Global Research
Global Macro and Research Dashboards
Sector and Industry Breakdowns
My Toolkit
(Nobody is Paying Me for This)
I use Portfolio Visualizer to backtest portfolios, asset classes, strategies, and more to compare portfolios fairly against each other.
This is extremely useful for making decisions on portfolio allocation and risk management.
I use Fiscal AI for research and charting.
Fiscal AI has a Copilot designed specifically for financial research.
It can quickly pull information from recent earnings calls, all financials, what bulls and bears are saying on either side, and even track unique specific indicators for businesses.
The charting is fantastic and extremely detailed - the speed and accuracy of the information is terrific.
I use Trading View for API data - feeding in live pricing and live market movements.
Trading View has terrific widgets and live data that I use primarily for display on my site.
I use Koyfin specifically for the dashboard which is the most comprehensive, all-in-one dashboard that allows me to get a quick view of all of the different asset classes, sectors, global economies, yields, and other important economic data.
I also like the portfolio monitoring tools and reports that Koyfin generates.
Download My Dashboards
Click to download all of my dashboards and start reading here.
Or check them out in detail below.
Research Dashboards
Investment Research Dashboard
A 7-tab, 1,000+ data-point spreadsheet for your research.
Global Equity Indices
Fixed Income
Economic Indicators
Sector Rankings
FOMC policy analysis
Commodity markets
Business cycle positioning
Sentiment data
All formatted for serious analysis and actionable ideas.
Download The Earnout Investor Research Dashboard
Dashboard Summary Report
An 11-page institutional brief that distills the most important signals into a clear narrative.
The five forces shaping markets right now.
The biggest risks to monitor
Sector and factor calls
Top conviction trades
A concrete action checklist you can execute the same week.
Stock Screener
Nine distinct thematic screens synthesized into a single Master Ranking of the Top 50 opportunities.
Each stock receives a composite score across six factors.
Valuation
Growth
Quality
Momentum
Sentiment
Risk/Reward
With full write-ups on the highest-conviction names.