5th Generation Subscriber Toolbox

Tools are a mans leverage, his legacy… with knowledge, the great equalizer of the individual.

Production Tools

  • The Kitty DCF Model (Free) - Income, Balance sheet, Cash flow and financial health in seconds with price forecasting capability! (Wisesheets Powered)

  • Vertical Spreads Commodity Accelerator (Paid) - Torque your highest conviction trades with smart entries and exits! (Wisesheets Powered)

  • Portfolio Management Tool (Paid) - Cooler than the cold side of the pillow… Balance your portfolio with proper risk management. Defend the future with real assets and go on offense with your trading skills and stock picking!

In Development

  • Portfolio BETA builder - individual stock picking stressing you out. Want to play the commodity cycle with < 15 investments, set it, forget it and chill (yet still be exposed to all the great plays)?

  • Resource Sum of The Parts - SoP is the most popular fundamental method for valuing juniors and companies with only a few main assets.

Future Possibilities…

  • Sector modeling - Shipping, oil and gas, royalties

  • Index Linked Hedge Builder - RILAs are all the rage in the insurance industry because of their exposure to returns with lower risk. What if we could build an instrument who’s underlying is something we that we like like energy, precious metals or commodities (not overpriced FAANG or index stocks)?

  • Wheel and Covered Call Management - generate regular income with passive management.

  • Iron Condors & Vol Arb tools - this is a long term project

Wise Sheets Affiliate Link… save $30!

https://5gfinance.substack.com/i/164105801/httpsaffiliateswisesheetsiosignupcampaignth-generation-finance

Free subscriber tools

5gf Kitty Model Wisesheets V1
324KB ∙ XLSX file
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This is the latest "Kitty" model. I recommend that you save this file as an xltx file (template) in your excel templates folder. From there you can simple create a new excel file, connect to wisesheets and input your ticker, rather than overwriting the same file over and over.
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Paid Subscriber Tools

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