Reviews: buyer's guides for research tools
What to test before you pay for a screener, a charting package, a research service, a newsletter, a data feed or a trading journal. Every guide ends in a scorecard you fill in for the products on your own shortlist.
- Charting software Charting Software Buyer's Guide: What to Test Before Paying What to check in charting software during a trial: data feed and adjustments, indicators and drawing tools, alerts, broker links, speed and mobile sync. 8 criteria in the scorecard →
- Market data subscriptions Market Data Packages and Subscriptions: What Traders Pay For What a market data package includes: delayed vs live, snapshot vs streaming, Level 1 vs Level 2, options and futures feeds, fee waivers and pro status. 7 criteria in the scorecard →
- Stock newsletters Stock Picking Newsletters: How to Judge One Before You Subscribe How to check a stock newsletter before paying: demand the full pick record, spot misleading performance claims, look up registration, and read the refund terms. 6 criteria in the scorecard →
- Stock research subscriptions Stock Research Subscriptions: A Buyer's Guide to What You Get What a stock research subscription sells, how to check its methodology and independence, and how to weigh the fee against the size of your account. 7 criteria in the scorecard →
- Stock screeners Stock Screener Buyer's Guide: Filters, Data and Price How to judge a stock screener before paying: filter depth, data coverage and freshness, output tools, and a side-by-side trial test against filings. 8 criteria in the scorecard →
- Trading journal software Trading Journal Software: A Buyer's Guide How to choose trading journal software: trade import, the metrics it computes, setup and mistake tags, data ownership, and when a spreadsheet does the job. 6 criteria in the scorecard →