Here is a list of useful online investing resources that I have found beneficial. I will update this page regularly as I come across other useful sources of information. All of the following links open in a new window.

Educational – This is a great website for individual investors run by the Security Exchange Commission’s Office of Investor Education and Advocacy. It provides educational information, news and alerts, various online tools, downloadable publications, and a useful glossary.

Financial Industry Regulatory Authority (FINRA) – An independent, not-for-profit organization, FINRA, is authorized by Congress to protect US investors. Their website provides various free resources and online tools to check on the reputation of stockbrokers and analyze funds, even risk and scam meters.

FINRA Investor Education Foundation – This website has investor education modules, learning materials, and links to other useful resources. – Also brought to you by the FINRA Investor Education Foundation, this site has a Fraud Center with tips to avoid being scammed, checklists for avoiding fraud and heartbreaking, but informative fraud stories.

The U.S. Securities and Exchange Commission (SEC) – Their website is regularly updated with investor alerts, bulletins, reports, and publications. It also has quick answers to commonly asked investment questions, tools, and calculators.

Useful Websites

SEC’s EDGAR – Although it is a bit difficult to navigate, the SEC’s Electronic Data-Gathering, Analysis, and Retrieval system is indispensable in that it contains public companies’ filings with the Security and Exchange Commission.

EarningsCast – Follow companies, add them to your personal feed, set alerts, and easily listen to earnings calls for free on this useful website.

Free Stock Screeners

Zacks – This screener can measure over 100 fundamental metrics of companies based in the U.S. and the results can be exported to a spreadsheet.

Finviz – Can screen for more than 60 fundamental or technical metrics of U.S. companies. Results are updated in real time, but unfortunately, it is not possible to export them to a spreadsheet without upgrading to a paid account first.

Google – Makes it easy to screen for 56 fundamental metrics of companies in 37 different countries. Although the results cannot be exported, the data is updated in real time and the use of sliders make it easy quickly adjust metrics and refine the results.

Financial Times – Has a screener that is remarkably powerful in that it can 49 fundamental metrics of firms in 86 countries around the world. Although it doesn’t appear that results can be exported, favorite screens can be saved.


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