Investor Toolbox

As DIY investors, we need smart tools that make our lives Easier & automate things for us. Here’s what’s in my investor toolbox – only Things I genuinely use and love 💙.

Investor Toolbox Stock Portfolio Management

Disclaimer: I’m not a financial advisor. No content is meant to be a recommendation. Please do your own research. Pages might contain affiliate links. Please read my Disclaimer page.

Table of Contents

For DIY investors like us, it’s important to keep the process of investing simple and fun! Some of us spend a lot of time looking after our portfolios, that’s why we need smart tools to automate things for us, remind us of dates, and generally make our life easier. 

Let me show you what tools I got in my investor toolbox, and what I use every day:

Tools I Use & Love

For DIY investors like us, it’s important to keep the process of investing simple and fun! Some of us spend a lot of time looking after our portfolios, that’s why we need smart tools to automate things for us, remind us of dates, and generally make our life easier. 

Let me show you what tools I got in my investor toolbox, and what I use every day:

Stock Research Platforms

Seeking Alpha
🏆 The site I use the most
Simply Wall Street
🔎 Fantastic design, charts and graphs
📖 Best site for deep, thorough research
Seeking Alpha

My currently most used research platform. I come here first to go my initial first research. Love the fact that thousands of analysts, from DIY investors like me to professional financial analysts, all present their points of view. Also find it valuable to read the comment section below each article.
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I often start my stock research by visiting this site to get a quick feel for the fundamentals and momentum of a stock. Love that they show such details as the CEO compensation in comparative charts. Their “Snowflake Analysis” is the fastest way to see how a stock is currently doing. Their 10 USD/mo plan provides fantastic value for money.
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Simply the best stock research platform. Like a company’s financial data for the past 30 years? Like to screen Norway for the highest yielding lowest debt dividend stock? Gurufocus has you covered. With the below you get one free month of premium membership – me too.
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Tools To Track Your Performance

Portfolio Performance (free / open-source)

The main tool I use to manage my portfolios. Great reporting. It takes some time for the initial setup, but once that is done, it pulls the daily prices from all major exchanges, has fantastic reporting functions, IRR and TTWR return-on-investment calculators, charts, and a lot more. The best is it’s completely free – a must have in every investor toolbox! You can see some of the charts on the All-Weather Portfolio page.
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A simple but very helpful tool. You tell it which and how many dividend stocks you own, and it will send you an email in the beginning of each month about the dividends you’ll be collecting in the coming 30 days. Love it. 
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Parqet (in German)

Visually stunning portfolio reporting tool, showing you beautiful charts how your dividends develop over time.
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Charts & Technical Analysis

🏆 The #1 charting solution
🔎 My research typically starts here
Seeking Alpha
📖 Great for deep research

The 800-pound charting gorilla 🦍 everyone is using. Unparalleled function depth and breath, love it. Using it everyday, a must-have in every serious investor toolbox!
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Great and simple charts with some basic AI powered TA. It’s my evening routine to check this heatmap page to see how the U.S. markets opened:
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I’ve been using for +5 years and still like it a lot.
I mainly use it for my natural resource stocks in my Resource Portfolio because it covers all OTC /Pink and Canadian listed stocks.

This is helpful because the Canadian resource equities often have significantly higher trading volume. By clicking the link you can secure a promo price!
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The Top Crypto Exchanges I Like


Kraken stands as a global powerhouse in the realm of digital asset exchanges, reigning supreme in Euro volume and liquidity. Supports the +200 largest digital assets, and 8 diverse fiat currencies.


Nexo is the world’s most advanced & regulated crypto company, offering instant crypto loans, daily earnings on assets, and instant swaps for 40+ fiat currencies in more than 200+ jurisdictions.


Coinbase, a leading force in the digital currency space, holds a prominent position as one of the world’s largest and most influential cryptocurrency exchanges. 

Above table only shows the Top 3 platforms.  Check out the article ‘CeFi Platforms I Love & Use‘ for a full comparison incl the review of more options.

Crypto Exchanges I Like & Use


I am an experienced and long-term Nexo customer. Having been using them continuously since 2019. Have always been very happy with their service. Everything is designed extremely well, and Nexo pays interest daily. Can only recommend them. With the following link, we both get $25 in BTC.
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Always loved Kraken, as it was one of the first centralized exchanges I used. Very easy EURO and USD on- and off-ramps. Good volume among all pairs, clean UI/UX, and a very well-managed support center. Love the Kraken Pro platform! Another fact I like is that they are 100% transparent, have high-caliber executives, LinkedIn profiles, etc. My most-used crypto exchange at the moment.
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Although Coinbase is not cheap, it is  at this stage the best and safest crypto exchange in the U.S. They also own a part of Cricle, the issuer of the USDC stablecoin, making them the best crypto stock as well.
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Crypto Research Platforms

Lunar Crush

My go-to site to check prices, and social sentiment and get a sense of what’s currently trending in the incredibly fast-moving crypto world. Aggregates a ton of data. Input your portfolio and favorite the coins you hold, and Lunarcrush will come to life!
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Shops To Buy & Store Precious Metals

I am a happy longterm customer of Goldbroker in Singapore. World-class and well-guarded safe, great selection of gold, silver, platinum.

Managed by an experienced team, plus they operate vaults not only in Singapore (which I use), but also in London, Zürich and Toronto. To have a trustworthy precious metals vaulting facility is a must have in the uncertain times we are in! 
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Stock Brokers I Use

Interactive Brokers (Ireland/U.S.)

One of the leading stock brokers in the world, operating the largest electronic trading platform (in the U.S.). Also love the mobile app! But quite advanced interface, don’t start with this one.
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Trade Republic (Europe)

AN Excellent new broker with a sleek and well-designed mobile trading app. It essentially has everything you need (thousands of ETFs, all relevant markets, etc.), and trading fees are very low (1€ per trade). Absolutely love this provider.
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Flatex (Germany)

A good discount broker with flat/fixed prices and very good trading options. Have been using them for years without any problems, clearly can recommend them.
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Other Things I Love & Use

The Sun Exchange

Amazing: With this one-stop-shop, collect monthly rent in Bitcoin by purchasing and renting out panels in the most solar-rich but power-poor emerging countries like South Africa. Essentially photons are converted into electrons and then Bitcoin. Help slow climate change while creating jobs in Africa. Simply cool. I am now invested in +19 projects. With the below link we both get one solar cell for free when you make your first purchase. Check out the below image to see some of the locations where I own solar cells, producing clean energy every single day.
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Sun Exchange Investor Toolbox

The location of some of the Sun Exchange projects I own cells in.

I use to easily keep track of all my digital asset purchases, passive income, and gains/losses. I have also tried others like Koinly and Accointing, but I felt Cointracking really nails it. Super easy to connect it with the exchanges and wallet you are using, making the yearly reporting a breeze!
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With this link, you get a 10% discount for all Account Upgrades (I get something as well.



In 2020 I tested several P2P platforms, and only believe a handful of them are really investible. Some of the good ones, such as Mintos and Swaper can be a good part of the investor toolbox. One crowd investing platform specializing in real estate projects, allowing you to invest as little as 50 USD/Euro in specific real estate projects, is Estate Guru. Have been using them for years, and always had good experiences with (but bad experiences with many P2P platforms!).
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Mention invite code EGU38942 and we both get equal to 0.5% of your total investments – no costs to you, and even get a cash-back.


Watch a quick video on how it works:

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