The curated list of resources for research and learning about stock trading and investing. It contains links to various resources and tools that can help anyone who wants to start or improve their stock trading skills. The project is open-source and welcomes contributions from anyone who wants to add or update the resources. The project aims to be a comprehensive and useful list for anyone interested in stock trading.
- Stock Research
- Market Analysis
- Stock Screener
- Charting
- News
- Commentaries
- Portfolio Tracker
- Strategy Backtesting
- Stock Picks
- Stock Collections
- Stock APIs
- Knowledge
- Books
- Most Important Stock Exchanges
- Alpha Spread - Provides data and tools for quantitative research and stock valuation.
- Barchart - Offers market data, analysis, and tools for commodity, stock, and forex traders.
- Capitol Trades - Tracks stock trades disclosed by US politicians.
- Chartmill - ChartMill is a stock screening and analysis platform.
- Danelfin - Provides AI-powered stock research and picking tools.
- Finbox - Offers tools for financial analysis, valuation, and screening of stocks.
- Koyfin - Market data and analytics platform with customizable dashboards, charts, fundamentals, and screening across stocks, ETFs, and macro data.
- MarketBeat - Provides stock research, ratings, and news for individual investors.
- MarketScreener - Offers stock market quotes, news, analysis, and screening tools.
- Morningstar - Provides investment research, ratings, and tools for stocks, mutual funds, and ETFs.
- SEC EDGAR Full-Text Search - Official SEC search for company filings such as 10-K, 10-Q, 8-K, and proxy statements, with full-text search of filings since 2001.
- Seeking Alpha - Offers market news and analysis, portfolio management tools, and investment ideas from contributors.
- Simply Wall St - Simply Wall St. has a unique pictorial approach to quickly and effectively cut through the massive amounts of data to narrow to a select few candidates.
- TipRanks - Provides ratings and analysis of stocks and financial experts based on their historical performance.
- WallStreetZen - Offers stock screening, quantitative Zen Ratings, and analyst forecast tracking.
- Zacks - Provides research, analysis, and ratings for stocks and funds based on quantitative models and fundamental data.
- AAII Sentiment Survey - Weekly survey of individual investors' bullish, neutral, and bearish outlook on the stock market for the next six months, published since 1987.
- CME FedWatch Tool - Shows market-implied probabilities of Federal Reserve rate changes at upcoming FOMC meetings, based on 30-Day Fed Funds futures prices.
- CNN Fear & Greed Index - Market sentiment indicator that combines seven measures, including market momentum, stock price breadth, put and call options, market volatility, and safe-haven demand, into a score from 0 to 100 that shows whether the market is driven by fear or greed.
- CompaniesMarketCap - Provides a list of companies and their market capitalizations, allowing users to easily track the valuations of various publicly traded companies. It also includes useful data such as industry classifications and stock exchange listings.
- FRED - Federal Reserve Bank of St. Louis database of US and international economic time series, such as interest rates, inflation, employment, and money supply, with charting and downloads.
- Trading Terminal - Market dashboard for US stocks with key metrics, news, an economic calendar, a heatmap, insider trades, and scanners.
- CNBC Stock Screener - US stock screener, part of the CNBC PRO subscription.
- Finviz - Free stock screener with financial visualizations.
- MarketBeat Stock Screener - US stock market screener that allows filtering stocks by market cap, sector, industry, and more.
- Simply Wall St Stock Screener - Global stock screener that allows filtering stocks by market cap, sector, industry, and more.
- Stockopedia - Stock screener and research platform for UK, European, and international markets that scores every stock from 0 to 100 on quality, value, and momentum (StockRanks).
- TipRanks Stock Screener - International stock market screener that allows filtering stocks by market cap, sector, industry, and more.
- WallStreetZen Stock Screener - Free US stock market screener that allows filtering stocks by market cap, sector, industry, and more.
- Zacks Stock Screener - US stock market screener that allows filtering stocks by market cap, sector, industry, and more.
- StockCharts - Technical analysis and charting website that provides advanced charting tools, custom indicators, and market analysis for stocks, funds, and indices.
- TradingView - Platform that offers charting tools, trading ideas, and real-time market data for stocks, forex, cryptocurrencies, and other financial instruments.
- Barron's - Financial magazine that provides news, analysis, and insights on the stock market, investing, and personal finance.
- Benzinga - Financial news and data provider that delivers real-time market updates, stock analysis, and investment ideas.
- Bloomberg - Financial news and information company that covers business, markets, politics, and technology.
- Financial Times - International business newspaper covering global markets, companies, and economic policy.
- Investing.com - Online platform that offers financial news, real-time quotes, and analysis on stocks, currencies, commodities, and other investments.
- MarketWatch - Financial news website that provides business news, analysis, and stock market data.
- Reuters - Global news agency with fast, neutral coverage of markets, companies, and economies.
- The Motley Fool - Investment website that provides stock market analysis, investing ideas, and personal finance advice.
- TheStreet - Financial news and investing website that offers stock market analysis, investment strategies, and personal finance advice.
- The Wall Street Journal - A business-focused newspaper that covers global news, markets, and economics.
- Yahoo Finance - Financial news and data website that provides real-time stock quotes, financial news, and investment analysis.
- GMO - Research Library - Quarterly letters, 7-year asset class forecasts, and valuation-driven research from GMO.
- J.P. Morgan - Market Updates - Weekly commentaries to get market insights from J.P. Morgan.
- MSCI - Markets in Motion - Daily and monthly market reports plus research-based commentary on equity, multi-asset, and macroeconomic trends.
- Oaktree - Memos from Howard Marks - Free archive of Howard Marks' client memos since 1990 on market cycles, risk, and investor psychology.
- Ghostfolio - Open-source portfolio tracker for stocks, ETFs, and crypto with multi-account aggregation and performance analysis.
- Portfolio Visualizer - Portfolio management and analysis tool that provides portfolio optimization, backtesting, and risk analysis.
- Sharesight - Portfolio tracker for stocks, ETFs, and funds across global markets that reports performance including dividends, currency effects, and tax.
- Wealthica - Aggregates bank, brokerage, and crypto accounts for portfolio, net-worth, and budget tracking (Canada and US).
- QuantConnect - Algorithmic trading platform that provides backtesting, live trading, and research tools for stocks, forex, and cryptocurrencies.
- TrendSpider - Charting and strategy-testing platform offering no-code backtesting of technical trading strategies on stocks and other markets.
- Wealth-Lab - Strategy development and portfolio backtesting platform for stocks and futures, supporting no-code building blocks and C# strategies.
- Alpha Picks - Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha analysis of thousands of stocks.
- Benzinga Pro - Benzinga offers daily trade picks from professional day traders with on-demand support, as well as exclusive market-moving stories.
- EarningsBeats - EarningsBeats.com provides a research and educational platform for investors. Services are designed to help their members beat the S&P 500.
- Investing Groups by Seeking Alpha - Investing groups on Seeking Alpha that provide stock picks, analysis, and market insights.
- The Motley Fool Stock Advisor - Stock Advisor is a premium service that provides stock picks, analysis, and market insights.
- MarketSurge Growth 250 - Curated list of high-potential growth stocks from MarketSurge (formerly MarketSmith), available with a MarketSurge subscription.
- Stocktwits Trending - Ranking of the most-discussed stocks on Stocktwits, ordered by its trending score.
- Adanos Sentiment API - Sentiment API aggregating Reddit, X, financial news, and Polymarket data for US stocks and crypto.
- Alpha Vantage - Alpha Vantage offers free APIs for realtime and historical stock data, forex, and cryptocurrency data.
- EODHD - EODHD offers APIs for real-time and historical stock data, fundamentals, forex, and cryptocurrency data.
- Financial Modeling Prep - Financial Modeling Prep API provides real time stock price, company financial statements, major index prices, stock historical data, forex real time rate and cryptocurrencies.
- FRED API - Free API from the Federal Reserve Bank of St. Louis for more than 800,000 US and international economic time series such as interest rates, inflation, and employment.
- Interactive Brokers API - Trading and market data APIs (TWS API, Web API, FIX) for programmatic order execution and real-time and historical data across global stocks, options, futures, and forex.
- LSEG Data Library - Python library for LSEG Workspace and Data Platform data, successor to the Eikon Data API.
- Marketstack - Stock market data API by APILayer with end-of-day, intraday, and real-time prices, indices, and exchange data.
- Massive - Tick-level US equities, options, indices, forex, and crypto data via REST, WebSockets, and flat files (formerly Polygon.io, rebranded 2025).
- Morningstar Developer - APIs for Morningstar investment data, research, and ratings.
- Nasdaq Data Link - Financial, economic, and alternative datasets from Nasdaq (formerly Quandl).
- SEC EDGAR APIs - Free official JSON APIs from the U.S. SEC for company filing histories and XBRL financial statement data, no API key required.
- Berkshire Hathaway Shareholder Letters - Warren Buffett's annual letters to Berkshire Hathaway shareholders, freely available on the company website, covering investment strategy, capital allocation, and corporate culture.
- Investopedia - Investopedia.com is a website that provides educational content, news, analysis, and tools related to investing, finance, and business.
- Investor.gov - Official investor education site of the U.S. Securities and Exchange Commission covering investing basics, fees, and fraud prevention.
- WallStreetMojo - Free finance tutorials with more than 10,000 articles on investment banking, financial modeling, valuation, and Excel.
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Common Stocks and Uncommon Profits - Philip A. Fisher, 1958
This book is considered a classic of growth investing. Fisher, who taught investment courses at Stanford Graduate School of Business, explains his basic views and his approach to selecting stocks. -
Damodaran on Valuation: Security Analysis for Investment and Corporate Finance - Aswath Damodaran, 1994
Damodaran explains aspects of valuation, from the basics of estimating cash flows and discount rates to the principles for using multiples. -
Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor - Seth Klarman, 1991
Margin of Safety explains the key fundamentals and practices of value investing. Klarman outlines what value investing looks like and where investors might find attractive opportunities. -
Security Analysis - Benjamin Graham, David L. Dodd, 1934
This book laid the intellectual foundation for what would later be called value investing. The first edition was published in 1934, shortly after the Wall Street crash and start of the Great Depression. -
The Alchemy of Finance - George Soros, 1987
This book offers insight into the decision-making process of one of the most successful wealth managers, George Soros. -
The Dhandho Investor: The Low-Risk Value Method to High Returns - Mohnish Pabrai, 2007
Written by Mohnish Pabrai, an investor of Indian origin, the book explains his value investing approach using the Dhandho capital allocation framework. -
The Intelligent Investor - Benjamin Graham, 1949
In this book, Graham explains his investment principles and views regarding an investor's mindset. He shows how investors analyze the actual performance of companies and advises to disregard the changing moods of the market. -
The Little Book of Value Investing - Christopher H. Browne, 2006
Browne explains the basic approaches of the value investing philosophy, but without making any big promises about market success. He provides guidance on the use of simple metrics such as the price-earnings ratio. -
The Most Important Thing - Howard Marks, 2011
In this book, Howard Marks summarizes investment insights from his client memos and explains his investment philosophy. -
The Thoughtful Investor - Basant Maheshwari, 2014
Maheshwari, a renowned Indian investor, explains in his book topics of financial analysis, the analysis of individual sectors and the behavioral aspect of investing. -
The Warren Buffett Way - Robert G. Hagstrom, 1994
The book describes the business and investment principles of value investing according to Warren Buffett. -
Value Investing: From Graham to Buffett and Beyond - Bruce C. N. Greenwald, Judd Kahn, Paul D. Sonkin, Michael van Biema, 2001
Greenwald explains the basic techniques of value investing and, in this context, illustrates their application using profiles of successful investors.
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Active Portfolio Management - Richard C. Grinold, Ronald N. Kahn, 1995
In this book, Grinold and Kahn show how economics, econometrics, and operations research can be used to solve practical investment problems and identify profit opportunities. -
Portfolio Selection: Efficient Diversification of Investments - Harry M. Markowitz, 1959
A comprehensive explanation of analysis and calculation methods to help investors find the best combinations of securities to match their requirements. -
Quantitative Equity Portfolio Management - Ludwig B. Chincarini, Daehwan Kim, 2006
The authors address the construction and management of a portfolio using quantitative methods. Among other things, they offer explanations of factor models and the prediction of premiums and exposures.
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A Random Walk Down Wall Street - Burton G. Malkiel, 1973
Malkiel argues that stock prices largely reflect available information and that most investors are better served by low-cost index funds than by stock picking or market timing. The book is a standard reference for the efficient market hypothesis and passive investing. -
Beating the Street - Peter Lynch, John Rothchild, 1993
In the book, Lynch, a successful fund manager from 1977 to 1990, gives readers insight into his investment methods and tactics. -
Charlie Munger: The Complete Investor - Tren Griffin, 2015
Tren Griffin uses interviews, writings, and letters to explain the investment philosophy and thought processes of Charlie Munger, the late vice chairman of Berkshire Hathaway and longtime business partner of Warren Buffett. -
Market Wizards: Interviews with Top Traders - Jack D. Schwager, 1989
By interviewing successful investors such as Bruce Kovner, Richard Dennis, Paul Tudor Jones, Michael Steinhardt, Ed Seykota, Marty Schwartz, Tom Baldwin, and others, Schwager explores what separates the world's best traders from the vast majority of unsuccessful investors. -
One Up On Wall Street - Peter Lynch, John Rothchild, 1989
Peter Lynch, who managed Fidelity Investments' successful Magellan Fund from 1977 to 1990, gives investors an insight into his investment methods. Using simple examples and some practices, he explains his process of stock selection. -
Reminiscences of a Stock Operator - Edwin Lefèvre, 1923
A thinly fictionalized account of speculator Jesse Livermore's career, describing how he read the tape, followed trends, and managed risk. Generations of traders regard it as the classic text on speculation and trader psychology. -
Stocks for the Long Run - Jeremy Siegel, 1994
The book by Siegel, a finance professor, addresses how to build a balanced portfolio and explains how investors can avoid typical mistakes. -
The Battle for Investment Survival - Gerald M. Loeb, 1935
Now more than 90 years old, Gerald M. Loeb's work is considered a classic of financial literature. In his explanations, Loeb straightforwardly explains how investors should behave in rising and falling markets. -
The Complete TurtleTrader - Michael W. Covel, 2007
The author tells the story of Richard Dennis, a highly successful commodities trader of the 1980s, and how he turned a group of beginners, under his guidance, into extraordinarily successful traders. -
The Craft of Investing - John Train, 1994
In the book, Train outlines his key strategies and principles that have brought him success, addressing everything from the psychology of the market to practical portfolio management tips. -
The Little Book of Trading - Michael W. Covel, 2011
Michael W. Covel's book offers insights into the rules and philosophies used by successful traders. Drawing on the author's own trading experience and the wisdom of other traders, the book offers advice in a direct and easy-to-understand manner. -
The Little Book that Still Beats the Market - Joel Greenblatt, 2010
Joel Greenblatt explains how investors can outperform the popular market averages by systematically applying a formula. The book is kept simple and is aimed at beginners. -
The New Market Wizards - Jack D. Schwager, 1992
Jack Schwager interviews some of the most successful traders in the United States. Through these interviews, Schwager offers insight into the strategies, perspectives, and psychological insights of successful traders. -
Trade Like a Stock Market Wizard - Mark Minervini, 2013
Minervini presents his SEPA (Specific Entry Point Analysis) method for finding growth stocks before large price moves. The book covers stock selection, timing entries with chart patterns, and strict risk management to protect capital.
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Following the Trend - Andreas F. Clenow, 2012
Clenow, a hedge fund manager, explains diversified trend following across futures markets in enough detail for readers to build their own strategy. He argues that position sizing and risk management matter more than entry and exit rules, and shows how such a strategy performed year by year. -
Investing with Volume Analysis - Buff Dormeier, 2011
Dormeier offers insights into using volume metrics to enhance stock trading strategies, providing a framework for interpreting price-volume relationships to predict market trends. -
Trend Following - Michael W. Covel, 2004
Michael W. Covel's book explains trend following without explicitly addressing specific strategies and provides insights on how to use trend following in market situations, whether bull or bear markets. -
Trend Qualification and Trading - L. A. Little, 2011
Through a proven technical approach, the book explains how to gauge the likelihood of trend continuation and its potential for better trading results. Readers will gain an understanding of timing entries, taking profits, and effectively exiting trades based on these trends. -
Trend Trading Set-Ups - L. A. Little, 2012
Building on the neoclassical concept, Little presents traders and investors with a robust methodology to discover promising trade setups and achieve precise timing for trade entry.
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Pring on Price Patterns - Martin J. Pring, 2004
Martin J. Pring's book provides a comprehensive examination of the most commonly used price patterns and offers insights into their effectiveness and logic. The book covers a range of patterns, including one- and two-bar patterns, outside bars, reversals, pennants, and more. -
Technical Analysis of the Financial Markets - John J. Murphy, 1999
Murphy's standard reference covers chart construction, trends, price patterns, moving averages, oscillators, and intermarket analysis. It is widely used as a core text for learning technical analysis. -
Trading Price Action Trends - Al Brooks, 2011
Al Brooks' book is intended as a practical guide to profiting from institutional trading trends. The book breaks down Brooks' trading system into its essential components such as institutional piggybacking or trend trading.
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Irrational Exuberance - Robert J. Shiller, 2000
Robert J. Shiller's book addresses the psychological and behavioral factors that influence financial markets. It explores the concept of speculative bubbles and irrational exuberance, in which exuberant investor behavior leads to overvaluation of assets. -
The Little Book of Behavioral Investing: How Not to Be Your Own Worst Enemy - James Montier, 2010
Author James Montier looks at the psychological aspects of investing and examines common behavioral biases that can hinder investors' success in the marketplace. -
The Wisdom of Crowds - James Surowiecki, 2004
James Surowiecki's book addresses the concept that large groups of people collectively have higher intelligence than individual experts. Surowiecki supports his argument with various case studies and anecdotes from different fields. -
Thinking, Fast and Slow - Daniel Kahneman, 2011
Nobel laureate Kahneman describes the two systems of thinking behind human judgment and the biases they produce, such as overconfidence, anchoring, and loss aversion. It is a foundational text for behavioral finance.
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Against the Gods - Peter L. Bernstein, 1996
Bernstein takes the reader on a journey through time, showing how societies throughout history have dealt with uncertainty and developed methods for measuring and managing risk. The author shows the profound impact of risk and probability on human decision making and the development of modern finance. -
Fooled by Randomness - Nassim Nicholas Taleb, 2001
Part of Taleb's multi-volume philosophical essay on uncertainty, this book examines various misconceptions of chance, including survivorship bias and skewed distributions, and illuminates how people tend to seek explanations even when there are none. -
The 5 Mistakes Every Investor Makes and How to Avoid Them - Peter Mallouk, 2014
Mallouk's work discusses the most common mistakes investors make and how to avoid them. Among the most important lessons are the pitfalls of market timing and active trading, which are suboptimal compared to passive strategies. -
The Black Swan - Nassim Nicholas Taleb, 2007
Taleb explores the concept of so-called black swans. These are rare and unpredictable events that have massive consequences and are often rationalized retroactively.
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Dot.con: How America Lost Its Mind and Money in the Internet Era - John Cassidy, 2002
Cassidy chronicles the rise and fall of the dot-com bubble with insight and flair. He introduces the key players and events that shaped the Internet era, from visionary entrepreneurs to ruthless investors. -
The Big Short - Michael Lewis, 2010
Lewis follows the small group of investors who recognized the US housing bubble and bet against subprime mortgage bonds before the 2008 financial crisis. The book shows how the crisis built up inside the financial system. -
When Genius Failed - Roger Lowenstein, 2000
Lowenstein tells the story of Long-Term Capital Management, the hedge fund whose highly leveraged bets collapsed in 1998 and forced a Federal Reserve-organized rescue. It is a classic case study in leverage, model risk, and liquidity.
The following list outlines major stock exchanges of global relevance. Descriptions focus on structure, scope, and market role rather than time-dependent rankings.
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🇦🇺 Australian Securities Exchange (ASX) Primary securities exchange in Australia. Strong concentration in mining, commodities, and financial services.
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🇧🇷 B3 (Brasil, Bolsa, Balcão) The main exchange in Brazil and Latin America. Operates equities, derivatives, and clearing services.
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🇮🇳 BSE (formerly Bombay Stock Exchange) Asia’s oldest stock exchange. Major venue for Indian equities and indices.
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🇩🇪 Deutsche Börse Frankfurt Germany’s principal stock exchange (formerly Börse Frankfurt), operated by Deutsche Börse. Electronic trading is conducted via Deutsche Börse Xetra.
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🇪🇺 Euronext Pan-European exchange group operating regulated markets in multiple European countries, including France, the Netherlands, Belgium, Ireland, Portugal, Italy, Norway, and Greece.
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🇭🇰 Hong Kong Stock Exchange (HKEX) Key international financial hub connecting Chinese and global capital markets.
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🇰🇷 Korea Exchange (KRX) South Korea’s sole securities exchange operator, covering equities, derivatives, and bonds.
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🇬🇧 London Stock Exchange (LSE) One of the world’s leading international listing venues, particularly for global and cross-border issuers.
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🇺🇸 NASDAQ Electronic exchange with a strong focus on technology and growth-oriented companies.
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🇮🇳 National Stock Exchange of India (NSE) India’s largest exchange by trading volume, known for its fully electronic infrastructure.
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🇺🇸 New York Stock Exchange (NYSE) Central venue for large-cap and blue-chip companies, operating a hybrid trading model.
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🇸🇦 Saudi Exchange (Tadawul) The main equity market of Saudi Arabia and the Gulf region, operated by Saudi Tadawul Group. Strong weighting in energy, petrochemicals, and banking.
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🇨🇳 Shanghai Stock Exchange (SSE) Major mainland Chinese exchange, focused on large state-owned and industrial enterprises.
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🇨🇳 Shenzhen Stock Exchange (SZSE) Chinese exchange with emphasis on growth, technology, and small- to mid-cap companies.
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🇸🇬 Singapore Exchange (SGX) Regional financial hub with strengths in derivatives, commodities, and international listings.
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🇨🇭 SIX Swiss Exchange Switzerland’s principal exchange, known for stability and strong representation of financial and life-science firms.
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🇹🇼 Taiwan Stock Exchange (TWSE) Taiwan's principal securities exchange. Strong concentration in semiconductors and the electronics supply chain.
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🇯🇵 Tokyo Stock Exchange (TSE) Japan’s primary exchange, operated by Japan Exchange Group (JPX).
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🇨🇦 Toronto Stock Exchange (TSX) Canada’s main equity market, globally relevant for mining and energy companies.
