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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Utilize cutting-edge risk analysis and portfolio construction technology to build, assess, and test your investment portfolio with the aid of analyst research and tailored tools. The Portfolio Creator will design your perfect ETF portfolio after you respond to a few simple questions. Screening tools enable you to refine your investment choices efficiently. A retirement calculator assists in determining your necessary savings amount. The intuitive account dashboard provides a comprehensive view of your portfolio at a glance. You can quickly set up your account with digital onboarding and e-signature options. Self-service features allow easy access to e-statements, contribution requests, foreign exchange transactions, and additional resources. Benefit from actionable insights through analyst recommendations from Morningstar. The watchlist functionality enables you to track stocks prior to executing trades. Additionally, savings and investment calculators are available to help you strategize and achieve your financial objectives effectively. Overall, these resources streamline your investment journey and enhance your decision-making process.

Description

The platform and its accompanying tools are crafted to simplify advanced technology for users. Integrated features collaborate effectively to expedite the processes of locating, assessing, and executing trades. The adaptable layouts and utilities evolve alongside your increasing expertise and strategies. Identify trading opportunities through personalized screeners, watchlists, and high/low indicators. Conduct trade research with integrated fundamental and technical analysis tools, including advanced charting options. Keep an eye on your orders, positions, and available buying power effortlessly, while also configuring custom alerts for timely notifications. You can create and modify multiple layouts with specific tool combinations tailored to your strategies. Individual tool data and functionalities can be toggled on or off, and you have the option to adjust fonts and colors as needed. Additionally, you can resize a layout or move it to another monitor when utilizing a multi-screen setup. Access the platform conveniently on your desktop as dedicated trading software or through the cloud version available online, ensuring flexibility and ease of use. The seamless integration of these features empowers traders to enhance their experience and optimize their trading strategies.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Charles Schwab No 
Raptoreum Yes 
TradingDiary Pro Yes 

Integrations

Charles Schwab Yes 
Raptoreum No 
TradingDiary Pro No 

Pricing Details

$25 Fee
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Qtrade

Founded

1999

Country

Canada

Website

www.qtrade.ca/en/investor.html

Vendor Details

Company Name

Charles Schwab

Founded

1973

Country

United States

Website

www.schwab.com/trading/software

Product Features

Algorithmic Trading

2-Click Trading No 
Analyst on Demand No 
Auto Fibs No 
Auto Trend Lines No 
Backtesting No 
Basket Trading No 
Drawing Tools No 
Pattern Tools No 
Stock Screener No 
Trading From Charts No 

Alternatives

Alternatives