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Tools & Websites

Curated mostly-free (or free tier) online tools for research, monitoring, and context. Use multiple sources; avoid forming conclusions from a single dashboard or feed.


Market & News

Quotes, Charts & Technical

Fundamental Visualization / Screening

Filings / Primary Source Access

  • SEDAR+ (Canada regulatory filings)
  • EDGAR (US SEC filings)
  • Company IR sites (presentations, transcripts, capital allocation commentary)

Transcripts & Aggregators

Alternative / Sentiment (Low Signal – Apply Skepticism)

  • https://apewisdom.io (Social ticker mentions)
  • r/investing, r/stocks (Reddit – noise filtered for themes)

Crypto (Context Only – Not Core Equity Research)

Macro & Calendars

Reference Data

Portfolio / Tracking (Manual Exposure Awareness)

  • Spreadsheet (DIY; maximal control)

Caution Flags When Using Tools

  • Black box scores (always see underlying components).
  • Out-of-date or stale filings in free tiers.
  • Survivorship bias in pre-built screen lists.
  • Over-optimized backtests without transaction costs.

Last updated: 2025-10-16