How do you track stocks, ideas over 3-5 Years?

I had the Forte Labs membership for more than an year. But recently, Tiago has removed the paywalls to the site. Especially ever since his book on BASB came out.
The book does a decent justice to the concept. I would recommend the book along with the videos on the Forte channel in YT. That should be a more than sufficient for a DIY model.
However, for others, who don’t want to DIY, the course helps. Since it has an active peer forum component.