Resources

Tools & Resources

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

Stock Screeners & Market Tools
Yahoo Finance
Track stocks, tracks futures, read earnings reports, check charts, and follow market news for free.
Screener
Finviz
Powerful stock screener with adjustable filters for P/E ratio, sector, market cap, price action, and more.
Screener
Macrotrends
Long-term historical charts for stocks, interest rates, commodities, and other various economic data.
Screener
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
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
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.
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The Compound & Friends (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)
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SEC EDGAR — Company Filings
Read real 10-K and 10-Q filings from public companies. The primary source for fundamentals.
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Stock Analysis
Free financial statements, earnings data, and IPO calendars for any public company.
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Meeting Notes ( Updates 5-6 hours after every meeting.)
Intro to Value Investing and notes from our first session.
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Stock Pitch Template (Coming soon)
Use this template when presenting a stock to invest in.
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Recommended Reading

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

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–Advanced
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
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
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
The Psychology of Money
Morgan Housel on how our behavior and mindset matters more than knowledge when it comes to building wealth.
Beginner
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