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!
In business, I look for economic castles protected by unbreachable moats.
Best Overall Tools
These are some of my favorite tools.
Scan without paying
10-K/10-Q, diffs, sentiment
Sync & analytics
For developers
Complete List of Tools
Popular 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!
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 Pricing, features, and availability may be incomplete or out of date.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.