Tools

My actual stack

Tools I Actually Use and Recommend

No gatekeeping — just the platforms and tools I use to manage my money, track my portfolio, and put cash to work without overcomplicating it.

Best place to startRobinhood, SoFi, and Snowball cover investing, cash, and portfolio tracking.
What I optimize forLow fees, simple UX, strong cash flow tools, and platforms beginners can actually stick with.
How to use this pageStart with one brokerage, one cash account, and one tracking tool before adding anything advanced.

Start with these three

If you’re brand new, these are the links I’d point you to first. One helps you start investing, one gives your cash somewhere useful to sit, and one makes your progress way easier to track.

More tools I like

Once you’ve got the basics handled, these are the extra tools and platforms that can help you go deeper, automate good habits, or research ideas more seriously.

Moomoo
Strong sign-up bonus

Moomoo

More advanced charting and research tools than Robinhood. Good next step once you want more depth without jumping straight into professional software.

Best for: deeper research and more active platform features.

Claim the Bonus →
Acorns
Habit builder

Acorns

Rounds up purchases and invests the change automatically. Solid if consistency is your biggest problem, though it shouldn’t replace a real investing plan.

Best for: building the habit of investing automatically.

Start Investing Your Spare Change →
Seeking Alpha Premium
Research-heavy

Seeking Alpha Premium

Wall Street-level research and analyst writeups for individual investors. Useful when you want deeper context before buying a stock.

Best for: research depth on individual names.

Get $30 Off Premium →
Seeking Alpha Alpha Picks
Curated stock ideas

Seeking Alpha Alpha Picks

Seeking Alpha’s stock picking service with a long-term performance angle. Better fit if you want curated ideas, not just raw research.

Best for: investors who want idea generation done for them.

Get $50 Off Alpha Picks →
Seeking Alpha Bundle
Best value

Seeking Alpha Bundle

Premium + Alpha Picks together. Best fit if you know you’ll actually use both the research side and the curated recommendations.

Best for: serious investors who want the full bundle.

Get the Bundle →
Some of these are affiliate links, which means I may earn a commission if you sign up — at no extra cost to you. I only keep tools here that I personally use, trust, or think are genuinely worth checking out.

Want the deeper breakdowns too?

My newsletter is where I share the why behind the tools, what I’m testing, and the investing lessons I don’t always fit into a YouTube video.

  • Real portfolio updates and money decisions
  • Simple explanations instead of finance jargon
  • Resources, templates, and tool picks that actually help