VOL. XCIV, NO. 247
PRICE: 5 CENTS
Monday, September 1, 2025
2 tools in Index Rebalancing
Adds, drops, weight changes, and schedule effects across major indices are tracked with estimated flow impacts and historical event studies. Preview files and methodology rules clarify inclusion math, float factors, and liquidity windows. Rebalances create predictable pressure you can plan around - simulate pro‑forma weights and implied flows, backtest by sector or cap bucket, and flag at‑risk names well before announcements.
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:
Got questions or suggestions? I'm all ears!
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!
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.
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.
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 Pricing, features, and availability may be incomplete or out of date.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.