# Swoopr Investment: Learning Paths # Scoped content manifest for LLM agents and web crawlers. # Generated: 2026-10-18 # 43 pages in this section. # Root index: https://www.getswoopr.com/llms.txt ## Learning Paths - [Learning Paths: Study Plans](https://www.getswoopr.com/learning-paths/) ([Markdown](https://www.getswoopr.com/learning-paths.md)): Learning paths give traders structured study plans for stocks, crypto, technical analysis, risk management, and trading psychology, with progress tracking. - [ETF Research Learning Path](https://www.getswoopr.com/learning-paths/etf-research/) ([Markdown](https://www.getswoopr.com/learning-paths/etf-research.md)): Learn how to research an ETF from creation/redemption and index methodology through all-in cost, tracking, overlap, concentration. - [Fixed Income Learning Path: Bonds, Yield](https://www.getswoopr.com/learning-paths/fixed-income/) ([Markdown](https://www.getswoopr.com/learning-paths/fixed-income.md)): Build fixed-income knowledge from bond cash flows and price/yield relationships through duration, convexity, credit risk, bond funds and source verification. - [Investment Path: First Principles](https://www.getswoopr.com/learning-paths/investing-first-principles-to-risk/) ([Markdown](https://www.getswoopr.com/learning-paths/investing-first-principles-to-risk.md)): A 10-stage learning path from goals and constraints through asset classes, accounts, research, execution and portfolio risk. - [Investment Taxes Learning Path: Accounts](https://www.getswoopr.com/learning-paths/investment-taxes/) ([Markdown](https://www.getswoopr.com/learning-paths/investment-taxes.md)): Learn investment tax concepts from account treatment and cost basis through capital gains, distributions, wash sales, retirement rules. - [Macroeconomics Learning Path: Inflation](https://www.getswoopr.com/learning-paths/macroeconomics/) ([Markdown](https://www.getswoopr.com/learning-paths/macroeconomics.md)): Learn macroeconomic analysis from primary data sources through inflation, labor, GDP, monetary policy, the yield curve. - [Options Learning Path: Contracts](https://www.getswoopr.com/learning-paths/options/) ([Markdown](https://www.getswoopr.com/learning-paths/options.md)): Learn listed options from contract rights and payoff diagrams through time value, Greeks, assignment, vertical spreads. - [Portfolio Construction](https://www.getswoopr.com/learning-paths/portfolio-construction-risk/) ([Markdown](https://www.getswoopr.com/learning-paths/portfolio-construction-risk.md)): Learn portfolio construction as a sequence: goals and liquidity, asset allocation, diversification, concentration, rebalancing, stress testing. - [Retirement Investing Learning Path](https://www.getswoopr.com/learning-paths/retirement-investing/) ([Markdown](https://www.getswoopr.com/learning-paths/retirement-investing.md)): Learn retirement investing from account and cash-flow mapping through sequence risk, asset allocation, current distribution rules. - [Stock Investing Learning Path](https://www.getswoopr.com/learning-paths/stock-investing/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing.md)): Twenty structured stock investing exercises and guides, from opening a first position to writing a full investment thesis. - [10-K vs. 10-Q vs. 8-K](https://www.getswoopr.com/learning-paths/stock-investing/10-k-vs-10-q-vs-8-k/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/10-k-vs-10-q-vs-8-k.md)): Swoopr Investment explains the difference between 10-K, 10-Q, and 8-K SEC filings and shows which investor question each filing is designed to answer. - [The 100-Day Stock Investor Practice Plan](https://www.getswoopr.com/learning-paths/stock-investing/100-day-stock-investor-practice-plan/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/100-day-stock-investor-practice-plan.md)): Swoopr Investment presents a 100-day practice plan for stock investors: structured daily practice from mechanics through capstone investment memo. - [Advanced Stock Investing](https://www.getswoopr.com/learning-paths/stock-investing/advanced-stock-investing-path/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/advanced-stock-investing-path.md)): Swoopr's advanced stock investing path: write the anti-thesis first, model path dependency, separate business and valuation risk. - [12 Beginner Stock Investing Mistakes](https://www.getswoopr.com/learning-paths/stock-investing/beginner-stock-investing-mistakes/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/beginner-stock-investing-mistakes.md)): Swoopr Investment identifies 12 common beginner stock investing mistakes and explains the specific decision error behind each one. - [Bull, Base, Bear](https://www.getswoopr.com/learning-paths/stock-investing/bull-base-bear-scenario-lab/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/bull-base-bear-scenario-lab.md)): Swoopr Investment teaches scenario analysis for stock investors: how to build bull, base, and bear cases that expose the assumptions your thesis depends on. - [Business Quality Scorecard](https://www.getswoopr.com/learning-paths/stock-investing/business-quality-moat-scorecard/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/business-quality-moat-scorecard.md)): A Swoopr Investment applied learning page: use this business quality scorecard to evaluate competitive advantages and durability for any stock you. - [Two Clocks: Why a Good Business](https://www.getswoopr.com/learning-paths/stock-investing/business-vs-stock-two-clocks/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/business-vs-stock-two-clocks.md)): Swoopr Investment explains why business quality and stock price move on different timelines, and how expectations connect the two clocks for stock research. - [Cash Account or Margin Account?](https://www.getswoopr.com/learning-paths/stock-investing/cash-vs-margin-account-beginner/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/cash-vs-margin-account-beginner.md)): Swoopr Investment explains the legal and economic difference between a cash account & a margin account, & how to decide which is appropriate for a new investor. - [Earnings Event Research Checklist](https://www.getswoopr.com/learning-paths/stock-investing/earnings-event-research-checklist/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/earnings-event-research-checklist.md)): Swoopr Investment provides a structured checklist for researching an earnings event: what to prepare before the release, what to track during it. - [Earnings Quality Scorecard](https://www.getswoopr.com/learning-paths/stock-investing/earnings-quality-scorecard/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/earnings-quality-scorecard.md)): A Swoopr Investment applied learning page: use this earnings quality scorecard to distinguish accounting profit from real economic progress in a stock you. - [EDGAR Research Lab: Find, Read](https://www.getswoopr.com/learning-paths/stock-investing/edgar-research-lab/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/edgar-research-lab.md)): Swoopr Investment's EDGAR research lab teaches you to navigate SEC EDGAR, find 10-K, 10-Q, and 8-K filings, and extract relevant data for stock research. - [Your First 30 Days of Stock Investing](https://www.getswoopr.com/learning-paths/stock-investing/first-30-days-stock-investing/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/first-30-days-stock-investing.md)): A structured 30-day beginner plan for stock investing from Swoopr Investment: mechanics, order practice, primary-source research, and a first written thesis. - [Build a First Portfolio Without Stock-Picking Pressure: A Diversification Worksheet](https://www.getswoopr.com/learning-paths/stock-investing/first-portfolio-diversification-worksheet/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/first-portfolio-diversification-worksheet.md)): A Swoopr Investment worksheet for building your first diversified stock portfolio without stock-picking pressure. Define constraints, establish a baseline. - [Before You Place Your First Stock Order](https://www.getswoopr.com/learning-paths/stock-investing/first-stock-order-practice/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/first-stock-order-practice.md)): Swoopr Investment walks through placing a first stock order: market vs. limit orders, reading the order ticket, and verifying the trade after execution. - [From Stock Picker to Researcher](https://www.getswoopr.com/learning-paths/stock-investing/intermediate-stock-research-path/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/intermediate-stock-research-path.md)): Move from stock picking to systematic research with Swoopr's intermediate learning path. Learn primary-source evidence, the eight-question brief, driver trees. - [Management & Capital Allocation Review](https://www.getswoopr.com/learning-paths/stock-investing/management-capital-allocation-review/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/management-capital-allocation-review.md)): A Swoopr Investment applied learning page: evaluate management quality and capital allocation decisions using SEC filings, proxy statements. - [Peer Comparison Lab](https://www.getswoopr.com/learning-paths/stock-investing/peer-comparison-lab/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/peer-comparison-lab.md)): A Swoopr Investment lab for comparing companies by economics, not labels. Pick peers by economic engine, normalize before ranking. - [Portfolio Review & Rebalancing Calendar](https://www.getswoopr.com/learning-paths/stock-investing/portfolio-review-rebalancing-calendar/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/portfolio-review-rebalancing-calendar.md)): Swoopr Investment provides a portfolio review and rebalancing calendar for stock investors. - [Position Size & Concentration Decision Tree](https://www.getswoopr.com/learning-paths/stock-investing/position-size-concentration-decision-tree/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/position-size-concentration-decision-tree.md)): Swoopr Investment provides a decision tree for position sizing and concentration in a stock portfolio: how to size a position relative to thesis quality. - [Stock Investing From Beginner](https://www.getswoopr.com/learning-paths/stock-investing/stock-investing-beginner-to-advanced/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/stock-investing-beginner-to-advanced.md)): A complete stock investing learning path from Swoopr Investment, covering mechanics, research process, & advanced thesis construction from beginner to advanced. - [Stock Investing Capstone: Write](https://www.getswoopr.com/learning-paths/stock-investing/stock-investing-capstone-investment-memo/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/stock-investing-capstone-investment-memo.md)): Swoopr Investment capstone: write a complete investment memo with business quality, earnings quality, scenario analysis, thesis falsification. - [The Stock Investor Skill Map](https://www.getswoopr.com/learning-paths/stock-investing/stock-investor-skill-map/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/stock-investor-skill-map.md)): A Swoopr Investment skill map for stock investors: learn which capabilities matter at each stage, and which to defer until your process is more developed. - [Stock Research Notebook Template](https://www.getswoopr.com/learning-paths/stock-investing/stock-research-notebook-template/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/stock-research-notebook-template.md)): Swoopr Investment provides a stock research notebook template: a structured format for recording evidence, interpretations. - [Thesis Falsification](https://www.getswoopr.com/learning-paths/stock-investing/thesis-falsification-stock-investing/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/thesis-falsification-stock-investing.md)): Swoopr Investment teaches thesis falsification for stock investors: how to define break conditions that would prove your investment idea wrong before. - [The Valuation Ladder](https://www.getswoopr.com/learning-paths/stock-investing/valuation-ladder/) ([Markdown](https://www.getswoopr.com/learning-paths/stock-investing/valuation-ladder.md)): The Swoopr valuation ladder: match the simplest valuation method to the business economics. Covers comparables, normalized earnings, scenario valuation. - [Stock Market Foundations](https://www.getswoopr.com/learning-paths/stock-market-foundations/): From zero to placing your first trade confidently. Complete beginners with no prior stock market experience. Estimated 90 minutes. - [Crypto Foundations and Security](https://www.getswoopr.com/learning-paths/crypto-foundations-and-security/): Understand crypto from first principles and protect yourself from day one. Beginners with no prior crypto knowledge. Estimated 100 minutes. - [Trading Risk Management](https://www.getswoopr.com/learning-paths/trading-risk-management/): Build a systematic approach to sizing positions and protecting capital. Traders who have basic market knowledge and want to trade more systematically. Estimated 80 minutes. - [Technical Analysis Foundations](https://www.getswoopr.com/learning-paths/technical-analysis-foundations/): From price action basics to building indicator combinations. Traders with basic market knowledge ready to learn technical tools. Estimated 120 minutes. - [Fundamental Stock Research](https://www.getswoopr.com/learning-paths/fundamental-stock-research/): Learn to evaluate a company from its financial statements to valuation. Investors who want to understand what they own before buying. Estimated 100 minutes. - [Strategy Design and Backtesting](https://www.getswoopr.com/learning-paths/strategy-design-and-backtesting/): Turn a trade idea into testable rules and measure whether they actually work. Traders who have market knowledge and want to develop a systematic edge. Estimated 110 minutes. - [Trading Psychology and Process](https://www.getswoopr.com/learning-paths/trading-psychology-and-process/): Recognize the biases that cost traders money and build a process that works. Traders who want to improve consistency and eliminate behavioral mistakes. Estimated 90 minutes. - [On-Chain Analysis Foundations](https://www.getswoopr.com/learning-paths/on-chain-analysis-foundations/): Read the blockchain directly — data, metrics, and what they actually signal. Crypto traders and investors who want to go beyond price charts. Estimated 120 minutes.