Brokers, Platforms & Tools

I don’t expect one platform to do everything well. I use different tools for different parts of my process—one may be better for charting and market analysis, another for execution, and another for research or screening. What matters to me is whether a tool does its job, provides the information I need, and fits naturally into the way I work.

Here I share the brokers, platforms, data sources, and other tools I actually use or have evaluated—how I use them, which features I find useful, how they compare with alternatives, and the practical details that aren’t always obvious from the product page.

Disclosure: Some links may be affiliate links, which means I may earn a commission at no additional cost to you.

Brokers –>
What I look for in a broker, how I compare features, and what matters to me in everyday use.

Platforms & Market Tools –>
The charting, screening, market data and research tools I use and how they fit into my process.

Workflow & Tracking –>
How I organize watchlists, research, trades and portfolio information.