Free Investing, Trading and Finance Tools

On a daily basis I am asked a number of questions regarding which tools and resources I use for investing, trading and managing my personal finances. So, I thought I would make a page that lists of all these items.

After you have read through these resources, if you have questions, or don't understand something please drop me an email. I would be more than happy to help.

Note that some of these links below are affiliate links and will earn me a commission upon you signing up. I have experience with and trust all of these companies, not because of the commission I may earn.

Brokerages and Robo Advisers

When you personally invest your money in the stock market, you will need to open an account with a brokerage. Below are companies that I recommend:


AMP Global Clearing: Also known as just AMP, they have the lowest day trading margins out there for futures starting at just $400 per contract compared to other brokers that require the full maintenance margin of $5,000+ per contract. Commissions are one of the lowest in the industry as well costing ~$4 round trip per contract.


Fidelity Investments: I currently use Fidelity for my 401k, IRA, and joint brokerage for the fund that I manage. They have the lowest fees compared to all other brokerages, and their customer service is well above average compared to other brokerages.


TD Ameritrade: I have a small account with TD Ameritrade so that I can gain access to ThinkOrSwim, which is a very powerful chart analytics and trading platform.


Wealthfront: if you're looking for a robo adviser, which means a computer does the investing for you, Wealthfront is an excellent choice. I have used Wealthfront in the past and achieved excellent results. 

Stock Research


Trading View: Trading View is incredible for planning an investment or trade and seeing what other ideas people are thinking. The best part is you can publish your idea and see how well it worked out via an interactive chart.


Earnings WhispersEarnings Whispers is, first and foremost, a research firm that focuses on gathering the most accurate earnings expectations for upcoming earnings releases. I use this website to gather more information when making a directional earnings trade.


Stocktwits: Stocktwits is a great place to go to gauge the overall sentiment for retail traders. My advice is whatever you read here take it with a grain of salt.


Finviz: Finviz is an amazing stock screener tool where you can see the results of your screen along with the charts. This is a great way to visually identify potential trading opportunities.

Books I Recommend

A Random Walk Down Wall Street by Burton G. Malkiel: this book is highly informative when understanding how and why markets move. Also the research presented by Mr. Malkiel shows why investing long term is a guaranteed win.

The Intelligent Investor by Benjamin Graham: a long, but must read for anyone looking to understand value investing principles. Could very well be considered the stock market bible.

Think and Grow Rich by Napoleon Hill: one of the most important ingredients to becoming wealthy is believe and visualizing you will. This book will help development your mindset.

Unshakable by Tony Robbins: one of the best books I have read recently for the very beginner investor. Tony erases all doubt and fear when it comes to investing your money in the stock market.

Rich Dad Poor Dad by Robert Kiyosaki: the best lesson learned in this book is the difference between working for money and having your money work for you. Robert accomplishes this by sharing his story from his rich dad and poor dad's perspectives.



Chat with Traders Aaron Fifield: Aaron does an excellent job interviewing the most successful traders in the industry. From professional traders on Wall Street to retail traders in their underwear, Chat with Traders is a must listen podcast if you want to know what it takes to be a successful trader.


Wealthsteading with John Pugliano: I absolutely love the principles John instills in his listeners. The Wealthsteading podcast discusses the mindset and discipline needed to become a successful investor and achieve financial independence.

Stocks, Futures and Options Trading Education


Option Alpha: if you're looking how to trade options, look no further than Option Alpha. Kurk Du Plessis has done an amazing job by breaking down the intricate details of beginner and advanced strategies. Options are a great way to leverage smaller accounts.

TradePro Academy: I have been following George Papazov and the team at TradePro Academy on Instagram and YouTube for a few months now after being recommended by a colleague. George and his team really know their stuff when it comes to the futures market and they offer a 14-day refund guarantee. Look out for their daily morning and afternoon market recaps, and free training courses.

Personal Finance Tools

Monthly Budget: without keeping track of you expenses, it will be impossible to save money to invest. This spreadsheet will help you be more transparent with you finances.

Position Sizing: one of the biggest areas to focus on when trading stocks is managing risk. This spreadsheet calculates the number of shares you should trade based on your risk tolerance, stop price, entry price, target exit price and portfolio balance.