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Articles
Stock analysis, dividend strategy, and screening insights.
AJ Bell Portfolio Tracker: Track Your AJ Bell Investments Properly
How to track an AJ Bell portfolio beyond the account page: export your deals as a CSV, avoid the pence trap, and get performance against a benchmark, dividend income, sector concentration and a Reward and Risk score on every holding.
How to Export Freetrade Data to CSV: Your Activity in Three Taps
A step-by-step guide to exporting your Freetrade activity as a CSV from the app, what the file contains, why it is easier to work with than most UK broker exports, and what to do with it once you have it.
How to Export Hargreaves Lansdown Data to CSV and Excel
A step-by-step guide to downloading your Hargreaves Lansdown transaction history as a CSV or Excel file, what the export contains, the two quirks that catch people out, and what to do with the file once you have it.
Freetrade Portfolio Tracker: Track Your Freetrade Investments Beyond the App
How to track a Freetrade portfolio properly: export your activity from the app as a CSV, import it, and see performance against a benchmark, dividend income, sector concentration and a Reward and Risk score on every holding.
Hargreaves Lansdown Dividend Tracker: Track Your HL Dividend Income
How to track dividend income from a Hargreaves Lansdown portfolio: where dividends appear in HL, how to export them, how to build an income history and yield on cost, and how to see your income across every account in one place.
Hargreaves Lansdown Portfolio Tracker: The Complete Guide
How to track a Hargreaves Lansdown portfolio properly: what the HL account view leaves out, how to export your transaction history to CSV, and how to turn that file into performance, income and risk analysis across your ISA, SIPP and Fund & Share Account.
Hargreaves Lansdown vs AJ Bell: Which Is Better for UK Investors?
Hargreaves Lansdown and AJ Bell compared for UK investors: accounts, pricing models, research, how each handles your data, and which is easier to track properly. Plus how to see both platforms in one portfolio if you use the two.
interactive investor Portfolio Tracker: Track Your ii Investments
How to track an interactive investor portfolio beyond the ii website: export each account's transaction history to CSV, map the columns correctly, and get performance against a benchmark, dividend income, concentration and a Reward and Risk score on every holding.
Trading 212 vs Freetrade: Which Is Better for UK Investors?
Trading 212 and Freetrade compared for UK investors: accounts, what you can hold, how each app handles your data, and which one is easier to track properly. Plus how to see both in one portfolio if you use the two.
Vanguard UK Portfolio Tracker: See Your Vanguard Funds Alongside Everything Else
How to track a Vanguard UK portfolio properly: export your transaction history from Vanguard Investor, convert the Excel file, and see your funds and ETFs alongside your other accounts with performance against a benchmark, income and risk.
Openbook AI Agents: A Smarter AI Stock Analysis Workflow
See how Openbook's four AI stock analysis agents turn fundamentals and recent coverage into a current story, bull case, bear case and key risks.
Fundamental Analysis for Beginners: A Practical Guide
Learn the core principles of fundamental stock analysis — from reading financial statements to applying key valuation metrics and using the right fundamental analysis tools to research companies with confidence.
Best AI Stock Analysis Tools in 2026
AI stock analysis tools have multiplied rapidly in 2026, but not all of them are built for serious investing. This guide explains how to evaluate the best AI stock analysis tools, what separates purpose-built platforms from general chatbots, and how to build a practical research workflow using AI investing tools that match your strategy.
The Best Stock Screeners in 2026
Not all stock screeners are built the same — and choosing the wrong one for your investing style can slow down your research. This guide matches the best stock screener options of 2026 to specific investor strategies, from deep fundamental analysis to active trading, and explains how to use a stock screener to find undervalued stocks effectively.
The Best Free Stock Analysis Tools - That Are Actually Good
Not all free stock analysis tools are created equal. This guide identifies the best free stock analysis software actually worth using in 2026 and shows you how to combine them into a structured research workflow.
Best Free Stock Screeners for UK & US Stocks (2026)
Discover the best free stock screeners for US and UK stocks in 2026, matched to your investing style — from real-time day trading scanners to fundamental screeners for long-term investors.
Best Portfolio Tracker UK
Discover what makes the best portfolio tracker for UK investors, from ISA and SIPP wrapper support to stock analysis tools and financial analytics dashboards. Learn which features matter most and how to build a smarter investment workflow.
How to Export Trading 212 Data to CSV & Excel
Learn how to use the Trading 212 API to access your portfolio data, export Trading 212 CSVs, and connect your account to Excel, Google Sheets, or Python. A practical guide for investors who want more from their data.
Trading 212 Dividend Tracker: Track Your Income
Learn how to export Trading 212 data as a CSV, track dividend income in a spreadsheet, and use the Trading 212 API to automate your dividend tracking workflow.
Trading 212 Portfolio Tracker: The Complete Guide
Learn how to use the Trading 212 portfolio tracker options available to investors, including the built-in CSV export and the Trading 212 API. Discover how to get your API key, connect your data to spreadsheets, and unlock deeper portfolio analysis.
How to Research a Stock: A Step-by-Step Process - 2026
Learn the best way to research stocks with a clear, step-by-step investment research workflow — from defining your criteria to valuation and choosing the right stock research tools.
The Best Stock Analysis Platforms in 2026 Tested & Ranked
Not all stock analysis platforms are built for the same investor. This guide matches the best stock analysis platform options in 2026 to specific investing styles — from fundamental research to technical trading and quantitative analysis.
Best Investment Analytics Tools for 2026
Explore the best investment analytics tools for quantitative stock analysis in 2026, from multi-factor rating systems to AI-augmented screeners and backtesting platforms. Learn which tools suit your investor profile and how to build a rigorous, data-driven workflow.
Best Stock Analysis Platform: How to Choose (2026)
Not all stock analysis platforms are built the same. This guide breaks down what to look for in the best stock analysis platform, from data depth and analytical tools to usability and fit for your investment style.
Stock Analysis Examples: Apple, Rolls-Royce, Meta & Riot
This analysis covers Apple, Rolls-Royce, Meta Platforms, and Riot Platforms — breaking down the key financial drivers, valuation signals, and risks shaping each stock in 2026.
Best Stock Analysis Apps & Free Software (2026)
Explore the best stock analysis apps and free stock market software available today, from powerful charting platforms to mobile-friendly tools. Learn which features matter most and how to build a smarter investing workflow.
Stock Analysis Platforms Compared: OpenBook vs Rivals
Not all stock analysis platforms are built the same. This guide compares the best stock analysis platforms — Morningstar, Seeking Alpha, Koyfin, Simply Wall St, and OpenBook Analytics — across depth, usability, and analytical framework to help you find the right fit for your investing style.
What Is a Financial Analytics Dashboard? A UK Guide
A financial analytics dashboard consolidates portfolio data, market metrics, and performance insights into one visual interface. This guide explains what these dashboards do, what features matter most, and which financial analytics dashboard tools are best suited to different types of investors.
Best Financial Analysis Software for Investors (2026)
Explore the best financial analysis software available today, from institutional platforms like Bloomberg to accessible tools like Koyfin and Morningstar. Learn which financial analysis tools suit your investment style and how to build a practical analytical toolkit.
Quantitative Stock Analysis Explained (vs Fundamental)
Discover how quantitative analysis in the stock market uses data-driven models and measurable factors to evaluate stocks systematically. This guide explains quantitative stock analysis, how it compares to fundamental analysis, and how factor investing works in practice.
How to Use a Stock Screener: A Beginner's Guide
Compare the best free stock screeners for 2026: UK & US tools with real-time data, custom filters, and how to build screens that find the right stocks.
What Is Investment Analytics? A Beginner's Guide
Investment analytics transforms raw financial data into actionable insight using quantitative models, risk tools, and predictive analytics. This guide covers what investment analytics means, the key categories of investment analytics tools, and how predictive analytics is reshaping modern investing.
Best Stock Research Websites & Tools (2026)
Learn how to conduct thorough stock research using the best stock research websites, a structured process, and key criteria for identifying stocks worth investigating.
What Is Stock Analysis? A Beginner's Guide
Explore how stock analysis and modern stock analytics tools are transforming investing analysis, making stock market analysis more data-driven and accessible.