Curated Learning Sequences

BrokerInsightLearning Paths

Not just articles — structured, start-to-finish curriculum bundles. Each path organises our best research into the right reading order so nothing falls through the cracks.

2

Paths Available

8+

Guides Bundled

~110 min

Total Reading

2026

Up to Date

Available Now

Choose Your Path

Each kit bundles 4 deep-dive guides into one structured sequence — with recommended order, time estimates, and a tool stack.

QUANTITATIVE TRADING

Algorithmic Trading Starter Kit 2026

Everything you need to go from zero to live automated strategies. Broker rankings by API quality, a full backtesting platform comparison, Python library recommendations, and a realistic 12-month roadmap — no fluff.

Intermediate ~58 min total 4 guides

Topics Covered

Python / Pine ScriptAPI TradingBacktestingBroker SelectionQuantConnectAlpaca API
AI & ANALYSIS TOOLS

AI Stock Screeners Starter Kit 2026

How AI is changing stock research, the honest comparison of Trade Ideas vs TrendSpider vs Danelfin, a free screener stack you can use today, and a daily integration routine that turns AI picks into real trade candidates.

Beginner–Intermediate ~50 min total 4 guides

Topics Covered

Trade Ideas Holly AITrendSpiderDanelfinTradingViewFinvizFree Tools

Our Philosophy

Why Learning Paths, Not Just Articles?

A single article answers one question. A learning path answers the right questions in the right order. When you start with "best AI screeners" without understanding how AI screening actually works, you end up paying for tools you don't know how to use.

Each path is sequenced so that every article builds on the one before. You finish with a complete mental model — not just a collection of facts.

Right Order

Guides sequenced by dependency, not publish date

Tool Stack

Every path includes a curated, budgeted toolkit

Realistic Timeline

Honest milestones — no "profitable in 30 days" promises

How to Use a Path

01

Read the Kit overview first

Each starter kit page gives you the full tool stack, timeline, and which path fits your budget and skill level. Spend 5 minutes there before reading any individual article.

02

Read guides in listed order

The sequence is deliberate. Skipping ahead is fine once you have context — but the order is there because each article assumes the previous one.

03

Apply before moving on

Open an account, run a backtest, or set up a free screener before reading the next guide. Application compounds faster than more reading.

04

Return to the kit page as a reference

The tool stack table and timeline sections make good ongoing references even after you've finished the reading sequence.

In Development

Coming in 2026

Three more paths are in active development. Subscribe to the newsletter to be notified when they launch.

Coming Soon

Options Trading Starter Kit

From understanding calls and puts to executing covered calls and cash-secured puts with the right broker.

Options BasicsGreeksStrategy SelectionBroker Comparison
Coming Soon

Long-Term Investing Starter Kit

ETF selection, IRA account types, dividend investing, and broker picks for passive, low-fee portfolios.

ETF SelectionIRA vs RothDividend StocksLong-Term Brokers
Coming Soon

Retirement Accounts Starter Kit

401k vs IRA, SEP vs SIMPLE IRA, solo 401k, robo-advisors — every retirement account type in the right order.

401k vs IRASEP / SIMPLE IRASolo 401kRobo-Advisors
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