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Premium & Free Services (I use) - Investing & Trading
I asked this question last month and was surprised by the replies. Most of us are using some form of premium service whether that is research tools, stock picking or trading. In my first year, I've used many. /1
I asked this question last month and was surprised by the replies. Most of us are using some form of premium service whether that is research tools, stock picking or trading. In my first year, I've used many. /1
My initial
was to learn quickly even it if didn't make sense in comparison to my investments or returns for a while. Knowing that I was always adding money and would eventually pare back whilst growing my investing account. I ruthlessly cut a service that I no longer use. /2
was to learn quickly even it if didn't make sense in comparison to my investments or returns for a while. Knowing that I was always adding money and would eventually pare back whilst growing my investing account. I ruthlessly cut a service that I no longer use. /2
I believe you can certainly do it all for free. No question. But many people to go down a rabbit hole for a long time and back out the other side with that method. I wanted to circumvent that. I also do not just want to piggyback. I have to be learning the why and how. /3
So here is what I use on a daily or weekly basis both free & premium.
CML Pro
- PAID (Invest)
By @OphirGottlieb. Top picks with brilliant research and CEO/CFO interviews. Provides clarity and perspective for investors. Long term mindset. @CMLviz https://pro.cmlviz.com/signup/trading-success-www-b.php?ab=122019b /4
CML Pro
- PAID (Invest)By @OphirGottlieb. Top picks with brilliant research and CEO/CFO interviews. Provides clarity and perspective for investors. Long term mindset. @CMLviz https://pro.cmlviz.com/signup/trading-success-www-b.php?ab=122019b /4
Wallmine 
- FREE (Invest)
A fantastic free portfolio tracking tool. It's how I get most of the pie charts etc. I post. It also has a brilliant screener and SEC Filing Search. Premium Version available. I have no need for it. @wallminecom /5 https://wallmine.com/
- FREE (Invest)A fantastic free portfolio tracking tool. It's how I get most of the pie charts etc. I post. It also has a brilliant screener and SEC Filing Search. Premium Version available. I have no need for it. @wallminecom /5 https://wallmine.com/
Earnings Calls
- FREE (Invest)
@BorsaHQ is a useful Earnings Calls App that allows you to search and stream old or new calls and play them on demand. Premium version available that allows you to download and stream calls live. /6 https://www.borsahq.com
- FREE (Invest)@BorsaHQ is a useful Earnings Calls App that allows you to search and stream old or new calls and play them on demand. Premium version available that allows you to download and stream calls live. /6 https://www.borsahq.com
WeBull 
- FREE (Invest & Trade)
@WebullGlobal is a broker but you can use their app on phone and desktop with just an email. Great for watchlist, tracking portfolios, a quick look at price, info similar to YahooFinance. My go-to for a quick look. iPhone App is great. /7
- FREE (Invest & Trade)@WebullGlobal is a broker but you can use their app on phone and desktop with just an email. Great for watchlist, tracking portfolios, a quick look at price, info similar to YahooFinance. My go-to for a quick look. iPhone App is great. /7
Koyfin 
- Free (Invest)
@KoyfinCharts is a wonderful free tool that has the data of paid services like YCharts. Great tool for comparing companies and looking at their stats , tons of features. Will likely go behind a paywall someday. /8 https://www.koyfin.com
- Free (Invest)@KoyfinCharts is a wonderful free tool that has the data of paid services like YCharts. Great tool for comparing companies and looking at their stats , tons of features. Will likely go behind a paywall someday. /8 https://www.koyfin.com
CMLViz 
- Free (Invest & Trade)
CMLViz provides a ton of really useful information without even a login required. I particularly like TearSheets for a company overview as well as Pivot Points for an easy view of the Moving Avgs. @CMLviz /9 https://www.cmlviz.com/home
- Free (Invest & Trade)CMLViz provides a ton of really useful information without even a login required. I particularly like TearSheets for a company overview as well as Pivot Points for an easy view of the Moving Avgs. @CMLviz /9 https://www.cmlviz.com/home
FinViz - Free (Invest & Trade)
FinViz is a powerful screener which can be used for investing and trading. I currently use it mainly to pick out high volume price action in real-time. As such I use their ELITE Premium service (for now). /10
http://www.finviz.com
- Free (Invest & Trade)FinViz is a powerful screener which can be used for investing and trading. I currently use it mainly to pick out high volume price action in real-time. As such I use their ELITE Premium service (for now). /10
http://www.finviz.com
TrendSpider
- Paid (Trade)
I've tried several charting services and ended up with @TrendSpider due to simplicity, UI & Price. The more I use it the more I like it. I found other services overwhelming. A lot of pros seem to use it. /11 https://trendspider.com?_go=rshbrnvstrtrendspider.com/?_go=rshbrnvstr
- Paid (Trade)I've tried several charting services and ended up with @TrendSpider due to simplicity, UI & Price. The more I use it the more I like it. I found other services overwhelming. A lot of pros seem to use it. /11 https://trendspider.com?_go=rshbrnvstrtrendspider.com/?_go=rshbrnvstr
Tradersync 
- Paid (Trade)
I'm new to @tradersync. Previously I had my own XL docs to track my trading but this service is so many levels up from what I could do. With CSV Import it'll save me tons of time while giving me A+ Metrics. /12 https://www.tradersync.com/?ref=borninvestor
- Paid (Trade)I'm new to @tradersync. Previously I had my own XL docs to track my trading but this service is so many levels up from what I could do. With CSV Import it'll save me tons of time while giving me A+ Metrics. /12 https://www.tradersync.com/?ref=borninvestor
Earnings Whispers 
- Free (Trade & Invest)
A useful tool to track earnings dates confirmed or expected. I use their free service and follow on Twitter @eWhispers /13 http://www.earningswhispers.com
- Free (Trade & Invest)A useful tool to track earnings dates confirmed or expected. I use their free service and follow on Twitter @eWhispers /13 http://www.earningswhispers.com
OptionsCalculator 
- Free (Trade)
A useful tool for calculating the expected trajectory of an option whether it's complex or simple. I use this a lot. I'm not 100% on accuracy maybe someone can advise? But it gives a decent idea when learning. /14 http://www.optionsprofitcalculator.com
- Free (Trade)A useful tool for calculating the expected trajectory of an option whether it's complex or simple. I use this a lot. I'm not 100% on accuracy maybe someone can advise? But it gives a decent idea when learning. /14 http://www.optionsprofitcalculator.com
Trademachine 
- Paid (Trade)
http://Trademachine.com is a backtesting software for options and stock trades. It's really excellent for finding high probability trades based on empirical data by @OphirGottlieb. I use this every day. /15
- Paid (Trade)http://Trademachine.com is a backtesting software for options and stock trades. It's really excellent for finding high probability trades based on empirical data by @OphirGottlieb. I use this every day. /15
MoonshineTrading 
- Paid (Trade)
@moon_shine15 provides a trading service for stocks, crypto etc. TBH his public account is worth a follow for any trader for commentary. You can piggyback with him if that's what you want to do but I've learned a lot. /16
- Paid (Trade)@moon_shine15 provides a trading service for stocks, crypto etc. TBH his public account is worth a follow for any trader for commentary. You can piggyback with him if that's what you want to do but I've learned a lot. /16
Fintwit 
- Free (Everything)
I love #fintwit. So much free information here. But buyer beware try to identify quality accounts and people who know what they're doing. Don't be led astray by pretenders /17.
- Free (Everything)I love #fintwit. So much free information here. But buyer beware try to identify quality accounts and people who know what they're doing. Don't be led astray by pretenders /17.
That's all for now. Love to get any feedback here. Everyone does things their own way. These work for me. Thousand Ways to skin whatever. I look longterm with my investing and trading. It's all about CAGR. Always Zoom Out. Don't get stuck in a day or a week or even a year. /End
