Investing tools

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 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.

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.

You can view and save your own copy of this Google Sheet here.