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Check the holdings and exposures hidden behind ETF names

Compare ETF peers and bring structured fund data into research systems

Research ETF characteristics and compare fund costs

Combine stocks and ETFs in plans, with separate CFD tools

Build an ETF portfolio and schedule contributions around its allocation

Examine options positioning by strike and chosen expiration dates

Reconcile dividend expectations with portfolio transactions and payments

AI-driven portfolio management from an SEC-registered adviser.

Search financial documents and trace research back to its sources

Learn chart and order workflows with a separate paper-trading mode

Search dividend-focused company reports and compare research estimates

Compare crypto funding, open interest and liquidation activity

Set recurring share purchases and keep superannuation choices in view

Manage Canadian investment accounts with stock trading and price alerts

Choose self-directed fund investing or a managed advice service

Build recurring investment plans and compare brokerage account options

Set target allocations with portfolio Pies and scheduled investing

Organize stocks and funds into plans with optional recurring purchases

Explore investment baskets while keeping holdings with your broker

Perpetual markets and tokenized stocks with separate settlement rules

Compare stock fundamentals, valuation assumptions and portfolio income

Build a US share watchlist, then invest from a New Zealand account

Keep research notes, papers, quotations, writing, and citations together in a project notebook.

Research and backtest quantitative strategies in notebooks and code