Uncover Personalized Strategies with

Strategy Builder™

Enable your investors to define and evaluate well-suited investment strategies.

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Tailored

Ideas

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Seamless

Integration

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Transparent

Analysis

Strategy Builder interface showing themes like 5G, Agriculture, AI, Autonomous Vehicles, Biotech, and Canadian Dividend ETFs.

Robust

Stock Filters

Discover opportunities from a universe of stocks with over 65 different factors including fundamental, technical, and quantitative criteria.

Stock filter interface with options for exchange, share type, and volume, showing 15769 matches to trade.

UI showing categories: Themes selected, preset screens, community screens, expert strategies, with 5G and agriculture stocks.

Expert-Curated

Themes & Screens

Premade expert screens and topical lists provide a starting point for investors searching for new opportunities.

Historical Strategy

Backtesting

Let investors test the historical performance of their strategy against a benchmark index and refine their approach.

Graph showing Buy and Hold strategy outperforming S&P/TSX 60 Index with 77% versus 68% over 6 years.

Keep Investors Informed

While Driving Loyalty

Our built-in email alert system notifies investors of key changes to their strategy—keeping them informed and connected to your platform.

Save screen form with fields for screen name, description, alert toggle, frequency dropdown, and email input.

Seamless Integration

on Your Platform

Our solutions are responsive, mobile-ready, and flexibly integrated throughout your investing ecosystem to support your brokerage goals.

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MCP

Give any LLM application institutional-grade market analysis and actionable trade ideas through a single connection.

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API

Create a unique experience by integrating relevant financial data and insights across key moments. Developer-friendly.

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iFrame

Go to market quickly with a pre-built HTML interface. Robust customization capabilities to elevate your brand.

Five colleagues having a meeting in a boardroom with laptops and a data chart on a screen.

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Innovation Meets Compliance

We are ISO/IEC 27001:2022-certified and registered with SEC, SFC & Anacofi, underscoring our commitment to regulatory standards, cybersecurity, data privacy, and risk management.