • Buy Checklist
  • Sell Decision
  • Watchlist
  • Google Sheets version
  • User Guide PDF
Download free →
Launch Price
Full System
R249 / once
~$14 · Price rises to R399 after 50 sales
  • Quality Screener (50 stocks, 8 metrics)
  • JSE · NYSE · LSE · Euronext calibrated
  • Portfolio Holdings with cash tracking
  • Live dashboard with smart alerts
  • Buy Checklist + position sizing
  • Sell Decision framework
  • Watchlist with buy signal alerts
  • Performance tracker + benchmark
  • Transaction log + Risk dashboard
  • Excel AND Google Sheets versions
  • 28-page User Guide PDF
  • 20 pre-loaded calibration stocks
Get the full system →

🔒 Secure checkout via Gumroad · One-time purchase, no subscription · Instant download

FAQ

Common questions

Do I need to know how to code or use macros? +
No. The spreadsheet uses standard Excel/Google Sheets formulas only. No macros, no VBA, no coding. If you can type a number into a cell, you can use this.
Where do I get the financial data to fill in the screener? +
From Fiscal.ai — a free financial data platform. You enter 5 years of annual figures for each stock (ROIC, margins, growth rates etc). The Data Entry Helper sheet guides you through it step by step. Takes 3-4 minutes per stock.
Does it work for JSE stocks? +
Yes — JSE stocks are a core part of the system. The screener has separate calibrated thresholds for JSE vs international stocks. The Google Sheets version fetches live JSE prices via GOOGLEFINANCE. We pre-load Capitec, Clicks, Hudaco, MTN, and Pick n Pay as calibration examples.
What's the difference between the Excel and Google Sheets versions? +
The functionality is identical. The key difference is live data: Google Sheets uses built-in GOOGLEFINANCE() formulas to automatically fetch live stock prices and exchange rates — no setup needed. The Excel version requires you to update prices manually, but works on any device including Mac.
Is this suitable for a beginner investor? +
Yes. The 28-page User Guide explains every financial term in plain English, walks through every sheet step by step, and includes a complete worked example (ResMed) so you can see exactly how an analysis looks in practice.
Will I get future updates? +
Yes. This is a one-time purchase. All future updates — including the upcoming Financial Modelling Prep integration for automated 5-year data fetching — are included at no extra cost.

The best time to invest like a quality compounder
was years ago.

The second best time is today. Start with a system.

Get Compoundr — R249

Launch price · One-time purchase · Excel + Google Sheets + 28-page Guide