The Best Investing Resources & Tools

I often get asked about the investing tools I personally use, so I’ve put together a list of my favorites and why I love them.

I highly recommend checking each one out to see which works best for you—they’ve been game-changers for me.

Plus, I’ve partnered with a few to offer exclusive discounts you won’t find directly on their platforms.

Heads up: Some links are affiliate links, meaning I may earn some coffee ☕️ money if you purchase or subscribe, which helps fuel more content like this. But rest assured, these are all tools I genuinely use and love.

1. FinChat

What it is:

FinChat is easily the most robust tool I’ve used for investment research.

Not long ago, I could have written 2,000 words about the different tools I used for this.

Now, I just use this all in-one tool.

Why I like it:

  • Able to visualize all components of a company’s balance sheet

  • Has critical KPIs for all of the big names (e.g. iPhone Revenue, Meta’s Monthly Active People, Tesla’s Total Vehicle Deliveries)

  • Leverage the AI assistant to ask questions and summarize data seamlessly

  • Easily browse earnings call transcripts and investor presentations

2. Finviz

What it is:

Finviz is a powerful financial visualization platform that allows investors to leverage different screening, research, and visualization tools in a single plane of glass.

Why I like it:

  • The tool is super easy to use and has a lot of critical information on the homepage

  • The market overview visualization helps provide a glimpse on how the overall market is performing and what sectors and stocks should be looked at more granularly

  • The screener has all of the basic filtering needed and allows you to slice and dice through thousands of companies to identify those that meet your criteria

3. Dataroma

What it is:

Dataroma tracks the portfolios of value oriented Superinvestors by pulling data from financial filings and presenting it in an easily accessible format.

Why I like it:

  • The text-based design makes it very easy to find the portfolio of the investor you’re looking for

  • Easily identify which investors are holding a specific stock

  • View historical holdings over the years to see what investors held previously and how their portfolio has changed overtime

4. TrendSpider

What it is:

TrendSpider is an innovative technical analysis software that has tons of automation tools and functionalities that make chart analysis simple.

Why I like it:

  • In a single view I am able to see a company’s chart, live news, seasonality, insider traders, analyst estimates and more

  • Can easily set alerts and notifications based on certain parameters or indicators

  • One of the easiest to use and there’s plenty of educational resources and documentation to learn how to leverage the vast array of features and functionality

5. Open Insider

What it is: 

OpenInsider is a tool that lets you access and analyze data related to insider trading activity.

Why I like it:

  • The screener covers all major transaction filings and insider titles

  • You are able to view the top insider purchases or sells over various different time frames

  • The tool is fast, simple to use, and free

6. Berkshire Hathaway Shareholder Letters

What it is:

A catalog of Warren Buffett’s annual shareholders letters for Berkshire Hathaway, going back to 1977.

Why I like it:

  • You’ll learn from the greatest investor of all time on how to analyze businesses

  • Warren Buffett does an excellent job of providing readers with endless insight in simple to understand passages

  • There are few investors that have invested through all economic cycles, and have documented it

7. Quiver Quantitative

What it is:

Quiver Quantitative is best known as the go-to platform to track Congressional trades.

Why I like it:

  • Their data sets allow you to track more niche and alternative data sets around sentiment, government trading, and consumer interest

  • You can backtrack the performance of various different strategies.

  • You can track live stock portfolios, trades, and net worth of various different figures

8. Yahoo Finance

What it is:

Yahoo Finance is a solid resource for access to financial market data, stock quotes, news, and more.

Why I like it:

  1. Aggregates news from various different media outlets

  2. Track and analyze historical data for individual companies

  3. Provides an abundance of analyst metrics and estimates

9. Investopedia

What it is:

Investopedia is a super popular educational resource for investing concepts and financial terms.

Why I like it:

  1. It’s super easy to use and it explains complex terms and concepts in an easy to understand manner

  2. The website covers concepts outside of just investing, such as budgeting, insurance, mortgages, and more

  3. They often aggregate the top news of the day, giving you a quick overview of the biggest movers and shakers

10. Value Investors Club

What it is:

Value Investors Club is an online forum where different people share their best ideas.

Why I like it:

  1. Find unique value investing ideas from top investors

  2. Accepted users only submit their best ideas as there is a restriction on the number of investment ideas they can submit

  3. Comments allow other users to critique and share constructive feedback

11. SEC Edgar Database

What it is:

The SEC Edgar Database is a search tool that gives you full access to all public companies electronic filings since 2001.

Why I like it:

  1. EDGAR provides free, direct access to financial reports, including 10-Ks and 10-Qs

  2. Investors can stay ahead with real-time filings, catching key corporate changes, insider trades, and earnings reports as they happen

12. BNN Bloomberg

What it is:

BNN Bloomberg is a Canadian business news channel that provides live coverage of financial markets, with a focus on Canadian companies, while also offering select global news and insights from Bloomberg.

Why I like it:

  1. BNN Bloomberg provides free access to some Bloomberg articles on its website, without a paywall

  2. It offers up-to-the-minute updates on stock prices and financial news, helping investors make timely decisions

  3. While it focuses on Canadian markets, it does provide global insights

13. CompaniesMarketCap

What it is:

Companiesmarketcap.com is a platform that provides real-time market capitalization data and financial metrics for companies globally.

Why I like it:

  1. Easily compare companies by market capitalization to quickly spot industry leaders and emerging giants

  2. Filter and analyze companies based on their country of origin, helping you track market trends and top performers across different regions

  3. Sort companies by industry or sector, making it simple to identify leaders in specific categories like tech, finance, or healthcare

14. CME FedWatch Tool

What it is:

The CME FedWatch Tool is a nifty website to track the latest probabilities of FOMC rate moves. This is more relevant now than ever that the Fed is cutting rates.

Why I like it:

  1. The tool helps investors gauge the probability of future Federal Reserve interest rate hikes or cuts

  2. It uses real-time futures data to provide reliable, data-backed insights

15. St. Louis Fred

What it is:

The St. Louis Fed Economic Data (FRED) website is a comprehensive resource offering access to a vast collection of U.S. and international economic data for analysis and research.

Why I like it:

  1. FRED provides thousands of economic indicators, including GDP, debt, inflation, and unemployment rates

  2. Users can create custom graphs and charts from raw data, allowing for detailed analysis.

16. U.S. Bureau of Labor Statistics

What it is:

The U.S. Bureau of Labor Statistics website offers a ton of information on employment, wages, inflation, and productivity through regularly updated reports and data.

Why I like it:

  1. It provides key reports like the monthly jobs report and unemployment data, helping investors gauge the health of the labor market

  2. It offers detailed Consumer Price Index data, allowing investors to track inflation trends

17. MarketWatch Economic Calendar

What it is:

The MarketWatch Economic Calendar provides a schedule of upcoming U.S. economic reports and Federal Reserve speaker events.

Why I like it:

  1. It tracks key U.S. economic data like GDP, unemployment, and inflation reports

  2. You can track estimates and the actual figures in a single pane of glass

  3. The calendar highlights when Fed officials are speaking

18. Portfolio Visualizer

What it is:

Portfolio Visualizer lets you design, analyze, and compare portfolios with different investment strategies and asset classes.

Why I like it:

  1. The UI is super clean and simple.

  2. You can view more specific stats like best year, worst year, maximum drawdown, benchmark correlation, and more.

  3. In addition to backtesting portfolios, you can run regression analysis, screen for different funds, run Monte Carlo simulations, and explore risk vs return trade-offs.

19. CoinMarketCap

What it is:

CoinMarketCap.com is a platform that provides real-time market capitalization data and financial metrics for various cryptocurrencies.

Why I like it:

  1. Easily compare Cryptos by market capitalization to quickly spot industry leaders and emerging giants

  2. Filter and analyze Cryptos based on chains, different categories, price change, volume, etc.

  3. You can use the Crypto Market Overview tool to view the Fear and Greed Index, Crypto ETFs Net Flow, and the performance of the entire Crypto Market consolidated in one view.

20. Google Trends

What it is:

Google Trends shows how frequently a term is searched on Google over time, helping you analyze interest trends globally or in specific regions.

Why I like it:

  1. It’s a quick way to gauge public interest in investing topics like "AI stocks" or "housing market crash."

  2. Search spikes can potentially highlight emerging industries or popular investment themes before they hit mainstream media.

21. SimilarWeb

What it is:

SimilarWeb provides insights into website traffic, helping you analyze how users interact with a site, where traffic comes from, and how it compares to competitors.

Why I like it:

  1. Traffic data for key websites (e.g. Netflix) gives a real-time view of how a business might be performing online.

  2. It’s easy to benchmark companies against rivals, like seeing how Etsy stacks up against Shopify in user engagement.

  3. Sharp changes in traffic, like a surge on a new streaming platform, can indicate breakout success or trouble ahead.

22. Google Scholar

What it is:
Google Scholar is a free search engine for academic articles, reports, and research papers, offering access to a wealth of scholarly knowledge.

Why I like it:

  1. In-depth insights: It’s perfect for digging into academic studies on financial topics like market behavior or asset pricing.

  2. Discovering trends early: Academic research often highlights emerging trends like blockchain or ESG investing before they hit mainstream finance.

  3. Finding credible sources: Peer-reviewed papers offer trustworthy data and insights, helping refine your investing strategy with rigor.

Disclaimer:

The information provided on this page is for educational purposes only. Your financial situation is unique and the products and services I review may not be right for your circumstances. I do not offer financial advice, advisory or brokerage services, nor do I recommend or advise individuals to buy or sell particular stocks or securities. Performance information may have changed since the time of publication. Past performance is not indicative of future results.

To the best of my knowledge, all content is accurate as of the date posted, though offers contained herein may no longer be available. The opinions expressed are the author’s alone and have not been provided, approved, or otherwise endorsed by my partners.