Overlooked Alpha

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50+ Investing Tools
www.overlookedalpha.com

50+ Investing Tools

A large collection of research tools for fundamental investors.

Joe Marwood
May 24, 2022
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50+ Investing Tools
www.overlookedalpha.com

Welcome to Overlooked Alpha. Subscribe below to get our best investing ideas in your inbox every Sunday morning:


I want to share with you some investing resources that you might find useful. Most of them are free with paid tiers so you can usually try before you buy.

A link to this post will be added to the sidebar on our home page so that you always have access to them. There are no affiliate links here. We don’t receive any compensation for sharing these resources. Enjoy!

Best Free Tools

Docoh

Docoh is a free platform for discovering the latest news, SEC Files, earnings transcripts, company financials and more. Highly recommend.

Finviz

Easy to use stock screener with financial visualizations, charts and signals. Still my favorite tool which I use daily.

Quartr

Want to make better use of your spare time? Read earnings transcripts or listen to conference calls on your phone using Quartr app.

HyperCharts

Visualization platform with fundamental charts and business metrics of popular stocks.

Senate Stock Watcher

This service follows the stock trades of US Senators as they are reported.

IBorrowDesk

Find out borrow rates and short availability on any stock.

DATAROMA

Free service that tracks portfolios of hedge funds by extracting data from financial filings.

Craft

Need more than financial ratios? Craft provides qualitative and quantitative breakdowns of companies.

ListenNotes

Podcast search engine. Type in keywords or phrases and discover podcasts that include those words.

roic.ai

Database with 30+years of financial information on 37000+ companies.

SwaggyStocks

Want to know what stocks are trending on WallStreetBets? Use Swaggy Stocks to see how memes are moving the markets.

Options Profit Calculator

This tool visualizes the payoffs on different options strategy based on possible future stock prices.

SPAC Track

Free screener for SPACs and De-SPACs plus various other tools and resources.

IPO Data

IPO and SPAC data from Jay Ritter.

FRED

Go-to resource for economic data and charts.

Semrush

Tool for monitoring company website traffic, competition and keywords.

Exploding Topics

See which topics are trending on social media and search.

VisualPing

Track changes to web pages to keep you alert to new data, new events or deletions. Useful for keeping tabs on companies.

Nasdaq Data Link

Marketplace for various financial and alternative datasets. Contains both free and paid datasets. Has a plug-in to link Excel.

BioPharmCatalyst

Upcoming catalyst and FDA calendar for biotech investors. Highlights key events such as FDA approvals and clinical trials.

US Securities and Exchange Commission

Edgar database is the go-to place for SEC filings (S-1, 10K, 10Q, 8K etc). Now with powerful advanced search features.

Damodaran Online

Website of NYU professor Aswath Damodaran. Lots of useful data such as financial metrics by industry.

Koyfin

Well regarded analytics platform (includes: stocks, ETFs, mutual funds, FX, bonds, economics, news, and Twitter).

High Short Interest

Database of stocks which have a short interest of over 20%.

Open Insider

Comprehensive database and search tool for insider buying and selling.

Shortsqueeze

Short interest screener as well as historical short interest data.

More Great Tools

Tikr

All-in-one platform for financial research.

Macrotrends

Stock screener and chart database with over 50 data points, 50+ years of stock price data and 100+ years of economic data.

Global Financial Data

This company provides some of the oldest financial data available with some charts going back 400 years.

Whale Wisdom

This service tracks and analyzes hedge fund filings in real-time. Find 13F, 13D, insider transactions and more.

IPOScoop

Attempts to separate worthwhile IPOs using a 1-5 rating system. Useful IPO calendars and resource.

OTCMarkets

Online resource for OTCQX, OTCQB and Pink sheet stocks.

Grufity

All-in-one research platform with free stock prices, insider trading data, hedge fund holdings and charts.

Seeking Alpha

All-in-one financial platform with user-generated research pieces.

StockFetcher

Stock screener and chart platform with over 125 indicators. Focus on technical analysis.

Tiingo

Financial platform that covers over 80,000 global securities. Fundamental data, stock screener, API and podcast dashboard.

Tip Ranks​​

This platform evaluates recommendations made by financial analysts and bloggers, then ranks those experts based on their accuracy and performance.

LazyFA

Company financials, automated analysis and discount cash flow predictions.

Wallmine​​

Stock screener covering 27,000+ companies. Various criteria and visualizations.

Stockcomps

Simple web tool that allows you to see how investments stack up against each other and the overall stock market over time.

Investing.Com

Useful economic calendar and earnings calendar here from Investing.com.

SocialSentiment

Social media sentiment analysis of posts related to stocks.

10X EBITDA

Compilation of hedge fund presentations, guides and articles.

Revelio Labs

Employee data by company. Look under the hood to see hiring trends, salaries and more.

GuruFocus

Screens and tools focusing on investments of famous value investors and gurus.

YCharts

Fundamental charts, screener and portfolio manager.

Trading Economics

Data on global economies and economic indicators.

CB Insights

Research pieces on latest technology trends.

Margins By Sector

Useful page showing profit margins across different sectors from Professor Damodaran.

Options

IVolatility

Analytical platform that provides historical options data, scanners and analytical tools for options.

Market Chameleon

Options tools and data that covers implied volatility, risk analysis, sentiment analysis, corporate events and earnings forecasts.

Quantcha

Sophisticated tool for coming up with options strategies and trade ideas.

Statistics/Data

Statista

Large resource of statistics updated on daily basis. Useful for international trends, market size and competitor research.

Thinknum

Alternative data indicators for companies such as social media followers and job openings.

Kaggle

Free datasets on a variety of topics. User generated.

GlassDoor

See employee satisfaction ratings and get an idea of company culture.

EMSI

Labour market data. Track job posting trends to get a handle on employment.

ImportYeti

See a company’s suppliers.

Onscope

Data on patents and trademarks.

Government Data

The Federal Reserve

Go-to place on US monetary policy. Data on interest rates, schedule of FOMC meetings, meeting minutes, and reports.

US Bureau of Labor Statistics

CPI data with historic numbers and schedule of the future publications.

Census Bureau

Housing data in the US (size, age, type, home values, rents, mortgages).

Bureau on Transportation Statistics

Great macro tool and source of statistics on commercial aviation, multimodal freight activity, and transportation economics.

PACER

Public access to court electronic records. For example fraud cases.

Clinical Trials

Database of privately and publicly funded clinical studies from around the world.

EMMA

Electronic Municipal Market Access. Data on municipal bonds.

Web Data

SimilarWeb

Web traffic data and analytics.

SocialBlade

Track Youtube and social media statistics.

Subreddit Stats

See which subreddits are popular and trending.

Ezoic

Track online ad rates daily.

Data.ai

Previously called App Annie, this site tracks and ranks apps giving you useful insights on the App economy.

Travel Data

AIRDNA

See statistics on Airbnb rental rates, vacancies and opportunities.

Uber Movement

See traffic trends and movement from > 10 billion Uber trips.

TSA Checkpoint

See latest checkpoint travel numbers from the Transportation Security Administration.

Association of American Railroads

Get insights on economic activity through rail traffic data.

Flight Aware

Real-time data on flight traffic.

Placer.ai

Consumer foot-traffic data.

Flightradar24

Flight tracking service.

City Data

Various data on cities around the US.

Housing Data

Zillow

Housing data by geography from Zillow.

Redfin

Downloadable housing price and sales data from Redfin.

Auto Data

GoodCarBadCar

See data on car sales from around the world.

RV Industry Association

Data on RV production and shipments.

EV Volumes

Data on electric vehicle sales worldwide.

Reader Suggestions

Indexmundi

Historical commodity price data - everything from uranium, to butter.

StockCharts

($25 pm) Nice charts plus a great scanner that uses candlestick patterns and other ta criteria. You can also write your own fairly complex scanning templates and do some interesting correlation / inter market studies between things like stocks, commodities and currencies etc.


Thank you for reading. I intend to add more resources as time goes by. If you have any other suggestions drop them in the comments!

Thanks for reading Overlooked Alpha. This post is public so feel free to share it.

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4 Comments
Adrian Knoblauch
Jul 6, 2022

Great list Joe, amazing what is out there! Appreciate that you shared that list. I will start using some of them which have a global focus too. Thanks!

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1 reply by Joe Marwood
Brian Keaveney
May 24, 2022

Thanks for the comprehensive list. I'm familiar with some of these sites but looks like there are many others to explore. Another two that might be worth mentioning are Indexmundi and Stockcharts.com.

Indexmundi (free) has a lot of historical commodity price data, especially the more esoteric commodities - everything from uranium, to butter !

Stockcharts ($25 pm) has nice charts (especially if you want very long term ones) plus a great scanner that uses candlestick patterns and other ta criteria. You can also write your own fairly complex scanning templates and do some interesting correlation / inter market studies between things like stocks, commodities and currencies etc.

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