Most Popular Cheat Sheets

The references investors and analysts reach for most often.

What is a financial cheat sheet?

A one-page reference that summarizes the key formulas, definitions, or decision rules for a specific topic — like profitability ratios, DCF valuation, or the Greeks in options. Designed for quick lookup, not deep reading.

Who are these cheat sheets for?

Anyone who works with financial concepts regularly — investors analyzing stocks, students preparing for exams, analysts building models, and professionals prepping for interviews. They cover everything from basic ratios to LBO modeling.

How do I use a cheat sheet effectively?

Don’t memorize them. Use them as a reference while doing actual work — building a model, analyzing a stock, or reviewing a balance sheet. Over time, the formulas stick through repetition. Each cheat sheet links to the full glossary definition and in-depth guide for more context.

Can I print these cheat sheets?

Yes. Every cheat sheet is designed to work as a single-page reference. Print directly from the page, or bookmark it for quick access on your phone or second monitor. We keep them concise so they stay useful as a quick-reference tool.

What’s the difference between a cheat sheet and a full guide?

A cheat sheet gives you the what — the formula, the definition, the quick rule. A full guide in Investing or Financial Modeling gives you the why and how — context, examples, and deeper reasoning. Learn with the guide, reference with the cheat sheet.