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I’m trying to simplify my investing process and reduce tool clutter.
Curious what people here actually rely on day-to-day.
If you had to narrow it down to your core stack, what are your main tools?
For example where do you go for:
• Financial statements
• Filings & transcripts
• Valuation work
• Portfolio tracking
• Idea generation
Do you mostly stick to EDGAR + Excel?
Or are there tools you genuinely find worth paying for?
Trying to understand what experienced investors actually use in practice.