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Where to learn how to invest: the best free tools and resources

A curated list of the tools, data sources, websites and books we actually use to learn about and follow markets — most of them free.

Charting & market data

TradingView ↗

The most popular charting platform: every market, hundreds of indicators and a large community. The free plan is enough to start.

Partner link — we may earn a commission at no extra cost to you.

Koyfin ↗

Institutional-style dashboards, fundamentals and macro charts with a generous free tier.

Finviz ↗

Fast stock screener and market heat maps — ideal for a quick overview of what is moving.

FRED (St. Louis Fed) ↗

The reference database for economic data: interest rates, inflation, employment, money supply.

Research & analysis

Portfolio Visualizer ↗

Backtest asset allocations and compare portfolios — a great way to see diversification at work.

Yardeni Research ↗

Charts and commentary on earnings, valuations and the economy.

SEC EDGAR ↗

Original annual and quarterly reports of every US-listed company.

Bogleheads Wiki ↗

A large, practical wiki on low-cost, long-term investing.

Books worth reading

The Psychology of Money — Morgan Housel

Why behaviour matters more than intelligence in investing.

A Random Walk Down Wall Street — Burton Malkiel

The classic case for low-cost, diversified investing.

The Intelligent Investor — Benjamin Graham

Price versus value and the investor's temperament.

Trend Following — Michael Covel

The history and logic of trend-following and the people behind it.

Expected Returns — Antti Ilmanen

A deep, evidence-based look at where returns come from across asset classes.

On InvestWealth.com

Research Terminal

Trend strategies vs buy & hold for 30 markets, cross-asset returns, correlations and drawdowns.

Start investing — learning path

Eight short lessons from the first dollar to a running portfolio.

Free calculators

Compound interest, savings rate and drawdown recovery.

Investing glossary

Every key term explained in plain language.

We are not affiliated with the third-party sites listed unless marked. Educational content, not investment advice.