Best Investing Tools

Where I published 300+ articles and where I still go first for earnings transcripts, quant ratings, and long-form stock analysis. The community is unmatched.

Where I track the OTC-traded securities I actually own. Real-time quotes, filings, and disclosure data for stocks that don't trade on major exchanges. Essential for anyone in Fannie/Freddie preferred or other OTC names.

If you are not reading primary source filings, you are guessing. 10-Ks, 10-Qs, proxy statements, and insider transactions. Free and essential.

Where I hold my portfolio. I log in once or twice a month — to grab tax forms, make a trade, or move money. Right now it's Fannie and Freddie preferred, set it and forget it. I don't check my account balance often for any reason.

Low margin rates, global market access, and professional-grade tools. I use IBKR alongside Schwab.

Best charting platform out there. I use it to track GSE preferred spreads, run technical screens, and monitor relative value. Pine Script is powerful for custom indicators.

The bible of value investing. Written in 1934 and still the most rigorous framework for analyzing stocks and bonds. Buffett calls it the best book on investing ever written.

Graham's book for the everyday investor. Chapters 8 and 20 alone (Mr. Market and Margin of Safety) are worth more than an MBA in finance.

Lynch ran Fidelity Magellan to 29% annual returns for 13 years. This book teaches you to find ten-baggers by paying attention to the world around you.

Low risk, high uncertainty. Pabrai distills the Patel motel business model into a framework for finding asymmetric bets in public markets. Changed how I size positions.

One 34-inch ultrawide replaces a dual-monitor setup. Tile your brokerage, charts, and research side by side without bezels cutting through your view. Dell and LG make the best ones.

The industry standard since 1981. RPN logic, bond calculations, NPV, IRR, and amortization. Every serious finance professional has one on their desk. There is a reason it has not changed in 40 years.

Write down your thesis before you buy. Record your entry price, target, and what would make you wrong. Reviewing your journal is worth more than any technical indicator.

Build your own DCF models, track your portfolio, and run scenario analysis. No app replaces knowing how to build a spreadsheet from scratch. I use Google Sheets for collaboration and Excel for heavy modeling.

Where I organize research notes, earnings call takeaways, and investment checklists. The database feature is perfect for tracking a watchlist with custom fields for valuation, catalyst, and risk.