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Screen stocks and compare fundamentals beside portfolio exposure

Add entity, theme and sentiment features to financial-text research

Move from stock screens to charts and portfolio views

Bring market research, news and security monitors into one workspace

Market charts, screeners and custom indicators with a free account

Collect market history and test several strategies in one portfolio

Compare company research with options strategy simulations

Track company events, filings and niche industry groups

Retrieve stock history and filing data as JSON

Compare stock fundamentals, valuation assumptions and portfolio income

Access market history through APIs, files or SQL

Choose Python research and backtesting engines for the task

Run configurable pricing, risk and valuation-adjustment studies

Revisit options positions with five-minute history and tracked adjustments

Compare historical portfolios and model allocation scenarios

Compare options transactions with market-positioning estimates and disclosures

Combine options strategy research with position alerts and live teaching

Configure chart workspaces, order routes and share locates

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

Compare investment checklists with a separate active-trading workspace

Research private-market funds, investors and peer benchmarks

Follow dividend income with projections, alerts and portfolio goals

Compare footprint charts, market profiles and order-book activity

Consolidate investment holdings and dividend records