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Screen stocks and compare fundamentals beside portfolio exposure

Collect market history and test several strategies in one portfolio

Track company events, filings and niche industry groups

Access market history through APIs, files or SQL

Compare historical portfolios and model allocation scenarios

Configure chart workspaces, order routes and share locates

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

Follow dividend income with projections, alerts and portfolio goals

Compare footprint charts, market profiles and order-book activity

Track portfolio performance and expected dividend dates

Create, share, and coordinate appointments and meetings with an online Outlook calendar.

Study price charts with scanning and system-testing tools

Feed applications with market prices and company fundamentals

Read standardized company research and investment education

Financial research and portfolio reports for investment professionals

Turn stock-ranking ideas into screens and portfolio simulations

Request market prices and company data through a developer API

Stock financials and screening with optional paid downloads and alerts

Connect earnings events with unusual options activity and volatility research

Bring portfolio analytics and wider wealth tracking together

Read market news and competing investment analysis

Compare investment research, brokerage accounts and trading platforms

A managed service for recurring data-broker removal requests

Bring Canadian fund prices and holdings into institutional systems