Last Updated: 2026-10-26
Download the five-page PDF. No signup or card is required for this direct download. It is a printable working reference for comparing a tool or venue, with invented examples whose arithmetic you can check.
Five pages, five tasks
- Define the job. Record the exact product, provider entity, eligibility evidence and required output. An unmet requirement stays visible rather than disappearing inside an overall rating.
- Calculate matched costs. Distinguish filled turnover from a round trip, include both sides' fees, and compare a fixed subscription with an explicitly hypothetical cost difference. The figures are examples, not current provider quotes.
- Separate tools from authority. Distinguish charts, tracking and execution. Work through rejected requests, unknown order outcomes and stale inputs on paper.
- Reconcile the snapshot. Separate balances from debt and deposits from returns. A pool receipt and its underlying holdings must not both inflate the total.
- Keep a decision record. Save the evidence, unresolved requirements, recurring cost and exit path. The useful result can be to postpone a purchase or retain a tool you already have.
For example, reducing a hypothetical rate from 0.10% to 0.04% on $100,000 of total filled turnover changes fees by $60. If that amount instead means $100,000 on each of two legs, total turnover is $200,000 and the difference is $120. The worksheet asks you to write down that denominator before comparing a discount.
Use it without a trading account
Open or save the PDF, choose one task and fill a copy for each candidate. Use public documentation and clearly labeled paper examples first. Record the date beside a price or provider statement. A screenshot of a marketing claim is evidence of what was advertised, not proof that it worked.
The file contains no platform star ratings, personal trading-test claims, return targets or recommendation to increase trading volume. It does not establish current legal eligibility, tax treatment, security, solvency or future performance. A calculated fee difference can be smaller than other costs, and trading can lose capital.
The previous edition of this page and PDF carried unsupported rankings and email-delivery claims. This edition replaces those with a direct file and a reproducible research process; source history is preserved. It does not certify that any named provider has passed a test.
Downloading and subscribing are separate
The link above opens the PDF directly. If your browser displays it rather than saving it, use the PDF viewer's save or print control. The download page also provides the same file. Neither path requires you to submit an email address.
A newsletter invitation may appear elsewhere on the site. Choosing that signup is a separate action handled by its displayed form and provider. This page does not promise an automated welcome sequence, a weekly schedule or email delivery within a fixed time. No subscription is created just by downloading the PDF.
AITR also links to paid guides and may earn commissions from commercial links. The worksheet contains no affiliate destinations, and its use does not require buying a guide. Check any merchant's current file list, price and delivery terms separately.
Continue with the task you need
- Compare execution and platform costs.
- Choose a charting or automation workflow.
- Reconcile a portfolio tracker.
- Understand order types and planned-loss assumptions.
Edition: 26 October 2026. Educational reference, not individualized financial, legal or tax advice. Local file and page checks do not establish live email delivery or a merchant purchase outcome.