Research
Tools that help you evaluate companies, fundamentals, and valuation before investing.
Strategy
Tools that help you design portfolio allocation and test long-term investment strategies.
Monitoring
Tools that help you stay informed about market trends without reacting emotionally
How I Evaluate Investing Tools
Before recommending any financial tool, I ask whether it supports the principles of disciplined investing. Check out the 5 principles below that I’ve relied upon time and again to give me the results I was looking for, with minimal risk.
My 5 Evaluation Principles:
- Process Before Prediction
Does the tool support a structured process rather than encouraging guessing about the next market move? - Evaluation Over Speculation
Does the tool provide real data and analysis instead of hype, predictions, or “hot stock” tips? - Discipline Over Emotion
Does the tool help me stay calm and systematic instead of reacting to headlines? - Patience Before Action
Does the tool encourage careful analysis before making decisions? - Long-Term Thinking
Does the tool help me make decisions that matter years from now rather than reacting to daily price moves?
Our Go-To Choices for Fundamental, Reliable Investing Tools?
The tools listed below help investors research companies, build sound strategies, and monitor markets without encouraging speculation or emotional decision-making.
Morningstar
Fundamental Research Platform
Purpose:
Fundamental research and company analysis for long-term investors. Provides deep fundamental research to support long-term investment decisions.
Portfolio Visualizer
The Portfolio Strategy Lab
Purpose:
Portfolio modeling and asset allocation testing for disciplined strategy building. Demonstrates how asset allocation and strategy matter more than stock picking.
Simply Wall Street
The Visual Portfolio Dashboard
Purpose:
Track holdings, visualize valuation, monitor portfolio diversification and risk. Simplifies ongoing portfolio monitoring without encouraging trading.