THE ULTIMATE STOCK MARKET TOOLKIT
Content from and Credit to: Market Toolkit
Over the years I’ve amassed a large collection of links, resources, tools and so on that I find useful in my trading/investing activities. I’m compiling those here, along with any that were shared with me via Twitter/Reddit/email/etc and seemed useful after a cursory look. While I’ve done my best to link to tools that are not only legitimate but also likely to stay active, alive and useful for the foreseeable future, obviously I have no control over these companies/websites and over time some of the links may break or situations may emerge that turn them into poor recommendations. Also, this list is not exhaustive by any means and may be updated in the future as new tools/resources emerge.
DISCLAIMER: In general, there is no preference given to any of these resources and this is not a recommendation to use them. Besides categorizing them and deciding to include some based on personal experience, I am not officially suggesting any opinion on any of these, but I do have experience with many of them and have tried to include things I’ve had good experiences with or that I personally use in my trading/investing activities.
Any links that are bold are things I either currently use or have used enough in the past to get a good feel for their quality/functionality, but that does not mean I am recommending them, only that I have personal experience with them. If it is not bold, it doesn’t mean I’ve never used it, only that it’s something I just use now and then or that it seemed handy at a cursory glance. In short regarding this entire list, I am not a financial advisor. Do your own due diligence and speak to a professional before making any financial decisions.
Table of Contents:
- GETTING STARTED
- BROKERS & TRADING SOFTWARE
- GENERAL STOCK MARKET RESEARCH
- CALENDARS
- TECHNICAL ANALYSIS
- FUNDAMENTAL ANALYSIS
- SCANNERS, SCREENERS & IDEA GENERATION
- TRADE ANALYSIS & REVIEW
- SEC FILINGS
- HALTS, SHORT SELLING AND EXCHANGE RESOURCES
- PAID TRADING SERVICES/EDUCATION/CHAT ROOMS
- BOOKS
- CRYPTOCURRENCIES
- YOUTUBE CHANNELS
- TALKS/SPEECHES
- STOCK MARKET MOVIES/DOCUMENTARIES
- TWITTER ACCOUNTS
- DEVELOPER RESOURCES/ALGO STUFF/APIs
-
BLOGS/DISCUSSION FORUMS/LIVE CHATS/MISC RESOURCES
There are two general approaches to investing: active and passive. Active investing implies you are actively buying and selling stocks, bonds, options and so on, conducting research and making active decisions about the investments you make. Passive investing implies you are more disconnected from the market, passively investing money into mutual funds, ETFs, IRAs, 401Ks and allowing the managers of those funds to manage those investments, not focusing on individual stocks, or you may have hired a financial advisor or wealth manager. Neither approach will make you rich quickly. Using active approaches you are very likely to lose money as a beginner. Active investing takes a large amount of work and research and most people will not beat the market’s returns over the long term. If you are brand new, it’s best to start with passive approaches while you get your feet wet and learn about more active strategies, and gradually work towards becoming more and more active.
- Investopedia - How to Start Investing in Stocks
- The Ultimate Fundamentals Guide on What You Need to Learn First
- Fundamentals of Active Trading
- Five Things to Look for on Every Trade
- LazyFA Market Essentials
- Investopedia SEC Filings You Need to Know
- The Balance - Investing for Beginners
- The Balance - Understanding Interest Rates
- The Federal Open Who?
- Learn to Day Trade
- /r/stocks Wiki
- /r/stocks “Stick My Money Somewhere”
- /r/investing FAQ
- Tim Parker - News and the Stock Market
- Khan Academy - Stocks and Bonds
- Khan Academy - Funds and Other Investment Vehicles
- Investopedia Investing Essentials Category
- Jason Leavitt’s Free Mini Masterclass in Trading
- OptionAlpha Education Center
- Open Investing Guide - Simple Passive Portfolio
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I’ve categorized brokers into two groups based on the types of clients they cater to. Long-term-focused brokers tend to offer IRAs, 401k’s and other types of retirement accounts. Active trading/professional brokers tend to have more advanced software, faster executions, and cater to traders who are more active in the markets. One is not necessarily better, and many people will use both.
BROKERS & TRADING SOFTWARE (Investing/Buy & Hold/IRA/Long-term):
BROKERS & TRADING SOFTWARE (Active Trading/Professional):
- Thinkorswim (AKA ToS, from TD Ameritrade)
- Interactive Brokers
- Tradestation
- Speedtrader (PDT Only, $30k Minimum on Pro)
- Centerpoint Securities (PDT Only, $30k Minimum)
- Lightspeed
- Power E*Trade
- Tastyworks (Options-focused)
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BROKERS & TRADING SOFTWARE (Canadian):
BROKERS & TRADING SOFTWARE (European):
BROKERS & TRADING SOFTWARE (Reviews and Guides):
- Stockbrokers.com Investing Guides
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- Finviz - Lots of free research tools
- Finviz Relative Performance by Industry
- Finviz Relative Performance by Sector
- Finviz Recent News
- LazyFA - Automated Fundamental Analysis
- Barchart - Technical and Fundamental Analysis Tools
- Koyfin - Free Comprehensive Market Data for Investors
- Wallmine
- Grufity Stock Research
- TipRanks - Analyst Ratings and Market Research
- The Market Ear - Live Market News/Analysis
- IPOScoop - Lots of handy info on IPOs
- Stockrow - News, Fundamental Data and Screeners
- Stock Analysis - Free Online Stock Information for Investors
- StockComps - Compare Investment Returns
- BioPharmCatalyst - Biotech-Specific Research
- Macrotrends - The Long Term Perspective on Markets
- The Ultimate Investing Checklist
- Stock Market Analytics
- Market Chameleon
- CityFALCON - Personalized Financial News Feed and Data Warehouse
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- Earnings Calendars:
- Dividend/Ex-Dividend Calendars:
- Economic Calendars:
- Misc Calendars:
- Investopedia Technical Analysis
- Technical Analysis Strategies for Beginners
- Technical Analysis of Stocks
- LazyFA Technical Analysis Playlist
- COVID-19 Bear Market Analysis
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- TradingView
- TC2000 Charting
- DAS Trader
- StockFetcher Technical Analysis Screener
- Thinkorswim (AKA ToS, from TD Ameritrade)
- TrendSpider - Technical Analysis Scanning, Backtesting, Alerts and Charting
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- Investopedia Fundamental Analysis Category
- Coursera - Accounting Analytics
- The Balance - Income Statement Analysis
- The Balance - Analyzing a Balance Sheet
- Alhambra Investments Market Research
- /r/Stocks Fundamentals Wiki
- LazyFA Knowledge Base
- MarketWatch - Guide to Analyst Recommendations
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- LazyFA - Automated Fundamental Analysis
- Finviz - Financial Visualizations
- TipRanks - Analyst Ratings and Market Research
- Finbox
- Atom Finance
- Gurufocus - Value Investing & Market Insight of Investment Gurus
- Stockrow - News, Fundamental Data and Screeners
- Tiingo
- CSI Market
- StreetInsider Earnings Calendar
- StreetInsider EPS Insider
- Docoh - SEC Filing & Company Analysis
- Macrotrends - The Long Term Perspective on Markets
- Beeken - Investing Tools Reimagined
- sharelab - US Stock Comparison Based on Empirical Finance Academia
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- Finviz Screener
- LazyFA Screener
- Tiingo Screener
- Stockrow Screener
- TradingView Screener
- Wallmine Screener
- Market Chameleon Stock Screener
- StockFetcher Technical Analysis Screener
- TC2000 Realtime Scanning/Screening
- TradeIdeas Realtime Scanning/Screening
- StockCharts Predefined Scans
- Stock Market Watch Ideas
- Optionsonar - Unusual Options Activity & Order Flow Scanner
- FlowAlgo - Options Flow & Unusual Options Activity Scanner
- TrendSpider - Technical Analysis Scanning, Backtesting, Alerts and Charting
- SocialSentiment.io - Social Media Sentiment Analysis
- senatestockwatcher.com - Senate Stock Watcher
- Ortex.com - ORTEX
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- Tradervue
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- Research & Education:
- Daily Filings by Type:
- 10K & 10K/A - Annual Reports
- 10Q & 10Q/A - Quarterly Reports
- 8K - Material Events
- 8K - Material Events, by Category
- S-* - Securities Registration Statements
- EFFECT - Effectiveness Notification for Securities Registration
- 424B* - Prospectus Supplements/Secondary Offerings
- Form 3 - Initial Insider Ownership Statement
- Form 4 - Change in Insider Ownership
- Form 5 - Change in Insider Ownership, Delayed Disclosure
- SC-13* - Ownership Stakes
- 13F - Quarterly Institutional Holdings Report
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HALTS, SHORT SELLING AND EXCHANGE RESOURCES:
- Current NASDAQ Trading Halts
- NASDAQ Halt Codes
- NASDAQ Unlisted Trading Privileges Plan Resources
- UTDF Specification
- Time & Sales Flags (Sale Conditions): Summary of Page 6-17 of the UTDF Spec)
- High Short Interest Stocks
- Shortsqueeze.com - Short Selling Resources
- Current Threshold Securities
- Current SSR Securities (Short Sale Restriction/Uptick Rule)
- FINRA Daily Short Selling Volume Raw Data
- Short Volumes (for tracking daily short/long volume by ticker)
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- Bulls on Wall Street
- Investors Underground
- Warrior Trading
- Clay Trader
- Trade on the Fly - Active Trading Services
- Benzinga Pro
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- General Stock Market/Uncategorized
- Active Trading and Speculation
- A Complete Guide To Volume Price Analysis
- Advanced Techniques in Day Trading: A Practical Guide to High Probability Day Trading Strategies and Methods
- Getting Started in Chart Patterns
- How to Day Trade for a Living: Tools, Tactics, Money Management, Discipline and Trading Psychology
- How To Swing Trade: A Beginner’s Guide to Trading Tools, Money Management, Rules, Routines and Strategies of a Swing Trader
- How To Trade in Stocks
- Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor
- Speculation as a Fine Art and Thoughts on Life
- Stock Trading & Investing Using Volume Price Analysis: Over 200 Worked Examples
- Technical Analysis of the Financial Markets: A Comprehensive Guide to Trading Methods and Applications (New York Institute of Finance)
- The Alchemy of Finance
- The Art and Science of Technical Analysis: Market Structure, Price Action, and Trading Strategies
- The New Trading for a Living: Psychology, Discipline, Trading Tools and Systems, Risk Control, Trade Management
- Trading from Your Gut: How to Use Right Brain Instinct & Left Brain Smarts to Become a Master Trader
- Trading in the Zone
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- Valuation and Accounting Tricks
- Beyond Earnings
- Financial Modeling & Valuation
- Financial Shenanigans: How to Detect Accounting Gimmicks & Fraud in Financial Reports
- Investment Banking
- Investment Valuation
- Security Analysis and Business Valuation on Wall Street
- The Dark Side of Valuation
- Valuation (McKinsey & Co)
- How to Keep Score in Business - Accounting and Financial Analysis for the Non-Accountant
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- Financial History/Psychology
- Against the Gods: The Remarkable Story of Risk
- All the Devils Are Here: The Hidden History of the Financial Crisis
- Barbarians at the Gate: The Fall of RJR Nabisco
- Boomerang: Travels in the New Third World
- Broken Markets: How High Frequency Trading and Predatory Practices on Wall Street Are Destroying Investor Confidence and Your Portfolio
- Den of Thieves
- Extraordinary Popular Delusions and the Madness of Crowds (Harriman Definitive Edition): The Classic Guide to Crowd Psychology, Financial Folly and Surprising Superstition
- Fatal Risk: A Cautionary Tale of AIG’s Corporate Suicide
- Fed Up: An Insider’s Take on Why the Federal Reserve is Bad for America
- Flash Boys: A Wall Street Revolt
- Fooled By Randomness: The Hidden Role Of Chance In Life And In The Markets
- Infectious Greed: How Deceit and Risk Corrupted the Financial Markets
- Liar’s Poker (Prequel to the Big Short)
- More Money Than God: Hedge Funds and the Making of a New Elite
- Poor Charlie’s Almanack
- The Big Short: Inside the Doomsday Machine
- The Black Swan, Second Edition: The Impact of the Highly Improbable
- The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters
- The Great Crash 1929
- The Predators’ Ball: The Inside Story of Drexel Burnham and the Rise of the JunkBond
- The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron
- When Genius Failed: The Rise and Fall of Long-Term Capital Management
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- LazyFA - Lots of Educational Livestreams/Webinars
- Jose Najarro Stocks - Excellent Fundamental Analysis and Research
- Invest with Sven Carlin, Ph.D.
- Bulls on Wall Street - Lots of Technical Analysis/Active Trading Stuff
- Investors Underground - Same as Above
- Quoth The Raven Research - Speeches/Podcasts
- Chat With Traders - Tons of Awesome Interviews
- 0 to Hero Investing - Market Commentary and Stock Analysis
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- Chris Irons - Our Bullshit Economy
- Chris Irons - Short the Whole Fucking Thing
- Traders4ACause Talk Series
- Kunal Desai - How to Get Over Blown Up Trading Accounts and Win
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- The Wolf of Wall Street
- Inside the Meltdown
- Boiler Room
- Too Big to Fail
- The Big Short
- Margin Call
- The China Hustle
- Inside Job
- Enron: The Smartest Guys in the Room
- Wall Street: Money Never Sleeps
- Dirty Money: Drug Short
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I’ve categorized Twitter accounts into two groups. In general, I’ve tried to restrict this list to only those that are consistently active and sharing quality content
- Individuals/Small Services: These accounts are more likely to share active trading info, current market opinions, charts, trading ideas and the like, and may run chat rooms/alert/research websites or services.
- Professional/Research-Focused/Journalists/Capital Groups/Funds/HFT: These accounts tend to have a research/broader-market focus and are more likely to put out short/long theses, research reports, or write articles on major news outlets
TWITTER ACCOUNTS:
- Individuals/Small Services:
- Chris Z
- Jose Najarro Stocks
- Oil Stock Trader
- Diogenes
- Psycho™
- IncredibleTrades
- Madaz
- JE$US
- SangLucci™
- Scott Elliot
- Dan Shapiro
- Sandman
- Doug Runner
- Eric Wood
- Offshorehunter
- Paul J. Singh
- Nathan Michaud
- Vegastrader66
- Emil
- Steve Burns
- KKern, TTB
- Maribeth
- BioRunUp
- NYC Trader
- Kunal Desai
- SentimEntropy
- 0 to Hero Investing
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- Research/Journalist/Funds/HFT: - Muddy Waters
- General Resources
- Algo Trading Engines
- Data APIs
- Tiingo - Enterprise Grade Financial Markets API
- Intrinio
- Quandl - Financial, Economic and Alternative Data
- IEX Cloud - Financial Data Infrastructure
- Xignite - Market Data Solutions
- Polygon - APIs for Stocks, Forex and Crypto
- SEC-API.io
- Alpha Vantage
- Norgate Data - Financial Market Data for Stocks, Futures and Forex ###### TOC
BLOGS/DISCUSSION FORUMS/LIVE CHATS/MISC RESOURCES:
- Stockaholics Trader’s Forum
- Estimize Earnings Calendar
- Investors Underground Blog
- Bulls on Wall Street Blog
- LazyFA Blog
- Reddit /r/StockMarket
- Reddit /r/Stocks
- Reddit /r/Investing
- Reddit /r/UndervaluedStonks
- Reddit /r/WallStreetBets
- Reddit /r/StockMarket Official Discord Live Chat
- Woot Street Live Chat
- Boiler Room Trading Discord
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