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Atkinson Money & Risk Management Bundle

INSTANT DOWNLOAD - MS EXCEL SPREADSHEETS - so you need MS EXCEL to use these Portfolio Tools

"As featured in Daryl Guppy's newsletter 'Tutorials in Applied Technical Analysis' and his seminar at the Singapore Stock Exchange in February 2006." 


" A practical, easy to use tool to help you rank your next potential trade or investment'

As an investor or trader, how often do you have a list of a number of stocks or shares that you’re looking at to buy, but find you have only enough funds for one?

What do you do? Split the funds and buy a few, with reduced funds in each?

Or, if you decide to select only one, are you confident that you know which money & risk management criteria you should be using to help filter out the others?

The Atkinson Trade Optimizer © easily and quickly compares & charts the risk and reward outcomes from a number of your potential trades – to assist you in optimizing your selection of which stock(s) to buy with the funds you have available at any time.

It also calculates the corresponding position size(s) applicable, based on your selected risk and target criteria.

Using your chosen parameters, the aim is to filter your list of potential stocks or shares down to the one which appears to offer the best reward, in terms of portfolio growth and for the least overall portfolio risk.

The Atkinson Trade Optimizer © consists of two Excel spreadsheets with a series of macros:

  • Sheet 1 calculates the maximum allowable position size for up to 4 potential trades* at a time.
  • Sheet 2 is very similar and compares the revised projected performances and risk profiles, based on position sizes chosen by you, if required. The maximum allowable outcomes are also shown for completeness.

(* To compare more outcomes then the four shown, simply save the whole spreadsheet as a separate file and enter additional potential trades in this file).

The Atkinson Trade Optimizer © comes with very easy to follow step by step instructions to help you get started (even if you've not used Excel before) and includes a sample data button to get a feel for how it works when you start.



Many investors and traders spend less time planning the risk of individual trades and their overall portfolio for their wealth creation than they do planning their grocery shopping. Many do not plan at all.

Without proper planning you may end up with a portfolio that is a disaster waiting to happen. We know. We've been there & we wouldn't want you to go through the sleepless nights and gut wrenching fear & financial loss that traders we know & ourselves have experienced as a result.

A major reason why we lost our waterfront home in 2000 and more since was not adhering to correct risk & money management rules - so this Atkinson Portfolio Planner © has been created from our hard knock experience and at a very real cost of hundreds of thousands of dollars.

Don't think that spreading your portfolio into several larger positions in 'safe' blue chips is necessarily the way to go either. Overloading in too many positions or too large a position can also put your portfolio seriously at risk.

Is it worth planning your portfolio correctly so that you can sleep at night, knowing that you have a balanced portfolio; are not too exposed in any one trade, volatility grouping or sector and that you have the correct number of open positions - using the money & risk management strategies as taught by some of the world's best trader authors?

Check your portfolio using the easy-to-use Atkinson Portfolio Planner © for your planned allocation of :

 Mix of high, medium and low volatility Stocks
 Mix of Stocks between sectors
 Individual risk of each position as a % of your portfolio
 Maximum % of your portfolio in any one position
 Total risk of your combined portfolio

Enter your requirements & The Atkinson Portfolio Planner © will calculate the above essential factors for you and even flag red alerts if any of your planned or open positions exceed your personal risk profile.

If you have multiple portfolios, simply save the Planner under separate file names and enter data for each of your portfolios.

It's taken a lifetime so far for you to build your capital to what you have right now. Make sure you protect and grow your nest egg with money & risk management in place from today.

Save 20%: Order this combined bundle package of both these unique portfolio tools together now and you will save 20%:

i) The Atkinson Trade Optimizer - to ranking & optimize your next potential trades or investments and

ii) The Atkinson Portfolio Planner - to help you plan and structure your portfolio with risk management

To download your own Bundle of the Atkinson Trade Optimizer © and Atkinson Portfolio Planner ©  and save 20%,  choose whether you want the dollar or pound versions , then click on the appropriate button below.

Customer Caution Notice
Jim Berg and John Atkinson are Authorised Representatives (AR Nos. 322724 and 1251439) and ShareTradingEducation™.com Pty Ltd (“STE”) is a Corporate Authorised Representative (CAR No. 322726) of Maven Capital Pty Ltd, Australian Financial Services Licence AFSL 418504. 

Direct investing in the stock market can result in financial loss. The past performance of STE products is not and should not be taken as an indication of future performance. Caution should be exercised in assessing past performance. STE's service, like all other financial services, is subject to market forces and unpredictable events that may adversely affect its future performance.

No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. Stock tips  or ‘buy’ or sell recommendations are not provided. This educational information is not designed to replace your Licensed Financial  Consultant or your Stockbroker. It has been prepared without regard to any particular person's investment objectives, financial situation and particular needs. This information is of a general nature only so you should seek advice from your broker or other investment advisors as appropriate before taking any action. The decision to trade and the method of trading is for the reader alone to decide. Refer also to the full disclaimer in our Terms and Conditions 

Price: USD $99.09*
* Foreign currency conversions are given as guidance only and are not binding. Only the price and currency confirmed by your own bank at time of payment are guaranteed.
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Money & Risk Management Bundle

Atkinson Portfolio Planner + Atkinson Trade Optimizer
Money & Risk Management Bundle Dollar Format


USD $99.09
Money & Risk Management Bundle Pound Format


USD $99.09


Copyright: The Atkinson Trade Optimizer and Portfolio Planner are protected by Copyright © and may not be forwarded on to other users, copied or amended in any way or used for other than your own personal use without the permission of Sharetradingeducation.com.

Disclaimer: Your purchase and use of the Atkinson Trade Optimizer © and Portfolio Planner (herein referred to as ‘Optimizer’ and 'Planner') is acknowledgement and formal agreement that you have read, understood, and formally agreed to the Terms of Use. No Liability accepted.

The Optimizer and Planner have been prepared and issued by Sharetradingeducation.com for educational purposes only. The calculated results reflect the assumptions and forecasts of the Optimizer and Planner user and do not reflect nor constitute opinions, forecasts or recommendations of Sharetradingeducation.com.

The Optimizer and Planner are not, and should not be construed as, an offer to sell or the solicitation of an offer to purchase or subscribe for any investment.

We are not aware of the manner in which the recipient intends to use the Optimizer or Planner. In issuing the Optimizer and Planner, it is not possible to take into account the investment objectives, financial situations or particular needs of any individual recipient. Investors should obtain individual financial advice to determine whether the results of the usage of the Optimizer and Planner are appropriate to their investment objectives, financial situation or particular needs before acting in any way on such information or results.


Jim Berg and John Atkinson are Authorised Representatives (AR Nos. 322724 and 1251439) and ShareTradingEducation™.com Pty Ltd (“STE”) is a Corporate Authorised Representative (CAR No. 322726) of Maven Capital Pty Ltd, Australian Financial Services Licence AFSL 418504. Examples from the Australian and USA markets are provided to demonstrate that Jim Berg’s principles may be used globally. This educational material is from an Australian source and complies with Australian law and not necessarily any other (local) law. Direct investing in the stock market can result in financial loss. STE products have been prepared for the general information of investors and do not take into account the investment objectives, financial situation and particular needs of any particular person. Persons intending to act on information in STE's products should seek professional advice to confirm that the investments or strategies mentioned are appropriate in the light of their particular investment needs, objectives and financial circumstances prior to taking any action. Refer also to the full Customer Caution Notice in our Terms and Conditions.