Research Tools
These are the resources I use to research stocks and crypto. I have premium accounts on most of these. There are some I use the free version on.
Seeking Alpha
The Best Site for Researching Stocks
Free. No account required. Premium features are available for a small monthly fee.
Seeking Alpha combines all of the research tools from the sites below into one and adds additional features that make it easy to find investment and trade ideas. You will most likely have to subscribe to the Premium plan to gain access to the tools you want, but the benefits are worth it as just one good trade idea could cover the cost of the membership. I have a Premium plan with Seeking Alpha and I use the in depth stock analysis and analyst research articles to find long term investment ideas.
- Stock Screener
- ETF Screener
- Visual and Graded Fundamental Analysis (super easy way to do fundamental analysis even if you know nothing about fundamental analysis)
- Analyst Ratings (even on stocks that Wall Street analysts aren’t covering)
- Quant Ratings
- Dividend Grades
- News Articles
- Long Trade Ideas
- Short Trade Ideas
- Market Data
DISCLAIMER: I am both a customer of Seeking Alpha and a contributor to Seeking Alpha. I also have a partnership with Seeking Alpha and receive paid compensation for new premium subscriptions.
Alpha Picks
Stock Portfolio up 133% in 2024
Long term investing made easy! Get trade alerts from some of the best long term stock pickers in the world.
We aim to grow the Alpha Picks portfolio by selecting stocks that we believe have the highest probability of capital appreciation. We use a rigorous, data-driven methodology.
We have outperformed the market by using a systematic stock selection process that combines the expertise of Seeking Alpha’s Quantitative Team, the unique data we have access to, and the computational power of the systems we have built.
Our team spends hundreds of thousands of dollars on best-in-class data, analytical tools, and talent so that we can build a portfolio with the potential to outperform the S&P 500.
We understand that our past success in beating the market does not guarantee future success. We are confident that our “quantamental” methodology gives us an edge over the market.
We think a core reason for our outperformance is that we do not focus on one specific style of investing, such as ‘value’. We look for the most attractive opportunities in the market by identifying stocks that are collectively strong on a combination of value, growth, profitability, momentum, and revised forward-looking earnings estimates. This unique, systematic approach is the foundation of our stock selection process.
DISCLAIMER: I am a customer of Seeking Alpha’s Alpha Picks. I also have a partnership with Seeking Alpha and receive paid compensation for new subscriptions.
Finviz
The Best Free Stock Screener
Free. No account required. Advanced features are available for a small monthly fee.
Powerful stock screener with charts, technical patterns, and more.
- Free Stock Screener
- Hundreds of screening options
- Sort by High Short Interest
- Screen for Technical Patterns
- View Technical Analysis
- View Sector Information
- Screen Stocks, Futures, FOREX, Crypto, and More
- Ad Supported
- Advanced features require a small monthly fee (portfolio tracking, real time quotes, correlation tracking, statistical screening, backtesting, and advanced technical charting)
Ortex
Up to Date Short Interest Data, Trading Signals, Stock Screener, and More
Monthly or annual fee. Free trial available.
Ortex has the most up to date data on Short Interest. They also have trading signals to help you make trading decisions.
- Short Interest – Including Utilization, Days to Cover, SI as a Percent of Free Float, and Graphs to see the data over time
- Trading Signals
- Stock Screener
- Insider Transactions
- Analyst Ratings (summary only)
- Earnings Dates
- And much, much more
Fintel
Institutional Ownership Details, Short Interest Details, Stock Screeners
Free account to view some information. Quarterly or Annual fee to view all information.
Fintel.io has the information that Ortex and TipRanks leave out, such as detailed institutional ownership, full information on what institutions are buying and selling, and detailed short interest information, including borrow fees, and the number of shares left available to borrow.
- Detailed Institutional Ownership
- Institutional Buys and Sells
- Insider Transactions
- Short Interest – Including Short Shares Available, Short Borrow Fee, Short Volume, Fails-To-Deliver, Put / Call Ratios, and more
- SEC Filings
- Charts
- Financials
- Stock Screeners
Lucid Tracking
ARK Invest’s Individual Stock Holdings, Purchases, and Sales
Free account to view some ETFs. Small monthly fee to view all ETFs.
Lucid Tracking shows you ARK Invest’s buys and sell, their holdings, and breaks it down to show additional information such as first time stock purchases, and stocks that were completely dropped.
- Daily Buys for each fund
- Daily Sells for each fund
- Aggregate buys / sells across all funds
- Stocks Added and Dropped from funds
- Stock Changes in Weight of ETF Portfolio
- Charts of buys and sells over time for each stock
- And much, much more
DISCLAIMER: I am a customer of Lucid Tracking and also have a partnership with Lucid Tracking and receive paid compensation for newly opened paid accounts.
TipRanks
Stock Analysis and Analyst Price Targets
Free account to view consolidated data. Small monthly fee to view detailed data and reports.
Tip Ranks is like a one-stop shop for stock analysis. They have a ton of consolidated and detailed information including Analyst Rankings, Retail Sentiment, Blogger Sentiment, Insider Buying / Selling, Hedge Fund Purchases / Sales, Earnings, Dividends, and More.
- Stock Analysis
- Risk Analysis
- Analyst Reports and Price Targets
- Insider Activity
- Blogger Sentiment and Reports
- Retail Sentiment and Portfolios
- Hedge Fund Positions
- Charts
- Earnings – Historical and Upcoming
- Dividends – Historical and Upcoming
DISCLAIMER: I am a customer of TipRanks and also have a partnership with TipRanks and receive paid compensation for newly opened paid accounts.
High Short Interest
High Short Interest Stocks
Free. No account required.
A simple list of stocks, sorted by short interest from highest to lowest.
- List of Short Squeeze Potential Stocks
SPAC Insider
SPAC News, New SPAC Information
Free to view some information. Large monthly fee required for full information.
New SPACs, SPAC Rumors, SPAC Research, SPAC Calendar, IPO Information
- New SPACs
- SPAC Rumors
- SPAC Research
- SPAC Calendar
- IPO Information