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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

Reconcile dividend expectations with portfolio transactions and payments

Examine options positioning by strike and chosen expiration dates

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

Build recurring investment plans and compare brokerage account options

Organize stocks and funds into plans with optional recurring purchases

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

Set target allocations with portfolio Pies and scheduled investing

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

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

A project and portfolio management workspace with Gantt plans, tasks, resources, and time capture.

Version paid plans and control each customer's feature allowances

Sales enablement with buyer-owned action plans and reusable deal-room structures

A test-management workspace for manual plans and results imported from automation frameworks.