Every year or so I get frustrated with my current portfolio tracker and try something new. At this point I've been through enough of them to have opinions. Here's my honest assessment of what's out there. What I need from a tracker: Before getting into specific tools, here's wh
I've spent way too much time finding free data for investment research. Most "free" sources either paywall the good stuff or require creating accounts that lead to endless sales emails. Here's what actually works. Stock fundamentals: SEC EDGAR (US stocks): The primary source. E
Broker comparison articles are usually written by people with affiliate links. I've actually moved my portfolio multiple times, so here's what I've learned about what matters when you're transferring real money. What I've used: Started with Hargreaves Lansdown (UK traditional b
I've tried dozens of investing apps, screeners, and spreadsheets over the years. Most got used once and forgotten. But a few have become genuinely essential to how I research and track everything. For portfolio tracking: I kept it simple in the end. Started with a basic spreadsh
Every screener tutorial I've seen shows you how to use the filters but not which filters actually matter for finding good investments. Here's my real setup after years of refinement. The problem with most screener approaches: You can filter on 200 variables. But filtering on to
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