You don't need a paid terminal to research investments well. Most of what matters is free if you know where to look. Here are the tools worth bookmarking, grouped by what you're trying to do. Free tiers change, so some features may require an account.
What's inside a fund
- StockAnalysis.com: clean pages for any ETF's holdings, weights, fees and dividends. Also good for company financials.
- The fund company's own page (Vanguard, iShares, Fidelity, Schwab, State Street): the official source for expense ratios and full holdings.
- Morningstar: fund ratings, category comparisons and portfolio breakdowns.
Company fundamentals and filings
- SEC EDGAR: the original source. Every 10-K, 10-Q and 8-K, free and unfiltered.
- Company investor-relations pages: earnings releases, slides and call recordings, usually posted the same day.
- Macrotrends: long-term charts of revenue, margins and valuation going back years.
Charts and screening
- TradingView: the best free charting, with indicators and drawing tools.
- Finviz: fast stock screener and a heat map of the whole market.
- Koyfin: dashboards and fundamental charts; the free tier is generous.
Planning and the economy
- Portfolio Visualizer: backtest a portfolio mix and see how it held up in past downturns.
- FRED (St. Louis Fed): interest rates, inflation, employment and thousands of other economic series.
Tracking the AI build-out
For a daily read on AI infrastructure stocks specifically, the AI Pyramid on this site shows how each layer of the stack (compute, networking, memory, packaging, cooling and power) closed every market day.