In this section, you’ll find tools & resources that can supercharge your process, whether my own or from third parties (always crediting the original source).

As investors, we must constantly improve our process to get better outcomes.

Here are some of my favourite tools to review, analyse and track investments.

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.

Try it

Tax Reporting

Sharesight is such a brilliant product.

Keep your portfolio organised, and properly report dividends and trades.

Would not invest without it!

Try it

Data collection and analysis

I had been a big fan of relational database 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 live without it.

Try it

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Disclaimer: Our content may contain affiliate links, meaning we may receive a commission on products or services you buy. We only recommend products and services we use and love, so rest assured our opinions are unbiased.

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