Your all-in-one solution for managing watchlists, saving portfolios, and organizing screeners with unparalleled efficiency. Enhance your investment research experience in a matter of seconds and share your insights with your organization without hassle.
Research
Let us be the compass that guides you towards effective portfolio management. Harness real-time data and cutting-edge analytics to uncover investment insights, evaluate market trends, and fine-tune your strategies.
Key benefits
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Streamlined research management
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Organized by you, available to everyone
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Analyze, replicate or download with just one click
Key features
- Research What Matters
Efficiently track and monitor securities with real-time updates and customizable views - For Now or For Later
Create, save, and manage portfolios effortlessly, analyzing investment performance over time
- A Space To Save Great Ideas
Craft and save custom screeners to filter market data based on your criteria, empowering you to identify opportunities and risks efficiently
Process diagram
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Add any asset to your watchlist
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Save your current or future portfolios
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Replicate your strategies to as many clients as needed
Product specifications
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3 types of accounts
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Infinite ways to organize your research
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+1,000 people sharing research