(updated Dec 2024)
1. Research aid: Airtable
An easy-to-use relational database to gather relevant data and then dive deeper into it to derive powerful insights.
I’m obsessed with Airtable – use it every single day.
$20/mo and up, free tier
2. Tax reporting: Sharesight
Such a brilliant product.
Keep your portfolio organised, and properly report dividends and trades.
Would not invest without it!
(Australian focus only)
A$19/mo and up, free tier
3. Sentiment 1: Google Trends
You can monitor terms of particular interest and see how they shift around, including breakout terms.
For instance in the link below you’ll find a comparison of:
- lithium stocks
- mining stocks
- copper stocks
You can bookmark the page to compare whenever you want.
4. Technical Analysis: TradingView
TradingView is where I do all my TA. Like so many investors, from newbies to experienced.
So many different tools, views and ways to track.
My favourite feature? Adding a tweet to a chart!
$12.95/mo and up, free tier.
5. Your personal research intern: ChatGPT/Gemini
Ask and (the answers) will come.
I go in-depth on a few use cases here
ChatGPT $20/mo, free tier | Gemini free
6. Sentiment 2: StockTwits
I’ve only started using it but like it so far. The coolest feature is it tells you whether a stock is up/down from the time of a post. Humbling!
Caveat is support for non-US-listed is a bit clunky.
$8/mo and up, free tier
7. Annotate directly on web: Spade
This nifty tool lets you highlight directly on a website, and then print your notes as a pdf or leave them for later use.
I use it for news and reports.
Free, available for Chrome only
8. Investing.com
Decent charts for technical analysis plus financials and more. Best features are you can download historical information, get alerts for 52-week lows and economic calendar events from various countries.
$7.49/mo and up, free tier
9. Track your trades: Tradezella
This one I just heard about. Given we already built our system on top of Airtable probably a bit too much, but I might take a look.
If you trade a lot, this could be helpful.
$24/mo and up
10. Sentiment 3: X (Twitter!)
This to me is the best place to discuss ideas and learn. Great to save bookmarks into folders for future review.
(If you really don’t want a blue check you can turn it off too)
$8/mo and up, free tier of course
Other platforms: Hotcopper or CEO.CA
And that’s it for today!
If any of these sound intriguing, take them for a spin and let me know how it goes.
Note: Prices are in USD unless noted, and may change a bit depending on your location.

If you enjoyed this…
- Subscribe for FREE weekly insights
Or read the latest posts
Disclaimer: Opinions and materials presented are not investment or financial advice and are intended for informational and educational purposes only; please consult a financial advisor before investing. Companies mentioned publicly may be held and/or clients, except within the member section. Content might contain affiliate links. By reading or sharing, you agree to our full disclaimer.
Accredited investor, corporate? Join Synergy Resource Capital’s distribution list for deal alerts and updates.