Stock Research and Portfolio Tools
Here’s a list of Stock Research and Portfolio Tools / Websites I personally use for Research and Portfolio Construction.
Analyzing Stock Tools
Finding Investment Ideas
Value Investors Club
Keeping Track of Markets
*You get 20% off your Tikr and Koyfin Subscriptions using the Links on this site. Those are affiliate links, so I also benefit when you use them.
Tikr is a high-quality Investing Terminal perfect for researching companies and filtering for new investment ideas.
You can find all the information that you need on a company:
A Company Overview
The Most Recent News
Detailed Financial Data
Transcripts of All Calls
Overview of the Ownership of a Company
One of my favorite features is the “Track Investing Gurus” Feature, where you can track the portfolios of the world’s best investors.
You can see what they currently hold, what they sold, what they bought, and what weight a position has in the portfolio.
Very User Friendly
Unique Tools like the Track Investing Gurus Feature
Ability to set up your own Newsfeed on specific topics (e.g. Mergers, IPOs, Dividends, Management Changes, etc.)
Sole Focus on Stock Investing
The Market Overview could offer more information
Koyfin is another Stock Research Terminal that is closer to professional terminals like Bloomberg or FactSet.
It’ll take more time to settle in than Tikr, but it offers some features advanced investors will appreciate that other terminals don’t provide.
Unique Features include:
Advanced Security Search (Search for Asset Category, Trading Currency, or Trading Exchange)
Advanced Transcript Search
A Worldwide Economic Calendar
Global Coverage of Equities, Analyst Estimates and Financials
Lots of Charting Features
Detailed Information on Multiple Asset Classes
FastGraphs is a unique service that offers fantastic charting options for individual companies that make it very easy to analyze a company’s financials and valuations.
Finding Investment Ideas:
If you are looking for new investment ideas or want to learn more about valuation, this is the right place.
Lots of talented investors showcase their investment ideas.
Find out about the newest changes to the portfolios of Superinvestors. Every quarter, Investors have to report their portfolios of U.S. holdings.
Dataroma tracks the portfolios of Superinvestors so you can check what they own, what they bought, and what they sold.
(I use Tikr for this now, but if you don’t, this is an alternative)
On Seeking Alpha, investors can publish write-ups on companies. It’s another great tool to do some research and learn about stocks that you are interested in.
Keeping Track of Markets:
I like to use Finviz to get a quick overview of the markets and indices using their Index Maps.
*The links to Koyfin and Tikr are affiliate links which means that I get a provsion if you sign up through these links. There are no additional costs for you, of course. For Koyfin, there’s even a 20% discount if you sign up via this link!