Trading & Investing Guides
Clear methods for using CATCO's stock and crypto tools without mistaking a calculation for a forecast.
Practical answers linked to working calculators
Each guide explains what a financial calculator measures, the formula or logic behind it, the inputs to verify and the limitations to consider before using its output.
The guide library
Methods, examples and assumptionsToken Launch Guide: Modes, Fees and Risks
Compare launch modes, prepare factual token metadata and review the network, fees and transaction risks before signing.
How to Calculate Position Size Before a Trade
A practical guide to risk-based position sizing for stocks and crypto, with stop-loss distance, fees and worked trade logic.
Dollar-Cost Averaging vs Weighted Average Price
Learn how recurring investments and weighted cost basis are calculated for stock and crypto purchases.
Global Market Hours: How to Track Trading Sessions
Understand global stock exchange sessions, local market clocks, overlaps and the difference between market hours and 24/7 crypto trading.
How to Calculate Trading Profit, Loss and ROI
Calculate gross PnL, round-trip fees, net return and breakeven price for long or short trades.
How to Estimate Crypto Liquidation Price
Understand leverage, maintenance margin and liquidation distance before opening an isolated-margin crypto position.
How Compound Interest Builds an Investment Goal
Learn how principal, recurring contributions, time and compounding frequency affect a long-term investment projection.
How to Plan Risk Reward and Take Profit
Turn entry and stop distance into a target price, position size and potential reward using an R-multiple.
How Averaging Down Changes Your Cost Basis
Calculate a new weighted cost basis after an additional stock or crypto purchase and understand the concentration risk.
How to Plan Trades with an Economic Calendar
Organize macro releases by country, importance and local time to prepare for event-driven market volatility.
How to Track Earnings and Ex-Dividend Dates
Build a personal corporate events calendar for earnings reports and ex-dividend dates on your stock watchlist.
How to Read an Options Payoff Diagram
Use expiration payoff curves to compare long and short calls or puts, breakeven prices and risk limits.
How to Rebalance a Portfolio to Target Weights
Compare current and target asset weights, then calculate the buy and sell amounts required to rebalance a portfolio.
How Fees, Spread and Slippage Affect a Trade
Measure commission, bid-ask spread and slippage together to estimate all-in execution cost and breakeven movement.
Why Drawdown Recovery Requires a Larger Gain
Understand asymmetric loss recovery and calculate the gain or number of periods needed to restore capital after a drawdown.
How to Use an Asset Correlation Matrix
Calculate and interpret Pearson correlations between stock, ETF or crypto return series for diversification research.
How to Set a Volatility Stop with ATR
Convert Average True Range into a volatility-adjusted stop and position size for long or short trade planning.
How FIFO, LIFO and HIFO Change Realized PnL
Compare tax-lot selection methods before a partial stock or crypto sale and understand their effect on estimated realized gain.
How to Calculate Dividend Income and Yield on Cost
Understand annual dividends, monthly averages and the difference between current yield and yield on cost, with a worked example.
Staking APR vs APY: How Compounding Changes Yield
Convert staking APR to net APY after platform fees and compare the impact of different compounding frequencies.
How the Bitcoin Halving Countdown Works
Understand Bitcoin's 210,000-block subsidy schedule, block-height progress and why a halving date is always an estimate.