8d (edited) • Tools & Resources
Tools, Versions and Known Changes
Use this thread as the single source of truth for current RBI files.
FREE PLANNER — VERSION 1.0
Released 30 July 2026
RBI Starter Planner contains 10 tabs:
• Start Here
• Readiness Check
• Goals & Horizons
• Risk Guardrails
• Building-Block Comparison
• Portfolio Policy Draft
• One-Page Plan
• Review Routine
• Maya Worked Example
• Glossary and Sources
Get the current Excel file or make a Google Sheets copy from RBI Starter in Classroom. The free planner is useful on its own.
PAID OPERATING SYSTEM — VERSION 1.0
Released 30 July 2026
The RBI Investment Operating System contains 26 tabs.
Core 30-day build (19 tabs):
• Start Here
• Dashboard
• Source Log
• Version Log
• Investment Policy
• Goals & Horizon
• Risk Guardrails
• Portfolio Allocation
• Fund Comparison
• Cost Calculator
• Concentration & Overlap
• Rebalancing
• Decision Rules
• Decision Journal
• Monthly Review
• Quarterly Review
• Annual Review
• Investment Operating Manual
• Core Guided Case
Optional Stock Research Lab (7 tabs):
• QVM
• Company Research
• Red Flags
• Valuation
• Position Sizing
• Thesis
• Guided Demo
The paid files appear inside The RulesBasedIncome System after purchase. Excel and Google Sheets are both supported.
HOW CHANGES ARE HANDLED
Every material update will state:
1. the version number and release date;
2. the lessons or tabs affected;
3. what changed and why;
4. whether an existing working copy needs action;
5. known limitations.
Before replacing a working copy, keep a backup. Do not paste new formulas into an active file without checking references. Formula outputs do not validate source quality, and worked examples remain fictional and educational.
If you suspect a problem, post in Questions with the tab, cell, expected behaviour and a fictional reproduction case. Do not share holdings, account values or personal financial details.
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Tools, Versions and Known Changes
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