7 Comments
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B Boat's avatar

I’m not in USA and tried to subscribe but blocked and said Brazilian rules prevent my AMEX from being charged (I’m in Türkiye) … unsure I can get subscription by June 30

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Jimmy Investor's avatar

Hi B Boat! Hope you're doing well.

That’s strange - that shouldn’t be happening. I just sent you a message via DM to try to help out.

If you prefer, Substack also has a support contact at support@substack.com.

It’s gonna work! 🙏🏻

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letheprofitsrun's avatar

Thanks for the collection. As a margin of safety investor, stockrover is missing from the list.

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Jimmy Investor's avatar

Thank you so much, my friend!

I wasn’t familiar with Stock Rover. I’ll definitely look into it now to understand the product better!

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David Harper, CFA, FRM's avatar

This is great list, thank you! Can I recommend stockrover.com ... also, how much do you spend per year, I'm curious (as some of these aren't free)? Thanks,

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Jimmy Investor's avatar

Thanks a lot, David! Glad you enjoyed it. I wasn’t familiar with Stock Rover yet, but it seems pretty intuitive - I’ll definitely take a closer look.

As for annual spending, i try to be mindful, but I do keep testing different platforms. Historically, around $300/y on Koyfin, and I’ve also been paying monthly for Finchat.

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Cal. J. Valen's avatar

At what point do you think getting a financial advisor would be the “better option” then spending time patrolling. over your portfolio day by day. Basically when is it time to automate the time and energy you would spend tracking, studying and overlooking your portfolio and hand it over to a trusted advisor?

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