Reading path

Pick the pages a person actually needs, put them in an order, and send the result as a link. It is the thing this site could not do: 129 instruments and everything around them is a library, and a library is the wrong shape for "get these twenty people to the same level by the fourteenth".

Build one

Search, add, reorder, copy the link. The whole path lives in the link — there is no account here, nothing is stored on any server, and nothing about it is sent anywhere.

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For information and education only. An order through the material is a teaching convenience; nothing here is advice, a recommendation, or a suggestion that any instrument suits anybody. Full disclaimer.

How the link works, and why it is built that way

  • The link is the document. The titles and the addresses are written into the part of the URL after the #, which browsers never send to a server. So a path can be mailed, pasted into a channel or printed on a handout, and no request anywhere records what anybody set or opened.
  • Nothing is stored to make it work. There is no path saved on this site, no identifier, no list of who was sent what. If the link is lost the path is lost, which is the honest cost of not having an account system — and the same trade the strategy builder already makes.
  • It is readable by a person. The addresses are in the link in plain text, so somebody who does not trust a page to render it can read the route straight out of the address bar.
  • What is kept on your own device is the ticking off, and only that: which pages you have marked as read. Same storage as everything else here — this browser, never sent, gone when you clear your browser data. The privacy page names it.

Ordering is the whole of it

An unordered list of pages is what the saved list already gives you, and it is the easy half. What a person setting somebody else's reading actually has to see is whether step three assumes something step two never said — so every item here carries the difficulty this site declares for it, and the path warns when the order jumps a step.

  • Easy — everyday words, nothing to look up.
  • Medium — one idea you may need to look up first.
  • Hard — written for people who work in the market.

The warning is a note rather than a rule: a jump from Easy to Hard is sometimes exactly right, because the reader already has the middle. It says what it sees and then gets out of the way.

What this is for

A cohort with a date

Twelve instruments in the order the desk actually meets them, rather than "read the site". Seats exist for the person who has to do this for twenty people at once.

A course, a week at a time

One path per week, each a link in the reading list. If you are teaching this is a twelve-week outline already built out of pages that exist — every week of it is a path waiting to be made.

Your own preparation

An interview in three weeks and a list of gaps. Build the route once, tick it off, and let the learning record handle what keeps going wrong.

Answering somebody properly

"Where do I start with credit?" deserves better than a link to the hub. Four pages in an order takes a minute to assemble and is the difference between a pointer and an answer.

What it does not do

  • It does not tell anybody who read what. The ticking off never leaves the device it happened on, and there is nothing here that could report on a named person — the same commitment the seats page makes before anybody has paid for anything.
  • It does not accredit anything. Finishing a path is finishing some reading. This site issues no certificate and no assessment, and printing one would be claiming an authority nobody here has.
  • It does not rank the pages. The difficulty is what a page assumes, not how good it is, and the order is whoever made the path's — this site has no opinion about which twelve pages a cohort needs.

The eight already written

If what you want is a good route rather than your own, the learning paths are eight ordered ones this site wrote and keeps in step with the shelf — from a standing start, through one asset class, into the transaction half. Open one, and if it is nearly right, the builder above starts from it in two presses.

Information and education only. A path is an order somebody chose through material that is educational. Nothing on this site is advice, a personal recommendation, or a valuation to rely on, and putting pages in an order does not change that.

Information and education only. Every page, figure and calculator on this site exists to explain how financial instruments work. Nothing here is investment, tax or legal advice, a recommendation, or a valuation you can rely on. Full disclaimer