Recommended Brokers, Services, Books, etc.

Every investor has a variety of tools and services they use to conduct research, place trades, and conduct analysis on individual stocks alongside the overall market. Here is a list of those services and sites that myself and Mike use.

2015 Update – Read my How I Trade 2015 Edition post on


Blain – SEP IRA with OptionsHouse and several trading accounts with TD Ameritrade. For choosing and comparing brokers I recommend using

Mike – Uses MB Trading exclusively.



  • MarketSmith with eSignal addon – Performing technical analysis and screening stocks. $999 per year (MarketSmith) + $34.95 p/m (eSignal real-time quotes).
  • – Integrated fundamental analysis ratings and overall market research via Investor’s Business Daily Digital. $259 per year.
  • SentimenTrader – Daily market sentiment reports. $25 per month.
  • Dan Zanger – Finding potential stock picks. $89 per month. Read my full Dan Zanger review.


  • QuoteTracker with data from IQFeed – Real-time streaming stock charts.  $73 p/m+ (QuoteTracker IQFeed real-time data).
  • Trade-Ideas – Real-time stock scanner for fresh trade ideas. $780 per year.


here’s a list of 20 great investment books to read. Our picks are below.