These are the platforms and tools that are actually part of my workflow. I only list what I use. If something has a weakness, I'll tell you.
Affiliate Disclosure: Some links on this page are affiliate links. If you sign up through them, I may earn a commission at no additional cost to you. This does not influence my reviews — I only recommend tools I personally use and believe in. Xponential Holdings does not provide investment advice. These tools are shared for informational and educational purposes only.
TradingView is the charting and market analysis platform I use daily. Whether I'm scanning equities, reviewing sector momentum, or building out a watchlist, it's the first window I open. The interface is clean, the data is deep, and the charting tools are genuinely best-in-class — I haven't found anything that comes close for the combination of usability and analytical depth.
The free tier is legitimately useful and gives you a real feel for the platform before committing. The paid plans unlock multiple charts per layout, more indicators, faster data, and extended hours — features that matter once you're trading systematically and need everything visible at once.
I use it for equity screening, technical analysis across timeframes, and monitoring the positions that make up the Phase I framework. The Pine Script language also lets you build custom indicators if you want to go deeper — something I've found valuable for systematic work.
If you're serious about understanding markets — not just following them — TradingView is the starting point. It's where charts, data, and research live in one place. The free plan is worth trying. The paid plan is worth it once you're ready to go deeper.
tastytrade is the brokerage I use for options trading. It was built specifically around the options and futures trader — not retrofitted the way most legacy brokerages are. The platform is fast, the commissions are low, and the tools are designed around how options traders actually think: probability of profit, delta, theta, and position management front and center.
What separates tastytrade from most brokers is the educational depth behind the platform. The research and content they've built around options mechanics, risk-defined trades, and systematic income strategies is genuinely useful — not just marketing material. If you're developing an options income strategy, this is the environment where that work makes the most sense.
Commission structure is straightforward: $1 per options contract to open, free to close. For anyone running systematic income strategies — covered calls, cash-secured puts, spreads — that structure adds up to meaningful savings over time compared to most competitors.
If options are part of your strategy — or you're building toward them — tastytrade is the platform designed for that work. The low commissions, the probability-based toolset, and the educational depth make it the right environment for systematic income development. It's where Phase II of the Xponential framework gets executed.