Strategy Builder enables your investors to define and evaluate well-suited strategies for selecting investment candidates using both fundamental and technical analysis. These strategies include multi-factor investment models which can be chosen from a pre-built library or created by the investor.
Through a balanced feature set of Topical Themes, Preset Screens, educational guidance and detailed customizable options, Strategy Builder empowers investors of all skill levels to take control of their investments.
Our award-winning UI, variety of integration partnerships and developer-friendly API make it possible to build a unique experience for your investing customers. Explore just a few of the ways other online brokers are harnessing our data:
Fully responsive on mobile, use Strategy Builder as a key component of your mobile product strategy.