Resources

Free Resources:

SEC Full-Text Search

Search through 20 years of SEC filings for specific terms, people, or entities.

https://www.sec.gov/edgar/search/


Roic.ai

Creating the most comprehensive summary of companies in one place is what we try to implement in our service. 

https://roic.ai 


Finviz

Financial visualizations and screeners.

https://finviz.com 


PCAOB Auditor Search

Find the auditor and specific audit partner for any company, as well as their track record.

https://pcaobus.org 


IBorrowDesk

Website with borrow rates and short availability on any stock.

https://iborrowdesk.com


OpenInsider

Tracks insider buying and sales.

http://openinsider.com 


Dataroma

Shows portfolios of hedge funds.

https://www.dataroma.com


Twitter

Many high quality accounts on Twitter provide research and timely analysis, but it requires a lot of filtering out the noise. List of Twitter Accounts We Recommend coming Soon. 

https://twitter.com


Reddit

There are many subreddits that contain valuable content, although this does require a lot of filtering. List of SubReddits We Recommend Coming Soon. 

https://reddit.com 


Yahoo Finance

Great for creating watchlists and for setting price alerts. Watchlists sync across all devices logged into your account. Lots of news and live market commentary during the trading day.

https://ca.finance.yahoo.com 


LinkedIn 

See job history for corporate insiders. Look at job postings that can indicate strategic direction of a company, and see data on head count growth or decline. 

https://www.linkedin.com

Hypertextual Finance Glossary

Over 8,000 Entries and 18,000 Hyperlinks. The largest financial glossary on the Internet.

https://people.duke.edu/~charvey/Classes/wpg/glossary.htm 


Economics A-Z Terms

Economics A-Z is adapted from "Essential Economics" by Matthew Bishop.

https://www.economist.com/economics-a-to-z


Hedge Follow

Follow hedge funds and insiders as they adjust their holdings.

https://hedgefollow.com


TipRanks

Driving transparency by tracking and measuring the performance of over 96,000 financial experts, including Wall Street analysts, financial bloggers, hedge funds, and corporate insiders, and making this information publicly available.

https://www.tipranks.com


Market Chameleon

Options information.

https://marketchameleon.com


High Short Interest Stocks

A convenient database of stocks which have a short interest of over 20 percent. Additional key data such as the float, number of outstanding shares, and company industry is displayed. 

https://highshortinterest.com


Low Float Stocks

A convenient database of stocks which have a float of under 10 million shares. Additional key data such as the number of outstanding shares, short interest, and company industry is displayed.

https://www.lowfloat.com 


PACER

The Public Access to Court Electronic Records (PACER) service provides electronic public access to federal court records. PACER provides the public with instantaneous access to more than 1 billion documents filed at all federal courts. 

https://pacer.uscourts.gov


zer0esTV

Zer0es TV opens the world of short-selling, and aims to reveal how important short-selling is for capital markets to function properly. 

https://www.zer0es.tv 


Paid Tools

Bloomberg Terminal

One unified system that connects you to the data, news, analytics, and people you need to make fast, effective decisions.

https://www.bloomberg.com/professional/solution/welcome-to-the-terminal/


Tegus

Access to 40,000+ searchable expert call transcripts across both private and public companies. 

https://www.tegus.com


Fintel

Fintel provides deep analysis of institutional holdings and sentiment, as well as insider trades and short interest.

https://fintel.io


Ortex 

Stock-data & ideas platform.

https://public.ortex.com


ChatterQuant

Social sentiment and discussion monitoring. Access to trends across multiple social media platforms. 

https://chatterquant.com


Unusual Whales

Tools for options, equities, and crypto markets. 

https://unusualwhales.com