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

Gurufocus
👌 The research site I use the most
Finviz
🔎 My research typically starts here
Seeking Alpha
📖 Great for deep research
Gurufocus.com

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 below you get one free month of premium membership – me too.
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Finviz.com

An evergreen and one of the financial sites I visit the most often. Love their basic charts with simple AI-TA. It’s worthwhile to sign up for their paid account, as it gives you excellent and very detailed screeners (very helpful when you try to find high yield dividend stocks).
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Seeking Alpha

My second most visited research platform. I come here once I did my own first research on GuruFocus. Love the fact that dozens of analysts, from DIY investors like me to professional financial analysts, all present their points of view. A staple in many investor toolboxes! Also find it valuable to read the comment section below each article.
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Crypto Research Platforms

FTX App

The former Blockfolio, now FTX App, is my favorite mobile app to check crypto prices and trade on my phone. Use my referral code and get a free coin when you trade $10 worth, referral code: StackStack
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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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Tools To Track Your Performance

Portfolio Performance

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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DivvyDairy

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

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

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

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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Finviz.com

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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Stockcharts.com

I’ve been using Stockcharts.com for 15+ years and still like it a lot. I mainly use it for my natural resource stocks in my Resource Portfolio because Stockcharts covers all OTC /Pink and Canadian listed stocks.

This is helpful because the Canadian resource equities often have significantly higher trading volume, see an example here and compare it with the OTC/PINK here.  By clicking on the below link you get one week for free, and I as well if you put in my email address ‘the at wisestacker dot com‘ when checking out.
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The Top 3 CeFi Companies I Use

Nexo

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.

Celsius

Celsius is a centralized finance (CeFi) platform that specializes in crypto lending, borrowing, and earning. Celsius isn’t for day traders; it’s best suited for anybody interested in earning passive income.

Hodlnaut

Hodlnaut is a fintech startup that caters to individual investors and crypto users. Crypto currencies can be lent to approved lenders via the platform, allowing owners to earn interest on crypto.

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.

CeFi Companies For Passive Income

Nexo

I am also a long-term Nexo user, equally happy with their service. Everything is designed extremely well, and Nexo pays interest on a daily basis (Celsius on a weekly basis). Love their service, can only recommend it. With the following link, we both get $25 in BTC.
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Celsius

I am a long-term Celsius user and have been more than happy ever since I deposited my first coins in 2019. As the CEL price was only at 0.03-0.04 USD back then, I earned 3-4,000 CEL every week (the equivalent of 6-8,000 USD with today’s prices). More on that on my Digital Asset Portfolio page. You simply deposit digital assets onto the platform, and Celsius’ institutional-grade lending team lends out your coins and shares 80% of what it received. Game-changer.
–> Link You get $50 in BTC, I also

 
Hodlnaut

The newest CeFi platform I am using, but I have to say, I am impressed.  Extremely clean UI, very transparent reporting, weekly community calls, etc. Higher APY for Bitcoin than Celsius or Nexo, but I assume also higher risk, but I believe a good and solid company with a good management team. 

Feeling wise, generating cash flow on your digital assets will become ever more important, that’s why I believe Hodlnaut should be part of any investor toolbox!
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Shops To Buy & Store Precious Metals

GoldBroker.com

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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Boom (Hong Kong)

One broker many people don’t know and one which I like a lot (compared with the other stockbroker in Hong Kong), is Boom. They are part of the large Japanese Monex group, and offer quite reasonable trading fees, and +9 markets.
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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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Crypto Exchanges I Like & Use

Binance

Have been using Binance since 2019. Always happy. Deepest order books with highest volumes. 
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Bittrex   

Always loved Bittrex as an exchange. Very easy USD onramp and EUR offramp. Great volume among all pairs, clean UI/UX and a very well managed support center. Another fact I like is that they are 100% transparent (just look at their About Us page,  high-caliber executives, Linkedin profiles, etc. My 2nd most-used crypto exchange.
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Thorswap

I more and more use Thorchain’s DEX ThorSwap. All swaps between the different L1s such as BTC, ETH, Luna, BNB, etc., can be completed in one step without the need to bridge, wrap, peg assets, or use a centralized exchange – game changer!
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What About Coinbase?

I always avoided them because of the insanely high fees! Compare them!

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.

Cointracking.info

I use Cointracking.info 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

EstateGuru

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 EstateGuru.co (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, even get a cash-back.

Watch a quick video on how it works:

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