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Tools & Resources

Everything I use personally, all in one place: stock screeners, calculators, learning resources, and meeting materials.

Stock Screeners & Market Tools

6 TOOLS
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YF Yahoo Finance Track stocks, tracks futures, read earnings reports, check charts, and follow market news for free. Screener FZ Finviz Powerful stock screener with adjustable filters for P/E ratio, sector, market cap, price action, and more. Screener MT Macrotrends Long-term historical charts for stocks, interest rates, commodities, and other various economic data. Screener SW Simply Wall St Visual company analysis you have the ability to see fundamentals, valuation, risks, and growth in easy snowflake charts. Screener % Compound Interest Calculator See how money grows over time with different rates, contributions, and compounding periods. Calculator PV Portfolio Visualizer Backtest portfolios, run Monte Carlo simulations, and analyze asset allocation strategies. (This is more advanced if you don't really care for all this advanced jargin ignore this) Calculator

Learning Resources & Meeting Materials

6 SOURCES
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IN Investopedia is the best sight to learn investing words like what is an ETF, Stock, Bond etc. Very Beginner-friendly guides on stocks, bonds, ETFs, and how markets work. Guide YT The Compound (YouTube) Weekly market discussions with professional investors great for staying up to date. (If you dont feel like listening you can easily copy and paste links into an AI website and get a brief summary) Video SEC SEC EDGAR — Company Filings Read real 10-K and 10-Q filings from public companies. The primary source for fundamentals. Filings SA Stock Analysis Free financial statements, earnings data, and IPO calendars for any public company. Data MN Meeting Notes ( Updates 5-6 hours after every meeting.) Intro to Investing and notes from our first meeting. Notes PT Stock Pitch Template Use this template when presenting a stock to invest in. Template

Recommended Reading

READ IN THIS ORDER

These are all books I have personally read and can recommend. In a world of AI and brief summaries reading is becoming less common espeically among the younger generation. However, reading is one of the key skills that can help you be a better investor. Reading any one of these books, even for just 15 minutes a day, will allow you to gain a lot of insight and knowledge.

No.TitleLevel
01 The Intelligent Investor Benjamin Graham's timeless guide to value investing. Warren Buffett calls it "by far the best book on investing ever written." Beginner–Adv. 02 Common Stocks and Uncommon Profits Philip Fisher's classic on growth investing, and how to find and hold great companies for the long run. ( NO GAMBLING on the next big stock) Intermediate 03 The Little Book That Still Beats the Market Joel Greenblatt's "magic formula" for picking winning stocks, and its simple, practical, and great for beginners. Beginner 04 One Up On Wall Street Peter Lynch shows how everyday people can beat Wall Street by investing in what they know and see around them. Beginner 05 The Psychology of Money Morgan Housel on how our behavior and mindset matters more than knowledge when it comes to building wealth. Beginner 06 Thinking Strategically Teaches how to use game theory to see ahead of you and to be able know what moves others will make. The best way to beat your competetion. Advanced