Best of
The best tools for equity research
Honest roundups that pick the best tool for each job, not a list that ranks us first. We segment by use-case, name the genuine best pick for each, and leave in the ones we lose.
Best equity research workspace
The best equity research platforms and workspaces
A use-case roundup of equity research platforms: the best pick for an all-in-one workspace, for multi-asset breadth, for global data and screening, for free coverage, and for the institutional end.
Read the roundupBest 13F tracker
The best 13F trackers for following institutional ownership
A use-case roundup of 13F trackers: free superinvestor tracking (Dataroma), the deepest database with alerts and backtesting (WhaleWisdom), the official source (SEC EDGAR), and ownership tied to your watchlists (Brief Equity).
Read the roundupBest note-taking for investors
The best note-taking apps for investors
A use-case roundup of note-taking for investors: Notion for databases, Obsidian for local-first linking, and a research workspace when notes should connect to filings, transcripts, and tickers.
Read the roundupBest DCF software
The best DCF software for individual investors
A use-case roundup of DCF tools: spreadsheets with Damodaran templates for full control, Wisesheets for data automation, AlphaSpread for adjustable web DCFs, and models inside a research workspace.
Read the roundupBest transcript tool
The best tools to read earnings transcripts and filings
A use-case roundup of transcript tools: free reading on StockAnalysis.com and Motley Fool, calls as they happen on Quartr, filings plus transcripts on BamSEC, and reading wired into notes.
Read the roundupBest insider tracker
The best insider trading (Form 4) trackers
A use-case roundup of Form 4 trackers: OpenInsider for free screening, SEC EDGAR as the source, mainstream finance sites for filters, and insider trades inside a per-watchlist feed.
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