Powerful Tools for your Journey of being a Wall St. Nerd

I only recommend tools that I use to manage and grow my own investments. There’s no hype or fluff here—just the stuff I've found essential to investing success.

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There's a ton of software tools out there. Choosing the right ones for your stock selection can change the game.

Over the years, I’ve worked hard testing dozens of investing tools to find the ones that can be real game-changers for your investing success. Here are the critical few I believe in so much that I use them my selves.


I'm proud affiliates for some of these tools, meaning if you click a link for a tool and make a purchase, I earn a commission at no extra cost to you. My recommendations are based on deep experience with and knowledge of these companies and their products, and I recommend them because they are genuinely helpful and useful, not because of the small commissions I may receive. Please don't spend any money on these products unless you believe they will help you achieve your goals.

Most Recommended Recources

Stock Rover

For Independent Thinkers - Simply the best investment research platform on the web

Stock Rover is a highly recommendable tool, which I use intensively for my US and Canadian stock analysis. Stock Rover excels at finding, evaluating and comparing investment opportunities. My favourite features are Research reports. Here, I can take a deep dive on any stock with one click of a mouse. Everything you would want to know about the stock is incorporated into the report. The information is displayed in a clear and well-structured way, making it effortless to do comprehensive research on a company.


Finbox is the complete toolbox, which I use for my stock analysis.

Finbox is a highly recommendable tool, which I use intensively for my stock analysis. The available data is very comprehensive (from Standard&Poors) and can be used both in the browser (screener, watchlist, etc.) and in Excel (valuation tool)


ConvertKit is the only email marketing platform I use, and will ever use.

ConvertKit is my #1 recommended email marketing platform because it has been built with care to the exact needs of creators building online businesses. Their user experience is very user-friendly. And segmenting my subscribers into focused groups so that I can deliver content specific to their needs has never been easier. I'm all-in on ConvertKit.

Thrive Suite

Thrive Suite is the all-in-one toolkit for online entrepreneurs to build, market & scale your WordPress based online business with.

For anyone looking to build a website or grow their online presence, Thrive Suite is the best value you can find. With a single Thrive Suite license, you not only get a fully customizable WordPress theme, but an entire toolkit of conversion-focused plugins to grow your online business with too! And you’ll never have to touch a single line of code to make powerful websites that convert either... Have a look!



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