Find My Moat

VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Editor’s Note

A collection of tools I use in investing.

What began as a simple list of my go-to tools quickly turned into a hunt for more. Soon I was adding resources I hadn’t even tested yet (classic collector move). To help you cut through the noise, I’ve highlighted my favorites and flagged the ones I’ve personally vetted; my unofficial stamp of approval.

Everything here is free, so explore and share it with other investors. And if you come across a hidden gem, I’d love a heads-up!

Castle image
“In business, I look for economic castles protected by unbreachable moats.”
— Warren E. Buffett

Best Overall Tools

These are some of my favorite tools.

TradingView logo
TradingView
Quartr logo
Quartr
GuruFocus logo
GuruFocus
Portfolio123 logo
Portfolio123
Stock Rover logo
Stock Rover
Stock Analysis logo
Stock Analysis
Koyfin logo
Koyfin
TIKR logo
TIKR
BamSEC logo
BamSEC
Fiscal.ai logo
Fiscal.ai

Complete List of Tools

Match
Quick Filters:
10X EBITDA — Hedge Fund Presentations logo
10X EBITDA — Hedge Fund Presentations
Education
Playbooks & Case Studies
+2
Ahrefs logo
Ahrefs
App & Website Traffic
APIs & SDKs
Alpha Vantage logo
Alpha Vantage
Data APIs
News
+16
AlphaSense logo
AlphaSense
Improved Filings
Diff View
+15
Asset Allocation Interactive (AAI) — Research Affiliates logo
Asset Allocation Interactive (AAI) — Research Affiliates
Data Visualizations
Correlation
+1
Autochartist logo
Autochartist
Screeners
Data Visualizations
+6
BamSEC logo
BamSEC
Screeners
Improved Filings
+7
Bank of England (Statistics & Data) logo
Bank of England (Statistics & Data)
Central Bank Watcher
Interest Rates
+5
Bank of Japan (BOJ) — Statistics & Monetary Policy logo
Bank of Japan (BOJ) — Statistics & Monetary Policy
Central Bank Watcher
Interest Rates
+2
Barron's logo
Barron's
News
Alerts
+3
Beanvest logo
Beanvest
Portfolio
Financials
+3
Benzinga logo
Benzinga
News
Alerts
+6
Bloomberg logo
Bloomberg
News
Alerts
+3
Bridgewater Associates logo
Bridgewater Associates
Wealth Management
Blogs
+3
Business Quant logo
Business Quant
Screeners
Stock Comparison
+7
camelcamelcamel (UK) logo
camelcamelcamel (UK)
Alerts
Data Visualizations
+1
CapEdge logo
CapEdge
Improved Filings
Diff View
+13
Cash App logo
Cash App
Brokerage
Portfolio
+1
CB Insights logo
CB Insights
Data APIs
Sheets / Excel Add-ins
+5
Charles Schwab logo
Charles Schwab
Brokerage
Portfolio
+13
ChartMill logo
ChartMill
Screeners
Stock Ideas
+12
ConsumerAffairs logo
ConsumerAffairs
Employee/Consumer Reviews
Corner of Berkshire & Fairfax (COBF) logo
Corner of Berkshire & Fairfax (COBF)
Forums
Blogs
Damodaran Online (NYU Stern) logo
Damodaran Online (NYU Stern)
Valuation Models
Financials
+4
Showing 24 of 175 tools
Page 1 of 8

Popular Categories

Watchlist75 tools
News70 tools
Screeners69 tools
Alerts64 tools
Portfolio59 tools
Financials56 tools
Data Visualizations55 tools
Calendar53 tools
Data APIs49 tools
Insider Data32 tools
APIs & SDKs31 tools
Dividends31 tools
Transcripts28 tools
ETF Holdings28 tools
Analyst Forecasts28 tools
ETF Overview28 tools
Analyst Price Targets27 tools
Scores27 tools
Newsletters26 tools
Blogs26 tools
Browse all categories

Information

About Me

Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.

Find me here:

  • Twitter / X: @Jera_Value
  • Substack: Jera Value

Got questions or suggestions? I'm all ears!

Missing a Tool?

Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!

OR

Got ideas for new features?

Starred Tools

These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.

Tested Tools

These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.