Basic
- 5 year financial statements
- Screeners (70+ criteria for stocks and funds)
- US & Canadian Fundamentals
- Mutual Funds & ETFs report
- Access to our ETF INOC:TSX
- Access to Add-On: ESG, Technical Analysis
Premium
Basic Features PLUS:
- Screeners (140+ criteria for stocks and funds)
- Analysts Estimates (US only)
- 2 EVA-powered strategies
- Individualized Company Reports
- Portfolio Analytics
- Quarterly e-mail trades notification
- Stock & Strategies PDF reports
Professional
Premium Features PLUS:
- 10 year financial statements
- Analysts Estimates (Canada and US)
- 40+ Strategies
- Quarterly Market Reports
- Daily e-mail trades notification
- News
Institutional
Professional Features PLUS:
- 40+ year Financial Statements
- Backtesting since 1985
- Direct Indexing
- Custom Strategies
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Features |
Basic
Free forever |
Premium
Free forever |
Professional
$799/Month |
Institutional
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| RESEARCH AND INSIGHTS | ||||
| Individualized Company Reports |  |
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| Score Cards |  |
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| Canadian & US Markets | |
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| ADRs | |
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| Mutual Fund & ETF Reports | |
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| US & Canadian Fundamentals | |
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| Financial Statements | 5 YEARS | 5 YEARS | 10 YEARS | |
| ETF INOC:TSX | |
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| Earnings Estimates | US ONLY | US & CANADA | |
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| Analysts Recommendation | |
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| Stock & Strategies PDF reports | |
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| Export to excel | |
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| TRADE IDEAS | ||||
| Screeners | |
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| Pre-defined | |
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| Customize screener | CANADIAN ONLY | |
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| Variables | 70+ (STOCK & FUNDS) | 140+ (STOCK & FUNDS) | 140+ (STOCK & FUNDS) | |
| Blogs | |
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| E-mail trades notification | QUARTERLY | DAILY | |
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| PORTFOLIO TRACKER | ||||
| Portfolio Holdings Analysis | |
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| Proprietary scores | |
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| Fundalmental | |
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| Performance | |
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| Estimates | US ONLY | US & CANADA | |
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| Performance Attribution | |
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| Sector Performance & Allocation | |
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| Currency Exposure | |
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| Historical Portfolio Returns | |
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| INVESTMENT STRATEGIES | ||||
| Pre-defined strategies | |
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| EVA-Powered Strategies | |
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| Strategies | |
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| Customize Strategies | |
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| Backtesting since 1985 | |
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| 5000+ Variables | |
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| Benchmarking | |
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