As investors, we must constantly improve our process to get better outcomes. Here are some of our favourite 3rd party tools to review, analyse and track investments and educational resources.
Books | Software | More Tools | Dashboard
Software
Tax Reporting
Sharesight is such a brilliant product.
Keep your portfolio organised, and properly report dividends and trades.
Would not invest without it!
Data collection and analysis
I had been a big fan of relational databases for years, using Access for some complex tasks. But then, cloud systems evolved and Access not so much.
I got introduced to Airtable via my work with Blackbird Ventures and I fell in love!
A relational database that gives you the power to dive deeper into data to derive powerful insights, while making it easier to use and collaborate.
I would not work without it.
Research
TradingView is where I do all my technical analysis.
So many different tools, views and ways to track.
My favourite? Adding a tweet to a chart!
Try it and tell me if you love it.
Books
As investors, we must continue learning and improving. If you love keeping up to date and want some seriously insightful sources of wisdom and knowledge, these books are a great place to start.
Mining Investment and Geology
Mining Exploration and Mining Essentials
An overview of the industry, common jargon and how to interpret crucial concepts.
Sections on basic geology concepts, typical business practices, and how to interpret news releases to make its focus based in solid theory yet fully practical.
You’ll find it useful if you’re just starting out, and if you’ve been investing for a while, there are a lot more layers to peel off.
I got this book when I took Rob’s training back in 2012 and still use it today. Later on, we even brought his training to South America.
Invaluable.
The Mining Valuation Handbook
Want to flex your valuation muscles?
Then this book will help. Detailed and to the point but with plenty of examples.
Bought it a few years ago and still use it regularly.
Recommended for experienced investors.
Earth Portrait of a Planet
This book is a manual for geology students, but investors seeking a more in-depth view can certainly benefit.
The graphics are stunning and clearly articulate the concepts.
Dictionary of Geology & Mineralogy
If you find yourself puzzled when reading news releases or technical reports by jargon, this is a quick hack: just get this dictionary on your Kindle account and carry its quick knowledge on your phone like me!
PS: also available as hardcopy if you’re more of a paper book fan.
Intrepid Explorer: The Autobiography of the World’s Best Mine Finder
David Lowell is one of the most successful explorers globally.
He has found multiple world-class deposits, including Escondida, in Chile, which has been producing copper since the 80s.
This is a priceless window into his story.
PS: My dad and his brothers, Donaldo and Nelson, were part of David’s discovery team.
Books on investment, business and mindset
- The Big Print: What Happened To America And How Sound Money Will Fix It by Lawrence Lepard
- The Diary of a CEO: The 33 Laws of Business and Life by Steven Bartlett
- Transurfing in 78 days by Vadim Zeland
- Principles: Life and Work by Ray Dalio
Books | Software | More Tools | Dashboard
More things we love
- Want to continue learning? Here are some of our favourite books for investors → https://paolarojas.blog/books/
- Investing? We started using StockTwits and so far, love their tools. Give it a go → https://stocktwits.com?ref=jp43022j
- Australian investor? We use Sharesight to keep our trading and reporting running smoothly, including at tax time. Give it a try → https://portfolio.sharesight.com/refer/FFX12
- Need a flexible data management solution? We use Airtable to house and work with our research. Give it a try → https://airtable.com/invite/r/jQlnrhuf
- Keen on more books and things we love? See this Amazon list → https://www.amazon.com.au/hz/wishlist/ls/1DQMOC6SL75PS?type=wishlist&ref=cm_wl_list_create&relatedRequestID=MX514FZRNBCD27PGRBQE&_encoding=UTF8&tag=explorationfo-22&linkCode=ur2&linkId=5dfa0a029c50790b7efadabe867f7258&camp=247&creative=1211
- Writing on X/Twitter and LinkedIn? We love using Typefully to schedule our long-form content. Give it a go → https://typefully.com/?via=synergy
- Podcasting? We use Riverside to record our podcast. Their AI makes editing a snap! You’ll love it → https://www.riverside.fm/?via=synergy
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.
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