Learn
Four places to start,
depending on what you want
Some of what follows is about the product and some of it is about investing. We keep the two apart so you can read either one on its own.
Guides
13 guides
How to use each Margin feature well
Each guide takes one feature, explains the investing concept it exists to serve, and shows how to use it. They run in the order a portfolio moves through Margin, from your broker’s files to the tax on a sale you have not made. Start here if you have an account and want more out of it.
Read the guidesInsights
5 essays
Writing on how investing actually works
Essays on valuation, market behaviour and the habits that decide long-run results. These are about investing and not about the product, and they hold up whether or not you use Margin.
Read the essaysAgent recipes
7 recipes
Hand the repetitive work to a skill you write once
Margin publishes an API and a machine-readable guide for AI agents. These recipes cover importing your records, moving a valuation in, and wiring what Margin computes back out to your broker, each with a skill to copy and adapt.
See the recipesStock stories
YouTube
Companies and industries, on video
Narrated walkthroughs of individual businesses and the industries they sit in, covering what the company does, how it earns, and what its recent story has been.
Watch on YouTubeMargin also keeps a research library inside the app, with stock stories and quick stories generated against the companies you follow. See what it holds.