This is a list of services and data sources that I have been using. I narrowed them to the best of the best. Hope this list helps you too.
Google Sheets is the best way to track portfolios, You can use the googlefinance function to fetch current or historical securities information from Google Finance. A full list of Google sheets functions can be found here.
My comprehensive investing checklist can be downloaded for free. I’ve built this checklist for my own investing process, and I’ve been following it for years. The checklist focuses on four key elements:
1. Industry and business 2. Management 3. Financials 4. Risk factors
Funds 13-F reports
- Dataroma – Tracking portfolios of selected investors
- WhaleWisdom – Tracking portfolios of all investors
- OpenInsider – Track insider activity
Financial Data & Charts
- BamSEC – SEC filings and earnings transcripts
- Tikr
- Koyfin – Financial data and analytics platform
- Finviz – Financial visualizations
- Ycharts
Research
- fedRAMP
- SEC – Company filings
- Statistica – Market and consumer data
- Chartr – Data-driven insights
Company Reviews
Macro data
- Inflation Nowcasting – Estimates of the current CPI and PCE
- Consumer Price Index (CPI) – Latest report
- Producer Price Index (PPI) – Latest report
- Unemployment Rate
- Job Openings (Nonfarm)
- Fed Funds Rate
Digital Intelligence
AI Tools
- ChatGPT – LLM chatbot developed by OpenAI
- Bard – LLM chatbot developed by Google
- Grok – LLM chatbot developed by X
- Inflection – Pi
- Anthropic – Claude
- Stability.ai
- DALL-E
- Cohere – LLMs for enterprises
- Midjourney – Generates images from natural language descriptions
- Hugging Face – AI platform and community
- CoreWeave – GPU cloud
- ChatGPT plugins
- AI Resources and Tools
Blogs
- Software Stack Investing – Investing analysis of software companies
- Musing on Markets – Prof. Damodaran
Crypto News
Podcasts
- Colossus – Business and investing
- Andrew Huberman
- Lex Fridman
- Joe Rogan