Learn Investments

Swoopr Investment's library is organised by the decision you are making, not by product category. Start with how you hold and size investments, then go deep on the asset class you actually trade, stocks and crypto each have their own dedicated hub.

Where should I start?

If you are new, work through these in order. Each one is a complete guide, not a teaser.

  1. Where to Start by Goal: pick a route based on what you are trying to do
  2. Position Sizing and Risk per Trade: the decision that matters most and gets learned last
  3. Investment Account Types: the wrapper you hold investments in changes the outcome
  4. Portfolio Management: how the individual positions add up to a result

Go deep by asset class

Stocks and crypto have enough distinct mechanics to justify their own hubs. Everything above applies to both.

Domain hub Learn Stocks Order types, market structure, screening, backtesting, fundamental and technical research, trading strategies. Domain hub Learn Crypto How blockchains work, tokenomics, DeFi and yield, wallets and custody, on-chain analysis, crypto-specific risk.

Every investment area

These apply across asset classes. They are where most of the durable, non-obvious material lives.

Building a portfolio Portfolio Management Allocation, rebalancing, risk budgeting and position policy. Building a portfolio Risk Management Drawdown, exposure, stops and the arithmetic of losing less. Funds & asset classes ETF Investing Creation and redemption, tracking error, costs, leveraged and sector funds. Funds & asset classes Options Trading Contract mechanics, spreads, assignment risk and the Greeks. Taxes & rules Taxes and Account Rules Capital gains, wash sales, account types, PDT and brokerage rules. How markets work Market Structure & Execution Routing, spreads and liquidity, auctions and halts, clearing and settlement. How markets work Macro & Market Regimes Rates, yield curves, liquidity conditions and what changes across regimes. How markets work Market Sentiment Positioning, breadth, put/call and the limits of contrarian signals. Research & analysis Fundamental Analysis Financial statements, valuation, earnings quality, moats and capital allocation. Research & analysis Technical Analysis Price action, indicators, chart patterns, breadth and relative strength. Research & analysis Sector Analysis Sector drivers, rotation, industry KPIs and cross-sector comparison. Research & analysis Strategy Comparison How named strategies differ in assumptions, risk profile and failure mode. Systematic & automated Algorithmic Trading Signal research, execution algorithms, live deployment and kill switches. Systematic & automated Trading Technology Market data engineering, APIs and webhooks, OMS/EMS and reconciliation. Systematic & automated Backtesting Strategy rules, historical data, execution modelling and avoiding overfitting. Protecting your money Scam & Security Center Wallet security, custody risk, common scams and how to verify a counterparty.

Other ways in

Sequenced Learning Paths Ordered routes through the library, with progress saved in your browser. Direct answers Ask: Quick Answers A short, self-contained answer first, with the full guide underneath. Reference Investment & Trading Glossary Every term defined, filterable by market, linked to the guide that covers it. Interactive Tools & Calculators Position sizing, risk, tax and execution tools, no account needed.