{"id":12,"date":"2022-04-29T04:47:58","date_gmt":"2022-04-29T04:47:58","guid":{"rendered":"https:\/\/wp2.inovestor.com\/?page_id=12"},"modified":"2026-04-23T13:28:36","modified_gmt":"2026-04-23T18:28:36","slug":"research-platform","status":"publish","type":"page","link":"https:\/\/www.inovestor.com\/en-ca\/","title":{"rendered":"Research Platform"},"content":{"rendered":"\t\t
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The Go-To Platform for Investment Professionals.<\/h1>\t\t\t\t<\/div>\n\t\t\t\t
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Leverage advanced stock screening, automated portfolio management, and intuitive insights to drive smarter investment decisions.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Try our award-winning investment research platform today!<\/h5>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Best-Research-Investment-Platform-2024\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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Investment Strategies<\/h5>\t\t\t\t<\/div>\n\t\t\t\t
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Choose from our pre-build equity strategies or create your own. Receive daily emails to notify any changes in your strategy.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Generate and expand on portfolio management approaches using screeners, Scorecards, and strategies.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Portfolio Tracker<\/h5>\t\t\t\t<\/div>\n\t\t\t\t
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Build or upload your model portfolio, analyze and track its performance, and manage it with your strategy<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Dive into detailed, individualized company scorecards and have access to Know Your Product (KYP) reports.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Explore our selection of 40+ models, ready to use or customize them to fit your needs.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Scan thousands of stocks with laser-focused precision<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Leverage our award-winning research tools to quickly and efficiently identify top-performing or undervalued stocks that match your unique criteria.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Showcase your model portfolios on a single dashboard<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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In addition to offering industry-leading analytical and portfolio management tools, the Inovestor dashboard simplifies the process of viewing, editing, and showcasing model portfolios.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Make informed, data-driven investment decisions <\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Inovestor\u2019s top-rated research and guided model portfolios help you drive robust and efficient investment decisions.<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/article>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
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Powerful solutions for greater decisions.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Basic & Premium<\/h4>\t\t\t\t<\/div>\n\t\t\t\t
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Leverage individualized Scorecards to find the right stock for you or your clients.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Pro<\/h4>\t\t\t\t<\/div>\n\t\t\t\t
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Track and analyze all of our 40+ strategies. Get Analyst E<\/span>stimates for all stocks.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Institutional<\/h4>\t\t\t\t<\/div>\n\t\t\t\t
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Take it a step further! Customize existing strategies or build your own!<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Inovestor helps thousands of investors make informed investment decisions \u2013 here\u2019s what some of them had to say:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\u201cOur team is very satisfied with the Inovestor software: both for searching investment ideas and for the monitoring of our positions. A great added value for the management of our portfolios! Thank you!\u201d\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
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Mathilde S.<\/h4>\t\t\t\t<\/div>\n\t\t\t\t
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Associate Investment Advisor - National Bank Financial<\/h4>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\u201cI am very satisfied with the Inovestor\/Stockpointer software! I have been a user of this software for about 20 years and all the people I have dealt with at Inovestor have been very accommodating. I am very happy with the software which, like my practice, is constantly evolving. Thank you, Inovestor.\u201d\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
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Gervais C.<\/h4>\t\t\t\t<\/div>\n\t\t\t\t
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Investment Advisor - Industrial Alliance Securities<\/h4>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\u201cI have used the Inovestor software professionally for many years. The software has proven to be an extremely useful screening tool and source of historic data. They have been very responsive to requests and provide timely assistance. I highly recommend Inovestor as a valuable aid in security analysis.\u201d\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
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Michael S.<\/h4>\t\t\t\t<\/div>\n\t\t\t\t
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President at Sprung Investment Management Inc.<\/h4>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\u201cI have been using Inovestor\u2019s software for many years and have found it to be extremely helpful. I use it daily in my financial advisory practice. It helps me not only to identify investment opportunities, but also guides me away from less desirable investments. I am very pleased with the software and the support from the team at Inovestor and would recommend it to any investor!\u201d\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
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Neil F.<\/h4>\t\t\t\t<\/div>\n\t\t\t\t
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Portfolio Manager, Echelon Wealth Partners<\/h4>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\u201cPortfolio compliancy processes at the branch and firm levels could be much more productive and efficient if PfScan was used throughout the orgnazation.\u201d\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
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Bergeron<\/h4>\t\t\t\t<\/div>\n\t\t\t\t
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Portfolio Manager<\/h4>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\u201cJust recently I did a PfScan for one of our largest clients – they were so impressed, not only did they approve all of our suggestions within the portfolio, other clients have since called wanting to see a PfScan of their own portfolio!\u201d\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
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Misener, Talbet<\/h4>\t\t\t\t<\/div>\n\t\t\t\t
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Portfolio Manager<\/h4>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t
<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Ready to discover what Inovestor can do for you?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Try the platform for FREE, with no credit card or software installation required.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tStart My Free Trial<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tPlans & Prices<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

The Go-To Platform for Investment Professionals. Leverage advanced stock screening, automated portfolio management, and intuitive insights to drive smarter investment decisions. Try our award-winning investment research platform today! Start my Free Trial Book A Demo Start Your Free Trial Book a demo Investment Strategies Choose from our pre-build equity strategies or create your own. Receive […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-12","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nResearch Platform - Inovestor<\/title>\n<meta name=\"description\" content=\"Make informed, data-driven investment decisions based on leading research and advanced portfolio analytics.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.inovestor.com\/en-ca\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Research Platform\" \/>\n<meta property=\"og:description\" content=\"Make informed, data-driven investment decisions based on leading research and advanced portfolio analytics.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.inovestor.com\/en-ca\/\" \/>\n<meta property=\"og:site_name\" content=\"Inovestor\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Inovestor\/\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-23T18:28:36+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/07\/homepage-banner-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1523\" \/>\n\t<meta property=\"og:image:height\" content=\"1284\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@Inovestor_\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/\",\"url\":\"https:\/\/www.inovestor.com\/en-ca\/\",\"name\":\"Research Platform - 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