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Websites that help you on your investor journey

Given that nowadays there are plenty of reports and details available online about public companies, my goal is to gather as much information as possible for free. The websites recommended below offer some information for free, and if you look at the free information offered by multiple websites, you can gather enough useful information.

I am an individual investor and, because of that, I can’t afford to pay a lot of money for access to information.

Something similar I do with the investment books I buy. I wait for them to go on sale and buy them at half price or cheaper. Yes, I read physical books.


For a better financial life, don’t forget to read the other articles in the investing category.


List of useful websites for the investor’s journey:
1. Crunchbase – if you hear about a company, here you check if it’s private or not
2. Fintel – what companies are in the portfolio of some mutual funds
3. Portfolio Visualizer – Monte Carlo simulation of probabilities, I use it rarely
4. CNN Fear Index – the emotional state of the US investor crowd
5. AAII – stock ideas, I use it rarely
6. Tikr – stock screener
7. Buffett’s Books – DCF calculator for finding the intrinsic price of a stock
8. The Wealth Index – site with information about funds with companies where founders are also investors
9. SEC – official reports provided by US companies
10. Dataroma – which companies the world’s greatest investors invest in
11. Morningstar – provides stock reports oriented towards value investing with details about competition and insider-held stocks
12. Seeking Alpha – some reports are free, fractional information is useful
13. Market Watch – stock details and profitability details (ROA, ROE)
14. Barron’s – you find stock details as well as year-over-year growth percentages
15. Moody’s – credit ratings for companies
16. Yahoo Finance – the most well-known site with stock details, profitability statistics and even discussions with other investors + other stock screeners with saveable filters
17. TradingView – stock details and some technical information (specific for traders, not necessarily value investors)
18. MSN Money – like Yahoo Finance, stock details, but also offers a list of competitor companies and comparisons
19. The Motley Fool – they have a podcast and pages with brief stock descriptions and a list of competitors
20. Magic Formula Investing – Joel Greenblatt’s site that lists stocks like a screener, selecting only companies with the highest ROA or ROE and the lowest PE ratio
21. Slickcharts – at SP 500 losers I discover if a good company has entered a massive discount, so I can then add that company to my watchlist while I research it
22. Stratosphere.io – another stock screener, I use it less often
23. Investopedia – they also have the Investopedia podcast, provides stock details, nice chart, brief statistics
24. ROIC.AI – I use it most often because it has financial reports for the last 10-20 years, shows calculations like ROE, ROC, ROIC, stock performance over the last 5 years vs SP500, revenue and profit growth statistics for the last 1, 5, 10 years, and also provides earnings call transcripts
25. SimplyWall.st – I use it very often because here I have 5 free watchlists filled with all kinds of stocks I follow. It offers 5 free reports per month and has very useful summarised information; the per-share price calculations vary by 10-20% from Morningstar’s calculations, which tells me they are a competent and very useful site.

Besides the information sites, I am also subscribed to some newsletters:
1. Morningstar
2. Compounding Quality
3. Behavioural Value Investor
4. Brian Feroldi
5. Oaktree Capital
6. Investopedia
7. Nick Maggiulli
8. Fortunes and Frictions
9. The Investors Podcast
10. Seeking Alpha
11. Watchlist Investing

On Twitter I follow some accounts in the investing field:
1. Brian Feroldi
2. The Motley Fool
3. Brian Stoffel
4. Brian Withers
5. Adam J Mead
6. John Robonti
7. William Green
8. Aswath Damodaran
9. Jason Zweig
10. Morgan Housel
11. Compounding Quality
12. Nick Maggiulli
13. TIP Network
14. Guy Spier
15. Mohnish Pabrai
16. Knox Ridley
17. Horizon Kinetics
18. Jim Gillies
19. Matthew Cochrane
20. Thomas Chua

I am also subscribed on YouTube to some very useful finance/investing channels:

Here is a playlist with investment-related movies.

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