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The Best Investment Analysis Tools (and Data Sources) that Money can buy


saltybit

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Why buy when you can get it free from libraries:  ValueLine, Morningstar, Barrons, WSJ, FT, NYT, WashingtonPost & USAToday

Visit university with free Bloomberg,FactSet,Capital IQ & Thomson Reuters

Also read 10K & 10Q from sec.gov for free

 

I don't believe in information edge. 

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I really like TIKR. I suppose some of you got the beta invite as well. For me, it beats atom.finance and koyfin because TIKR supports foreign stocks, while the other ones don’t (at least not yet). All free so far, but I suspect they will offer a premium Tier.

https://app.tikr.com/stock/about?cid=8185600&tid=32517200

 

Charts, fundamental tables, valuation metrics, news,filings, CC transcripts all in one place.

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For daily news a Bloomberg terminal is the gold standard but I’ve found Fidelity’s daily news alerts to be strong, I have it set up as a 8:30am daily email for sec filings press releases and headlines.  Used to also use Google Alerts but the quality has gone way down in recent years. 

 

Credit card data and satellite data (how much traffic at a retailer or oil in a storage tank) are more useful for trading than investing.  GLG expert network and sell side research analysts are probably still more informative for longer term market consensus.

 

Scraping online inventory listings and predicting index add/removals.  I read somewhere that nearly 10pct of internet traffic is now automated scraping for financial interests, dunno if right but that’s believable.

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Does anyone know of any good free stock screeners?

 

Something that can handle more sophisticated queries like ROIC, international companies, etc?

 

Try screener.co

 

It has like a really retro Ycharts for a very small monthly cost. They have a free one-month trial to test it out.

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How do you get an invite to TIKR?

I got an PM and email. You may get it by sending an email to them:

Support@tikr.com

 

Her is a link to sign up:

https://app.tikr.com/register?ref=o94y6y

 

No Affiliation with these guys, but I use and like the site. It’s has fundamentals and news for international stocks and is still free (beta).

 

They've recently included the 13-F of a number of investing gurus. It is also quite comprehensive with the transcripts of conference calls and industry presentations.

 

 

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