The North Tech Toolkit
The professional-grade tools I use to analyze and execute the Global Tech 15.
I am often asked which platforms I use to filter the noise of the US Tech sector. Below is my “Essential Stack.” Some of these are free, and some offer exclusive discounts for the North Tech community. Some of the links on this page are affiliate links so if you buy through them, I get a small commission which helps keep the kettle boiling, but the price remains exactly the same for you.
1. The North Tech Intelligence Briefing (Free)
The Foundation of Your Research. Get my latest deep-dives and market commentary delivered directly to your inbox.
The Bonus: All newsletter subscribers receive an exclusive link for 50% off their first year of the North Tech 15 live strategy on Savvy Trader.
2. Stockopedia (Data & Screening)
Best for: Tabulated Stats and Systematic Filtering. I rely on Stockopedia for their “Stock Ranks” and the clean, tabulated statistical data they provide for every company. Their pre-built screeners allow you to filter for quality, value, and momentum in seconds, essential for a valuation-first approach.
The Deal: Get a 14-day free trial plus 25% off an annual subscription via the link below.
→ Claim Free Trial & 25% Discount
3. AJ Bell (Brokerage & Execution)
Best for: Reliability and Clean Interface. I have used AJ Bell for years because they are dependable and competitively priced. Unlike many modern “app” brokers, they don’t push high-risk leveraged products like CFDs or bombard you with pop-ups. They provide a stable, professional environment for long-term compounding.
The Deal: If you open an account and deposit £10k or more via this link, we both receive a £100 Amazon Gift Card.
4: The North Tech Foundational Reading List
The five pillars of my valuation-first approach.
I am a firm believer that the best investment is in your own “edge.” These five books are the backbone of the Global Tech 15 strategy. They move beyond the noise and focus on the structural reality of markets.
- The Intelligent Investor (Benjamin Graham): The “Bible” of value investing. It teaches the vital distinction between price and value, essential for staying sane in a high-growth AI market.
- One Up On Wall Street (Peter Lynch): This shaped my “Journalist’s Lens.” Lynch proves that observing the world around you (like the massive cloud-spend by big tech) is often more valuable than a complex spreadsheet.
- The Warren Buffett Way (Robert G. Hagstrom): A masterclass in “Business-Perspective Investing.” We don’t buy tickers; we buy ownership in dominant, cash-generating machines.
- Warren Buffett’s Ground Rules (Jeremy Miller): My guide for the Global Tech 15. It explains the “Partnership” mindset, focusing on long-term compounding rather than chasing quarterly momentum.
- How to Make Money in Stocks (William O’Neil): The technical edge. O’Neil’s CANSLIM system is how I identify the “acceleration” phase in mega-cap tech earnings before the rest of the market catches on.
→ VIEW THE NORTH TECH STOREFRONT ON AMAZON
As an Amazon Associate, I earn from qualifying purchases.
5. ProRealtime (Charts)
The Engine Room: ProRealTime
Most people use free, laggy web charts. I don’t. For the North Tech 15, I need institutional-grade data and the ability to “slice and dice” the Nasdaq in real-time. ProRealTime is the only platform that handles my heavy lifting. It’s where I “draw my lines” and spot the macro trends before they hit the headlines.
What I Use It For:
- Deep History: Analyzing 20+ years of tech cycles to see where we are in the current AI boom.
- Clean Charts: No clutter, just fast, reliable data that doesn’t crash when the market gets “shouty.”
- The “Work”: I spend at least 10 of my 40 weekly research hours staring at these screens.