10 reasons investors with a system of their own add the professionals

Put your levels next to an analyst's

You already set exits. The question is whether your levels hold up against people who do this for a living. Every formal recommendation in Investor Plus arrives with three numbers: the price to buy under, the stop-loss guidance and a target with a timeframe.

Lay those beside your own. Where you agree, you act with more conviction. Where you differ, you've found something worth asking about. Either way, your process stays yours. Bring the differences to the live sessions and hear the reasoning behind them.

The stop is decided before the buy

Equity Story's rule is short: decide the exit before the entry, then stick to it. The stop-loss guidance tells you, ahead of time, how much you're prepared to lose on a position. When a share turns, you step aside at the line and keep your capital for the next idea.

Most investors know they should work this way. Few keep it up on their own. Members say this is the habit that changed their results. And calls do miss: stops are guidance and prices can gap past them. The stop is what keeps a miss small.

A chartist and a fundamentalist, covering your blind spot

Most self-taught systems lean one way: the chart or the business. Every recommendation here has to get past both. David reads the chart, with 30+ years on the ASX. Pete reads the business, with 23+ years in equity research. When one of them isn't convinced, you hear the argument.

Equity Story Pty Ltd holds AFSL 343937 and is part of ASX-listed Aland Equity Group (ASX: AEG). You don't have to take our word for any of it. Check the licence, check the ticker.

Ask The Analyst: test your process live, twice a week

Tuesday at 7pm or Friday at 12pm AEST/AEDT, you're on Zoom with David and Pete. Bring the stop you set last week and ask where they'd put it. Bring the position your rules say to hold and hear whether they agree. The recordings sit in the archive, so you can go back over any answer.

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

Daily Market Edge: 15–20 minutes, every weekday

David and Pete record it 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.

Watch it with your morning coffee or on the commute. Most members fit it around a full-time job.

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.

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

Einstein's Report: a second read on what you hold

Every week the shares the team follows get a signal: Buy, Bullish, Sell or Bear, with a chart showing support, resistance and momentum. Run your holdings against it. When your rules say hold and the board says Sell, that's a position worth a second look before Monday.

See the rules behind every stop

In week one David takes you through CTM Foundations: planning the exit, sizing the position, setting the stop. You'll see why each stop sits where it does. Keep what fits your process and tighten what doesn't. Bank the fives, cut the twos, and let the maths do the rest.

Six gains of 5% compound to about +34%: illustrative arithmetic, not a promise or forecast. The work is in cutting the losers early, every time, which is where most private systems slip.

Made for people who've traded for decades

You don't need the basics explained twice, and nobody will do it. Members who've traded for decades come for something else: a second opinion they can question, twice a week, from two analysts who show their reasoning. Plain English, no jargon for the sake of it, and a room of members asking sharp questions.

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).