David TildesleyPeter Kopetz 4.7 on Trustpilot from 84 reviews

10 reasons investors finally stop checking the app five times a day

Before breakfast, at lunch, in bed. When every tick feels like a decision, emotion makes it. Each formal Investor Plus recommendation sets the buy-under, stop and target before you buy, so the discipline lives in the levels and you can close the app.

What every formal recommendation looks likeExample
TARGET 2.30 BUY UNDER 2.00 STOP 1.85
Buy under$2.00
Stop$1.85
Target$2.30
Illustrative example only, not a real recommendation. Every formal Investor Plus recommendation gives you all three numbers before you buy.

Member results

In members' own words

"I joined Equity Story a year ago, having no trading experience at all. … In the last year I have doubled my income using their methods and advice."
Lyndell D. Trustpilot
"I've been in the share market for over 20 years… The profits I have made since joining have been beyond anything I thought possible."
Craig M. Trustpilot
"I have been using Equity Story for 18 months. Using their advice has helped me give up work."
Colin T. Trustpilot

Testimonials are from real members, in their own words. Their results are not typical and yours will vary. Past performance is not a reliable indicator of future performance.

Reason 01 · The exit

Once the exit is set, there's nothing to watch

You end up trading on emotion instead of process. And emotion is expensive. A red morning and you sell. A green afternoon and you buy back in. Every formal recommendation in Investor Plus arrives with three numbers: the price to buy under, where the analysts would step aside, and the target, with a timeframe.

So the worst case is known before you spend a dollar. Between the stop and the target there's nothing to decide and nothing to refresh. The decision was made on a calm morning, with the chart in front of you.

"The team at Equity Story have given me the ability to trade without emotion. Simple strategies that work. Keep to the plan and it works."
Tim
"The guesswork is gone and there is no panic buying or selling since finding Dave and Pete. … using the Cincinnati method the entry and exit points are laid out clearly."
Craig M.
Reason 02 · The stop

The discipline lives in the stop

You've told yourself you lack the discipline for a system. Most people do, at 9pm with a red screen. That's why the stop is decided before the buy. The stop-loss guidance tells you, ahead of time, how much you're prepared to lose, and the line holds the nerve so you don't have to.

Calls do miss: stops are guidance and prices can gap past them. The stop is what keeps a miss small, and what lets you put the phone down at night.

"The losses I have sustained have been aggravated through my own fault by not following Dave's advice of using an 8% stock loss. Since I have been using the stock loss I have gained considerably…"
Gregory D.
"Managing risk is where the Equity Story team excel. … Successful investment is about maximising the upside and limiting any damage on the downside."
Stephen M.

Member's own result. Individual experience, not typical; yours will vary.

Reason 03 · The team

A chartist and a fundamentalist, checking each other's work

Every recommendation has to get past two people who read shares differently. David reads the chart. Pete reads the business. When one of them isn't convinced, you hear the argument.

Equity Story Pty Ltd holds Australian Financial Services Licence 343937 and is part of ASX-listed Aland Equity Group (ASX: AEG), so you can look them up before you join.

David Tildesley

David Tildesley

Founder, Principal & Portfolio Manager. 30+ years on the ASX. Presents the daily video and leads the exit-first discipline behind the Cincinnati Trading Method.

Peter Kopetz

Peter Kopetz

Head Analyst, 23+ years. Runs the fundamental research behind every recommendation, with a focus on quality ASX small and mid caps.

"They are the only service I am aware of that combines the Fundamentals of investing with the movement of the price over time via Charting."
Roy R.
Reason 04 · Live

Ask The Analyst: bring your own shares, live, twice a week

David TildesleyPeter KopetzYour hosts: David Tildesley and Peter Kopetz

Tuesday night or Friday lunchtime, you're on Zoom with David and Pete. Bring the share you've held for ten years, the one sitting on your watchlist, or the stop you're unsure about. You'll pick up plenty from other members' questions too.

MonDaily
Tue7pm live
WedDaily
ThuDaily
Fri12pm live

Times are AEST/AEDT. Can't make it? The recordings sit in the archive.

"The personal support and ability to interact with the lead analysts is what makes this product a no brainer."
Paula H.
"The Ask the Analysts sessions have been invaluable to assess shares I have bought as I navigate and build my portfolio."
DR
Reason 05 · Daily

Check in once a day, with the analysts who did the checking

David and Pete record Daily Market Edge at their desks every weekday, with no studio and no script: what the ASX did, which shares they like and why, and the buy-under, stop and target for each formal recommendation. It runs 15 to 20 minutes.

Make that your one look at the market for the day. Watch it with your morning coffee, note anything near its stop or target, then close the app until tomorrow.

"the continual warnings- don't be greedy-sell off losers- be patient build balanced portfolios-etc all commonsense stuff that most of us tend to forget without the constant reminders"
David
Reason 06 · Sunday

The team's best idea for the week, in your inbox on Sunday night

Hot Stocks Weekly Pick is the team's highest-conviction idea for the week ahead, with entry, stop and target guidance. Read it on Sunday evening and Monday morning starts with the plan already written.

"A couple of days later and sold back out of it with a nice 15% return. Just on that one trade. Thats why I'm sticking with these guys."
Greg M.

Member's own result. Not typical; yours will vary.

Reason 07 · Signals

Einstein's Report: one weekly check on what you hold

Every week the shares the team follows get a signal: Buy, Bullish, Sell or Bear, with the chart showing support, resistance and momentum. Swap the hourly refresh for one weekly look: has something you hold turned, and what should you steer clear of?

Buy
Bullish
Sell
Bear
"The emphasis on keeping your money safe while also staying a breast of current economic developments."
Kylie W.
Reason 08 · Method

Learn the exit-first method in week one

In your first week David teaches you the basics of the Cincinnati Trading Method: planning the exit, sizing the position, setting the stop. From then on you can see why each stop sits where it does, and run the same checks on the shares you already own.

"I strayed believing this particular stock was going much higher, but it never did and I paid the price for not following their advice. The system works…"
Chris D.
Reason 09 · Sleep

If it cost you no sleep, you don't need us

Here's the honest test. If your last twelve months made you money and cost you no sleep, keep going: you don't need us. If the app has been running your mood, set the levels first and let them carry the weight. Twice a week you can ask David and Pete, live, about the share keeping you up.

"They provided balanced and considered advice, encourage you to not be greedy and know your strengths and weaknesses as a trader."
Alessandra S.
"I don't think anyone or any advice can give such guarantees. The annual subscription is designed to give you some ideas it is up to you to put in the work … member for life"
Kay
Reason 10 · The lot

One membership, everything in it, $247 a year

No tiers and no extras you need to buy to make it work. The daily video, two live sessions a week, the Sunday pick, Einstein's Report, the method and the full archive, for about 68 cents a day.

And if you decide within 30 days that it's not for you, you can ask for your $247 back under the 30-day refund policy (conditions apply).

The difference

A tip tells you what to buy. That's half a trade.

Here's what changes when the whole trade is planned before you buy.

Investor PlusA tip on its own
Which share to buy
Price to buy under
Stop-loss guidance before you buy
Target, with a timeframe
Analysts you can ask, live
A method you learn and keep
30-day refund policy

What's included

Everything in Investor Plus

A full year of daily ideas with the exit worked out, the analysts on Zoom twice a week, and the method behind every call. One payment. Renews annually. Cancel any time.

"It's always good to get someone else professional advice on stocks… made $7.000 already in 2 weeks thank you so much for your professional advice"
Peter W. Trustpilot
"In my experience their success rate is high and my return on share investing has increased significantly since I started using their services"
Alastair D. Trustpilot

Members' own results. Not typical; yours will vary. Past performance is not a reliable indicator of future performance.

Give it a proper go for 30 days

Use the membership: watch the daily videos, come along to at least one Ask The Analyst session and have a look at the weekend reports. If you decide within 30 days of joining that it's not for you, email support@equitystory.com.au and ask for a refund of your $247. Refunds are subject to our refund policy and its conditions. See the terms and conditions.

Investor Plus · 12 months
  • Daily Market Edge15–20 min video, Mon–Fri. Buy-under, stop and target with every formal recommendationIncluded
  • Ask The Analyst, liveTue 7pm and Fri 12pm with David and Pete. Bring your own shares. Recordings in the archiveIncluded
  • Hot Stocks Weekly PickThe week's highest-conviction idea, Sunday night, with entry, stop and target guidanceIncluded
  • Einstein's ReportWeekly Buy / Bullish / Sell / Bear signals with chartsIncluded
  • CTM FoundationsThe exit-first basics David teaches in week one: exits, sizing, stopsIncluded
  • The full archiveEvery past daily video and reportIncluded
12 months, everything above$247 AUD
About 68 cents a dayBilled once a year
Get instant access: $247
30-day refund policy Cancel any time Instant access

Trustpilot

What members are saying

4.784 reviews on Trustpilot

Reviews are members' own words, quoted as written on Trustpilot. Results described are not typical and yours will vary.

Set the levels. Close the app.

Daily ideas with the buy-under, the stop and the target decided before you buy, from analysts you can talk to. $247 a year. Renews annually, cancel any time, 30-day refund policy (conditions apply).

Get instant access: $247 Cancel any time

FAQ

Questions people ask before joining

I don't think I have the discipline for a system. Is this for me?

It's built for people who feel that way. The discipline sits in the levels: each formal recommendation has its buy-under, stop and target set before you buy, so a red afternoon doesn't need a new decision. Stops are guidance and prices can gap past them. If a share is keeping you up, bring it to Ask The Analyst.

Do your picks always go up?

No, and nobody honest will promise you that. Losses are part of investing and no approach avoids them. That's why every formal recommendation comes with stop-loss guidance, so you decide ahead of time how much you're prepared to lose. Stops aren't guaranteed: prices can gap past them. The method works on weekly charts, so judge a call over weeks. As one member put it: "They do not get 100% of their calls correct, but they do very well."

Is Equity Story licensed?

Yes. Equity Story Pty Ltd holds Australian Financial Services Licence 343937 and is part of Aland Equity Group Limited (ASX: AEG).

I'm fairly new to this. Will I keep up?

Yes. David covers the exit-first foundations in your first week, and you can bring any question to the live sessions, however basic it feels.

How much time does it take?

About 15–20 minutes a weekday for the daily video, plus the Sunday pick. The live sessions are optional, and the recordings sit in the archive if you can't make it.

Is this personal financial advice?

No. Investor Plus is general advice. It doesn't take your personal objectives, financial situation or needs into account. Consider whether it's right for you, and speak to a licensed adviser if you need personal advice.

What happens after I join?

You get instant access to today's video, the archive and the link for this week's live sessions. In your first week David takes you through the exit-first basics. You trade through your own broker; Equity Story never handles your money or places trades for you.

How does the refund policy work?

Give it a proper go: watch the daily videos, come along to at least one Ask The Analyst session and have a look at the weekend reports. If you decide within 30 days of joining that it's not for you, email support@equitystory.com.au and ask for a refund of your $247. Refunds are subject to our refund policy and its conditions. See the terms and conditions.

How does billing and renewal work?

It's $247 a year. Your membership renews automatically at $247 each year unless you cancel, and you'll get an email before it renews. Cancel any time before your renewal date by emailing support@equitystory.com.au and you won't be charged again.

Will you try to sell me other things?

Equity Story runs other things, such as the full Cincinnati Trading Method training and live events, and members hear about them. You don't need any of them to get full value from Investor Plus.

How is this different from other share newsletters?

Plenty of services give you the buy. Investor Plus gives you the exit plan as well, and twice a week you can put your questions to the analysts who made the call.

Do I need a particular broker?

No. Use whichever broker you like. Equity Story doesn't handle your money or place trades for you.