buddy investor

Investing simplified
for people like us

No jargon. No gatekeeping. Just clarity.

Your Buddy Investor, Rachel

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Join other beginners who finally made sense of investing — without feeling stupid about it.

Complete beginners People burned by hype Anyone telling themselves it's "not for them" 25–45 year olds who feel behind Teens & young adults starting early Women told "it's a man's thing"

Why this exists

Rachel Lee

I made every mistake so you don't have to

"I sat on the sidelines for years because nobody made investing feel accessible. And when I finally started — I got it so wrong before I got it right. That's why I created Buddy Investor: to be the buddy I never had, and to share everything I wish someone had taught me."

If investing feels like a world that wasn't built for you — I get it, because I definitely felt it wasn't built for me either. Nobody around me talked about it and every resource was drowning in jargon or assumed I already knew these things. I had no one to ask my "stupid questions" to. So I did what you're maybe doing right now: I put it off. Work was exhausting, schedule was full, and "later" always felt safer.

When I finally jumped in, I did it blindly — no handrails, no guidance... and paid the tuition for it. I chased hype. Bought things I didn't understand. Let fear and FOMO make my decisions for me. Every mistake you're afraid of making? I've probably already made it, learned from it, and now know exactly how to avoid it. That's not the end nor the embarrassing part of my story — it's only the pre-chorus.

Because here's the chorus: I didn't quit. I went back in the harder, smarter way — no money down until I'd built a real foundation. No hype, no emotions. Just facts, figures, and proof. And since I was "not a finance person", I needed to self-translate everything into simple terms, figuring it all out with LOTS of analogies. Somewhere along the way, I'd built the thing I could never find but needed so badly: investing that actually makes sense for people like me.

That's Buddy Investor. Not a guru. Not a finance bro. Just the buddy I wish I had — walking beside you so you don't have to figure all of this out alone.

I'm still learning, always will be. But if you'd like, we can figure this out together 😊

Your buddy investor,
Rach 🍻

Learning

The shortcuts I didn't have

Guides, games and resources built for absolute beginners. Written in plain English. Zero fluff.

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Most popular

The Buddy Investor Guidebook for Beginners

Your full foundation in one place. This guidebook walks you through how investing actually works — the concepts, the vehicles, the thinking — in plain English with zero assumed knowledge. It's educational first, practical second, and comes with the Investment Checklist included so you have everything you need to go from curious to confident.

$12.99 excl. VAT

Includes the Investment Checklist.

Quick reference

The Buddy Investor Investment Checklist for Beginners

Before you put money anywhere, run it through this. A focused, practical checklist covering financial health, red flags to watch for, and how to assess stock value — so you can make decisions with clarity, not guesswork. Also available as part of the Guidebook.

$7.99 excl. VAT

One-time. Yours forever.

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Free — no signupFree

Money IQ Game

An educational game that meets you exactly where you are. Pick what you want to learn, choose your difficulty level, and decide how long you want to play — from a quick 5-minute session to a deeper dive. Learning investing has never felt this much fun!

Free

No account required.

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More learning resources are on their way — investing deep-dives, strategy guides, and topic breakdowns. Sign up to be the first to know when they drop.

Tools

Your investing toolkit

Tools built to make the complicated feel simple. Some are free, some are subscriber-only — all are designed for people who are just getting started.

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Free — no login

Investor Personality Test

Find out what kind of investor you actually are — cautious, balanced, or bold. Takes 3 minutes. Changes how you think about risk forever.

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Free — no login

ROI Calculator

What would your investment actually be worth today? Type in any amount, any date. See the numbers that make you wish you'd started sooner.

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Free with account

Stock Analysis Tool

Comprehensive stock analysis built on fundamental metrics, elaborated in layperson terms — P/E ratio, EPS growth, revenue trends, profit margins, debt levels, and analyst price targets. Compare up to five stocks simultaneously with clear, jargon-free breakdowns that make complex financial data easy to understand.

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Free with account

ETF Analysis Tool

Deep-dive analysis on most Exchange Traded Funds (ETFs) using industry-standard metrics. They sound confusing but fret not — performance history, expense ratios, holdings diversification, risk-adjusted returns, and drawdown patterns are all explained simply. Compare multiple ETFs side by side with AI-powered educational breakdowns.

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Free with account

Stock News Digest

Type in any ticker symbol and AI pulls the latest news from reputable financial sources — summarised and analysed through the lens of what investors actually watch for. Sources included.

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More on the way

More tools coming soon

Compound interest visualiser, salary investment split, retirement runway and more. Sign up and you'll be the first to know the moment each one launches.

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All tools are completely free right now — just create a free account to use them. We're adding new tools regularly and would love your feedback on the experience.

“Learning how the markets work shouldn’t feel intimidating. Think of me as your study buddy—no stuffy lectures, no sales pitch, just a friendly guide who speaks plain English.”

Free Beginner Session

Learn the basics. From the beginning.

A 1.5 hour free and virtual guided walkthrough of investing fundamentals starting from absolute zero.

If you love the session and want to dive deeper, we could explore one-on-one private sessions or a curated series tailored to what you want to master.

Drop your details below and let's chat!

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@yourbuddyinvestor

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The stuff you're probably wondering

Not financial advice. For educational and informational purposes only. Buddy Investor does not constitute financial, investment, legal, or tax advice. Always consult a qualified professional licensed in your jurisdiction.

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