Benable — create shareable lists of things you recommend!
E.g., products you love, local businesses, travel recs - you can add anything to a Benable list!

How I Invest in Philippine, US & Global Stocks

Purple Star emoji 12 items
As a Filipino investor, I recently became more aggressive and diversified my assets across Philippine, US, and other foreign stocks. Here's a list of investment platforms, portfolio trackers, & tools I use. Overall, my goal is to invest internati...
Sections
2
 
 

Investment Platforms

Platforms I regularly use where I invest my money.

 
Kate Tacastacas profile picture
My mom works at BPI & she set up my first investment account after graduating from University. Currently, I own a Peso & USD account in UITF & Mutual Funds.
BPI
 
Kate Tacastacas profile picture
My mom encouraged me to signup here. I got exposed to trading in individual company stocks.
BPI Trade
 
Kate Tacastacas profile picture
I found out about this platform on YouTube. At the time, I wanted to explore & invest in US & foreign stocks. I really like that they have a low initial investment fee for non-US citizens. Currently, I own ETFs (VOO, QQQM, VXUS, etc) & so...
Gotrade
 
Kate Tacastacas profile picture
I recently found out about this platform & it reminds me of Gotrade. This is an all-in-one platform where you can buy Philippine stocks & get research insights.
DragonFi
 
Kate Tacastacas profile picture
One of my goals is to save and put money on Irish-domiciled ETFs. They have lesser witholding tax which is a gamechanger!
Interactive Brokers

Resources & Tools

These are the resources I use before actually buying stocks.

 
Kate Tacastacas profile picture
I randomly found this on Google & honestly thought it was just a platform to view charts, but I recently found out you can also view financial reports & analysis here.
TradingView
 
Kate Tacastacas profile picture
I wanted to research the stock I want to buy & found this on Google. I liked that this platform provides you with a comprehensive overview of stocks, analytics, news & insights. The financial data seems to be incomplete, so I still recommend ...
Simply Wall St.
 
Kate Tacastacas profile picture
My go-to website for BPI funds. Before actually buying, I research & get info on the minimum initial investment amount, the target fund, review the chart, & get financial reports.
BPI Investment Funds
 
Kate Tacastacas profile picture
I mostly use this to check the latest fund price & check what percentage I earn in 5 years.
BPI Investment Funds Monitor
placeholder
 
Kate Tacastacas profile picture
I rarely open this since I don't own many individual stocks, but this is a great platform where you can check the financial reports of listed  Philippine companies.
PSE EDGE Portal
placeholder
 
Kate Tacastacas profile picture
If you already have an existing BPI Savings account, you can easily open a USD account online. You do have to be aware of the required initial deposit & minimum ADB. Personally, I opened a USD account to invest in foreign funds.
US Dollar Savings
placeholder
 
Kate Tacastacas profile picture
BPI online has a feature where you can easily convert your Peso to Dollars & vice versa. I used this tool to convert my existing funds to USD. For the transaction to go through, your balance should have enough funds.
BPI Online Forex