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

Features
Basic

Free
Premium

$299/Month
Professional

$899/Month
Institutional

$1299/Month
RESEARCH AND INSIGHTS
Individualized Company Reports
Score Cards
Canadian & US Markets
ADRs
Mutual Fund & ETF Reports
US & Canadian Fundamentals
Financial Statements
 5 YEARS 5 YEARS 10 YEARS 20 YEARS
ETF INOC:TSX
Earnings Estimates
 US ONLY US & CANADA US & CANADA
Analysts Recommendation
Stock & Strategies PDF reports
Export to excel
TRADE IDEAS
Screeners
Pre-defined
Customize screener
 CANADIAN ONLY
Variables
 70+ (STOCK & FUNDS) 140+ (STOCK & FUNDS) 140+ (STOCK & FUNDS) 500+ (STOCK & FUNDS)
Blogs
E-mail trades notification
 QUARTERLY DAILY CUSTOMIZABLE
PORTFOLIO TRACKER
Portfolio Holdings Analysis
Proprietary scores
Fundalmental
Performance
Estimates
 US ONLY US & CANADA US & CANADA
Performance Attribution
Sector Performance & Allocation
Currency Exposure
Historical Portfolio Returns
INVESTMENT STRATEGIES
Pre-defined strategies
EVA-Powered Strategies
Strategies
Customize Strategies
Backtesting since 1985
3000+ Variables
Benchmarking

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