diff --git a/README.md b/README.md index 177617a..5957921 100644 --- a/README.md +++ b/README.md @@ -1,27 +1,93 @@ # THE ULTIMATE STOCK MARKET TOOLKIT - Over the years I've amassed a large collection of links, resources, tools and so on that I find useful in my trading/investing activities. I'm compiling those here, along with any that were shared with me via Twitter/Reddit/email/etc and seemed useful after a cursory look. While I've done my best to link to tools that are not only legitimate but also likely to stay active, alive and useful for the foreseeable future, obviously I have no control over these companies/websites and over time some of the links may break or situations may emerge that turn them into poor recommendations. Also, this list is not exhaustive by any means and may be updated in the future as new tools/resources emerge. --- **DISCLAIMER:** *In general, there is **no preference** given to any of these resources and this is not a recommendation to use them. Besides categorizing them and deciding to include some based on personal experience, I am not officially suggesting any opinion on any of these, but I do have experience with many of them and have tried to include things I've had good experiences with or that I personally use in my trading/investing activities.* -*Any links that are **bold** are things I either currently use or have used enough in the past to get a good feel for their quality/functionality, but that does not mean I am recommending them, only that I have personal experience with them. If it is not bold, it doesn't mean I've never used it, only that it's something I just use now and then or that it seemed handy at a cursory glance. In short regarding this entire thread, I am not a financial advisor and neither is Reddit. **Do your own due diligence and speak to a professional before making any financial decisions.*** - +*Any links that are **bold** are things I either currently use or have used enough in the past to get a good feel for their quality/functionality, but that does not mean I am recommending them, only that I have personal experience with them. If it is not bold, it doesn't mean I've never used it, only that it's something I just use now and then or that it seemed handy at a cursory glance. In short regarding this entire list, I am not a financial advisor. **Do your own due diligence and speak to a professional before making any financial decisions.*** +# Table of Contents: +- [GETTING STARTED](#getting-started) +- [BROKERS & TRADING SOFTWARE](#brokers) + - [Investing/Long-term](#brokers-investing) + - [Active Trading/Professional](#brokers-active) + - [Canadian](#brokers-canadian) + - [European](#brokers-european) + - [Reviews](#brokers-reviews) +- [GENERAL STOCK MARKET RESEARCH](#research) +- [CALENDARS](#calendars) + - [Earnings Calendars](#earnings-calendars) + - [Dividend/Ex-Dividend Calendars](#dividend-calendars) + - [Economic Calendars](#economic-calendars) + - [Misc Calendars](#misc-calendars) +- [TECHNICAL ANALYSIS](#ta-education) + - [Education](#ta-education) + - [Tools](#ta-tools) +- [FUNDAMENTAL ANALYSIS](#fa-education) + - [Education](#fa-education) + - [Tools](#fa-tools) +- [SCANNERS, SCREENERS & IDEA GENERATION](#scanners) +- [TRADE ANALYSIS & REVIEW](#trade-analysis) +- [SEC FILINGS](#filings) + - [Research & Education](#filings-education) + - [Daily Filings by Type](#filings-daily) +- [HALTS, SHORT SELLING AND EXCHANGE RESOURCES](#halts-shorting-exchanges) +- [PAID TRADING SERVICES/EDUCATION/CHAT ROOMS](#paid) +- [BOOKS](#books) + - [General Stock Market/Uncategorized](#books-general) + - [Active Trading and Speculation](#books-active-trading-and-speculation) + - [Valuation and Accounting Tricks](#books-valuation-and-accounting-tricks) + - [Financial History/Psychology](#books-financial-history-and-psychology) + - [Options](#books-options) +- [CRYPTOCURRENCIES](#crypto) +- [YOUTUBE CHANNELS](#youtube) +- [TALKS/SPEECHES](#talks) +- [STOCK MARKET MOVIES/DOCUMENTARIES](#movies-docs) +- [TWITTER ACCOUNTS](#twitter) + - [Individual Accounts](#twitter-individual) + - [Research Focus](#twitter-research) +- [DEVELOPER RESOURCES/ALGO STUFF/APIs](#developers) + - [General Resources](#developers-general) + - [Algo Trading Engines](#developers-engines) + - [Data APIs](#developers-data) +- [BLOGS/DISCUSSION FORUMS/LIVE CHATS/MISC RESOURCES](#blogs) --- +**GETTING STARTED:** -Alright, here we go: +There are two general approaches to investing: active and passive. Active investing implies you are actively buying and selling stocks, bonds, options and so on, conducting research and making active decisions about the investments you make. Passive investing implies you are more disconnected from the market, passively investing money into mutual funds, ETFs, IRAs, 401Ks and allowing the managers of those funds to manage those investments, not focusing on individual stocks, or you may have hired a financial advisor or wealth manager. Neither approach will make you rich quickly. Using active approaches you are very likely to lose money as a beginner. Active investing takes a large amount of work and research and most people will not beat the market's returns over the long term. If you are brand new, it's best to start with passive approaches while you get your feet wet and learn about more active strategies, and gradually work towards becoming more and more active. -*I've categorized brokers into two groups based on the types of clients they cater to. Long-term-focused brokers tend to offer IRAs, 401k's and other types of retirement accounts. Active trading/professional brokers tend to have more advanced software, faster executions, and cater to traders who are more active in the markets. One is not necessarily better, and many people will use both.* +- **[Investopedia - How to Start Investing in Stocks](https://www.investopedia.com/articles/basics/06/invest1000.asp)** +- [The Ultimate Fundamentals Guide on What You Need to Learn First](https://www.reddit.com/r/UndervaluedStonks/comments/kheec2/the_ultimate_fundamentals_guide_on_what_you_need) +- [Fundamentals of Active Trading](https://youtu.be/TprZoVbfZ18) +- [Five Things to Look for on Every Trade](https://www.youtube.com/watch?v=d1cSG-6GIlU) +- **[LazyFA Market Essentials](https://www.youtube.com/watch?v=7pwKL_km9hg&list=PLJ94CeEi9Aa5FNL2DDsz0ePfJdpoCar9i)** +- [Investopedia SEC Filings You Need to Know](https://www.investopedia.com/articles/fundamental-analysis/08/sec-forms.asp) +- **[The Balance - Investing for Beginners](https://www.thebalance.com/investing-for-beginners-4074004)** +- [The Balance - Understanding Interest Rates](https://www.thebalance.com/what-is-interest-315436) +- [Learn to Day Trade](https://www.youtube.com/watch?v=wNYdfbRZL_w&list=PLHwh3-YF4uak1x9ghKkKhAHHDwdAK-by3) +- [/r/stocks Wiki](https://www.reddit.com/r/stocks/wiki/index) +- [/r/stocks "Stick My Money Somewhere"](https://www.reddit.com/r/stocks/wiki/stick-my-money-somewhere) +- [/r/investing FAQ](https://www.reddit.com/r/investing/wiki/faq) +- **[Tim Parker - News and the Stock Market](https://www.youtube.com/watch?v=4IDG8VtYats)** +- [Khan Academy - Stocks and Bonds](https://www.khanacademy.org/economics-finance-domain/core-finance/stock-and-bonds) +- [Khan Academy - Funds and Other Investment Vehicles](https://www.khanacademy.org/economics-finance-domain/core-finance/investment-vehicles-tutorial) +- [Investopedia Investing Essentials Category](https://www.investopedia.com/investing-essentials-4689754) +- [Jason Leavitt's Free Mini Masterclass in Trading](https://jason-leavitt-masterclass-in-trading.teachable.com/p/free-mini-masterclass-in-trading) +- [OptionAlpha Education Center](https://optionalpha.com/members/education) +- [Open Investing Guide - Simple Passive Portfolio](https://herget.github.io/investing-guide/) +###### [TOC](#toc) +--- +*I've categorized brokers into two groups based on the types of clients they cater to. Long-term-focused brokers tend to offer IRAs, 401k's and other types of retirement accounts. Active trading/professional brokers tend to have more advanced software, faster executions, and cater to traders who are more active in the markets. One is not necessarily better, and many people will use both.* -**BROKERS & TRADING SOFTWARE (Investing/Buy & Hold/IRA/Long-term):** +**BROKERS & TRADING SOFTWARE (Investing/Buy & Hold/IRA/Long-term):** - **[Fidelity](https://www.fidelity.com/)** - [Charles Schwab](https://www.schwab.com/) - [Merrill Edge](https://www.merrilledge.com/) - **[TD Ameritrade Retirement](https://www.tdameritrade.com/retirement-planning/retirement-suite.page)** - [E*Trade Retirement](https://us.etrade.com/what-we-offer/our-accounts#tab_2) +###### [TOC](#toc) -**BROKERS & TRADING SOFTWARE (Active Trading/Professional):** +**BROKERS & TRADING SOFTWARE (Active Trading/Professional):** - **[Thinkorswim](https://www.tdameritrade.com/tools-and-platforms/thinkorswim/features.page)** *(AKA ToS, from TD Ameritrade)* - [Interactive Brokers](https://www1.interactivebrokers.com/en/home.php) - **[Tradestation](https://www.tradestation.com/)** @@ -30,85 +96,285 @@ Alright, here we go: - **[Lightspeed](https://www.lightspeed.com/)** - [Power E*Trade](https://us.etrade.com/platforms/power-etrade) - **[Tastyworks](https://www.tastyworks.com/)** *(Options-focused)* +###### [TOC](#toc) -**BROKERS & TRADING SOFTWARE (Reviews and Guides):** +**BROKERS & TRADING SOFTWARE (Canadian):** +- [Interactive Brokers](https://www1.interactivebrokers.com/en/home.php) +- [Questrade](https://www.questrade.com/) +###### [TOC](#toc) + +**BROKERS & TRADING SOFTWARE (European):** +- [Degiro](https://www.degiro.eu/) +- [Interactive Brokers](https://www1.interactivebrokers.com/en/home.php) +###### [TOC](#toc) + +**BROKERS & TRADING SOFTWARE (Reviews and Guides):** - [Stockbrokers.com Investing Guides](https://www.stockbrokers.com/guides) +###### [TOC](#toc) +--- +**GENERAL STOCK MARKET RESEARCH:** +- **[Finviz - Lots of free research tools](https://www.finviz.com)** +- [Finviz Relative Performance by Industry](https://www.finviz.com/groups.ashx?g=industry&v=210&o=name) +- [Finviz Relative Performance by Sector](https://www.finviz.com/groups.ashx?g=sector&v=210&o=name) +- [Finviz Recent News](https://www.finviz.com/news.ashx) +- **[Barchart - Technical and Fundamental Analysis Tools](https://www.barchart.com)** +- **[Koyfin - Free Comprehensive Market Data for Investors](https://www.koyfin.com/)** +- [Wallmine](https://www.wallmine.com) +- [Grufity Stock Research](https://grufity.com/stock/) +- [TipRanks - Analyst Ratings and Market Research](https://www.tipranks.com/) +- [The Market Ear - Live Market News/Analysis](https://www.themarketear.com/) +- [IPOScoop - Lots of handy info on IPOs](https://www.iposcoop.com/) +- [Stockrow - News, Fundamental Data and Screeners](https://www.stockrow.com/) +- [Stock Analysis - Free Online Stock Information for Investors](https://www.stockanalysis.com/) +- [StockComps - Compare Investment Returns](https://www.stockcomps.com/) +- **[BioPharmCatalyst - Biotech-Specific Research](https://www.biopharmcatalyst.com/)** +- **[Macrotrends - The Long Term Perspective on Markets](https://www.macrotrends.net/)** +- [The Ultimate Investing Checklist](https://www.reddit.com/r/investing/comments/bpriju/the_ultimate_investing_checklist/) +- [Stock Market Analytics](https://www.equitieslab.com/) +- [Market Chameleon](https://www.marketchameleon.com/) +- [CityFALCON - Personalized Financial News Feed and Data Warehouse](https://www.cityfalcon.com/) +###### [TOC](#toc) +--- +**CALENDARS:** +- Earnings Calendars: + - [Yahoo! Finance](https://finance.yahoo.com/calendar/earnings/) + - [Business Insider](https://markets.businessinsider.com/earnings-calendar) + - [Zacks](https://www.zacks.com/earnings/earnings-calendar) + - **[Earnings Whispers](https://www.earningswhispers.com/)** + - [Investing.com Earnings Calendar](https://www.investing.com/earnings-calendar/) +###### [TOC](#toc) +- Dividend/Ex-Dividend Calendars: + - [The Street](https://www.thestreet.com/dividends/index.html) + - [Dividend.com Ex-Div Date Search](https://www.dividend.com/ex-dividend-dates/#tm=3-ex-div-dates) + - [Investing.com Dividend Calendar](https://www.investing.com/dividends-calendar/) +###### [TOC](#toc) + +- Economic Calendars: + - **[Finviz Economic Calendar](https://finviz.com/calendar.ashx)** + - [Investing.com Economic Calendar](https://www.investing.com/economic-calendar/) + - [IPO Monitor - Recent IPO Filings & Withdrawals](https://www.ipomonitor.com/) + - **[Federal Reserve Economic Release Calendar](https://www.federalreserve.gov/newsevents/calendar.htm)** +###### [TOC](#toc) + +- Misc Calendars: + - [Investing.com IPO Calendar](https://www.investing.com/ipo-calendar/) + - [Investing.com Split Calendar](https://www.investing.com/stock-split-calendar/) + - **[Split History](https://www.splithistory.com)** + - [BiopharmCatalyst FDA Calendar](https://www.biopharmcatalyst.com/calendars/fda-calendar) +###### [TOC](#toc) --- -**SCANNERS, SCREENERS & IDEA GENERATION:** +**TECHNICAL ANALYSIS (Education):** +- **[Investopedia Technical Analysis](https://www.investopedia.com/technical-analysis-4689657)** +- [Technical Analysis Strategies for Beginners](https://www.investopedia.com/articles/active-trading/102914/technical-analysis-strategies-beginners.asp) +- **[Technical Analysis of Stocks](https://www.youtube.com/watch?v=08R_TJhAOGo)** +- **[LazyFA Technical Analysis Playlist](https://www.youtube.com/playlist?list=PLJ94CeEi9Aa4AgpRGVamvnPm3DjvashL3)** +- **[COVID-19 Bear Market Analysis](https://www.youtube.com/watch?v=kJQWvIx5yuE)** +###### [TOC](#toc) +--- +**TECHNICAL ANALYSIS (Tools/Resources):** +- **[TradingView](https://www.tradingview.com)** +- **[TC2000 Charting](https://www.tc2000.com/)** +- **[DAS Trader](https://dastrader.com/)** +- **[StockFetcher Technical Analysis Screener](https://www.stockfetcher.com)** +- **[Thinkorswim](https://www.tdameritrade.com/tools-and-platforms/thinkorswim/features.page)** *(AKA ToS, from TD Ameritrade)* +- [TrendSpider - Technical Analysis Scanning, Backtesting, Alerts and Charting](https://www.trendspider.com/) +###### [TOC](#toc) +--- +**FUNDAMENTAL ANALYSIS (Education):** +- **[Investopedia Fundamental Analysis Category](https://www.investopedia.com/fundamental-analysis-4689757)** +- [Coursera - Accounting Analytics](https://www.coursera.org/learn/accounting-analytics) +- **[The Balance - Income Statement Analysis](https://www.thebalance.com/income-statement-analysis-4073647)** +- **[The Balance - Analyzing a Balance Sheet](https://www.thebalance.com/analyzing-a-balance-sheet-4073648)** +- **[Alhambra Investments Market Research](https://www.alhambrapartners.com/commentaryanalysis/)** +- [/r/Stocks Fundamentals Wiki](https://www.reddit.com/r/stocks/wiki/fundamentals-themed-post) +- [MarketWatch - Guide to Analyst Recommendations](https://www.marketwatch.com/tools/guide.asp) +###### [TOC](#toc) +--- +**FUNDAMENTAL ANALYSIS (Tools/Resources):** +- **[Finviz - Financial Visualizations](https://www.finviz.com)** +- **[TipRanks - Analyst Ratings and Market Research](https://www.tipranks.com/)** +- [Finbox](https://www.finbox.com) +- [Atom Finance](https://www.atom.finance/) +- [Gurufocus - Value Investing & Market Insight of Investment Gurus](https://www.gurufocus.com) +- [Stockrow - News, Fundamental Data and Screeners](https://www.stockrow.com/) +- **[Tiingo](https://www.tiingo.com)** +- [CSI Market](https://www.csimarket.com/) +- **[StreetInsider Earnings Calendar](https://www.streetinsider.com/ec_calendar.php)** +- **[StreetInsider EPS Insider](https://www.streetinsider.com/portal/Earnings+Insider/5.html)** +- [Docoh - SEC Filing & Company Analysis](https://www.docoh.com) +- **[Macrotrends - The Long Term Perspective on Markets](https://www.macrotrends.net/)** +- [Beeken - Investing Tools Reimagined](https://www.beeken.io/) +- [sharelab - US Stock Comparison Based on Empirical Finance Academia](https://www.sharelab.com) +###### [TOC](#toc) +--- +**SCANNERS, SCREENERS & IDEA GENERATION:** - **[Finviz Screener](https://finviz.com/screener.ashx)** -- **[LazyFA Screener](https://www.lazyfa.com/screener)** -- [Tiingo Screener](https://www.tiingo.com/screener/overview) +- **[Tiingo Screener](https://www.tiingo.com/screener/overview)** +- [Stockrow Screener](https://www.stockrow.com/screener/) - **[TradingView Screener](https://www.tradingview.com/screener/)** -- **[StockFetcher Technical Analysis Screener](https://www.stockfetcher.com)** +- [Wallmine Screener](https://www.wallmine.com/screener/) +- [Market Chameleon Stock Screener](https://marketchameleon.com/Screeners/Stocks) +- **[StockFetcher Technical Analysis Screener](https://www.stockfetcher.com/)** - **[TC2000 Realtime Scanning/Screening](https://www.tc2000.com/)** - **[TradeIdeas Realtime Scanning/Screening](https://www.trade-ideas.com/)** - [StockCharts Predefined Scans](https://stockcharts.com/def/servlet/SC.scan) - [Stock Market Watch Ideas](http://thestockmarketwatch.com/ideas/) -- [High Short Interest Stocks](https://www.highshortinterest.com/) -- **[Shortsqueeze.com - Short Selling Resources](http://shortsqueeze.com/)** +- [Optionsonar - Unusual Options Activity & Order Flow Scanner](https://www.optionsonar.com/) - [FlowAlgo - Options Flow & Unusual Options Activity Scanner](https://www.flowalgo.com/) +- [TrendSpider - Technical Analysis Scanning, Backtesting, Alerts and Charting](https://www.trendspider.com/) +- [SocialSentiment.io - Social Media Sentiment Analysis](https://socialsentiment.io/) +- [senatestockwatcher.com - Senate Stock Watcher](https://senatestockwatcher.com/) +- [Ortex.com - ORTEX](https://www.ortex.com) +###### [TOC](#toc) --- -**TRADE ANALYSIS & REVIEW:** +**TRADE ANALYSIS & REVIEW:** - [Tradervue](https://www.tradervue.com/) +###### [TOC](#toc) --- -**GETTING STARTED:** -- [Investopedia Investing Essentials](https://www.investopedia.com/investing-essentials-4689754) -- **[LazyFA Market Essentials](https://www.youtube.com/watch?v=7pwKL_km9hg&list=PLJ94CeEi9Aa5FNL2DDsz0ePfJdpoCar9i)** -- **[Jason Leavitt's Free Mini Masterclass in Trading](https://jason-leavitt-masterclass-in-trading.teachable.com/p/free-mini-masterclass-in-trading)** - ---- -**TECHNICAL ANALYSIS:** -- **[TradingView](https://www.tradingview.com)** -- **[Investopedia Technical Analysis](https://www.investopedia.com/technical-analysis-4689657)** +**SEC FILINGS:** +- Research & Education: + - **[Official SEC Website](https://www.sec.gov)** + - [SEC Forms Index (PDF)](https://www.sec.gov/info/edgar/forms/edgform.pdf) + - **[SEC Forms List](https://www.sec.gov/forms)** + - **[BamSEC - Financial Research Made Easier](https://www.bamsec.com/)** + - [Intelligize SEC Forms Quick Reference Guide (PDF)](https://www.intelligize.com/wp-content/uploads/2017/09/intelligize_sec_forms_guide.pdf) + - [Investopedia SEC Filings You Need to Know](https://www.investopedia.com/articles/fundamental-analysis/08/sec-forms.asp) + - [Rank and Filed - SEC Filings for Humans](http://rankandfiled.com/#/) + - [Docoh - SEC Filing & Company Analysis](https://www.docoh.com) +###### [TOC](#toc) +- Daily Filings by Type: + - [**10K & 10K/A** - Annual Reports](https://www.sec.gov/cgi-bin/current?q1=0&q2=0&q3=) + - [**10Q & 10Q/A** - Quarterly Reports](https://www.sec.gov/cgi-bin/current?q1=0&q2=0&q3=10-q) + - [**8K** - Material Events](https://www.sec.gov/cgi-bin/current?q1=0&q2=4&q3=8-K) + - [**S-*** - Securities Registration Statements](https://www.sec.gov/cgi-bin/current?q1=0&q2=5&q3=s-) + - [**EFFECT** - Effectiveness Notification for Securities Registration](https://www.sec.gov/cgi-bin/current?q1=0&q2=5&q3=effect) + - [**424B*** - Prospectus Supplements/Secondary Offerings](https://www.sec.gov/cgi-bin/current?q1=0&q2=0&q3=424b) + - [**Form 3** - Initial Insider Ownership Statement](https://www.sec.gov/cgi-bin/current?q1=0&q2=0&q3=3) + - [**Form 4** - Change in Insider Ownership](https://www.sec.gov/cgi-bin/browse-edgar?company=&CIK=&type=4&owner=only&count=40&action=getcurrent) + - [**Form 5** - Change in Insider Ownership, Delayed Disclosure](https://www.sec.gov/cgi-bin/current?q1=0&q2=0&q3=5) + - [**SC-13*** - Ownership Stakes](https://www.sec.gov/cgi-bin/current?q1=0&q2=0&q3=SC%2013) + - [**13F** - Quarterly Institutional Holdings Report](https://www.sec.gov/cgi-bin/current?q1=0&q2=0&q3=13F) +###### [TOC](#toc) --- -**FUNDAMENTAL ANALYSIS:** -- **[LazyFA - Automated Fundamental Analysis](https://www.lazyfa.com/)** -- [Finbox](https://www.finbox.com) -- **[Investopedia Fundamental Analysis](https://www.investopedia.com/fundamental-analysis-4689757)** - ---- -**SEC FILINGS:** -- **[Official SEC Website](https://www.sec.gov)** -- **[BamSEC - Financial Research Made Easier](https://www.bamsec.com/)** -- **[LazyFA Market Events](https://www.lazyfa.com/events/)** -- [Rank and Filed - SEC Filings for Humans](http://rankandfiled.com/#/) - +**HALTS, SHORT SELLING AND EXCHANGE RESOURCES:** +- **[Current NASDAQ Trading Halts](https://www.nasdaqtrader.com/trader.aspx?id=TradeHalts)** +- [NASDAQ Halt Codes](https://www.nasdaqtrader.com/Trader.aspx?id=TradeHaltCodes) +- [NASDAQ Unlisted Trading Privileges Plan Resources](http://www.utpplan.com/overview) +- **[UTDF Specification](http://www.utpplan.com/DOC/utdfspecification.pdf)** +- [Time & Sales Flags (Sale Conditions): Summary of Page 6-17 of the UTDF Spec)](https://www.dastrader.com/kb/knowledge-base/what-are-the-time-and-sales-windows-flag-symbol-definitions/) +- [High Short Interest Stocks](https://www.highshortinterest.com/) +- **[Shortsqueeze.com - Short Selling Resources](https://www.shortsqueeze.com/)** +- [Current Threshold Securities](https://www.nasdaqtrader.com/trader.aspx?id=RegSHOThreshold) +- [Current SSR Securities (Short Sale Restriction/Uptick Rule)](https://www.nasdaqtrader.com/trader.aspx?id=ShortSaleCircuitBreaker) +- [FINRA Daily Short Selling Volume Raw Data](http://regsho.finra.org/regsho-Index.html) +- [Short Volumes (for tracking daily short/long volume by ticker)](http://shortvolumes.com/) +###### [TOC](#toc) --- -**PAID TRADING SERVICES/EDUCATION/CHAT ROOMS:** +**PAID TRADING SERVICES/EDUCATION/CHAT ROOMS:** - **[Bulls on Wall Street](https://www.bullsonwallstreet.com)** - **[Investors Underground](https://www.investorsunderground.com)** - [Warrior Trading](https://www.warriortrading.com) - [Clay Trader](https://www.claytrader.com/) - +- **[Trade on the Fly - Active Trading Services](https://www.tradeonthefly.com/)** +- [Benzinga Pro](https://pro.benzinga.com/) +###### [TOC](#toc) --- -*For books, I bolded the main titles of any I have personally read **and** found to be applicable in a practical sense, or were just really good. In general, all of these are commonly recommended and though some may be a bit dated I still think there are little tidbits within all of them that one may find useful. I'll categorize these and add to the list...eventually...maybe...* - -**BOOKS (in no particular order/categorization):** -- [**Fed Up**: An Insider's Take on Why the Federal Reserve is Bad for America](https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655) -- [**Broken Markets**: How High Frequency Trading and Predatory Practices on Wall Street Are Destroying Investor Confidence and Your Portfolio](https://www.amazon.com/Broken-Markets-Frequency-Destroying-Confidence/dp/B0085AQS3A/) -- [**Trading from Your Gut**: How to Use Right Brain Instinct & Left Brain Smarts to Become a Master Trader](https://www.amazon.com/Trading-Your-Gut-Instinct-Smarts/dp/B002YYWEKO) -- [**Financial Shenanigans**: How to Detect Accounting Gimmicks & Fraud in Financial Reports](https://www.amazon.com/Financial-Shenanigans-Fourth-Accounting-Gimmicks/dp/B0764LJJH9) -- [More Money Than God: Hedge Funds and the Making of a New Elite](https://www.amazon.com/More-Money-Than-God-Making/dp/B004AUQPF0) -- [How to Make Money in Stocks: A Winning System in Good Times and Bad](https://www.amazon.com/How-Make-Money-Stocks-Winning/dp/B00916ARYS) -- [Reminiscences of a Stock Operator](https://www.amazon.com/Reminiscences-Stock-Operator-Edwin-Lef%C3%A8vre/dp/0471770884) -- [Market Wizards](https://www.amazon.com/Market-Wizards-Updated-Interviews-Traders/dp/1118273052) -- [**One Up on Wall Street**](https://www.amazon.com/One-Up-Wall-Street-Already/dp/0743200403/) -- [**Trading in the Zone**](https://www.amazon.com/Trading-Zone-Confidence-Discipline-Attitude/dp/0735201447) -- [The Intelligent Investor](https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661) -- [How To Trade in Stocks](https://www.amazon.com/How-Trade-Stocks-Jesse-Livermore-ebook/dp/B0062Y79M0) -- **[/r/SecurityAnalysis Wiki](https://www.reddit.com/r/SecurityAnalysis/wiki/index)** - +**BOOKS:** +- General Stock Market/Uncategorized + - [Common Stocks and Uncommon Profits](https://www.amazon.com.au/Common-Stocks-Uncommon-Profits-Writings/dp/0471445509) + - [How to Make Money in Stocks: A Winning System in Good Times and Bad](https://www.amazon.com/How-Make-Money-Stocks-Winning/dp/B00916ARYS) + - [Market Wizards](https://www.amazon.com/Market-Wizards-Updated-Interviews-Traders/dp/1118273052) + - [One Up on Wall Street](https://www.amazon.com/One-Up-Wall-Street-Already/dp/0743200403/) + - [Reminiscences of a Stock Operator](https://www.amazon.com/Reminiscences-Stock-Operator-Edwin-Lef%C3%A8vre/dp/0471770884) + - [The Intelligent Investor](https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661) + - [/r/SecurityAnalysis Wiki](https://www.reddit.com/r/SecurityAnalysis/wiki/index) +###### [TOC](#toc) +- Active Trading and Speculation + - [A Complete Guide To Volume Price Analysis](https://www.amazon.com/Complete-Guide-Price-Analysis/dp/1491249390/) + - [Advanced Techniques in Day Trading: A Practical Guide to High Probability Day Trading Strategies and Methods](https://www.amazon.com/Advanced-Techniques-Day-Trading-Probability-ebook/dp/B07DQSFK7M) + - [Getting Started in Chart Patterns](https://www.amazon.com/Getting-Started-Patterns-Thomas-Bulkowski/dp/1118859200) + - [How to Day Trade for a Living: Tools, Tactics, Money Management, Discipline and Trading Psychology](https://www.amazon.com/How-Day-Trade-Living-Management-ebook/dp/B012C4AU10) + - [How To Swing Trade: A Beginner's Guide to Trading Tools, Money Management, Rules, Routines and Strategies of a Swing Trader](https://www.amazon.com/How-Swing-Trade-Management-Strategies-ebook/dp/B07HZ38XVQ) + - [How To Trade in Stocks](https://www.amazon.com/How-Trade-Stocks-Jesse-Livermore-ebook/dp/B0062Y79M0) + - [Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor](https://www.amazon.com/Margin-Safety-Risk-Averse-Strategies-Thoughtful/dp/0887305105/) + - [Speculation as a Fine Art and Thoughts on Life](https://www.amazon.com/Speculation-Fine-Art-Thoughts-Life/dp/1440434972/) + - [Stock Trading & Investing Using Volume Price Analysis: Over 200 Worked Examples](https://www.amazon.com/Stock-Trading-Investing-Using-Analysis/dp/1983774111/) + - [Technical Analysis of the Financial Markets: A Comprehensive Guide to Trading Methods and Applications (New York Institute of Finance)](https://www.amazon.com/Technical-Analysis-Financial-Markets-Comprehensive/dp/0735200661/) + - [The Alchemy of Finance](https://www.amazon.com/Alchemy-Finance-George-Soros/dp/0471445495/) + - [The Art and Science of Technical Analysis: Market Structure, Price Action, and Trading Strategies](https://www.amazon.com/Art-Science-Technical-Analysis-Strategies/dp/1118115120) + - [The New Trading for a Living: Psychology, Discipline, Trading Tools and Systems, Risk Control, Trade Management](https://www.amazon.com/New-Trading-Living-Psychology-Discipline/dp/1118443926/) + - [Trading from Your Gut: How to Use Right Brain Instinct & Left Brain Smarts to Become a Master Trader](https://www.amazon.com/Trading-Your-Gut-Instinct-Smarts/dp/B002YYWEKO) + - [Trading in the Zone](https://www.amazon.com/Trading-Zone-Confidence-Discipline-Attitude/dp/0735201447) +###### [TOC](#toc) +- Valuation and Accounting Tricks + - [Beyond Earnings](https://www.amazon.com/Beyond-Earnings-Applying-Economic-Framework/dp/1119440483) + - [Financial Modeling & Valuation](https://www.amazon.com/Financial-Modeling-Valuation-Practical-Investment/dp/1118558766) + - [Financial Shenanigans: How to Detect Accounting Gimmicks & Fraud in Financial Reports](https://www.amazon.com/Financial-Shenanigans-Fourth-Accounting-Gimmicks/dp/B0764LJJH9) + - [Investment Banking](https://www.amazon.com/Investment-Banking-Valuation-Leveraged-Acquisitions-ebook/dp/B00CLPF85E) + - [Investment Valuation](https://www.amazon.com/Investment-Valuation-Techniques-Determining-Second/dp/0471414883) + - [Security Analysis and Business Valuation on Wall Street](https://www.amazon.com/Security-Analysis-Business-Valuation-Companion/dp/0470277343) + - [The Dark Side of Valuation](https://www.amazon.com/gp/product/B07CMB4L7N) + - [Valuation (McKinsey & Co)](https://www.amazon.com/Valuation-Measuring-Managing-Companies-Finance/dp/111887370X) + - [How to Keep Score in Business - Accounting and Financial Analysis for the Non-Accountant](https://www.amazon.com/How-Keep-Score-Business-Non-Accountant-ebook/dp/B005WTAHRA) +###### [TOC](#toc) +- Financial History/Psychology + - [Against the Gods: The Remarkable Story of Risk](https://www.amazon.com.au/Against-Gods-Remarkable-Story-Risk/dp/0471295639/) + - [All the Devils Are Here: The Hidden History of the Financial Crisis](https://www.amazon.com/All-Devils-Are-Here-Financial/dp/159184438X) + - [Barbarians at the Gate: The Fall of RJR Nabisco](https://www.amazon.com/Barbarians-Gate-Fall-RJR-Nabisco/dp/0061655554/) + - [Boomerang: Travels in the New Third World](https://www.amazon.com/Boomerang-Travels-New-Third-World/dp/0393343448) + - [Broken Markets: How High Frequency Trading and Predatory Practices on Wall Street Are Destroying Investor Confidence and Your Portfolio](https://www.amazon.com/Broken-Markets-Frequency-Destroying-Confidence/dp/B0085AQS3A/) + - [Den of Thieves](https://www.amazon.com/Den-of-Thieves-James-B-Stewart-audiobook/dp/B00F64VXUQ/) + - [Extraordinary Popular Delusions and the Madness of Crowds (Harriman Definitive Edition): The Classic Guide to Crowd Psychology, Financial Folly and Surprising Superstition](https://www.amazon.com/Extraordinary-Popular-Delusions-Harriman-Definitive/dp/0857197428/) + - [Fatal Risk: A Cautionary Tale of AIG's Corporate Suicide](https://www.amazon.com/Fatal-Risk-Cautionary-Corporate-Suicide/dp/0470889802/) + - [Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America](https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655) + - [Flash Boys: A Wall Street Revolt](https://www.amazon.com/Flash-Boys-Wall-Street-Revolt/dp/0393351599/) + - [Fooled By Randomness: The Hidden Role Of Chance In Life And In The Markets](https://www.amazon.com.au/Fooled-Randomness-Hidden-Chance-Markets/dp/0141031484/) + - [Infectious Greed: How Deceit and Risk Corrupted the Financial Markets](https://www.amazon.com.au/Infectious-Greed-Corrupted-Financial-Markets-ebook/dp/B0041G68UA/) + - [Liar's Poker (Prequel to the Big Short)](https://www.amazon.com/Liars-Poker-Norton-Paperback-Michael/dp/039333869X/) + - [More Money Than God: Hedge Funds and the Making of a New Elite](https://www.amazon.com/More-Money-Than-God-Making/dp/B004AUQPF0) + - [Poor Charlie's Almanack](https://www.amazon.com.au/Poor-Charlies-Almanack-Expanded-3rd/dp/1578645018) + - [The Big Short: Inside the Doomsday Machine](https://www.amazon.com/Big-Short-Inside-Doomsday-Machine/dp/0393338827/) + - [The Black Swan, Second Edition: The Impact of the Highly Improbable](https://www.amazon.com.au/Black-Swan-Second-Improbable-Robustness/dp/B07KRNSX9L/) + - [The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters](https://www.amazon.com/Frackers-Outrageous-Inside-Billionaire-Wildcatters/dp/1591847095/) + - [The Great Crash 1929](https://www.amazon.com/Great-Crash-1929-Kenneth-Galbraith/dp/0547248164) + - [The Predators' Ball: The Inside Story of Drexel Burnham and the Rise of the JunkBond](https://www.amazon.com/Predators-Ball-Inside-Burnham-Raiders/dp/1982144262/) + - [The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron](https://www.amazon.com/Smartest-Guys-Room-Amazing-Scandalous/dp/1591846609/) + - [When Genius Failed: The Rise and Fall of Long-Term Capital Management](https://www.amazon.com/When-Genius-Failed-Long-Term-Management/dp/0375758259/) + +###### [TOC](#toc) +- Options + - [Option Volatility and Pricing: Advanced Trading Strategies and Techniques](https://www.amazon.com/Option-Volatility-Pricing-Strategies-Techniques-ebook/dp/B00O2A7HMS/) + - [Options as a Strategic Investment](https://www.amazon.com/Options-as-Strategic-Investment-Fifth/dp/0735204659/) + - [Options Made Easy: Your Guide to Profitable Trading (3rd Edition)](https://www.amazon.com/Options-Made-Easy-Profitable-Trading/dp/0133087891/) + - [The Only Options Trading Book You'll Ever Need](https://www.amazon.com/Options-Trading-Second-Option-Russell/dp/1945949511) +###### [TOC](#toc) --- -**YOUTUBE CHANNELS:** -- **[LazyFA](https://www.youtube.com/channel/UCQ9LMi4xPU1zCICplsAe7Jw/)** -- **[Invest with Sven Carlin, Ph.D.](https://www.youtube.com/channel/UCrTTBSUr0zhPU56UQljag5A)** -- **[Bulls on Wall Street](https://www.youtube.com/user/bullsonwallstreet/)** -- **[Investors Underground](https://www.youtube.com/user/investorsunderground/)** +###### [TOC](#toc) +**CRYPTOCURRENCIES:** +- General Crypto +- ** [A Crypto Primer: Currencies, Commodities, Tokens](https://www.investopedia.com/tech/crypto-primer-currencies-commodities-tokens/) +**YOUTUBE CHANNELS:** +- **[LazyFA - Lots of Educational Livestreams/Webinars](https://www.youtube.com/channel/UCQ9LMi4xPU1zCICplsAe7Jw/)** +- **[Jose Najarro Stocks - Excellent Fundamental Analysis and Research](https://www.youtube.com/channel/UC5cEHfCr6WOE1R1zcohd1IA)** +- **[Invest with Sven Carlin, Ph.D.](https://www.youtube.com/channel/UCrTTBSUr0zhPU56UQljag5A)** +- **[Bulls on Wall Street - Lots of Technical Analysis/Active Trading Stuff](https://www.youtube.com/user/bullsonwallstreet/)** +- **[Investors Underground - Same as Above](https://www.youtube.com/user/investorsunderground/)** +- **[Quoth The Raven Research - Speeches/Podcasts](https://www.youtube.com/channel/UCxUo55-0ScpOQNdug8FCzzA/featured)** +- **[Chat With Traders - Tons of Awesome Interviews](https://www.youtube.com/channel/UCdnzT5Tl6pAkATOiDsPhqcg)** +- **[0 to Hero Investing - Market Commentary and Stock Analysis](https://www.youtube.com/c/0toHeroInvesting)** +###### [TOC](#toc) --- -**STOCK MARKET MOVIES/DOCUMENTARIES:** +**TALKS/SPEECHES:** +- **[Chris Irons - Our Bullshit Economy](https://www.youtube.com/watch?v=iNhKN5avCiU)** +- **[Chris Irons - Short the Whole Fucking Thing](https://www.youtube.com/watch?v=feavOtijQ8s)** +- [Traders4ACause Talk Series](https://www.youtube.com/channel/UCby2OrCXwTEuiGl-Bq4Sz5A/videos) +- **[Kunal Desai - How to Get Over Blown Up Trading Accounts and Win](https://www.youtube.com/watch?v=aN8-WHWdxEc)** +###### [TOC](#toc) +--- +**STOCK MARKET MOVIES/DOCUMENTARIES:** - **[The Wolf of Wall Street](https://www.imdb.com/title/tt0993846/)** - **[Inside the Meltdown](https://www.imdb.com/title/tt1358314)** - **[Boiler Room](https://www.imdb.com/title/tt0181984/)** @@ -120,17 +386,17 @@ Alright, here we go: - **[Enron: The Smartest Guys in the Room](https://www.imdb.com/title/tt1016268)** - [Wall Street: Money Never Sleeps](https://www.imdb.com/title/tt1027718) - **[Dirty Money: Drug Short](https://www.imdb.com/title/tt7909184)** - +###### [TOC](#toc) --- -*I've categorized Twitter accounts into two groups. In general, I've tried to restrict this list to only those that are consistently active and sharing quality content* +*I've categorized Twitter accounts into two groups. In general, I've tried to restrict this list to only those that are consistently active and sharing quality content* - ***Individuals/Small Services**: These accounts are more likely to share active trading info, current market opinions, charts, trading ideas and the like, and may run chat rooms/alert/research websites or services.* - ***Professional/Research-Focused/Journalists/Capital Groups/Funds/HFT**: These accounts tend to have a research/broader-market focus and are more likely to put out short/long theses, research reports, or write articles on major news outlets* **TWITTER ACCOUNTS:** - - Individuals/Small Services: + - Individuals/Small Services: - [Chris Z](https://twitter.com/ckz8780) - - [Will Meade](https://twitter.com/realwillmeade) + - [Jose Najarro Stocks](https://www.twitter.com/_JoseNajarro) - [Oil Stock Trader](https://twitter.com/OilStockTrader) - [Diogenes](https://twitter.com/WallStCynic) - [Psycho™](https://twitter.com/PsychoOnWallst) @@ -154,8 +420,14 @@ Alright, here we go: - [BioRunUp](https://twitter.com/BioRunUp) - [NYC Trader](https://twitter.com/szaman) - [Kunal Desai](https://twitter.com/kunal00) + - [SentimEntropy](https://twitter.com/SentimEntropy) + - [0 to Hero Investing](https://twitter.com/0_hero_invest) +###### [TOC](#toc) - - Research/Journalist/Funds/HFT: + - Research/Journalist/Funds/HFT: + - [Muddy Waters](https://twitter.com/muddywatersre) + - [GeoInvesting, LLC.](https://twitter.com/GeoInvesting) + - [Citron Research](https://twitter.com/CitronResearch) - [Hindenburg Research](https://twitter.com/HindenburgRes) - [Andrew Menaker, Ph.D.](https://twitter.com/Andrew_Menaker) - [Quoth the Raven Research](https://twitter.com/QTRResearch) @@ -163,9 +435,47 @@ Alright, here we go: - [SkyTides](https://twitter.com/SkyTides) - [Prescience Point Capital Management](https://twitter.com/PresciencePoint) - [The Street Sweeper](https://twitter.com/investorsbeware) - - [Muddy Waters](https://twitter.com/muddywatersre) - - [GeoInvesting, LLC.](https://twitter.com/GeoInvesting) - - [Citron Research](https://twitter.com/CitronResearch) - [Eric Scott Hunsader (Nanex, LLC)](https://twitter.com/nanexllc) - [Adam Feuerstein](https://twitter.com/adamfeuerstein) - - [Haim Bodek](https://twitter.com/HaimBodek) \ No newline at end of file + - [Haim Bodek](https://twitter.com/HaimBodek) +###### [TOC](#toc) + +--- +**DEVELOPER RESOURCES:** +- General Resources + - [Alpaca Algorithmic Trading](https://alpaca.markets/algotrading) + - [Reddit /r/AlgoTrading](https://www.reddit.com/r/algotrading) + ###### [TOC](#toc) + +- Algo Trading Engines + - [QuantConnect](https://www.quantconnect.com) + - [LEAN Algorithmic Trading Engine](https://www.lean.io/) + ###### [TOC](#toc) + +- Data APIs + - **[Tiingo - Enterprise Grade Financial Markets API](https://api.tiingo.com/)** + - [Intrinio](https://www.intrinio.com) + - **[Quandl - Financial, Economic and Alternative Data](https://www.quandl.com)** + - **[IEX Cloud - Financial Data Infrastructure](https://www.iexcloud.io)** + - [Xignite - Market Data Solutions](https://www.xignite.com/) + - [Polygon - APIs for Stocks, Forex and Crypto](https://www.polygon.io/) + - [SEC-API.io](https://www.sec-api.io/) + - [Alpha Vantage](https://www.alphavantage.co/) + - [Norgate Data - Financial Market Data for Stocks, Futures and Forex](https://norgatedata.com/) + ###### [TOC](#toc) + +--- +**BLOGS/DISCUSSION FORUMS/LIVE CHATS/MISC RESOURCES:** +- **[Stockaholics Trader's Forum](https://www.stockaholics.net/)** +- [Estimize Earnings Calendar](https://www.estimize.com/calendar) +- **[Investors Underground Blog](https://www.investorsunderground.com/blog/)** +- **[Bulls on Wall Street Blog](https://www.bullsonwallstreet.com/blog/)** +- [Reddit /r/StockMarket](https://www.reddit.com/r/stockmarket) +- [Reddit /r/Stocks](https://www.reddit.com/r/stocks) +- [Reddit /r/Investing](https://www.reddit.com/r/investing) +- [Reddit /r/UndervaluedStonks](https://www.reddit.com/r/UndervaluedStonks) +- [Reddit /r/WallStreetBets](https://www.reddit.com/r/wallstreetbets) +- **[Reddit /r/StockMarket Official Discord Live Chat](https://discord.gg/eYd3G5fu)** +- **[Woot Street Live Chat](https://discord.gg/eHvyGPu)** +- [Boiler Room Trading Discord](https://discord.com/invite/dJQ8CT5) +###### [TOC](#toc)