Start at the beginning. Or skip to what you need.
Everyone benefits from Module 0 = it sets the financial foundation before you invest a dollar. New here? Start there. Already investing? Take the quiz and we'll point you to your spot.
Where Should You Begin?
Answer five quick questions and we'll point you to the right module. No wrong answers.
Built For You. Not For Wall Street.
This is The Clinic's full investing curriculum. It is built for members who want to actually learn and understand money.
A dive into explanations of how INVESTING works, how OPTIONS work, and how to use both to build real wealth over time.
Whether you've never bought a stock or you trade options every week, there's a chapter here for you. Start at Module 0 if you're new. Jump to Module 5 if you want to learn options. Skip to Module 8 if you keep going degen and blowing up your account.
This library was built for you. It is YOUR education. Use it the way you need it.
The Full Curriculum
64 chapters. 13 modules. Modules 0 through 5 are live now, with 6 through 12 rolling out chapter by chapter. Roughly 10 hours of real investing education when complete.
BEFORE YOU START
Before you buy your first stock, you need to know where your money actually goes. This module is the foundation: budgeting, knowing your real net worth, and figuring out what you can actually afford to invest. Start here.
Start Module 0 →THE FOUNDATIONS
This is where everyone starts. We'll cover the difference between SAVING and INVESTING, which account types to open first, and how to actually buy your first stock. By the end, you'll understand the building blocks that everything else is built on.
- 1.1INVESTING vs SAVING: Why Your Bank Account Is Losing You Money→
- 1.2Pick Your Bucket: Brokerage, IRA, Roth, HSA, and 401k Explained→
- 1.3Stocks, Bonds, ETFs, and Mutual Funds: The Building Blocks→
- 1.4FEES And EXPENSE RATIOS: The Silent Tax On Your Wealth→
- 1.5Your First Trade: How To Actually Buy A Stock→
HOW TO BUY AND SELL
You've opened your account. What's next? This module teaches you how to actually place trades the right way, from understanding ORDER TYPES to reading charts.
- 2.1Market, Limit, Stop: Order Types Without The Confusion→
- 2.2The BID and The ASK: What That Spread Is Really Costing You→
- 2.3DOLLAR COST AVERAGING vs Going All In→
- 2.4Reading A Chart→
TIME IS MONEY: SHORT vs LONG TERM
Most people leave money on the table by not understanding how taxes work. We'll cover SHORT TERM vs LONG TERM gains, how to use TAX LOSS HARVESTING legally, and which accounts protect your money best.
- 3.1Why Holding For A Year Saves You Thousands→
- 3.2TAX LOSS HARVESTING: Turn Your Losers Into Winners→
- 3.3The WASH SALE Trap (And How To Avoid It)→
- 3.4Tax-Advantaged vs Taxable Accounts: Where To Put What→
STRATEGY: HOW TO ACTUALLY PLAY THE GAME
There are a hundred ways to invest in stocks. Most of it is just smoke to take your money. This module covers the strategies that actually build wealth over time: BUY AND HOLD, DIVIDENDS, INDEX INVESTING, and SECTOR ROTATION.
- 4.1BUY AND HOLD: The Boring Strategy That Builds Wealth→
- 4.2DIVIDENDS: Getting Paid To Wait→
- 4.3INDEX INVESTING: Why You Probably Can't Beat The Market→
- 4.4SECTOR ROTATION: Following The Money→
OPTIONS: THE TOOLKIT
This is the module that changes how you see the market. We'll break down what an OPTION actually is, how to read an option chain, the GREEKS, and why some options expire worthless. FUNDAMENTAL before getting into options.
- 5.1What Is An OPTION? CALLS and PUTS In Plain English→
- 5.2Reading An OPTION CHAIN →
- 5.3THE GREEKS Explained Like You're Five→
- 5.4IN THE MONEY, OUT OF THE MONEY: What That Actually Means→
- 5.5Why Options EXPIRE WORTHLESS→
MAKING MONEY WITH OPTIONS
Now we use options to make money. COVERED CALLS, CASH SECURED PUTS, THE WHEEL, LEAPS, plus ROLLING and the TAX rules that let you keep more of it. These are the strategies that turn your portfolio from a savings account into an income stream.
- 6.1COVERED CALLS: Renting Out Your Stocks→
- 6.2CASH SECURED PUTS: Getting Paid To Buy Stocks You Want→
- 6.3THE WHEEL: The Income Strategy “Wall Street Won't Teach You”→
- 6.4LEAPS: Owning Stocks By Stretching The Dollars→
- 6.5POOR MAN'S COVERED CALL: Big Strategy, Small Account→
- 6.6ROLLING And ASSIGNMENT: The Escape Hatches→
- 6.7OPTIONS And TAXES: Keep More Of What You Make→
SPREADS: WHEN YOU WANT TO GET FANCY
Spreads are where options get powerful. IV RANK as your compass, then VERTICAL SPREADS, IRON CONDORS, CALENDARS, DIAGONALS, BUTTERFLIES, and how to MANAGE every trade. We'll teach you when to use and size each one.
- 7.1IMPLIED VOLATILITY And IV RANK: The Weather Report→
- 7.2VERTICAL SPREADS: Cheaper Bets, Defined Risk→
- 7.3IRON CONDORS: Getting Paid When NOTHING Happens→
- 7.4CALENDAR SPREADS: Playing Time Decay→
- 7.5DIAGONAL SPREADS: The Calendar's Smarter Cousin→
- 7.6BUTTERFLY SPREADS: Pinpoint Plays For Pinpoint Moves→
- 7.7MANAGING THE TRADE: Exits Before Entries→
RISK: THE SCARY PART OF INVESTING
This is the module that provokes anxiety. It's also the one that will save your account. POSITION SIZING, knowing when to CUT A LOSER, real DIVERSIFICATION, HEDGING, and writing your own RISK PLAN. Probably the most important module of them all.
- 8.1POSITION SIZING: How Much Is Too Much?→
- 8.2When To CUT A LOSER (And When To Hold)→
- 8.3DIVERSIFICATION: Real vs Fake→
- 8.4HEDGING: Insurance For Your Portfolio→
- 8.5YOUR RISK PLAN: Write The Rules Before The Storm→
ADVANCED PLAYS
For when you're ready to take bigger swings. MARGIN, SHORT SELLING, EARNINGS PLAYS, IPOs, LEVERAGED ETFs, 0DTE, and the honest take on CRYPTO. We'll cover the risks so you know exactly what you're getting into.
- 9.1MARGIN: The Credit Card That Profits and Burns→
- 9.2SHORT SELLING: Betting Against The Market Buyers→
- 9.3EARNINGS PLAYS: High Risk, High Reward→
- 9.4IPO Investing: Should You Get In Early?→
- 9.5LEVERAGED And INVERSE ETFs: The Decay Trap→
- 9.60DTE And WEEKLY OPTIONS: The Casino's Fastest Table→
- 9.7CRYPTO And BITCOIN ETFs: The Honest Take→
THE GAME INSIDE YOUR HEAD
The market doesn't beat most investors. Their own emotions do. FOMO, panic, revenge trading, building real theses, why retail loses, and the INFORMATION DIET feeding it all. The chapter of your brain that decides everything else.
- 10.1FOMO, PANIC, And REVENGE Trading→
- 10.2Building A THESIS vs Chasing Tickers→
- 10.3Why MOST Retail Investors LOSE (And How Not To Be One Of Them)→
- 10.4YOUR INFORMATION DIET: Who Feeds You And Why→
READING A COMPANY: THE STOCK PHYSICAL
Read a 10-K the way a doctor reads a chart. The INCOME STATEMENT, BALANCE SHEET and CASH FLOW, VALUATION, MOATS and CHOKE POINTS, and the RED FLAGS that scream run. This is the lens behind every Clinic research guide.
- 11.1The INCOME STATEMENT: Follow The Money Down→
- 11.2BALANCE SHEET And CASH FLOW: What They Own, Owe, And Keep→
- 11.3VALUATION: What It's Worth vs What It's Priced At→
- 11.4MOATS And CHOKE POINTS: The Clinic Lens→
- 11.5RED FLAGS: The Warning Labs→
REAL ESTATE
The final module leaves the stock market. The FOUR PROFIT CENTERS, cap rates and DSCR, FHA HOUSE HACKING, the passive-to-full-contact menu, the TAX CHEAT CODES, and a complete workup on a real duplex, with an honest verdict.
- 12.1WHY REAL ESTATE At All: The Four Profit Centers→
- 12.2PROPERTY NUMBERS: The Vital Signs Of A Deal→
- 12.3FINANCING The Deal: From FHA To DSCR→
- 12.4The REAL ESTATE MENU: Passive To Full Contact→
- 12.5The TAX CHEAT CODES: Depreciation, 1031s, And The Fine Print→
- 12.6YOUR FIRST DEAL: The Full Workup→
Climb The Scoreboard
Every module has a quiz, and every quiz you finish adds to your cumulative score. The public leaderboard shows how you stack up against other members. The more you learn, the higher you climb.
View The Scoreboard →Still Not Sure Where To Start?
Start at the beginning with Module 0. Get your money organized, then build from there. What better way to ace a class than starting at lesson one.
Start At The Beginning →