IX Forum Wealth Solutions 

IX Forum’s Wisdom and Wellbeing training is supported by a suite of in-house wealth solutions developed by Dr Ian Day

 

These tools help clients turn knowledge into practical action by supporting investment planning, retirement modelling, portfolio awareness, and long-term wealth-building. They are designed to deepen understanding, improve financial decision-making, and provide a clearer view of how different strategies may impact future outcomes

 

Together, our coaching, education, and solutions give clients a more structured way to build wealth, protect their future, and create a lasting financial legacy

 


 

STOAT 

STOAT is IX Forum's Stocks and Options Analysis Toolkit enabling trained users and experienced stocks and options investors to be able to manage their investments in a single workbook

 

Take a look at the video and information below to see and hear more on how STOAT helps investors build knowledge and confidence to enhance the performance of their portfolios

 

What is STOAT?

STOAT helps trained users and investors organise, analyse and review stocks and options positions in one structured workbook. It supports research, position awareness, scenario review and risk visibility

 What does it do?

 4 components for pre-trained stocks and options investors to   strategically plan, manage, analyse and research their investments all in 1 comprehensive Toolkit

 What are the benefits of this STOAT?

 Provides powerful insights and analysis across investments, viewing   positions,  possibilities and identifying risks - bringing a wealth of research insight and live market data to improve performance

 What makes STOAT unique and a must have?

 For investors that regularly manage options and stocks – reducing time and risk  

 Why use STOAT tech rather than basic spreadsheets provided by trainers?

 There was nothing like STOAT available from the training courses we attended. We want others to benefit too!  

 Will it do everything I need for stocks and options trading?

 STOAT is packed to support most retail options and stocks investors - its available as part of our IX Wisdom Elite package

FOXES (FOreX Event Screener)

FOXES is the IX Forum Forex Event Screener. It helps investors and traders understand how major economic events can move currency markets by reviewing historic reactions to news such as inflation data, employment figures, interest rate decisions and central bank statements.

 

Instead of guessing how markets may respond, FoXES gives users a structured way to analyse event risk, compare previous outcomes and build greater awareness as part of their education and preparation around key announcements

 

Take a quick look 

 

 

FOXES brings a unique way to visualize and grasp the impact, or potential impact of macroeconomic data on one's trades and investments. It brings together minute by minute detailed comparative historical views of macro responses (currency pairs, major indices, and commodities) to key economic indicators such as interest rates, inflation, and employment

 

This enables both a fine grained feel for how the market responds and by how much, implications which then extend into the longer term understanding of how asset classes are performing and why

 

These views are easiest digested as commentaries giving high resolution vision both to FX trading if trading fundamentals, and importantly also both to weekly and monthly options traders and to long-term investors needing to understand what is influencing price for their key instruments

 

10 Min Overview

Take a longer video tour to see how FOXES supports investors 

 

Why EaGLES?

Company earnings announcements can create some of the most significant short-term movements in individual stocks

 

For investors, this can create both opportunity and risk. A stock may report strong earnings and still fall. It may miss expectations and still rise. The market reaction often depends on expectations, positioning, guidance, sentiment and wider market conditions

 

EaGLES helps IX Forum members study these events with more structure

 

Rather than relying only on news headlines or opinion, users can review how a stock has behaved across previous earnings cycles and consider what this may teach them about volatility, timing and risk

 

How EaGLES Works

EaGLES provides a dashboard-style view of company earnings events, including:

Feature Purpose
Historical price charts Shows how the stock behaved around previous earnings events
Earnings-event tracking Highlights relevant reporting periods and event dates
EPS and revenue data Displays actual figures, forecasts and surprise data where available
Post-event movement Helps users review how price reacted after the earnings event
Research prompts Supports further investigation using external sources
Visual dashboard Makes complex earnings-event behaviour easier to interpret

Who EaGLES is for

EaGLES is designed for IX Wisdom Elite members who want to improve their understanding of:

Earnings events, Stock price reactions, Market expectations, Event-driven volatility

Risk management, Stock research, Options and trading education

Behavioural discipline around market-moving events

 

This tool may be particularly useful for investors who follow large-cap stocks, growth companies, technology stocks or stocks where earnings announcements can create meaningful price movement

 

EaGLES is provided for educational purposes only. It does not provide regulated financial advice, investment recommendations, trading signals or personal financial planning advice. Past market behaviour does not predict future performance, and investing involves risk.

IX Casino

IX Casino is a practical simulation that helps investors understand risk before they experience it in real market.

Its an interactive financial education game used within the IX Forum retreat experience to demonstrate how different trading strategies can affect investor outcomes

The game is designed to make risk visible. Participants are taken through a range of trading approaches and scenarios to see how decisions, position sizing, leverage, probability, emotions, and market behaviour can influence financial results

Like a casino, the experience helps show why the odds can work against investors when strategies are poorly understood, overused, or driven by emotion. In some scenarios, participants can see how quickly financial losses may develop when risk is not managed correctly

The IX Forum IX Casino is a practical trading strategy simulation designed to help investors understand risk before they experience it in the real market

Used as part of the IX Forum retreat, the game demonstrates how different trading strategies can create very different financial outcomes. Through interactive scenarios, participants can see how probability, leverage, emotional decision-making, and poor risk control can lead to significant losses

The purpose is not to encourage gambling or speculation. It is to help investors recognise how easily the market can behave like a casino when they do not understand the rules, the odds, or the risks they are taking

Experience the strategies. See the risks. Learn why the house often wins — and how better education can help investors make more informed decisions

IX Casino is only available for those that attend our Wellbeing and Wisdom retreat

Retirement Income Modeller 

Plan your retirement income with greater clarity

 

The Retirement Income Modeller gives you a clear visual picture of how your pension could fund your future lifestyle. It helps you explore income options, tax-free withdrawals, investment assumptions and long-term pot sustainability, so you can make more informed decisions about retirement planning

 

Its designed to help business owners, investors and SSAS members understand how their pension could support them in retirement. The tool allows users to model pension drawdown, tax-free cash, taxable income, investment returns, inflation assumptions and the long-term sustainability of their retirement pot

 

By adjusting key assumptions, users can explore different retirement income scenarios and see how their SSAS pension may perform over time

 

 

Key Benefits for Investors

Brings awareness as to how long your pension pot may last

Model future retirement income from your SSAS pension

Understand the balance between taxable income and tax-free withdrawals

Test different drawdown and investment return assumptions

Factor in inflation and the declining spending power of money

Support more informed conversations with advisers, trustees and planners

IX Forum Compound Calculator

The IX Forum Compound Calculator helps investors understand how capital may grow, compound, and later be withdrawn over time

Designed as a practical planning tool, it allows users to model two distinct phases:

Phase 1: Saving and Compounding

Users can input:

  • Initial capital
  • Expected monthly return
  • Start and end dates
  • Monthly additional contributions
  • Expected inflation/depreciation rate

The calculator then projects how capital may compound over time, with a clear chart showing the potential growth curve

Phase 2: Spending and Withdrawal Planning

The second phase helps users explore what could happen when they start drawing down capital

Users can model:

  • Starting capital after the compounding phase
  • Expected monthly return
  • Withdrawal start and end dates
  • Monthly withdrawals
  • Inflation impact over time

This gives a visual projection of how long capital may last under different withdrawal assumptions

Key Features

  • Two-stage model: accumulation and decumulation
  • Visual charts showing projected pot value over time
  • Annual date and pot value tables
  • Inflation/depreciation adjustment
  • Monthly contribution and withdrawal modelling

Summary

The IX Forum Compound Calculator is designed to help you see the real power of compounding — and the impact of withdrawals over time

Whether you are building wealth, planning future income, or testing different savings and investment assumptions, this tool gives you a simple visual way to explore how your money could grow and how long it may last

By modelling both the saving phase and the spending phase, the calculator helps bring clarity to long-term planning, pension modelling, and investment decision-making

Understand the numbers. Test the scenarios. Plan with greater awareness

IX Forum Savings & Investment Planner

The IX Forum Savings & Investment Planner helps users bring their personal finances, savings, pensions, SSAS assets, investments, and income sources into one clear planning view

It is designed to help investors understand:

  • What they own
  • Where their money is allocated
  • How much income they currently generate
  • Their overall net worth position
  • The gap between today’s position and their future financial intention

The planner includes sections for personal assets, liquid savings, income sources, SSAS holdings, net worth, portfolio allocation, monthly tracking, annual compounding, and investment analysis

The IX Forum Savings & Investment Planner gives you a structured way to map your current financial position and understand how your savings and investments are working together.

By bringing together personal income, liquid assets, SSAS or pension holdings, property equity, stock market exposure, crypto, business value, and investment allocation, the planner helps create a clearer picture of your total financial landscape

It also allows you to track progress against your financial intentions, monitor monthly and annual portfolio values, and assess how different investment areas contribute to your wider wealth-building plan

See your financial position clearly. Track your progress. Plan your next move with greater awareness

Accessing IX Forum’s Wealth Generating Solutions

 

IX Forum’s Wealth Generating Solutions are included as part of the IX Wisdom Elite education and coaching package*

 

This package brings together financial education, coaching and practical tools designed to help members build greater financial understanding, improve decision-making and apply wealth-building principles with more structure and confidence

 

Please note: IX Forum provides education, coaching and tools. We do not provide regulated financial advice
*Excludes IX Casino which is only available at our Wellbeing and Wisdom Retreats

 

Learn more

Important: IX Forum is a financial education, coaching and events business. We provide education, tools and learning experiences to support financial awareness and decision-making. We do not provide regulated financial advice, investment recommendations or personal financial planning advice