01 · Practical guide
How to choose a stock screener by data quality and workflow fit
Coverage, refresh rate, survivorship, adjustment rules, exports, formulas, and price determine whether a screen is repeatable.
8 min readEditorial desk
Platforms & Tools
Practical evaluations of charting, screening, brokerage, data, and portfolio software.
02 · Checklist
Brokerage platform checklist: execution, protection, fees, and support
Compare the regulated entity, order handling, account protections, statements, transfers, and real support before features.
5 min read
03 · Explainer
Your charting platform and your broker may not use the same data feed
Exchange coverage, entitlements, consolidation, latency, sessions, and adjustments can create visible differences.
6 min read
04 · Checklist
A privacy-first test for portfolio tracking apps
Read-only access, credential handling, token scopes, deletion, exports, and breach response belong in the evaluation.
7 min read
05 · Practical guide
Test a market-alert platform with a harmless fixture first
Confirm time zones, duplicate handling, threshold logic, delivery channels, outages, and audit history before relying on it.
8 min read
06 · Explainer
Backtest tools: the hidden assumptions behind a beautiful curve
Look for survivorship bias, look-ahead bias, corporate actions, liquidity, fees, slippage, and parameter overfitting.
5 min read
07 · Checklist
Evaluate a financial-data API before it enters production
Document source, license, adjustment method, identifiers, corrections, rate limits, uptime, and fallback behavior.
6 min read