The Tools Behind Every Post I Write ✍️
A late night gift for fellow investors on Blossom who might be starting out their journey… this is a post about all the wonderful tools I use to research and monitor stocks, ETFs, Market News, Sector rotations and Insider/institutional Trading activity.
I call it my investment tech stack, and here is my list:
1. OpenInsider
Every Form 4 filing in one clean searchable database. When a CEO buys $1M of their own stock on the open market this is where I see it.
I actually go on every week and look at open market purchase activity especially when it’s a cluster and then research those companies further.
openinsider.com
2. Whale Wisdom
13F institutional holdings tracker I use it to track the hedge funds I like so I know what Driehaus, Hood River or Renaissance are holding and what they just bought or sold. It’s how I found many amazing small caps early on like ONDS, BBOT, ATAI, etc.
Updated every quarter after the 45-day filing deadline and I will use it to write up my post about “Going Behind Enemy Lines to Uncover What happened with Situational Awareness’s rise and fall” in about 10 days when they submit quarterly filings.
whalewisdom.com
3. Unusual Whales
Ok this one I have deep love for, it’s how I landed SO MANY successful options trades and I check it every day for UOAs. I subscribe to the premium version for full access.
Options flow and congressional trading tracker. When unusually large options activity hits a ticker before a catalyst Unusual Whales catches it. Also tracks what your elected officials are trading, make of that what you will. 😏
unusualwhales.com
4. Quartr
Beautiful App that delivers Earnings calls, investor presentations and transcripts in one place. I use this to listen to management on quarterly earnings calls, I can search through transcripts for specific keywords and it pulls press releases for companies you track faster than any other source.
I used it to write my post on banks exposure to private credit.
quartr.com
5 .Portfolio Visualizer
This one is Amazing for backtesting to see if logic held up historically, correlation analysis, factor exposure. When I want to understand how two assets move relative to each other this is where I go. My posts on ETF correlation were built using this tool.
portfoliovisualizer.com
6. Seeking Alpha
I love this platform and I subscribe to the premium version for full access. The best Sector dashboards, earnings calendars, and analyst reviews. The Seeking Alpha screener is where the sector ETF performance data in my rotation posts comes from and it does it through a great user experience.
seekingalpha.com
7. FinViz
My morning ritual, covers futures, sector heatmaps, screeners, and technical data. If you’ve seen any of my Before the Open posts a lot of that data is sourced from Finviz. It’s simple, to the point and free.
Finviz.com
Now for my favorite sources of market updates and news:
1. Barron’s
I think it’s on of the most thoughtful long-form financial journalism sources available to retail investors.
barrons.com
2. Bloomberg
Breaking market news and macro analysis. This one is the only news app where I have notifications on 😅
bloomberg.com
3. WSJ
The paper of record for business and economics. Primary source journalism on Fed policy, corporate earnings and geopolitics.
wsj.com
4. Motley Fool
Good for accessible company-level analysis. I read it for perspective not a primary source. A tip on here is how I got interested to look into INTC again in March and went in at $49 which turned into a Multibagger by May.
Fool.com
5. Substack
It’s an amazing jungle of great writers and if you can find the ones that have real substance you’re in for some great insights. I’d recommend “The Dark Side of The Boom” exceptional financial analysis.
The Holy Grail of Platforms for me though is SEC EDGAR. Nothing for me replaces reading through official filings, pulling data out of balance sheets, reading about business segments, company risks, and understanding how a company is progressing YoY/QoQ.
The bulk of my posts as you guys might already know are sourced from data points I traced back to a primary source filings like 10-Q, 8-K, 13F. The tools help me find the signal and I usually confirm everything from filings.
So, there you have it my full stack of tools in one posts, if you found this useful I invite you to follow my account for more.
Have a great weekend!
