I get asked everyday what tools I USE for investing and keeping track of my finances.

No more – here is everything I use.  Feel free to steal my setup!

I thought it would be helpful to create a resources page that you can always refer to for all your future needs.  I’ll add to it and update it, but these are all things that I have used or referenced here on The College Investor.

If you read through this list and don’t find exactly what you’re looking for, or you just aren’t sure which option to pick, drop us an e-mail. We’ll be glad to help you out.

Please note that some of the links below are affiliate links and will earn me a commission. These are all things that I have experience with and I am recommending because they are helpful and are companies that I trust, not because of any commission it may earn me.


My Setup

This is what I’m currently using for my finances.  Use them, I do!



  • Scottrade: A great platform for trading. Best suited if you are going to trade frequently. They also have great tools for researching stocks.
  • ShareBuilder.com: This is great for long-term buy and hold. They offer $4 trades if you use their automatic program!
  • Thinkorswim: The best platform I have ever found for options trading.
  • Propser: The best in peer-to-peer lending.


Personal Finance

  • Mint.com: I’ve spoken a lot about Mint and I love it. It is a great tool for tracking your personal finance. And best of all, its free!
  • TurboTax: Great program for doing your taxes cheap and easily!
  • Quickbooks: I don’t talk about small business a lot, but this is solid accounting software for your small business.
Free Checking Options


Student Stuff

  • SimpleTuition.com: Want to get a great private student loan? Check out SimpleTuition.
  • CourseSmart: This is a great place to buy and sell textbooks for a great price.
  • College Book Renter: This is an alternative to Chegg. Between both sites, you should be able to find the book you need.


Book’s I’ve Mentioned or Reviewed