ruly Tutorials
Step by step: build a strategy, fill in a sheet and follow your analyses over time.
- Build your own strategy to analyze a stock
A step-by-step guide to building your own strategy: choosing the indicators, setting thresholds and weights, and adding calculated criteria or free-text criteria.
- Freeze a version of your sheet after earnings releases
Why and how to freeze a dated version of your sheet after each earnings release, read how the score changes over time, and keep an honest record of your analyses.
- Customize a preset strategy to fit the way you invest
How to duplicate a preset strategy to make it your own, change its thresholds, weights and criteria, then test a variant without touching the sheets you have already filled in.
- Read the dashboard: one row per company
How to read the dashboard: score, provisional score, dots per criterion, decision, filters by status and by strategy, column sorting, and what the score does not tell you.
- Fill in a sheet from a company’s annual report
Where to find a company’s annual report, which pages to read, how to transfer each figure to a sheet, and what to do when a figure is missing or does not apply to the company.
- Not applicable criteria: banks, insurers and real estate companies
When to tick “Not applicable” on a criterion, which indicators do not apply to banks, insurers and real estate companies, and how to build a strategy suited to these sectors.