Brokerages

There are a variety of brokerages that allow you to trade options, but I prefer RobinHood. Trading stocks and options with them is virtually free, and their user interface is frankly unmatched. Use this link to join and you’ll receive a cash bonus along with some free stock!

Spreadsheet to quickly find stocks near 52 week lows

This spreadsheet has been a game-changer for me. I built it a few years ago and I literally check it every few days to see which stocks are near their 52 week lows. A nice way to shop for deals!

You can download a copy for yourself here.

My YouTube channel

My YouTube includes plenty of explainer videos, tutorials as well as my general tips around stock and option moves!

For example, here’s a tutorial on how to roll put options in RobinHood:

Spreadsheet to track stock and options gains and losses

Another game-changing investment tool – having a logical spreadsheet that showed, clearly on a month-by-month basis, finally allowed me to really see in real-time how I was doing in a way that no brokerage dashboard really could.

The spreadsheet I use does require you to update it with each transaction at the moment, but if you have a small account, I promise you will love it and wonder how you got by without it! I can’t say enough about this one.

I’m currently working on a simplified version of what I use. (Mine is so tailored to how my brain works that it might seem like a jarbled mess were I to share it in its current state.) 😉

More tools & recommended reading for investors

I’m currently working on a book: Invest Like a CPA! I’ll be posting update to my social media as well as on optionflair.com.

I’ll post updates soon.

Mo