From Novice to Mastery: My Favorite Essential Investment Tools.

Today, let’s take a look at some highly acclaimed must-have investment tools in the US stock market. Many of these tools are commonly used by strategists, so after years of ups and downs in the US stock market, these tools are becoming more and more user-friendly. Everyone should quickly learn to use them and rely on tools to get rich!

“My Favourite Investing Tools”（MY FAVOURITE INVESTING TOOLS），Created by “FROM GROWTH TO VALUE”.

Categories and corresponding companies are as follows:

1.Screeners

oFinviz

oTIKR

oMorningstar

2.Information

oSeeking Alpha

oYahoo Finance

oYouTube

osubstack

3.Brokers

oInteractive Brokers

oDEGIRO

4.Financial Data Analysis

oKoyfin

5.Charts

oYCharts

6.Earnings Calls

oQuartr

7.Financial Terms

oInvestopedia

The companies or services listed in the chart provide specific tools or data to help investors make better investment decisions. For example:

• Screeners such as Finviz and Morningstar offer powerful features to help users filter stocks based on specific financial and market criteria.
• Information platforms like Seeking Alpha and Yahoo Finance provide market news, analysis, and data.
• Brokers such as Interactive Brokers and DEGIRO offer stock trading services.
• Financial data analysis tools like Koyfin provide in-depth market and financial analysis.
• Charting tools like YCharts offer complex data visualization and charts.
• Earnings call transcript tools like Quartr provide access to company earnings call transcripts.
• Financial term explanations like Investopedia offer educational resources on financial and investment concepts.

The aim of the guide is to provide investors with a practical reference to let them know what resources they can utilize when conducting various investment analyses and decisions.

The investment tools mentioned above each have their own characteristics, suitable for different investor needs and strategies. Here is an overview and in-depth comparison of the features of these tools:

Screeners:

Finviz and Morningstar provide advanced stock screeners that can filter potential investment opportunities based on various financial indicators and market performance.

TIKR: Possibly a relatively new tool, it offers global market data and focuses on the needs of value investors.

Finviz: Known for its intuitive interface and wide range of data filtering options. It offers market maps, stock charts, and advanced screeners.

Morningstar: Considered an authoritative resource for investment research, it provides in-depth fund and stock analysis, as well as comprehensive evaluations of portfolios.

Information

Seeking Alpha, Yahoo Finance, and YouTube are platforms for investors to access market news, analysis, and viewpoints.

• Seeking Alpha: Provides in-depth articles and research reports from investors and analysts.
  
• Yahoo Finance: Offers a wide range of financial news, real-time stock quotes, and simple investment portfolio tracking tools.
  
• YouTube: Investors can find various video content on financial and investment topics, including tutorials, analysis, and interviews.
  
• Substack: A newsletter platform that may offer in-depth analysis and exclusive content from individual columnists.

Brokers

Interactive Brokers and DEGIRO provide online trading platforms for investors to buy and sell securities.

• Interactive Brokers: Preferred by professional investors, offering extensive market access and advanced trading tools.
  
• DEGIRO: Popular for its lower trading fees and user-friendliness, particularly suitable for retail investors in Europe.

Financial Data Analysis

Koyfin offers financial data analysis and market insights.

• Koyfin: A relatively new tool favored by investment analysts for providing rich market data and visualization tools.

Charts

YCharts provides advanced charting and data visualization tools.

• YCharts: Catering to professional investors and financial analysts, it offers detailed charts and financial data analysis functions.

Earnings Calls

Quartr provides records and analysis of corporate earnings calls.

• Quartr: Focused on collecting and organizing earnings call data of companies, enabling investors to track and analyze the financial performance of businesses.

Financial Terms

Investopedia is an educational platform that provides definitions and explanations of financial terms.

• Investopedia: One of the most well-known financial education resources, it offers detailed explanations of financial terms, as well as guidance on investing and personal finance.

• The comparison of these tools shows that they cover a wide range of needs from market analysis to individual education. Different investors can choose a corresponding combination of tools based on their investment style and needs to optimize their investment strategies.

You’re welcome!

The strategist will continue to update the situation of strategy combinations;

Last time, a brother found the strategist and said he wanted to follow the strategist for live trading. Let’s have a vote to see what the brothers think:

For brothers who trade in the US stock market, feel free to engage if you have any questions!