The Technology Hack That Streamlined My Investment Research

I’m always on the lookout for simpler and quicker ways to organize, well, anything really. I recently found a way to hack my investment research, and save myself a bucket load of time..

Let’s set the scene: each day, when I dive into a pile of investment research and news, I don’t actually read a lot of it (excepting a few of my fav authors, whose everything I devour). I dig deep to pluck out the few gems that are in there. I use a variety of sources such as email, websites etc to get my fix – bouncing around between them until I find the bits and pieces I need to sit down and read.  Scene is set.

(In addition, I realized when I started writing the guide that while I have updated the technology I use, the original method of teaching myself to understand how the financial system works has not changed. Thus, you will learn how to save a whole bunch of time, and also the exact details of what I did when I first started out!)

So…Let’s get practical

The first thing to do is go to

Feedly for investment research

Feedly is a news reader application that will let you add news sources via RSS feeds. Sound complicated? It’s not really – all you need to do, once you have signed up, is click on the +add content button, and type the name of the website or blog you want to follow. I have made a short video here (please ignore the funny kiwi accent):

If you have watched the video, you can see it’s pretty easy (if you haven’t – don’t worry you will pick it up). In the video you can see how from the one place, I can quite easily bring up the majority of my news sources into the one space. Unfortunately, while the majority of the key sources have RSS feeds, some do not – so I still have a few come through to my Gmail.

I am quite picky with the number of emails sources I subscribe to, but Feedly, being as simple as it is, allows me to collate more sources than I could get through on an email.

The Magic Apple… of course it is

Where the magic really happens though, is when I use the Feedly app on Apple’s iPad. It allows me to browse through and quickly filter a large volume of investment research, articles, and blog posts. And, most importantly, it allows us to dive deep into an article all within the one application.

If I were using email instead, I would need to open the email, scroll through it, and click on the post I want to read – which would take me into the iPad’s internet browser. Once I had read the article, I would then need to head back into the email and repeat the process. With Feedly, I avoid about half the clicks and minimize the loading time, as all the work is done within the Feedly app itself – pretty sweet!

Feedly on the iPad is awesome – you really need to experience it to know the difference.

Save it for later

It’s not like you can always read every article you come across at the time. That is where a neat little application called Pocket comes in. Pocket is a storage system for articles and blog posts. All you do is save the article in the pocket, and then come in later and read it to your heart’s content. The awesome thing about pocket is: it is integrated with Feedly! I can easily click the “save to pocket” button on the top right of the iPad app (if you are having trouble finding it, just click on the three vertical buttons and you will see the Pocket icon there).

There is also a “save for later” function in Feedly, but I prefer to use pocket, as that way if I come across something elsewhere on the web, like Twitter, that I want to save, I can also add it to my pocket. This means I get to keep all the articles I save in the one spot.

Spread the word, share the love etc etc.

As I sift through the multitude of information from my sources I often will come across something worthy of sharing. If I do them I use a service called Buffer (and yep they have a free version). The reason I like Buffer is it allows me to schedule tweets so that a whole lot don’t arrive at the one time. This means I can keep up a steady stream of the most relevant info on my twitter feed which means my friends don’t get overloaded.

And of course buffer integrates into both Feedly and Pocket. Yay. You can see it at work here on the new @spoonfedinvest Twitter account.

How I became an expert “big picture” investor in only a three months.

Now – as if that cool hack for your investment research is not enough – as promised, here is how I got started. Trust me… this is big. I would not be here today if I had not spent the time doing this.

Bear in mind, I had a financial background already – so I knew the terminology, and had read about the markets before I began this process.

But when I say expert, I don’t mean just a “good knowledge”. I mean I could simplify and teach some really difficult investing topics. By the end of the three-month period, I could distil some of the concepts into some of the best long-term investments I had made. What I did was simple (but not that easy). I immersed myself in news and research – literally every moment I had, I spent it reading, and then diving deeper when I came across subject matter I did not understand. I then narrowed it down into the most useful sources and focused more on them. I also bought their books and read those too.

Hey, I did not say it would be a piece of cake, but it is how I did it. And I did have to sort through a lot of info as I was doing it on my own.

What I could recommend if you want to follow in my footsteps is to read the key ones from this list. And if you need a news source, I like Bloomberg.

General Advice Warning and Disclaimer: The ideas and information contained in this blog post are for general information only. They do not take into consideration your personal circumstances or objectives. Please considering if these ideas are appropriate for your needs before taking any action. We suggest you seek advice from a financial professional if necessary.

In addition please note that past performance is not always a reliable indicator of future results.

About the Author

Sam Eder

Sam Eder is the founder of the market beating SpoonFed Investor stock investing service. He is also the author of several books and courses.