Learn
Plain-English guides to investing, earnings season, and getting real help from Claude and ChatGPT with what you actually own.
Start with connecting your brokerage to ChatGPT and Claude if you want an AI assistant that knows your real holdings, or using AI to keep track of your stock portfolio for a weekly routine. New to investing? Start investing on your own covers the basics, and the earnings guides explain how to read an earnings report and why a stock can drop on good earnings.
Every guide is written for self-directed investors in Canada and the US, links to primary sources like the CRA, IRS and company filings, and is general information, not investment advice.
How to start investing on your own: a beginner's guide for Canada and the US (2026)
A calm, step-by-step guide to investing on your own in Canada or the US: set a goal, pick the right account, open it, choose what to hold, and understand it.
Investment accounts explained: TFSA, RRSP and FHSA vs Roth IRA, 401(k) and HSA (2026)
Every main investment account in Canada and the US in plain language, with 2026 limits: TFSA, RRSP, FHSA, RESP, Roth and Traditional IRA, 401(k) and HSA.
FHSA explained (2026): how the First Home Savings Account works
The FHSA in plain language: who qualifies, the $8,000 yearly and $40,000 lifetime limits, carry-forward, the tax deduction, and what happens if you don't buy.
How to connect your brokerage account to ChatGPT or Claude
The safe way to connect your brokerage to ChatGPT, Claude or Gemini: a read-only connector, not screenshots or passwords. What it takes and what you can ask.
What is an MCP server for investing? A plain-English guide
An MCP server lets Claude, ChatGPT and other AI assistants read live market data and your portfolio. How stock market MCP servers work and what to look for.
How to use AI to keep track of your stock portfolio
Build an AI stock portfolio tracker with Claude, ChatGPT or Gemini: news, earnings dates and fundamentals on your real holdings, plus a weekly routine.
Using Wealthsimple, Questrade or TD with ChatGPT and Claude
How Canadian investors can bring Wealthsimple, Questrade or TD Direct Investing holdings into ChatGPT or Claude read-only, and what to ask about TSX stocks.
Is it safe to connect your brokerage to an app? What read-only access means
What read-only brokerage access means, what an app can and can't do with it, what to ask before you connect, and how to disconnect if you change your mind.
How to research a stock with AI, step by step
A seven-step method for researching a stock with ChatGPT, Claude or Gemini: the business, fundamentals, earnings, news, bull and bear case, and your own thesis.
AI investing prompts: 30 questions to ask about your own portfolio
Copy-and-paste prompts for ChatGPT, Claude and Gemini to follow news, earnings, fundamentals and risk on the stocks you own, plus habits for better answers.
How to get earnings reminders for the stocks you own
Never be surprised by an earnings report. Ways to get earnings date reminders for your holdings and watchlist, including asking an AI assistant to set them up.
How to read an earnings report: a beginner's guide
Read a quarterly earnings report in 15 minutes: revenue, EPS, estimates, margins, guidance and the call. What each part means and what to ask an AI assistant.
Why did my stock drop on good earnings?
A stock can fall after beating estimates because prices reflect expectations. The usual reasons, from weak guidance to margins, and how to check which.
TFSA vs RRSP for beginners: how to start investing in Canada
TFSA vs RRSP explained for beginners: how each account is taxed, how contribution room works, and a simple first-year plan for starting to invest in Canada.
ETF vs individual stocks: what beginners should know
ETFs vs individual stocks for beginners: how each works, diversification, fees and risk, and why many investors pair a core of ETFs with a few stocks.