Author Topic: Best Way to keep track of our Favorite Cos  (Read 2252 times)

DW1234

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Re: Best Way to keep track of our Favorite Cos
« Reply #10 on: September 26, 2019, 04:38:53 AM »
There might be a huge opportunity here to fill this gap. I've tried every recommendation here, yet nothing really satisfies me.

Ideally what I want is to create a watchlist/portfolio of my stocks in several different markets (US/Europe/Japan/Hongkong). AND (this is where it get's difficult it seems) I want to be updated of any news (annual reports, dividends) about the companies in my portfolio/watchlist.

Yahoo works great for just the watchlist function, but there's no way to get alerts of news updates (is there)?
Seekingalpha works smooth too, adds some news and of course written blogs about the company. But it looks like they're also missing a lot of news.

Am I asking for too much here? If so, how do you guys keep track of stuff like annual reports and dividends for the companies you are interested in?


LongHaul

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Re: Best Way to keep track of our Favorite Cos
« Reply #11 on: September 26, 2019, 01:21:59 PM »
There might be a huge opportunity here to fill this gap. I've tried every recommendation here, yet nothing really satisfies me.

Ideally what I want is to create a watchlist/portfolio of my stocks in several different markets (US/Europe/Japan/Hongkong). AND (this is where it get's difficult it seems) I want to be updated of any news (annual reports, dividends) about the companies in my portfolio/watchlist.

Yahoo works great for just the watchlist function, but there's no way to get alerts of news updates (is there)?
Seekingalpha works smooth too, adds some news and of course written blogs about the company. But it looks like they're also missing a lot of news.

Am I asking for too much here? If so, how do you guys keep track of stuff like annual reports and dividends for the companies you are interested in?

I generally use Google Sheets for watchlists. 

I think there is an opportunity also (perhaps really big) in doing a great finance site.   I agree, most of the sites IMO have gotten worse Yahoo, Morningstar and Google.   The free competition is weak in a lot of ways for a fundamental investor. 


nodnub

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Re: Best Way to keep track of our Favorite Cos
« Reply #12 on: September 26, 2019, 01:25:41 PM »
There might be a huge opportunity here to fill this gap. I've tried every recommendation here, yet nothing really satisfies me.

Ideally what I want is to create a watchlist/portfolio of my stocks in several different markets (US/Europe/Japan/Hongkong). AND (this is where it get's difficult it seems) I want to be updated of any news (annual reports, dividends) about the companies in my portfolio/watchlist.

Yahoo works great for just the watchlist function, but there's no way to get alerts of news updates (is there)?
Seekingalpha works smooth too, adds some news and of course written blogs about the company. But it looks like they're also missing a lot of news.

Am I asking for too much here? If so, how do you guys keep track of stuff like annual reports and dividends for the companies you are interested in?

Hypothetically, what would you be willing to pay as a monthly fee for something like this?   And how much do you think other people would be willing to pay?

writser

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Re: Best Way to keep track of our Favorite Cos
« Reply #13 on: September 26, 2019, 02:06:58 PM »
I have a paid account at Bamsec. It is basically what EDGAR should have been. A watchlist, conference call transcripts, a good search function, comparing filings, insider transactions, highlighting and saving snippets and best of all, all very easy to use and navigate. I think it is like $30 per month?

If somebody makes a similar site but:

1. For all (or at least most) developed markets: Europe, Hong Kong, Singapore, Canada, Australia.
2. With not only filings and insider transactions but also, like Yahoo Finance, news from all major newswires, and some options to filter news (i.e. remove all retarded Zacks, Motley Fool, etc. robo-articles).
3. With historical financials like Morningstar.

I'd be willing to pay $100+ / month easily. I agree that right now it is a mess to keep track of everything. I'm using a mix of SeekingAlpha, Yahoo Finance, the Interactive Brokers newsfeed, Bamsec, hkexnews, sgx.com, ceo.ca, hotcopper.au, Morningstar, Kajinet, Rocketfinancial.com, twitter, pacer and otcmarkets.com ..

I feel like I cannot justify a Bloomberg account for my amateur home office though it has basically everything I want. I have no experience with CapitalIQ, FactSet or Eikon. My guess is they are like Bloomberg but shittier. It tilts me that for all 'professional' options the pricing and offering is super opaque, but I guess that is because they are not really tailored to retail clients.

You can either have a free Yahoo finance account or a ~$20k professional terminal. I feel like there is nothing in between. I guess the universe of investors willing to pay $2000+ per year but not $20k+ isn't large enough?
« Last Edit: September 26, 2019, 02:20:17 PM by writser »
When you are dead, you do not know you are dead. It's only painful and difficult for others. The same applies when you are stupid.

LC

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Re: Best Way to keep track of our Favorite Cos
« Reply #14 on: September 26, 2019, 02:13:30 PM »
Bamsec is good, rocketfinancial as well is another good one.

There was a gentleman on here who I was alpha testing a financial website for, one of the tools he implemented (or tried to, I am not sure what became of it) was a way to individually whitelist/blacklist news sources.

Let's say I follow FB - I don't want to see AI generated "news" articles from clickbait websites. But something like crunchbase or other tech-focused websites with quality content, or similar financial websites (WSJ, etc.) - those I would be interested in.

Give me the old google finance interface, with the above whitelist news service, and BAMsec/rocketfinancial's management for company filings, and you have the greatest financial website ever created.  ;D
"Lethargy bordering on sloth remains the cornerstone of our investment style."
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DW1234

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Re: Best Way to keep track of our Favorite Cos
« Reply #15 on: September 27, 2019, 03:01:36 AM »
And what about using something like sken.io or trackly.io? I don't have any experience with these, but they send you an e-mail when a certain webpage has been edited.

Btw, I would also easily pay $100+, it's probably worth that in pure value easily. But even if it wasn't, it would still be worth it just to make my life easier.