Institutional

<span data-metadata=""><span data-buffer="">Your Vision,  Our Tools,  Limitless possibilities.

Build, customize, and trust strategies for your clients’ success.

Build the right strategies for your clients

Build strategies

Bespoke Investment Strategies

Leverage our no-code platform to create and refine investment strategies tailored to your clients’ objectives:

Modify existing strategies or start from scratch using 6000+ variables.
Utilize an advanced stock selection system for data-driven decision-making.
Access a curated Comprehensive Buy List (Screener) with top-performing stocks from U.S. and Canadian markets.
Apply a Sophisticated Scoring System to optimize portfolio selection.
Customize investment strategies with tailored formulas for unique financial goals.

Backtest

Backtesting with Precision and Confidence

Validate strategies with real-world conditions:

Leverage exhaustive historical data dating back to 1985 (Canada) and 1993 (U.S.).
Customize portfolio construction rules, rebalancing frequency, and weighting schemes.
Evaluate strategy effectiveness through In-Depth Performance Analysis and alpha generation metrics.
Optimize strategies by identifying key strengths and areas for improvement.

Link your portfolio

Seemless Portfolio Integration

Live model portfolios automate and enhance investment management:

Automated Rules: Mirror strategy rules in a live paper portfolio.
Effortless Trade Automation: Eliminate manual trade execution.
Real-Time Notifications: Stay informed with daily trade alerts by email.
Customizable Client Portfolios: Adapt portfolios to specific client needs.
Daily Tracking: Monitor performance and trades in real time.

Create Reports & Analytics

Advanced Reporting & Analytics

Unveil deep insights with robust reporting tools:

In-Depth Performance Metrics for evaluating strategy effectiveness.
Backtest Historical Transaction Review to understand past decisions.
Portfolio Holdings & Sector Allocation to align strategies with investment goals.
Factor-Based Analysis to assess strategies through quantitative insights.
Stock-Specific Analysis to clarify decision-making criteria.

Build strategies

Bespoke Investment Strategies

Leverage our no-code platform to create and refine investment strategies tailored to your clients’ objectives:

Modify existing strategies or start from scratch using 6000+ variables.
Utilize an advanced stock selection system for data-driven decision-making.
Access a curated Comprehensive Buy List (Screener) with top-performing stocks from U.S. and Canadian markets.
Apply a Sophisticated Scoring System to optimize portfolio selection.
Customize investment strategies with tailored formulas for unique financial goals.

Backtest

Backtesting with Precision and Confidence

Validate strategies with real-world conditions:

Leverage exhaustive historical data dating back to 1985 (Canada) and 1993 (U.S.).
Customize portfolio construction rules, rebalancing frequency, and weighting schemes.
Evaluate strategy effectiveness through In-Depth Performance Analysis and alpha generation metrics.
Optimize strategies by identifying key strengths and areas for improvement.

Link your portfolio

Seemless Portfolio Integration

Live model portfolios automate and enhance investment management:

Automated Rules: Mirror strategy rules in a live paper portfolio.
Effortless Trade Automation: Eliminate manual trade execution.
Real-Time Notifications: Stay informed with daily trade alerts by email.
Customizable Client Portfolios: Adapt portfolios to specific client needs.
Daily Tracking: Monitor performance and trades in real time.

Create Reports & Analytics

Advanced Reporting & Analytics

Unveil deep insights with robust reporting tools:

In-Depth Performance Metrics for evaluating strategy effectiveness.
Backtest Historical Transaction Review to understand past decisions.
Portfolio Holdings & Sector Allocation to align strategies with investment goals.
Factor-Based Analysis to assess strategies through quantitative insights.
Stock-Specific Analysis to clarify decision-making criteria.

Institutional

<span data-metadata=""><span data-buffer="">Your Vision,  Our Tools,  Limitless possibilities.

Build the right strategies for your clients

Bespoke Investment Strategies

Backtesting with Precision and Confidence

Seemless Portfolio Integration

Advanced Reporting & Analytics

Bespoke Investment Strategies

Backtesting with Precision and Confidence

Seemless Portfolio Integration

Advanced Reporting & Analytics

Financial statement metrics updated daily, guaranteed!

6000+ variables & you can create your own variables!

Proprietary analytics: stock ranking and calculations!

Financial statement metrics updated daily, guaranteed!

6000+ variables & you can create your own variables!

Proprietary analytics: stock ranking and calculations!

Let's get started!
Contact an Account Executive.

HOME

SOLUTIONS

DATA / API

INOVESTOR

Institutional

<span data-metadata=""><span data-buffer="">Your Vision, Our Tools, Limitless possibilities.

Build the right strategies for your clients​

Bespoke Investment Strategies

Financial statement metrics updated daily, guaranteed!

6000+ variables & you can create your own variables!

Proprietary analytics: stock ranking and calculations!

Financial statement metrics updated daily, guaranteed!

6000+ variables & you can create your own variables!

Proprietary analytics: stock ranking and calculations!

Let's get started! Contact an Account Executive.

HOME

SOLUTIONS

DATA / API

INOVESTOR

<span data-metadata=""><span data-buffer="">Your Vision,  Our Tools,  Limitless possibilities.

Build the right strategies for your clients

Let's get started!
Contact an Account Executive.