Institutional-Grade Financial Intelligence

CLEARVIEW

FINANCIAL PRESS

Professional-grade financial tools, frameworks, and analysis — built by a CFO with a Wharton MBA and three decades at the intersection of markets and capital.

Wharton MBA
30 Years Market Experience
Former CFO — $10.8M Startup
Top 5% Seeking Alpha Contributor
Our Philosophy

Built for the Serious Investor.
Not the Casual One.

Every product under the Clearview Financial Press imprint is designed to the standard of a Wall Street working document — not a mass-market paperback. We do not publish content we would not use ourselves.


The tools that move capital — the models that get funded, the journals that build discipline, the frameworks that generate alpha — are institutional by nature. We make them accessible.

Practitioner-Created
Every product is built from live market experience — not academic theory. The 3-Statement Financial Model was built the way CFOs actually build them. The Trading Journal was designed around how serious traders actually trade.
Institutional Standard
We apply the same rigor to a $29 template that a top-tier investment bank applies to a pitch book. Formatting, logic flow, stress-testing, and documentation. No shortcuts.
Independently Published
No editorial committee. No corporate agenda. Unfiltered expertise — the clarity that only comes from building and operating real businesses with real capital at stake.
The Catalog

Tools That Work at
the Highest Level

Available on Gumroad and Amazon KDP. Institutional quality. Independent pricing.

Tier 3 — Financial Models
Startup 3-Statement
Financial Model
Institutional-quality Excel model with three business type configurations — Transactional, SaaS, and Hybrid. Integrated P&L, Balance Sheet, and Cash Flow with scenario switching.
From $199
Tier 1 — Trading Journals
Alpha Win Rate
Trading Journal
229-page structured trading diary. 90 days of two-page spreads, 13 weekly reviews, 3 monthly deep-dives, performance analytics, chart reference guides, and emotion tracking.
$14.99 Paperback
Tier 2 — E-Books
Technical Analysis:
A Master Course
Coming Q2 2026. A practitioner's guide to chart patterns, volume analysis, momentum indicators, and systematic trade identification. Built on 30 years of live market study.
From $19.99 — Coming Soon

"The tools that separate institutional traders from retail traders are not secrets — they are disciplines. We publish the disciplines."

30
Years in
Options & Markets
$10.8M
Startup
CFO Experience
Top 5%
Seeking Alpha
Contributor Rank
MBA
Wharton School
of Business
Early Access

First Access to New Products
& Research

New financial models, market research, and premium publications — delivered before public release.