Retail Investor's Perspective
I encourage you to read past, current, and future articles in the US and Canadian editions of CannaInvestor Magazine written by Technical Analysis expert Dylan Rogers. Much like the “From The Retail Investors’ Perspective” articles that also appear in both publications, each article can stand on its own or form a much larger cohesive source of information. A good public domain source one could also look at is the Technical Analysis Forum on Investors’ Hub.
Again, there is nothing wrong with off the shelf Investment Analysis Forms and comparing several different forms will reveal what fields one requires in their own form and what fields and data can be omitted. Two fields I have often seen omitted are “transaction costs” and “arbitrage opportunities” and one can appreciate why arbitrage opportunities would be missing from a static document. Transaction costs should be included when purchasing shares of companies on international exchanges with higher transaction fees. Such a field may be irrelevant to many Retail Investors and therefore is a key example as to why these forms should be customized. If one is purchasing shares on a foreign exchange (and perhaps in that country’s currency), one may see value in the tracking of exchange rates.