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Research and News
Interactive Brokers clients enjoy access to dozens of free and premium market research and news providers. Research services are available to those with a demo account and do not require an approved account application or funded account. GFIS retains 5% - 10% of the fees quoted for Research and News to cover administrative and other costs related to supplying these data services. The remainder of the fee is paid to the vendor. Market Data Fees are applicable on Research and News Services as well. For more information, please see Market Data Pricing Overview.
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FREE TRIAL *
Monthly Fees:
Global Professional Data Bundle
USD 155.00
North America Professional Data Bundle
USD 105.00
Europe Professional Data Bundle
USD 65.00
Asia Pacific Professional Data Bundle
USD 55.00
Description:
The Research Data Bundle for each region includes the following:Region Specific Dow Jones Trader, News Briefing.com (Global Professional and North America Professional only), MT Newswires (Global Professional and North America Professional only), The Fly (Global Professional and North America Professional only), Trading Central.
Asset Class:
Equities, Fixed Income, FX, Commodities, Fund/ETF
Language:
English
Frequency:
Real Time
Learn More
FREE TRIAL *
Monthly Fees:
Global Non Professional Data Bundle
USD 55.00
North America Non Professional Data Bundle
USD 33.00
Europe Non Professional Data Bundle
USD 22.00
Asia Pacific Non Professional Data Bundle
USD 22.00
Description:
The Research Data Bundle for each region includes the following:Region Specific Dow Jones Trader News, Briefing.com, MT Newswires, The Fly, Trading Central.
Asset Class:
Equities, Fixed Income, FX, Commodities, Fund/ETF
Language:
English
Frequency:
Real Time
Learn More
Monthly Fees:
AccessWire
FREE
Description:
ACCESSWIRE is a flat-fee, news and communications network, providing regional, national and global news to hundreds of clients globally.
Asset Class:
Equities
Language:
French, German, Spanish, English
Frequency:
Real Time
Learn More
FREE TRIAL *
Monthly Fees:
Alliance News Global 500
USD 25.00
Description:
Alliance News Global500 reports on the 500+ companies that make up the leading stock indices around the world, including the Stoxx Global 150, Dow 30, Nasdaq 100, FTSE 100, DAX 30 and CAC 40.
Asset Class:
Equities
Language:
English
Frequency:
Real Time
Learn More
Monthly Fees:
Argus Macro Reports
FREE
Argus Stock and Option Reports
FREE
Description:
For more than 90 years, Argus Research has provided actionable, easy-to-read company Analyst Reports on approximately 500+ key U.S. large and mid-cap stocks; timely daily market reports and weekly investment lists; curated equity portfolios; and now 1400+ daily stock and ETF option strategies. Argus' tenured team of Analysts utilizes proprietary processes that combine top-down and bottom-up analysis and that go beyond the basics to examine each investment thoroughly for financial strength, quality, valuation, risk and quality of management.
Asset Class:
Equities, Options
Language:
English
Frequency:
Daily
Learn More
Monthly Fees:
Astris Corporate Research
FREE
Astris Corporate Research Japanese
FREE
Description:
Astris Advisory Japan provides investment advisory, corporate advisory, offshore private fund placement and venture matching services. Our corporate research promotes your equity story and transform engagement with global investors.
Asset Class:
Equities
Language:
English, Japanese
Frequency:
Quarterly
Learn More
FREE TRIAL *
Monthly Fees:
Augment Wealth Edge Platform
USD 10.00
Description:
Augment combines multiple capabilities into a single digital platform giving you sophisticated tools to make well-informed investment decisions. They cover ETFs as no other giving you both extensive details and news ("Facts") and tools to measure investor optimism ("Feel") to help you invest intelligently. Augment believes in a data based approach and uses extensive data science and technological tools to provide you with unbiased information.
Asset Class:
Fund/ETF
Language:
English
Frequency:
Real Time
Learn More
FREE TRIAL *
Monthly Fees:
Benzinga French RSS Feed
FREE
Benzinga Italian RSS Feed
FREE
Benzinga Spanish RSS Feed
FREE
Benzinga Breaking News
FREE
Benzinga Crypto News
FREE
Benzinga Breaking News API for Retail users
API Access: Select this subscription to access the Benzinga Pro news feed via the Trader Workstation API.
35.00
Benzinga Breaking News API for Institutional users
API Access: Select this subscription to access the Benzinga Pro news feed via the Trader Workstation API.
250.00
Description:
A real-time browser-based newsfeed with pre/post market earning reports and ratings coverage gathered from hundreds of research firms. The CryptoCurrency Newswire allows access to headlines & articles that cover cryptocurrency content, major coins, blockchain ETF coverage and daily pricing updates.,
Asset Class:
Equities, Fund/ETF , Cryptocurrency,
Language:
English, French, Italian, Spanish
Frequency:
Real Time
Learn More
FREE TRIAL *
Monthly Fees:
Briefing General Market Columns
FREE
Briefing Analyst Actions
FREE
Description:
Briefing.com provides live analysis of overall market trends and analysis of individual stocks. Coverage on the overall markets is provided via Stock Market Update and Bond Market Update. Story Stocks provides analysis on today's stock movers.
Asset Class:
Equities, Fixed Income
Language:
English
Frequency:
Real Time
Learn More
Monthly Fees:
Coin Metrics Reference Rates
FREE
Description:
Coin Metrics is the leading provider of crypto financial intelligence, offering network data, market data, indexes and network risk solutions to the most prestigious institutions touching cryptoassets. The company was founded in 2017 as an open-source project to determine the economic significance of public blockchains. Today, we expand on that original purpose to empower people and institutions to make informed crypto financial decisions. We aim to usher the world's premier financial institutions into crypto with the most trusted data and insights.
Asset Class:
Cryptocurrency
Language:
English
Frequency:
Real time, Hourly, EOD
Learn More
FREE TRIAL *
Monthly Fees:
Dow Jones Institutional News: Global
USD 214.00
Dow Jones News Service: North America
FREE
Dow Jones Real-Time News: North America
FREE
Dow Jones US Press Release
FREE
Dow Jones Real-Time News: Asia Pacific
FREE
Dow Jones Real-Time News: Europe
FREE
Dow Jones Real-Time News: Global
FREE
Dow Jones North American Briefing & Top News Today Newsletters
FREE
Dow Jones Local Language News
FREE
Dow Jones FX Select
FREE
Dow Jones Commodities Market Talk
FREE
Dow Jones Global News
FREE
Dow Jones Global Press Releases
FREE
Description:
Dow Jones & Company is a global provider of news and business information, delivering content to consumers and organizations via newspapers, Web sites, apps, video, newsletters, magazines, proprietary databases, conferences, and radio. A service for active retail traders focused on equities markets. Real-time coverage of corporate actions in the region as well as major large caps globally. Provides high level coverage of major stock market events and economic indicators, with as many as 3500 stories per day.
Asset Class:
Equities, Fixed Income, FX, Commodities, Fund/ETF , Cryptocurrency
Language:
English
Chinese
Chinese Simplified
Chinese Traditional
French
German
Japanese
Spanish
Italian
Frequency:
Real Time , Daily
Learn More
FREE TRIAL *
Monthly Fees:
illio Premium
USD 5.00
Description:
illio was created to help individual investors think like a wealth manager. illio aggregates all types of assets and accounts into one convenient platform and shares Insights with you across your portfolio. With deep dives into P&L, risk, ESG and more, our analytics and jargon free explanations help even novices understand why their money moves.
Asset Class:
Equities, FX, Fund/ETF , Cryptocurrency
Language:
English
Frequency:
Real Time
Learn More
Monthly Fees:
IB Market Signals
FREE
Description:
Scans market irregularities for price and volumes and generates market signal alert.
Asset Class:
Equities, Fixed Income, FX, Commodities, Fund/ETF
Language:
English
Frequency:
Real Time
FREE TRIAL *
Monthly Fees:
Pro Perspectives
FREE
Billionaire's Portfolios
USD 100.00
Description:
The Billionaire's Portfolio gives you access to a 20-stock portfolio of billionaire-owned stocks. Get the fully fleshed out gameplan on each stock: The Thesis, Entries, Exits, Updates. All curated by a 25-year hedge fund veteran and Forbes contributor.
Asset Class:
Equities
Language:
English
Frequency:
Daily, Weekly
Learn More
FREE TRIAL *
Monthly Fees:
MNI Emerging Market
FREE
MNI Commodities
FREE
MNI Premium English Newswire
USD 55.00
MNI Select Chinese Simplified
FREE
MNI Select Chinese Traditional
FREE
MNI Select English
FREE
Description:
MNI is a provider of news and intelligence specifically for the global foreign exchange and fixed income markets, providing actionable insight for market professionals and those seeking to make investment decisions. MNI's reputation for delivering mission-critical information has been built over three decades. They offer not only news, but news analysis: linking breaking news to the effects on capital markets. MNI's mission is to provide "All Signal, No Noise".
Asset Class:
Equities, FX, Fixed Income, Commodities
Language:
Chinese, English
Frequency:
Real Time
Learn More
FREE TRIAL *
Monthly Fees:
Naviga Newsfeed - Investment Ideas
USD 16.50
Naviga Newsfeed - Cannabis Alert
USD 16.50
Description:
Using our proprietary taxonomy, Naviga creates aggregated news topics from thousands of reputable business sources including Pro-feeds, regulatory announcements, rumour wires and web sites. Naviga – working to create alpha by distilling stories from background noise.
Asset Class:
Equities, Fixed Income, Fund/ETF , Cryptocurrency
Language:
English
Frequency:
Real-Time
Learn More
FREE TRIAL *
Monthly Fees:
Research pack
USD 48.00
Trading Firm Pack
USD 280.00
Description:
QuantConnect is the world's leading algorithmic trading platform, with 10 years of experience and more than 8 million algorithms designed by their 160,000 strong quantitative community. Tap into their cloud to harness terabytes of free historical financial and fundamental data to test your strategies and then deploy them to live trading on Interactive Brokers.
Asset Class:
Equities, Fixed Income, Fund/ETF, FX
Language:
English
Frequency:
Real-Time
Learn More
Monthly Fees:
Redsky Markets
FREE
Description:
Redsky Markets a data analytics company that has developed a proprietary software language allowing for rapid queries of large data set. Redsky provides real time alerts via text message RSS feed on mobile app.
Asset Class:
Commodities, Fixed Income, FX
Language:
English
Frequency:
Real Time
Learn More
Monthly Fees:
Seeking Alpha
FREE
Seeking Alpha Earnings Call Transcripts
FREE
Description:
Stock market insights & financial analysis. Provides research articles covering broad range of stocks, ETFs and investment strategies. Insights are provided by buy side investors and industry expert.
Asset Class:
Equities, Commodities, Funds/ETF , Cryptocurrency
Language:
English
Frequency:
Real Time
Learn More
Monthly Fees:
Simply Wall Street
FREE
Description:
Simply Wall St helps investors make more informed decisions. Simply Wall Street conducts in-depth and unbiased fundamental analysis on thousands of listed companies worldwide allowing you to quickly identify and research opportunities.
Asset Class:
Equities
Language:
English
Frequency:
Real Time
Learn More
FREE TRIAL *
Monthly Fees:
StreetInsider.com Free
FREE
StreetInsider.com Premium
USD 49.00
StreetInsider.com Analyst Actions
FREE
Description:
StreetInsider gives members an "inside" look at Wall Street, providing access information once only available to Wall Street elite. Streetinsider Premium offers members a hard hitting, market moving news feed that weeds out non-actionable items. Some key trading categories covered include: M&A, hedge fund news, analyst rating action, comments, FDA news, Trader Talk, Rumours, and Momentum movers to name a few.
Asset Class:
Equities, Fixed Income, Fund/ETF , Cryptocurrency
Language:
English
Frequency:
Real Time
Learn More
FREE TRIAL *
Monthly Fees:
Stockcalc Research Preview
FREE
Stockcalc.com - Retail
USD 39.00
Stockcalc.com - Commercial
USD 199.00
Stockcalc Research - Commercial
USD 99.00
Stockcalc Research - Retail
USD 19.00
Description:
StockCalc is a fundamental valuation platform that saves you an enormous amount of time. Our site is used by retail investors, financial advisors, analysts and enterprise clients to find both under and overvalued stocks, ETFs and industries for their portfolios. Each night we value 9,000 stocks, 2,000 ETFs and 150 industries and generate detailed valuation reports to explain our process. We calculate what a stock is worth today as well as what its value will be over the next 12 months so both short term and long term investors can use our analysis. Our modeling is correct 99% on current price and 78% of the time over the next 12 month period. We value all stocks on the New York, Nasdaq and Canadian exchanges and are exploring a global data feed that will let us value stocks on 70 exchanges worldwide.
Asset Class:
Equities, Fund/ETF
Language:
English
Frequency:
Daily
Learn More
Monthly Fees:
TalkMarkets News
FREE
Description:
Provides investment ideas according to one's interest, preferences, and level of investment sophistication influence.
Asset Class:
Equities, FX, Commodities, Fixed Income, Fund/ETF , Cryptocurrency
Language:
English
Frequency:
Real Time
Learn More
FREE TRIAL *
Monthly Fees:
The Fly
No API access
USD 30.00
The Fly Newsfeed
FREE
The Fly
API Access: Select this subscription to access The Fly news feed via the Trader Workstation API.
USD 600.00
The Fly Squawk Box
Squawk Box is included with The Fly subscription.
FREE
Description:
The Fly is a leading digital publisher of real-time financial news. The Fly financial market experts understand that news impacting stock prices can originate from anywhere, at any time. The team scours all sources of company news, from mainstream to cutting edge, then filters out the noise to deliver short-form stories consisting of only market moving content.
Asset Class:
Equities, FX, Fixed Income , Cryptocurrency
Language:
English
Frequency:
Real Time
Learn More
Monthly Fees:
The Motley Fool
FREE
Description:
The Motley Fool, LLC, a multimedia financial-services company, provides financial solutions for investors through various stock, investing, and personal finance products. The content is available to the public on our website and fool.co.uk, in its Motley Fool Money podcast, nationally syndicated newspaper column, books, radio shows, mutual funds, and premium investing services.
Asset Class:
Equities
Language:
English
Frequency:
Real Time
Learn More
Monthly Fees:
The Tie Crypto Newsfeed
FREE
Description:
Includes cryptocurrency related news coverage from all major crypto-native, finance, and mainstream publications. All of the news is tagged and categorized by individual cryptocurrency.
Asset Class:
Cryptocurrency
Language:
English
Frequency:
Real Time
Learn More
FREE TRIAL *
Monthly Fees:
TipRanks Premium News
Free trial
4.99
TipRanks Video
FREE
TipRanks Basic
FREE
TipRanks Premium
No free trial
USD 29.99
TipRanks Ultimate
No free trial
USD 49.99
Description:
TipRanks is the most comprehensive dataset of analysts, hedge fund managers, financial bloggers, and corporate insiders. We provide answers to the most basic questions: Are they reliable and accurate? What is their track record? Are there better opinions out there? And, the most importantly- should I listen to this particular person? TipRanks stops the guessing game and shows you an updated and accurate view so you can make the most educated investment decisions. We publish articles covering the latest activity from major analysts, hedge fund managers and bloggers to give you the must needed edge on the market.
Asset Class:
Equities
Language:
English
Frequency:
Real Time
Learn More
Monthly Fees:
UBS Live Desk
USD 0.00
Description:
UBS Live Desk Institutional offers a window into the global trading floor of one of the world's largest investment banks. This real-time feed delivers the latest views, thoughts and opinions direct from people at the cutting edge of financial markets.
Asset Class:
Equities, FX
Language:
English
Frequency:
Real Time
Learn More
Monthly Fees:
Acuity Trading Research Terminal
FREE
Description:
A single, centralised research tool that consolidates real-time market data, news and analytics into a unified research platform. Combining traditional and alternative data, the Research Terminal accelerates research for swift and informed decision-making.
Asset Class:
Equities, FX, Commodities, Cryptocurrencies, Indices
Language:
English, Chinese Traditional, Chinese Simplified, Arabic, Russian, Spanish, Italian, German, Japanese
Frequency:
Real Time, Hourly, Daily
Learn More
Monthly Fees:
Alexandria Research
FREE
Description:
Alexandria's disruptive technology discovers sentiment intelligence in the world's unstructured content and delivers it to institutional investors in contexts that matter to them. Alexandria Investment Research and Technology, Inc. creates text analytics and sentiment assessment tools for the investment industry. It helps professional investors in algorithmic trading, risk and compliance, portfolio research, and sales and trading.
Asset Class:
Equities
Language:
English
Frequency:
Real Time
Learn More
Monthly Fees:
AltaVista Research
FREE
Description:
Provides detailed quantitative research on Exchange Traded Funds (ETF). The fundamental tenet of our constituent level, fundamentals-based research process is to provide a forward-looking detailed view of a fund's investment merit and investment exposure.
Asset Class:
Fund/ETF
Language:
English
Frequency:
Daily
Learn More
Monthly Fees:
Bond Ratings (Corporates and Municipals)
USD 3.00
Description:
Ratings on corporate and municipal bonds. Includes US corporate bonds and US-Treasuries.
Asset Class:
Fixed Income
Language:
English
Frequency:
Real Time
Learn More
FREE TRIAL *
Monthly Fees:
Description:
Bullseye is Adam Johnson's vision of what market research should be: Smart, Clear, Actionable. Bullseye Brief presents the three ideas most worthy of an investor's time every two weeks.
Asset Class:
Equities
Language:
English
Frequency:
Weekly
Learn More
Monthly Fees:
Capitalise
FREE
Description:
Capitalise is an award-winning automated trading platform. It converts natural language into effective investment strategies. With Capitalise's award-winning automated trading platform you can optimize your trading performance, protect your positions, and manage your investments. Always maximize your profits by acting faster on a variety of market data signals such as stocks, news events, fundamental data, technical analysis, forex, indices, ETFs, and more.
Asset Class:
Equities, FX, Fund/ETF
Language:
English
Frequency:
Real Time
Learn More
FREE TRIAL *
Monthly Fees:
CFRA Premium Pack for Institutional users
USD 150.00
CFRA Premium Pack for Retail users
USD 100.00
Description:
CFRA is one of the world's largest independent research firms, helping global subscribers improve their investment and business decision-making. The firm's differentiated proprietary methodology is designed to provide high quality research, designed to enhance portfolio performance and reduce risk.
Asset Class:
Equities, Fund/ETF
Language:
English
Frequency:
Real Time
Learn More
Monthly Fees:
Channelchek
FREE
Description:
Channelchek.com, is Noble's free investor portal that offers independent research, balanced news, advanced market data, webcasts, roadshows, videos, podcasts and more. There are more than 6,000+ small and microcap companies hosted on Channelchek.
Asset Class:
Equities
Language:
English
Frequency:
Weekly
Learn More
FREE TRIAL *
Monthly Fees:
ChartSmarter Daily Game Plan
USD 99.00
Description:
ChartSmarter is a trading service dedicated to the art of technical analysis. ChartSmarter focuses on the long term, letting winners run and cutting losers quickly to maintain capital.
Asset Class:
Equities
Language:
English
Frequency:
Weekly
Learn More
Monthly Fees:
S-Score, S-Volume, S-Delta, S-Mean, S-Volatility, and S-Dispersion
FREE
Description:
Founded in 2011, Context Analytics, Inc. (CA) goal was to harness the massive amount of unstructured financial data across both Alternative and Traditional sources into machine readable feeds and market intelligence. CA aggregates the intentions of professional investors as expressed on Twitter and provides the financial and marketing communities with new data sources to evaluate financial data sets, help enhance returns, and reduce risk. We use our patented process to filter for professional investors, calculate sentiment at the Tweet level, and publish our proprietary metrics. CA provides predictive sentiment for all major asset classes.
Asset Class:
Equities, Fixed Income, FX, Commodities, Fund/ETF
Language:
English
Frequency:
Real Time
Learn More
Monthly Fees:
CUSIP Service for Institutional users
USD 2.00
CUSIP Service for Retail users
USD 1.00
Description:
CUSIP Service.
Asset Class:
Equities, Fixed Income
Language:
English
Frequency:
Real Time
Learn More
Monthly Fees:
Econoday
FREE
Description:
Econoday provides unbiased, jargon-free, market-focused analysis written by a team of senior economists. Data includes the prior release, revision to the prior release, consensus, and actual data. Consensus is proprietary and actively managed to ensure optimum results from the forecasts submitted by economists around the world who participate in Econoday's survey. Key events are ranked to make sure investors know which event matters most to the market. Notifications include the release of economic indicators, central bank announcements/minutes, as well as unscheduled market-moving events. Daily and weekly articles broaden the coverage to include market activity generally, such as updates on stocks, bonds and currencies.
Asset Class:
Equities, Fixed Income, FX
Language:
English
Frequency:
Real Time
Learn More
FREE TRIAL *
Monthly Fees:
Economatica
USD 80.00
Description:
Economatica specializes in handling financial information. Their SaaS based investment research platform rapidly organizes and systemizes data for all company stocks, ADRs, and ETFs listed on the major US exchanges. Economatica provides the information investors need to make better investment decision with a cloud-based platform that helps analyse securities and portfolios with the flexibility to meet an investors unique needs. These user-friendly tools allow investors to extract value from essential financial information and achieve the best investment results.
Asset Class:
Equities, Fund/ETF, FX
Language:
English
Frequency:
Real Time
Learn More
Monthly Fees:
Edison Research
FREE
Edison Video
FREE
Description:
Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The core of Edison is its acclaimed equity research platform and deep multi-sector expertise.
Asset Class:
Equities
Language:
English
Frequency:
Real Time, Daily
Learn More
Monthly Fees:
Estimize Data Pack
FREE
Description:
Estimize is a crowdsourced financial estimates platform offering a true view of market expectations on 2100+ stocks. Equity fundamental and economic estimates crowdsourced from buy side, independent and amateur analysts.
Asset Class:
Equities
Language:
English
Frequency:
Daily
Learn More
Monthly Fees:
etfguide Research
FREE
Description:
Technical Forecast, Weekly ETF picks, and flagship Profit Strategy Newsletter. A global examination of every major ETF category including stocks, bonds, real estate, commodities and currencies is provided.
Asset Class:
Fund/ETF
Language:
English
Frequency:
Monthly
Learn More
FREE TRIAL *
Monthly Fees:
FinGraphs
USD 42.00
Description:
FinGraphs shows trends, price targets, and risk for end of day or Real Time trading on forex, stocks, and ETFs. FinGraphs focusses on the essentials of any technical analysis decision making process. It allows users to instantly assess potential trends, possible price target zones and risk levels.
Asset Class:
Equities, FX, Commodities, Fund/ETF
Language:
English
Frequency:
Real Time
Learn More
FREE TRIAL *
Monthly Fees:
FSInsight
USD 199.00
Description:
FSinsight.com's Quantitative Indices (managed by Sam Doctor/Ken Xuan) are widely followed by clients. The research team has nearly 80 combined years of institutional sell-side research experience. Their approach is data intensive and seeks to take advantage of anomalies that identify sectors and stocks which have the potential to outperform the market.
Asset Class:
Equities
Language:
English
Frequency:
Daily
Learn More
FREE TRIAL *
Monthly Fees:
Fundamental Analytics for Institutional users
USD 1,000.00
Fundamental Analytics for Retail users
USD 500.00
Description:
Fundamental Analytics is an interactive website for commodity traders to research price behavior of commodities and fundamental data affecting prices. It is a website where subscribers can generate graphs, tables, and analyses of price data along with related fundamental supply/demand data.
Asset Class:
Commodities, Equities, Fixed Income, FX
Language:
English
Frequency:
Real Time
Learn More
FREE TRIAL *
Monthly Fees:
Hammerstone Report
USD 38.50
Description:
Hammerstone has levered its collective knowledge of the financial industry to create a financial media product that allows its subscribers to gain an edge against the market. Hammerstone market feeds, is an instant message stream for traders, providing subscribers with up-to-the-minute breaking news headlines and an analysis of the factors that drive the market.
Asset Class:
Equities, FX, Commodities
Language:
English
Frequency:
Real Time
Learn More
FREE TRIAL *
Monthly Fees:
Hightower Report Daily Grains Comment
USD 55.00
Hightower Report Daily Livestock Comment
USD 35.00
Hightower Report Daily Package
USD 70.00
Hightower Report Weekly Report Market Letter
USD 25.00
Description:
Individual traders, brokers, and managers look to the Hightower Report to help them navigate today's complex markets. Their morning commentary provides concise, fundamental analysis on both Grains and Livestock markets. Also includes a weekly market letter released Friday afternoons for up-to-date ideas and strategies to start the next trading week.
Asset Class:
Commodities
Language:
English
Frequency:
Daily, Weekly
Learn More
FREE TRIAL *
Monthly Fees:
InsiderInsights Pro Trader
USD 54.45
InsiderInsights Free
FREE
Description:
Fintech research firm producing alpha-generating analysis of insider data in real-time via a proprietary Ratings Expert System, and delivering conclusions via subscription and custom research products.
Asset Class:
Equities
Language:
English
Frequency:
Real Time
Learn More
FREE TRIAL *
Monthly Fees:
Company and Sector Reports
FREE
ISS EVA Macro Research
FREE
Description:
ISS EVA is an independent equity research provider offering investing insights through the use of a proprietary Economic Value Added (EVA) framework. EVA is an established standard in measuring, analyzing, projecting, valuing, and discounting a firm's underlying economic profit rather than its accounting profit. The ISS EVA experienced team of global analysts offers both fundamental and quantitative company analysis on over 24,000 stocks.
Asset Class:
Equities
Language:
English
Frequency:
Intraday
Learn More
FREE TRIAL *
Monthly Fees:
Kailash Basic
USD 34.00
Description:
The KCR team has been working together since 2010 and has over 55 combined years of real money management experience using a quantamental approach to investing. We believe quantitative analysis is integral to the fundamental research process, and we know of no other method to successfully create systematic alpha. Steeped in behavioral finance, we seek to exploit pricing errors that arise from herding, confirmation bias, and self-attribution bias among others. The models were built using hand-cleaned data. KCR's research is used by some of the top institutional investors and asset allocation firms in the world.
Asset Class:
Equities
Language:
English
Frequency:
Weekly
Learn More
FREE TRIAL *
Monthly Fees:
Macro Hive Lite
FREE
Macro Hive Video
FREE
Macro Hive Weekly Conversation
FREE
Macro Hive Prime
GBP 39.00
Description:
Macro Hive is a leading independent provider of global macro and financial market research, and a digital financial media firm.
Asset Class:
Equities, Cryptocurrency,Commodities, FX
Language:
English
Frequency:
Daily, Weekly
Learn More
FREE TRIAL *
Monthly Fees:
The Economy Matters Research Previews
FREE
The Economy Matters Research Reports
USD 99.00
The Economy Matters
USD 99.00
Description:
MacroRisk Analytics was created by a group of veteran Economics and Finance PhDs who have published extensive academic research explaining the foundations and evidence supporting their model. They also have over 10 patents that cover their methodology. MacroRisk Analytics is a two time winner of the William F. Sharpe Indexing Achievement Award, given at the Global Indexing & ETFs conference, sponsored by IMN and Euromoney Institutional Investor PLC. MacroRisk Analytics research reports are provided via their MacroRisk Research service.
Asset Class:
Equities, Fund/ETF
Language:
English
Frequency:
Real Time
Learn More
FREE TRIAL *
Monthly Fees:
Market Chameleon RSS
FREE
Market Chameleon Total Access
USD 99.00
Description:
Marketchameleon.com is a research tool for stock and options traders. The platform helps you quickly find trade opportunities and make risk/reward analysis.
Asset Class:
Commodities, Equities
Language:
English
Frequency:
Monthly
Learn More
FREE TRIAL *
Monthly Fees:
Market Edge Point & Figure Breakouts and Early Alerts
USD 10.00
Market Edge Technician for Institutional users
USD 12.15
Market Edge Technician for Retail users
USD 9.45
Description:
The Market Edge Technician report provides in-depth analysis on over 3,600 stocks. Updated daily, the research looks at short and intermediate term strengths and weaknesses and provides specific, actionable recommendations. A Calendar of Technical Events alerts investors to changes in pertinent technical indicators.
Asset Class:
Equities
Language:
English
Frequency:
Daily
Learn More
FREE TRIAL *
Monthly Fees:
MarketGrader Previews
FREE
MarketGrader Americas
USD 65.00
MarketGrader Europe
USD 65.00
MarketGrader Middle East & Africa
USD 35.00
MarketGrader Asia Pacific
USD 65.00
MarketGrader Global
USD 195.00
Description:
MarketGrader rates 40,000 companies across more than 100 global markets daily. Our growth-at-a-reasonable-price (GARP) methodology is designed to help you find the world's best growth compounders without overpaying for their shares. Every MarketGrader report provides a clear analysis of a company's fundamentals across four key areas: Growth, Value, Profitability, and Cash Flow, and summarizes our view on the stock with a clear 'Buy,' 'Hold,' or 'Sell' rating. It also shows you where any company ranks against its regional peers and gives you a Sentiment score to help you identify optimal entry and exit points
Asset Class:
Equities
Language:
English
Frequency:
Monthly
Learn More
FREE TRIAL *
Monthly Fees:
Market Structure EDGE for non-professional users
USD 99.00
Market Structure EDGE for professional users
USD 199.00
Market Structure EDGE daily notes
FREE
Description:
Market Structure EDGE is the only decision-support platform for active traders built on the rules that govern the US equity market. As in any market, prices in the stock market are set by Supply and Demand. EDGE mathematics deliver consistent, low-risk, short-term returns to traders who follow that math, buying DIVERGENCE, selling CONVERGENCE.
Asset Class:
Equities
Language:
English
Frequency:
Real-time
Learn More
Monthly Fees:
McAlinden Research Products
FREE
Description:
McAlinden Research Products (MRP) provides independent investment strategy research to investors worldwide. The firm's mission is to identify alpha-generating investment themes early in their unfolding. On a daily basis MRP scans hundreds of data and news sources looking for disruptive events that are unfolding around the world and compiles the most investment-relevant information into a Daily Intelligence Briefing report.
Asset Class:
Equities, Fixed Income, FX
Language:
English
Frequency:
Weekly
Learn More
Monthly Fees:
Merchantec Capital Weekly Updates
FREE
Merchantec Capital Company and Sector Reports
USD 10.00
Description:
Merchantec Capital reports on JSE Listed Small and Mid-Cap companies and have been doing so for over 20 years. Our research looks deep into the fundamentals of the reporting company while also including a technical analysis of the share price. We add value by writing informative reports that are easy to read, assisting subscribers to make informed decisions.
Asset Class:
Equities
Language:
English
Frequency:
Weekly, Monthly
Learn More
FREE TRIAL *
Monthly Fees:
Mill Street Research Weekly Roundup
USD 49.99
Description:
Mill Street Research is an independent investment research firm based near Boston, MA providing global asset allocation and stock selection research primarily to institutional investors. The Weekly Roundup is Mill Street's weekly report offering selected highlights from our long-standing institutional research product suite. The report provides updates and ideas from three components of Mill Street's research: 1) stock ideas based on our MAER stock selection model, 2) updates of our Short-term Risk Model, and 3) concise topical macro commentary.
Asset Class:
Equities
Language:
English
Frequency:
Weekly
Learn More
FREE TRIAL *
Monthly Fees:
Morningstar Equity Ownership
FREE
Morningstar Insider Trade
FREE
Morningstar Equity, ETF, and Credit Research Reports for Retail users
USD 15.00
Morningstar Equity, ETF, and Credit Research Reports for Institutional users
USD 38.00
Morningstar® Advisor Equity Research Package
FREE
Morningstar® Analyst Insights
FREE
Morningstar® Manager Research Package
FREE
Description:
Morningstar is a leading global and independent equity research provider. Their long-term outlook and emphasis on economic moats, or sustainable competitive advantages, differentiates the research and has proven to drive long-term outperformance. Morningstar also provides independent, writer mutual funds research.
Asset Class:
Equities, Fixed Income, Fund/ETF
Language:
English
Frequency:
Real Time, Daily
Learn More
Monthly Fees:
Ned Davis Research
FREE
Description:
Ned Davis Research (NDR) helps investment management professionals make better decisions with unbiased, insightful and risk-appropriate quantitative indicators, strategy, models and analysis across asset classes.
Asset Class:
Equities, Fixed Income, Fund/ETF
Language:
English
Frequency:
Daily
Learn More
Monthly Fees:
New Constructs Reports on Stocks, ETFs and Mutual Funds
FREE
Description:
New Constructs, LLC is an equity research firm specializing in quality-of-earnings, forensic accounting, and discounted cash flow valuation analyses for public companies. The firm offers ratings on various investment vehicles, such as company stocks, ETFs, and mutual funds. Additionally, they provide a report that features a selection of stocks, which spans across large-cap and small-cap categories. The report includes stocks that the firm identifies as having the potential to perform well, as well as those that may carry higher risk.
Asset Class:
Equities, Fund/ETF
Language:
English
Frequency:
Bi-weekly
Learn More
FREE TRIAL *
Monthly Fees:
Orbisa Premium
USD 12.99
Description:
Orbisa is a premium market data service offering insights and transparency into the securities lending industry.
Asset Class:
Equities, Fixed Income
Language:
English
Frequency:
Daily
Learn More
FREE TRIAL *
Monthly Fees:
Passiv Community
FREE
Passiv Elite
USD 8.25
Description:
Passiv is an automated portfolio management tool that makes it easier for DIY investors to follow a balanced fund investment strategy and grow their wealth. With Passiv, you can be your own wealth manager and free yourself from spreadsheets. Passiv is free to use, but you can upgrade your account to access more advanced features and get more convenience.
Asset Class:
Equities, Fund/ETF
Language:
English
Frequency:
Real Time
Learn More
Monthly Fees:
Refinitiv Significant Developments
FREE
Refinitiv Briefs
FREE
Refinitiv Filings
FREE
Refinitiv Transcripts
FREE
Reuters News (English plus 10 other languages)
FREE
Reuters Global Financial Market News
FREE
Refinitiv StreetEvents Calendar
FREE
Description:
Refinitiv is the world's leading source of intelligent information for businesses and professionals. We combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial and risk, legal, tax and accounting, intellectual property and science and media markets, powered by the world's most trusted news organization.
Asset Class:
Equities, Fixed Income, FX, Commodities, Fund/ETF
Language:
Chinese, English, French, German, Italian, Japanese
Frequency:
Real Time, Weekly
Learn More
FREE TRIAL *
Monthly Fees:
SADIF Analytics for Institutional users
USD 15.00
SADIF Analytics for Retail users
USD 9.00
Description:
SADIF is an independent research firm providing unbiased and conflict-free rating updates and quarterly equity research on more than 20000 companies worldwide. Recommendations are based on fundamental financial analysis complemented by technical inputs. The service is a comprehensive tool for analysis and development of actionable investment ideas.
Asset Class:
Equities
Language:
English
Frequency:
Monthly
Learn More
Monthly Fees:
Seasonax Insights
FREE
Seasonax
Free trial
USD 100.00
Description:
Seasonax empowers investors with an award-winning platform to effortlessly filter thousands of stocks, commodities, and currencies. Their innovative Screener identifies high-probability trading opportunities in just a few clicks, guiding users towards top trades and offering insights into the historical market behaviour. Seasonax combines ease of use with powerful analytics, making informed investment decisions more accessible than ever.
Asset Class:
Equities, FX, Commodities, Indices
Language:
English, German
Frequency:
Real Time, Bi-weekly
Learn More
Monthly Fees:
SignalStack
USD 97.00
Description:
SignalStack is a broker and platform agnostic order routing tool designed to empower traders to automate the execution of their pre-planned strategies on any asset using any trigger. Users can configure automations in a point-and-click way. For example: when the following market conditions are true, buy 100 shares of XYZ asset in my account.
Asset Class:
Equities, FX, Commodities, ETFs, Cryptocurrencies
Language:
English
Frequency:
Daily
Learn More
FREE TRIAL *
Monthly Fees:
Combo Wave
USD 50.00
Porsche Dots
USD 50.00
TTM Squeeze
USD 50.00
Wave A/B/C
USD 50.00
Description:
Simpler Trading Company is a premier options education service. Options education is provided through online classes, video newsletters, and a live trading room. Simpler Trading Company has the largest options membership community on the Internet. If you are interested in swing trading stocks you can check out Simpler Stocks which provides stock trading education through a video newsletter, articles, and group mentorships.
Asset Class:
Equities
Language:
English
Frequency:
Real Time
Learn More
Monthly Fees:
Smartkarma Plus
USD 49.99
Smartkarma Previews
FREE
Description:
Smartkarma is a global investment research network made up of independent Insight Providers who produce, curate, and publish unbiased intelligence for institutional investors. Smartkarma's unique approach to research provides differentiated, independent analysis on companies, markets, and industries worldwide. This includes areas under-reported by mainstream market coverage, including Event-Driven, IPOs & placements, and small/mid cap equities, with a special focus on fast-growing Asian and emerging markets.
Asset Class:
Equities
Language:
English
Frequency:
Real Time
Learn More
Monthly Fees:
Daily Technical Market Analysis
FREE
Economic Analysis
FREE
Stock Traders Daily - Free
FREE
Strategy and Timing
FREE
Trading Reports and Ahead of the Curve
FREE
Description:
Proactive, Risk Controlled Strategies are a natural by-product of objective analysis. At Stock Traders Daily, their focus since 2000, is to provide a multi-tiered market analysis that is designed to help identify prime trading candidates.
Asset Class:
Equities, Fund/ETF
Language:
English
Frequency:
Weekly, Monthly, Bi weekly, Daily
Learn More
FREE TRIAL *
Monthly Fees:
Stockpulse Automated Buzz and Sentiment News Texts
FREE
Stockpulse AI Automated Reports-Daily Trend Signals
USD 80.00
Description:
Stockpulse provides inimitable decision support with Emotional Data Intelligence that collects, filters, matches, scores, and augments unstructured data and converts it into processable information—making us a true pioneer in social media research and social media analytics since 2011.
Asset Class:
Equities , Cryptocurrency
Language:
English, German
Frequency:
Daily
Learn More
Monthly Fees:
TFI Securities
FREE
Description:
TF International Securities Group is a wholly-owned subsidiary of TF Securities Co., Ltd. ("TF Securities") in Hong Kong. TF International has established a strong presence in Hong Kong and serves clients from all around the globe to connect Chinese and global capitals. Subscription includes access to fundamental and economic research reports from Hong Kong and China.
Asset Class:
Equities
Language:
English
Frequency:
Daily
Learn More
Monthly Fees:
Gravity Exists Feeds
FREE
Description:
Gravity Exists is a journal providing insight and analysis for wealth managers and institutional allocators. Gravity's editorial coverage spans market risk, economics, and policy as well as in-depth interviews with investment industry experts. On Wednesdays, the newsletter Playbook is published. Playbook presents proprietary model portfolios alongside analysis of the market and macro forces driving performance. Interactive Brokers clients are invited to receive Playbook, published articles, and invitations to webinars and live conferences, at no cost.
Asset Class:
Equities, Fund/ETF
Language:
English
Frequency:
Weekly
Learn More
FREE TRIAL *
Monthly Fees:
theScreener CIO
USD 1,200.00
theScreener RM
USD 120.00
theScreener Preview
FREE
Description:
theScreener has established itself internationally as an information provider for asset managers. This is not least due to its exceptional track record, as well as the clarity and transparency of its multidimensional multi-factor model. The new CIO builds seamlessly on this success. To cover the different approaches in the investment area, new possibilities for data consumption and visualization have been implemented. This allows to use the system flexibly, regardless of the investment approach chosen.
Asset Class:
Equities, Funds/ETFs
Language:
English, Spanish, German
Frequency:
Real Time, Semi-Weekly
Learn More
Monthly Fees:
TOGGLE AI Newsfeed in Japanese
FREE
TOGGLE AI Newsfeed in Portuguese
FREE
TOGGLE Daily Market Brief
FREE
TOGGLE Copilot
FREE
TOGGLE Pro
USD 99.00
Description:
TOGGLE AI is your smart portfolio assistant, covering 40,000 global assets across all instruments and classes. TOGGLE uses AI to help you make informed, data-backed trading decisions. With world-class traditional and alternative data, such as IBES Expectations and ESG rankings, go deeper into all aspects of your portfolio. TOGGLE puts hedge-fund grade insights at your fingertips. Invest rationally–not rashly.
Asset Class:
Equities, FX, Fixed Income, Fund/ETF, Commodities , Cryptocurrency
Language:
English, Japanese, Portuguese
Frequency:
Real Time
Learn More
Monthly Fees:
Trade Ideas
FREE
Standard
USD 118.00
Premium
USD 228.00
Description:
Trade Ideas gives technology reserved for hedge funds to the Individual Retail Investor with goal of enabling better decisions in the U.S. and Canadian equity markets. Our A.I. watches every stock and ETF in real-time to identify opportunities everyone else is missing.
Asset Class:
Equities, Fund/ETF
Language:
English
Frequency:
Real Time
Learn More
Monthly Fees:
Trading Central
FREE
Description:
Trading Central is a global leader of financial market research and automated investment analytics. Trading Central's Technical, Fundamental and Value-based analytics continually monitor the market, enabling today's investors to find, validate and optimize their strategies.
Asset Class:
Equities, Fixed Income, FX, Fund/ETF
Language:
English
Frequency:
Real Time
Learn More
FREE TRIAL *
Monthly Fees:
Home
USD 39.00
Professional
USD 99.00
Description:
Updata Analytics is advanced technical analysis and automated trading software that runs in conjunction with the Interactive Brokers platform. The software also comes with powerful scanning and alerting covering almost any technical criteria. Run hundreds of live charts across multiple virtual desktops. Over 1,000 pre-built custom indicators and trading strategies available.
Asset Class:
Equities
Language:
English
Frequency:
Real Time
Learn More
FREE TRIAL *
Monthly Fees:
Validea ETF Research
FREE
Validea Advanced
USD 99.95
Validea Guru Stock Reports and Ratings
USD 10.80
Validea Standard
USD 29.95
Description:
Validea's Stock Research suite is a web-based investment research tool that analyzes stocks using a series of systematic, fundamentally-oriented investing models that are based on the strategies of Wall Street legends and other demonstrable investing methods.
Asset Class:
Equities, Fund/ETF
Language:
English
Frequency:
Bi-weekly, Real Time, Daily
Learn More
Monthly Fees:
ValuEngine ETF
USD 5.00
ValuEngine
FREE
ValuEngine Chinese
FREE
Description:
ValuEngine provides individual stock valuation and forecasting reports on over 4,000 US stocks and over 1200 Canadian stocks. The ratings and forecast report incorporates the outputs from all of their proprietary models and includes a valuation overview, rating, fair value assessment, return forecasts, market ratio-based valuations, comparable stock analysis, and complete company financials.
Asset Class:
Equities, Fund/ETF
Language:
Chinese, English
Frequency:
Daily, Weekly
Learn More
FREE TRIAL *
Monthly Fees:
Vermilion Booster Shots
USD 44.00
Vermilion Compass
USD 40.00
Vermilion ETF Pathfinder
USD 40.00
Vermilion International Compass
USD 40.00
Vermilion Short Shots
USD 44.00
Description:
Vermilion Research is a leading equity research firm serving institutional buy-side clients around the globe. Vermilion's action-oriented research provides professional investors with an in-depth technical analysis of equity market drivers enabling users to make intelligent investment decisions. Products are based on their proprietary methodology for constructing, tracking, and ranking sectors, industry groups, and stocks.
Asset Class:
Equities, Fund/ETF
Language:
English
Frequency:
Bi-weekly, Monthly
Learn More
FREE TRIAL *
Monthly Fees:
Wall Street Horizon Corporate Event Data for Retail users (API)
USD 49.00
Wall Street Horizon Corporate Event Data for Institutional users (API)
USD 149.00
Wall Street Horizon Corporate Event Data Feed
FREE
Description:
Wall Street Horizon, a TMX company, provides the most accurate and comprehensive forward-looking corporate event data covering 10,000 publicly traded companies worldwide. The company offers more than 40 corporate event classes including earnings calendars, earnings date revisions, dividend dates, merger events, stock events, investor conferences and more. By keeping clients apprised of critical market-moving events and event revisions, our data empowers financial professionals to take advantage of or avoid the ensuing volatility. Clients use our award-winning data to identify upcoming catalysts in the marketplace.
Asset Class:
Equities
Language:
English
Frequency:
Daily
Learn More
FREE TRIAL *
Monthly Fees:
WaveStructure Commodities
USD 29.00
WaveStructure Currencies & Indices
USD 29.00
WaveStructure ETFs
USD 29.00
WaveStructure EU Equities
USD 29.00
WaveStructure Full Access
USD 118.00
WaveStructure US Equities
USD 49.00
Description:
WaveStructure provides a clear and unbiased view of markets while identifying high probability opportunities for limited risk entries. Professional services issue daily Elliot Wave and Action Reaction line analysis covering a wide range of markets. WaveStructure uses a proprietary computer based Elliot Wave system that applies a single unified set of rules and conditions to the analytical process, reducing human input and eliminating the possibility of bias.
Asset Class:
Equities, FX, Commodities, Fund/ETF
Language:
English
Frequency:
Real Time
Learn More
FREE TRIAL *
Monthly Fees:
Wright FIRST
USD 110.00
Description:
Wright FIRST investment research service provides tools for portfolio management and includes proprietary Wright Quality Rating for each company, Investment Commentaries, extensive economic and securities markets Chart Files, and Special Report for over 38,000 of the leading companies in 69 countries. The Wright FIRST investment research Chart File provides an extensive resource with insightful graphs and tables that can be included in client account review presentation.
Asset Class:
Equities
Language:
English
Frequency:
Real Time
Learn More
Monthly Fees:
Yuan Talks Preview
FREE
Yuan Talks - The Wire
USD 29.90
Description:
Yuan Talks is an independent media providing original content about China's economy and financial markets, with details and data you don't find anywhere else. THE WIRE provides real-time updates of market-moving news and views sourced from analysts, traders, industry insiders, journalists as well as trustworthy news outlets in mainland China.
Asset Class:
Equities, FX
Language:
English
Frequency:
Real Time
Learn More
Monthly Fees:
Zacks Newswire
FREE
Zacks Company Reports
FREE
Description:
Zacks Investment Research, Inc. is an investment research firm. The firm provides research coverage for companies using a blend of quantitative models and traditional fundamental analysis. It provides equity research, price response indicator, estimate analytics, market summary, rank stocks, portfolio tracker, exchange traded funds report, mutual funds report, options report, finance reports, education reports, video commentaries, and earnings analysis.
Asset Class:
Equities, Fund/ETF
Language:
English
Frequency:
Real Time
Learn More
- Note in relation to the fees quoted for research, news and market data: GFIS retains 5% - 10% of these fees to cover administrative and other costs related to the provision of these data services. The remainder of the fee is paid to the vendor.
- Sales tax and/or VAT is charged when applicable based on account's local jurisdiction.
- All data is provided by Global Financial Information Services GmbH.
Request to Join our Network of Research Providers
Clients of Interactive Brokers enjoy access to an extensive network of research providers. If you would like to learn more about joining our network, please complete the following form.
Disclosures
- *FREE TRIAL - Receive free for a 30 day period from date of subscription. The free trial subscription will terminate once the 30 day period is over. Once the trial data has terminated, the account may elect to re-subscribe to continue receiving the data. Should the trial data terminate mid-month and the election is made to re-subscribe, a full month charge will be levied as the exchanges do not prorate fees. For example, an account subscribing to a service subject to a free trial on October 15 will receive data for free until November 14. Should the account wish to continue receiving data past the 14th, the account must log into Client Portal and re-subscribe once the data has terminated. The re-subscription will result in a full month charge for November. This data will then continue until the account unsubscribes from the service.
- Market data subscription costs will not be pro-rated. Users who subscribe to or unsubscribe from data mid-month will be charged at the full month rate.
- Much of the tools, information and services accessible through this listings page are prepared and offered by independent third-party providers and not by Interactive Brokers. Information about a third-party provider provided in the listings page is NOT a recommendation of that provider by Interactive Brokers. Interactive Brokers does not make any representations or warranties concerning the services provided by the third-party providers.
Data Services: Research Data Bundle
The Research Data Bundle for each region includes the following:
Click links to learn more.
Non-Professional Monthly Fee | Professional Monthly Fee | |
---|---|---|
Global (includes all three regions) | USD 55.00 | USD 155.00 |
North America | USD 33.00 | USD 105.00 |
Europe | USD 22.00 | USD 65.00 |
Asia-Pacific | USD 22.00 | USD 55.00 |
Note in relation to the fees quoted for research, news and market data: GFIS retains 5% - 10% of these fees to cover administrative and other costs related to the provision of these data services. The remainder of the fee is paid to the vendor.
Data Services: Research Data Bundle
The Research Data Bundle for each region includes the following:
Click links to learn more.
Non-Professional Monthly Fee | Professional Monthly Fee | |
---|---|---|
Global (includes all three regions) | USD 55.00 | USD 155.00 |
North America | USD 33.00 | USD 105.00 |
Europe | USD 22.00 | USD 65.00 |
Asia-Pacific | USD 22.00 | USD 55.00 |
Note in relation to the fees quoted for research, news and market data: GFIS retains 5% - 10% of these fees to cover administrative and other costs related to the provision of these data services. The remainder of the fee is paid to the vendor.
AccessWire
ACCESSWIRE is is a complimentary service, and does not require a subscription.
ACCESSWIRE is a flat-fee, news and communications network, providing regional, national and global news to hundreds of clients globally. ACCESSWIRE disseminates full-text press releases for both private and publicly held companies globally to news media, financial markets, investors, information web sites, databases, bloggers and social networks.
ACCESSWIRE's press release platform is a cost-effective Fair Disclosure, Regulation FD news dissemination and media outreach service.
ACCESSWIRE's platform makes it easy to publish rich media assets such as video, audio and images, and gives users the power to build their own distribution to the outlets needed most. An earnings announcement, product launch, community message, M&A transaction or corporate update can be distributed to ACCESSWIRE's worldwide news network. Corporate issuers and their constituents utilize the cloud-based platforms and related services from document creation all the way to dissemination to regulatory bodies, platforms and shareholders.
Real-Time News Content Feeds: Multiple delivery options let users add real time news and multimedia content targeted to their audiences, filtering by industry, topics and language specific.
Financial & Regulatory compliance full suite of services include:
- Transfer agent
- Proxy services
- Shareholder analysis & outreach
- Earnings call & webcast platforms
- Investor relations websites
- Investor hotlines
- SEDAR, EDGAR, XBRL regulatory filings
ACCESSWIRE has a full Editorial team on staff 24/7 365 days a year available by both phone and email to process news releases and ensure complete capability to meet all deadlines and off-hour requirements.
Acuity Trading
This is a complimentary tool, and does not require a subscription.
Research Terminal
A single, centralised research tool that consolidates real-time market data, news and analytics into a unified research platform. Combining traditional and alternative data, the Research Terminal accelerates research for swift and informed decision-making.
Integrate the entire platform or opt for individual components which are equally powerful as stand-alone trading tools.
AnalysisIQ
High quality trade ideas from our team of professional and experienced technical analysts. Transparent trading strategies, clear calls to action, and regular updates from an FCA-regulated company that will help to build trust with your clients.
Asset IQ
In-depth asset-by-asset analysis, providing a laser-focused understanding of the factors influencing individual performance and the creation of unique market signals. See how these benchmark against other assets for more informed decision-making.
Corporate Calendar
Unrivalled in sophistication and functionality, the Corporate Calendar, provides potent AI-driven insights into global corporate actions data. Pin-point event-driven volatility to help anticipate market reaction.
Economic Calendar
Filled with distinctive data-driven insights, this vital tool helps traders to navigate global economic turbulence, uncover opportunities, and manage risks by analysing the impact of key market-moving events.
NewsIQ
Acuity's NewsIQ conducts thorough news analysis on popular assets, revealing distinctive data patterns. This unconventional market perspective assists traders in identifying unique, actionable opportunities from global news coverage.
Alexandria Technology
Alexandria Technology is a complimentary service, and does not require a subscription.
ACTA is a high-performance text analytics and social sentiment assessment engine that employs a non-linear, pattern-matching methodology to identify the hidden sentiment, critical facts and key relationships buried within an article. The breakthrough algorithm understands the meaning behind the news, not just the facts, and classifies sentiment with a high degree of accuracy.
Alliance News
To subscribe to Alliance News, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Real-time news coverage of the companies, markets and economies that matter the most to investors globally.
Alliance News Global 500 reports on the companies that make up the leading stock indices around the world. They have the most traded shares and attract investors from both home and abroad.
Markets are just as sensitive to politics and economics, so Alliance News journalists and our partner news agencies track the key data reports, central banks decisions and government policy making from the biggest and most interconnected economies.
Key features:
- Comprehensive and consistent news coverage of the most widely held listed companies in Asia-Pacific, Europe and North America
- Flash headlines on all market-moving events, including economic indicators and company earnings
- Global Briefing - as Asia winds down and the US and Europe head to the office, we summarise the most important news overnight and call the markets about to open
- Top News Summary - find out what is moving global markets just ahead of the New York market open
- In Depth - our deepest dive into blue-chip firms and red-hot topics
- Broker ratings and price target changes as flash headlines and a convenient daily summary
- Executive interviews and earnings previews
- In The Know - market insight and special situations; what the analysts and economists are saying and why
- Global calendars of company and economic events; regularly updated table of comparative indicators for major economies
- Central bank previews - what to expect from policy-making meetings at the Fed, ECB and other key rate setters
AltaVista Research
AltaVista Research is a complimentary service, and does not require a subscription.
A lot of ETF research focuses primarily on past performance and fees. AltaVista takes a totally different approach by evaluating ETFs based on the fundamentals of each underlying constituent. As a result, we can answer the critical questions most investors would ask before buying a single stock or bond, such as:
- What are expectations for sales and EPS growth, and how are they changing?
- What's happening on the balance sheet?
- How is it valued in relation to these fundamentals?
- What is the yield-to-maturity, credit quality and sensitivity to interest rates?
The benefit of this approach is that it helps investors make better fund selections based on forward-looking measures of investment merit, not just past performance. Our succinct reports cover nearly 1,000 ETFs and are updated daily to help keep investors on top of changing market conditions.
Argus
Argus Research services are complimentary services, and do not require subscriptions.
For more than 90 years, Argus Research has provided actionable, easy-to-read company Analyst Reports on approximately 500+ key U.S. large and mid-cap stocks; timely daily market reports and weekly investment lists; curated equity portfolios; and now 1400+ daily stock and ETF option strategies. Argus' tenured team of Analysts utilizes proprietary processes that combine top-down and bottom-up analysis and that go beyond the basics to examine each investment thoroughly for financial strength, quality, valuation, risk and quality of management.
Contents include:
- 500+ Fundamental Company Analyst Reports
- 1200+ daily stock option trade strategies
- 260+ daily ETF option trade strategies
- Daily Trade and Portfolio Insights
Disclosure:
- This sample research report is published by Argus Research and is being posted with permission from Argus Research. The views expressed in this article are solely those of the author and/or Argus Research and IB does not endorse or recommend any investment, trades or trading strategies discussed in the article. This material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IB to buy, sell or hold such security. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circ*mstances and, as necessary, seek professional advice.
Astris Advisory Japan
Astris Corporate Research is a research service, and does not require a subscription.
Astris Advisory Japan provides investment advisory, corporate advisory, offshore private fund placement and venture matching services. Our corporate research promotes your equity story and transform engagement with global investors.
Augment Wealth Advisor
To subscribe to Augment Wealth Advisor, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Smart Tools To Grow Your Wealth
Augment combines multiple capabilities into a single digital platform giving you sophisticated tools to make well-informed investment decisions and grow your wealth.
We cover ETFs as no other giving you both extensive details and news ("Facts") and tools to measure investor optimism ("Feel") to help you invest intelligently.
Subscribe to Augment Wealth today for the best ETF scanning smart tools to see your wealth grow.
Benzinga
Benzinga is a complimentary service, and does not require a subscription.
Benzinga Professional is Wall Street's go-to source for breaking headlines and profitable, market-moving information. Approximately 93% more cost-effective than the Reuters and Bloomberg Terminals, Benzinga Pro grants users access to accurate corporate data powering major financial brokerages. Benzinga Pro allows investors of all styles to build reliable models without concern that one-time adjustments will distort projections. The cleanest figures allow traders peace of mind when comparing data to analyst expectations. Our analysts take the noise out of the market and publish only the most actionable 600 - 900 corporate news items per day; along with monitoring traditional outlets, the Benzinga Newsdesk speaks with hundreds of companies, market analysts and hedge fund managers daily to generate exclusive content. And with a coverage universe including the Wilshire 5000 (plus an additional 1,000 U.S. traded stocks), Benzinga Professional provides clients with real-time news and expert market analysis, covering everything from micro to macro-cap companies across all sectors.
Bond Ratings
To subscribe to Bond Ratings, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Ratings on corporate and municipal bonds. Includes US corporate bonds and US-Treasuries.
Briefing.com
Briefing are complimentary services, and do not require subscription.
Briefing.com provides live analysis of overall market trends and analysis of individual stocks. Coverage on the overall markets is provided via Stock Market Update and Bond Market Update. Story Stocks provides analysis on today's stock movers.
Stock Market Update: Commentary and analysis covering the broad market updated every half hour throughout the trading day. The commentary begins roughly 6 AM ET with summaries of foreign market activity and US futures and continues half-hourly through the close of the U.S. market.
Bond Market Update: Frequent updates that focus on today's bond market activity featuring an ongoing synopsis of treasury market news and events that could have an impact on interest and FX rates.
Story Stocks: Analysis of individual stocks in the news.
Bullseye Brief
To subscribe to Bullseye Brief, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Bullseye is Adam Johnson's vision of what market research should be: Smart, Clear, Actionable. Bullseye Brief presents the three ideas most worthy of an investor's time every two weeks. On the off-weeks Bullseye sends a Sunday night roadmap for the week ahead, as well as a midweek podcast with insight from the some of the most respected money managers on Wall Street. Mr. Johnson's process is specific, and is designed to be simple. Bullseye looks for companies with a compelling fundamental story, data which supports his thesis, and a newsy hook which makes people lean in. Mr. Johnson considers both longs and shorts, and he provides specific parameters about where to buy and sell. Occasionally he highlights opportunities overseas, but generally he focuses on listed U.S. securities. Bullseye integrates options strategies when appropriate. Most importantly, Mr. Johnson encourages readers to call or email him with any questions.
Capitalise
To subscribe to Capitalise, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Plan Like A Human. Trade Like A Machine.
Capitalise.ai is redefining trading automation. For the first time, traders of all levels can automate their own unique trading strategies, using everyday English. From managing your daily trades to building complex automated systems - with Capitalise.ai you can automate your trading, zero coding needed.
AUTOMATE
- Quickly, Precisely and Free From Emotional Influence
- Let Capitalise.ai execute your plan
- Capitalise.ai monitors real-time market data, technical indicators, and macroeconomics data 24/7 so you don't have to.
- Seize every opportunity with optimized buying power.
- Open as many strategies as you want — only strategies that are triggered will use your buying power.
ANALYZE
- Make Informed Strategic Decisions Based On Aggregated Data Sources.
- Backtest: Use historical data to see exactly how your strategy would have performed. View Backtest Video.
- Simulate: Test your strategies risk-free using real-time data.
- Performance Statistics: Gain insights from rich & comprehensive statistics on every trade.
- Respond Faster: Edit your strategies according to their performance with a click of a button.
EXPLORE
Access an endless library of live strategy examples. View real-time performance data and use them as templates to create your own.
CFRA
To subscribe to CFRA, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
CFRA is one of the world's largest independent research firms, helping global subscribers improve their investment and business decision-making. The firm's differentiated proprietary methodology is designed to provide high quality research, designed to enhance portfolio performance and reduce risk.
CFRA delivers in-depth qualitative research on 1,500+ companies, as well as the latest news and analysis on global sector themes, industries, and funds, through in-depth qualitative research on 11 Sectors, 42 Industries, 1,860+ ETFs, 22,000+ Mutual Funds, as well as quantitative company research on 20,000+ global companies.
Channelchek.com
Channelchek is a complimentary service, and does not require a subscription.
Channelchek.com, is Noble's free investor portal that offers independent research, balanced news, advanced market data, webcasts, roadshows, videos, podcasts and more. There are more than 6,000+ small and microcap companies hosted on Channelchek.
ChartSmarter
To subscribe to Chartsmarter, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
ChartSmarter is a trading service dedicated to the art of technical analysis. Their team works very hard to generate ideas for serious investors while trying to keep things as simple as possible. ChartSmarter focuses on the long term, letting winners run and cutting losers quickly to maintain capital. They employ both traditional and non-traditional cutting edge strategies. Let ChartSmarter introduce their approach via a 2 week FREE trial.
Cusip Global Services
To subscribe to Cusip, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
CUSIP Global Services (CGS) places tremendous importance on standardization, over the past 50 years it has helped them to earn a reputation as the trusted originator of quality identifiers and descriptive data that are interoperable among regulators, banks, vendors, exchanges and depositories. CGS information helps streamline efficiencies throughout the global financial system. From the assignment of identifiers for new issues to their use in trading, settlement, asset servicing and risk management, clients rely on trusted CUSIP identifiers and the knowledge and experience of the CGS team to provide a solid foundation to run their businesses smoothly and reliably.
Dow Jones News
To subscribe to Dow Jones, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Dow Jones & Company is a global provider of news and business information, delivering content to consumers and organizations via newspapers, Web sites, apps, video, newsletters, magazines, proprietary databases, conferences, and radio.
Dow Jones Newswires delivers premium business news, commentary and insight in real time and with unquestionable accuracy and depth. Built on a renowned global reporting network of nearly 2,000 journalists, Dow Jones Newswires publishes more than 16,000 daily news items - including exclusive content from The Wall Street Journal, Barron's and MarketWatch - covering every asset class and key regions and markets worldwide.
Dow Jones News Service: North America
Informs trading and investing decisions with exclusive news, commentary and analysis on North American companies and markets. This streamlined source for equities markets and company news in the Americas also provides overviews of real-time news on other asset classes and regions across the globe.
Dow Jones Institutional News: Global
Provides exclusive data, commentary and analysis on issues affecting trading and investing across all asset classes globally. Stay ahead of global equities markets and company news, track drivers of sovereign and corporate debt markets, and monitor FX, FI and Commodities news with Dow Jones' most comprehensive real-time news feed.
Dow Jones US Press Release
US Press Releases sourced from PR Newswire, Business Wire, Market Wire and Globe Newswire.
Dow Jones Real-Time News: Global
Global stock market and geopolitical coverage providing exclusive, market-moving insights on major companies worldwide. A key resource for equity market investors and traders, the Global Equities feed also covers global macroeconomic and central bank news likely to impact currency and credit markets for a truly comprehensive view.
Dow Jones Real-Time News: North America
Includes North American stock market, geopolitical, macroeconomic and central bank news likely to impact currency and credit markets. Delivering exclusive, market-moving content on major companies, the Regional Real-Time feeds are a key resource for equity market investors and traders with regionally-targeted interests.
Dow Jones Real-Time News: Europe
Includes European stock market, geopolitical, macroeconomic and central bank news likely to impact currency and credit markets. Delivering exclusive, market-moving content on major companies, the Regional Real-Time feeds are a key resource for equity market investors and traders with regionally-targeted interests.
Dow Jones Real-Time News: Asia-Pacific
Includes Asia-Pacific stock market, geopolitical, macroeconomic and central bank news likely to impact currency and credit markets. Delivering exclusive, market-moving content on major companies, the Regional Real-Time feeds are a key resource for equity market investors and traders with regionally-targeted interests.
Dow Jones Local Language News
Dow Jones Local Language News delivers trusted news in clients' preferred languages to alert customers and investors to profitable trading opportunities and must-watch companies, industries and topics.
Dow Jones FX Select
Dow Jones FX Select delivers real-time global FX news, commentary and analysis directly to your trading portals and mobile applications. This feed provides retail traders with the advantage of actionable news and insight from a premier news organization.
Dow Jones Commodities Market Talk
Dow Jones Commodities Market Talk delivers actionable, comprehensive news and information to traders, analysts and portfolio managers.
Dow Jones Global News
Dow Jones Newswires is a market-moving financial and business news source, used by wealth managers, institutional investors and fintech platforms around the world to identify trading and investing opportunities, and build investor experiences.
Dow Jones Global Press Releases
Uncover trading, investing and deal opportunities with market-moving news and exclusive insights from trusted Dow Jones sources.
Econoday
Econoday is available in TWS mobile only, and does not require a subscription.
A Smarter Calendar for the Smarter Investor
Trading the financial markets is never easy, but minimizing uncertainty by understanding what is really driving the markets is a crucial step. That is where Econoday's Global Premier Calendar comes into play.
It's much more than a calendar of economic events, it's a trading tool that helps investors make smarter financial decisions.
What to expect:
Unbiased, jargon-free, market-focused analysis written by a team of senior economists, each with more than 30 years of experience covering economic indicators and the potential impact on the market.
Understanding how to interpret the data is critical and Econoday Research's experts work quickly to detect significant elements within announcements for investors.
Data includes the prior release, revisions to the prior release, consensus, and actual data. Consensus is proprietary and actively managed to ensure optimum results from the forecasts submitted by economists around the world who participate in Econoday's survey.
Ranking of events to make sure investors know which events matter most to the market.
Notifications of the release of economic indicators, central bank announcements/minutes, as well as unscheduled market-moving events. Daily and weekly articles broaden the coverage to include market activity generally, such as updates on stocks, bonds, and currencies.
Coverage of events taking place in United States, Australia, Canada, China, Eurozone, France, Germany, Hong Kong, India, Italy, Japan, New Zealand, Singapore, Switzerland and the United Kingdom.
Immediate access to Econoday's archives dating back to 2001, encompassing event data, analysis, along with daily/weekly articles summarizing market activity, that can be used to help assess today's market trends.
Interactive charts provide the time series of the data, and display the consensus and the actual data when the cursor hovers over any date on the chart. Click on any date, and the user may immediately access the report for the indicator written on that date.
Control display options to maximize potential trading opportunities including changing the view of events to daily, weekly, or monthly; changing the timezone to local time;filtering events to highlight a specific country; and a responsive design allowing users to change the size of the calendar to meet their viewing preferences.
A weekly podcast called Econoday Unplugged where economists discuss current market issues.About Econoday: Econoday has been delivering economic data and analysis to the investment community for more than a quarter of a century. Econoday users span the globe and include premier financial institutions such as Bloomberg, Dow Jones, Nasdaq, Fidelity, TD Ameritrade, CME, ICE, Bank of America, and many more. Econoday creates print and digital products that make it easier for investors to follow economic indicators, and better understand the relationship of these announcements to market activity for the purpose of making more informed investment decisions. Taking into consideration the economic landscape before making a buy/sell decision is inherently a strategic advantage for investors.
Economatica
To subscribe to Economatica, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Economatica specializes in handling financial information. The SaaS-based investment research platform rapidly organizes and systemizes data for company stocks, ADRs and ETFs listed on the major US exchanges. Economatica provides the information needed to make better investment decisions with a cloud-based platform that helps investors analyze securities and portfolios with the flexibility to meet their unique needs.
These user-friendly tools are designed to help investors gather essential financial information and improve investment results.
- Screening, Peer Analysis, and Time Series Apps
- Reporting and Charting
- Company Valuations (Discounted Cash Flow model)
- Portfolio Optimization
- Pair Trading
Edison
Edison is a complimentary service, and does not require a subscription.
Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The core of Edison is its acclaimed equity research platform and deep multi-sector expertise. Edison Investment's research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages the core research platform to provide differentiated services including investor relations and strategic consulting.
Estimize
Estimize is a complimentary service, and does not require a subscription.
Estimize crowdsources quarterly corporate earnings and revenue estimates from the sell-side, the buy-side, as well as independent contributors. By leveraging a larger and more diverse community of contributors than traditional Wall Street data providers, Estimize has created a more representative and accurate data offering representing 1,500+ stocks. Institutional investors and professional traders utilize Estimize data for idea generation and risk management both in an API format as well as through the Estimize premium stock screener. The stock screener easily identifies stocks which consistently beat or miss Wall Street expectations and offers real time alerts that signal when the consensus and select analysts' expectations differ from Wall Street.
etfguide
etfguide is a complimentary service, and does not require a subscription.
ETFguide's Product Offering includes the following:
- First Look ETF - First Look ETF features and examines newly launched U.S. listed ETF products.
- ETFguide PREMIUM - ETFguide PREMIUM along with the Technical Forecast and Weekly pick screens funds from a universe of 2,000+ U.S.-listed ETFs with over $3 trillion in assets. Subscribers receive trade alerts via text, Twitter @etfguidepremium, or email.
Technical Forecast & Weekly Pick
ETFguide's research includes the following tools:
- Market Meter
- Index Strategy Map
- Vital Signs of Key ETF Categories
- Mega Investment Theme Report
- Global Equity Map
- ETF Performance & Yield Corner
ETFguide's Approach:
Our innovative approach to ETF investing examines the immediate profit potential both long and short among thousands of funds. Not only do we make buy/sell picks accordingly, but our methodology includes a strict sell discipline with pre-determined stop orders designed to limit downside while letting our winners grow.
Our ETF Technical Forecast provides complete analysis and charting of key ETFs across all asset classes. Our actionable ETF picks are not generated by faceless algorithms, but rather, through our proven proprietary method of combining technical, fundamental, and sentiment analysis to find potential high profit opportunities.
Our investing philosophy can be summarized in the following manner:
- Provide actionable ETF trades
- Focus on market trends in stocks, bonds, real estate, and currency-linked ETFs
- Help investors to incorporate an adequate margin of safety within their portfolio
- Examine key support and resistance levels + pivots for clues about market conditions
- Showcase strategies designed to grow and protect capital during any market environment
FinGraphs
To subscribe to FinGraphs, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
FREE: monitor markets with our proposed multi asset intraday mosaic (a selection of 16 charts on one page, continuously updated every 4 minutes in live streaming mode, across Forex, Commodities and Equity and Bond ETFs).
For access, just visit the "FREE CHARTS" section on our website below.
SUBSCRIPTION SERVICES: access the full FinGraphs' service across 5,000 instruments over all asset classes globally, with frequencies ranging from long term to intraday:
- simple decision helping chart methodology to identify trends, set price targets and assess risk over different combinations of investment horizons (for Investors, for Traders, for Scalpers)
- create your favorites lists, your bespoke multi instruments/multi time-frames mosaics of up to 16 charts per page, view a large selection of relative charts
FinGraphs is edited by Management Joint Trust SA, an institutional advisory firm founded in 1969 in Geneva, Switzerland.
FSInsight
To subscribe to FSInsight, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
FSinsight.com produces primary research along the following verticals:
- Macro Research led by Thomas Lee a widely-recognized market authority and commentator, whose views regularly appear in the media. (He was formerly at J.P. Morgan (1999-2014), where he was Chief Equity Strategist from 2007
- Portfolio Strategy led by Brian Rauscher (Head of Global Portfolio Strategy, former Chief Portfolio Strategist at Robert W. Baird & Co).
- Quantitative Strategy led by Ken Xuan (Head of Data Science Research, former operations strategy consultant at West Monroe Partners).
- Technical Analysis Strategy led by Robert Sluymer (Senior Technical Strategist with over 26 years of experience, formerly with RBC Capital Markets).
- Washington Policy Strategy led by Tom Block (president of Tom Block Consults, a public-policy consulting firm. Prior to that, Mr. Block had a 21-year career at J.P. Morgan, serving as global head of government relations).
FSInsight is lead by Tom Lee, former Chief Equity Strategist at JPMorgan. This FSI research team has nearly 80 combined years of institutional sell-side research experience. Their approach is data intensive and seeks to take advantage of anomalies that identify sectors and stocks which have the potential to outperform the market. Tools are aligned with this focus and help clients to make better informed decisions. FSinsight.com concentrates on delivering analysis, not opinions, and as an independent research provider, clients are assured that the work is tailored to provide fresh and innovative intelligence to aid in their investment process.
Fundamental Analytics
To subscribe to Fundamental Analytics, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Fundamental Analytics is an interactive website for commodity traders to research price behavior of commodities and fundamental data affecting prices. It is a website where subscribers can generate graphs, tables, and analyses of price data along with related fundamental supply/demand data.
Gordon Haskett
To subscribe to Gordon Haskett, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
GHRA's leading event-driven research team led by Don Bilson generates insights and actionable stock ideas by analyzing and attempting to anticipate strategic events, including M&A, activism, spinoffs, restructurings, and board/management changes.
Gravity Exists
Gravity Exists is a complimentary service, and does not require a subscription.
Gravity Exists is a journal providing insight and analysis for wealth managers and institutional allocators. Gravity's editorial coverage spans market risk, economics, and policy as well as in-depth interviews with investment industry experts.
On Wednesdays, the newsletter Playbook is published. Playbook presents proprietary model portfolios alongside analysis of the market and macro forces driving performance. Interactive Brokers clients are invited to receive Playbook, published articles, and invitations to webinars and live conferences, at no cost.
Hammerstone
To subscribe to Hammerstone, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
The Hammerstone Report is a separate service available in TWS. Subscribers can look forward to being provided with top level content and commentary 4x per day via the following daily reports: Early Look, Mid-Morning Look, Closing Recap, and Street Recommendations.
For more information on our products, please visit: http://thehammerstone.com/products
Hightower Report
To subscribe to Hightower Report, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Daily Comments
Individual traders, brokers and managers traders look to The Hightower Report to help them navigate today's complex markets. Our morning commentary provides concise, fundamental analysis on both Grains and Livestock markets. Get a look ahead to the day's trade, with the latest fundamental data, support and resistance levels and trade suggestions.
Our commentary is sold by market segment or as a package so you can customize your subscription to your needs:
- Grains and Livestock Markets
- Fundamentally-based analysis combined with classic technical analysis.
- Trade Strategies - When our analysts see an opportunity, they will let you know! Our trade suggestions have clearly stated objectives and risk levels.
- Options - Trade suggestions often include strategies that use options, either alone or in combination with futures.
Weekly Market Letter
Released Friday afternoons for up-to-date ideas and strategies to start the next trading week. Ideal for hedgers, traders, investors and everyone in between.
- Timely information and trade ideas.
- Easy-to-read layout.
- Succinct articles with specific trade strategies using futures, options and combinations of both.
- Market-by-Market Summaries, with long/short indicators.
- Major Economic Events - and how they will impact the markets.
- Overvalued/Undervalued Markets - Fundamental and Technical.
- Longer Term and Big Leverage Trade Sections.
Disclosure:
- This sample research report is published by Hightower Report and is being posted with permission from Hightower Report. The views expressed in this article are solely those of the author and/or Hightower Report and IB does not endorse or recommend any investment, trades or trading strategies discussed in the article. This material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IB to buy, sell or hold such security. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circ*mstances and, as necessary, seek professional advice.
SignalStack
To subscribe to SignalStack, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
SignalStack is a broker and platform agnostic order routing tool designed to empower traders to automate the execution of their pre-planned strategies on any asset using any trigger. Users can configure automations in a point-and-click way. For example: when the following market conditions are true, buy 100 shares of XYZ asset in your account.
Illio
To subscribe to illio, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
We help individual investors think like a wealth manager.
What illio analytics include:
Insights: Get key facts on your portfolio without doing the analysis.
Scenario Analysis: Study how your portfolio behaves when markets move.
ESG: Evaluate how aligned your portfolio is to E, S and G factors.
And deep dives into: Risk, Drawdown, Performance, Structure, P&L, Income.
How we work:
Step 1: Aggregate all your accounts and track all your assets through one platform.
Step 2: Analyze your total wealth with professional grade analytics.
Step 3: Get informed with our insights which tell you all you need to know about your portfolio within seconds.
For more information on our products, please visit: http://illio.com
InsiderInsights
To subscribe to InsiderInsights, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
InsiderInsights Pro Trader (Includes the following)
- Power Alerts
- InsiderInsights Headline alerts are published when insider transactions generate or confirm InsiderInsights company ratings.
- Uploaded intra-day as qualifying insider transactions occur.
- Daily Insider Ratings Reports (via PDF File)
- InsiderInsights Ratings of stocks with open-market SEC Form 4 purchases & sales filed during the previous session.
- Uploaded before market opens the following morning.
- Weekly Insider Tables (via PDF File)
- InsiderInsights Ratings of stocks with open-market SEC Form 4 purchases & sales filed during the past week. Weekly summaries by company and individual. In addition, Insider Tables which include InsiderInsights tables for stocks with still-active Significant Ratings over the previous 90 days.
- Uploaded Saturdays.
- Monthly Insider Special Screens (via PDF File)
- InsiderInsights Monthly Special Screens combine insider data & ratings with various fundamental and price action criteria to help identify the potential best value, growth, momentum, and short ideas.
- Uploaded the 1st of each month and run on open-market SEC Form 4 filings from the previous calendar month.
ISS EVA
ISS EVA provides complientary services, and do not require subscriptions.
ISS EVA is an independent equity research provider offering investing insights through the use of a proprietary Economic Value Added (EVA) framework. EVA is an established standard in measuring, analyzing, projecting, valuing, and discounting a firm's underlying economic profit rather than its accounting profit. The ISS EVA experienced team of global analysts offers both fundamental and quantitative company analysis on over 24,000 stocks.
Disclosure:
- This sample research report is published by ISS EVA and is being posted with permission from ISS EVA. The views expressed in this article are solely those of the author and/or ISS EVA and IB does not endorse or recommend any investment, trades or trading strategies discussed in the article. This material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IB to buy, sell or hold such security. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circ*mstances and, as necessary, seek professional advice.
Kailash Concepts Research
To subscribe to Kailash Basic, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Behavioral Finance, Portfolio Strategy & Quantamental Tool Kits Built by a Team with over 70 years of Money Management Experience. We believe in bringing focus and speed to your investment process. We do this by publishing weekly newsletters that are easy to consume and digest. Our work is all evidence based built on decades of robust research. It is not throwing darts. We believe, we are coming out of the longest and biggest bubble in US history and with modest normalization, our messaging should have a 5-12 years tailwind. Our work will communicate to you with a remarkable level of process and discipline where we are seeing opportunities and risks in markets. These letters will be able to help you with portfolio construction and communication to help grow your own business.
Interactive Brokers
Interactive Brokers is a complimentary service, and does not require a subscription.
The IBKR Quant Blog serves quantitative professionals who have an interest in programming.
CoinMetrics
Coin Metrics is a complimentary service, and does not require a subscription.
Coin Metrics is the leading provider of crypto financial intelligence, offering network data, market data, indexes and network risk solutions to the most prestigious institutions touching cryptoassets. The company was founded in 2017 as an open-source project to determine the economic significance of public blockchains. Today, we expand on that original purpose to empower people and institutions to make informed crypto financial decisions. We aim to usher the world's premier financial institutions into crypto with the most trusted data and insights.
Interactive Brokers
Interactive Brokers is a complimentary service, and does not require a subscription.
Scans market irregularities for price and volumes and generates market signal alert.
IBKR Traders' Insights
Interactive Brokers is a complimentary service, and does not require a subscription.
Combines market commentary from IBG traders, global exchanges, and other market veterans into one forum.
Billionaire's Portfolio
To subscribe to Billion's Portfolios, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Invest alongside the world's best and most influential billionaire investors in the world. Buy what they buy. Sell what they sell.
When a powerful investor enters an undervalued stock with a gameplan to unlock value - you can follow along, step by step.
The Billionaire's Portfolio gives you access to a 20-stock portfolio of billionaire-owned stocks. Get the fully fleshed out gameplan on each stock: The Thesis, Entries, Exits, Updates. All curated by a 25-year hedge fund veteran and Forbes contributor.
Macro Hive
To subscribe to Macro Hive, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Macro Hive is a leading independent provider of global macro and financial market research, and a digital financial media firm.
Our worldwide user base spans across 160 countries and are from over 1,000 different institutions, from financial firms and international corporations to government bodies and universities.
Our aim is to provide both retail and institutional investors with a trusted platform to discover the best investment ideas in an accessible form.
MacroRisk Analytics
To subscribe to MacroRisk Analytics, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
The Economy Matters - MacroRisk Analytics provides statistically sound, scientifically tested methodology for measuring the economy's influence on investment prices, including 30,000 stocks, mutual funds, and ETFs. The Economy Matters tools enable investors to reduce their economic risk exposure, while also identifying opportunity in the current economic climate. MacroRisk Analytics is designed to reflect what the economy is doing right now, and how it will affect the value of assets in the future, based on current data and historical relationships.
Market Chameleon
To subscribe to Market Chameleon, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Marketchameleon.com is a research tool for stock and options traders. The platform helps you quickly find trade opportunities and make risk/reward analysis.
The main features of the website include:
- Order Flow Analysis
- Earnings
- Option Trade Opportunities
- Market Insights
You can use the tolls to gain valuable insights into order flow activity such as a breakdown of option order flow sentiment: retail vs. institutional.
Discover what is happening with big volume block trades, dark pools, market on-close order imbalances, unusual options volume, time and sales and more.
Find earnings plays using historical data as guidance for optimal strategy set ups.
Find option trade opportunities with theoretical edge.
You can use Marketchameleon unique analytics and tools to screen for option strategy trade ideas, view option strategy backtests, run risk/reward analysis, payout diagrams, get seasonality reports, upcoming events, historical option volatility charts, get historical probabilities and distribution of returns and more.
MarketDesk Research
To subscribe to MarketDesk Research, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
MarketDesk Research provides independent investment research and portfolio strategy centered around evidence-based investing. Instead of basing decisions on near-term trends or ""expert"" opinions, our team focuses on historical data, leading indicators, and statistical probabilities to guide core asset allocation ratings and idea generation. This quantitative overlay rewards facts, not opinions, and allows MarketDesk Research to simplify an often complicated market narrative and provide actionable ideas. Solutions include core asset allocation research (equities, credit, economics, and international markets), tactical ideas (industries, themes, regions), model portfolios (quantitatively managed strategies), and white label insights (client communication and marketing).
Market Edge Research
To subscribe to Market Edge Research, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
The Market Edge Technician report provides in-depth analysis on over 3,600 stocks. Updated daily, the research looks at short and intermediate term strengths and weakness and provides specific, actionable recommendations. A Calendar of Technical Events alerts investors to changes in pertinent technical indicators.
MarketGrader
To subscribe to MarketGrader, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Subscribe to any of the four coverage regions (Americas, Europe, Middle East & Africa, or Asia Pacific) or to all regions with Global package.
MarketGrader rates 40,000 companies across more than 100 global markets daily. Our growth-at-a-reasonable-price (GARP) methodology is designed to help you find the world's best growth compounders without overpaying for their shares. Every MarketGrader report provides a clear analysis of a company's fundamentals across four key areas: Growth, Value, Profitability, and Cash Flow, and summarizes our view on the stock with a clear 'Buy,' 'Hold,' or 'Sell' rating. It also shows you where any company ranks against its regional peers and gives you a Sentiment score to help you identify optimal entry and exit points.
Market Structure Edge
To subscribe to Market Structure Edge, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Market Structure EDGE (30D free trial) is the only quantitatve decision-support platform for investors that highlights SUPPLY and DEMAND in US stocks. As in any market, prices rise when Demand outstrips Supply, and vice versa. Without knowing Supply and Demand, price tells you little. And you can't get great returns trading stocks others don't own. Everybody owns the same stocks. Everybody owns APPL, for instance. You'll outperform the rest if you buy diverging Supply and Demand in AAPL. By showing Supply and Demand in simple, clear graphics along with other important portfolio factors such as Volatility and $/Trade, EDGE is a true and unique advantage for traders and investors in US stocks.
McAlinden Research Products (MRP)
McAlinden Research Products is a complimentary service, and does not require a subscription.
McAlinden Research Partner's (MRP) strives to identify change-driven, thematic investment ideas. They follow a proprietary methodology developed by Joe McAlinden, a 50 year Wall Street veteran, and former CIO of Morgan Stanley Investment Management, along with former Chief Strategist of Dillon Read & CEO of Argus Research. Subscribers to MRP receive the "Daily Intelligence Briefing"(DIBS) report which provides a deep dive into subjects MRP is exploring, in its quest for alpha generating themes.
Merchantec
To subscribe to Merchantec Capital, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Merchantec Capital reports on JSE Listed Small and Mid-Cap companies and have been doing so for over 20 years. Our research looks deep into the fundamentals of the reporting company while also including a technical analysis of the share price. We add value by writing informative reports that are easy to read, assisting subscribers to make informed decisions.
Our other company services are:
- Company Valuations
- M&A
- JSE Sponsor
- Advisory Services
- Capital Raise
Mill Street Research
To subscribe to Mill Street Research, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
The Weekly Roundup is Mill Street's weekly report offering selected highlights from our long-standing institutional research product suite. The report provides updates and ideas from three components of Mill Street's research:
1) stock ideas based on our MAER stock selection model
2) updates of our Short-term Risk Model
3) concise topical macro commentary
Mill Street's MAER product is a carefully constructed, institutional-grade multi-factor global stock ranking model that has been used by demanding buy-side firms for years as part of their stock selection process. MAER leverages proprietary implementations of well-established drivers of returns to obtain results that are more effective, robust, and investable than most other models.
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Disclosure:
- This sample research report is published by Mill Street and is being posted with permission from Mill Street. The views expressed in this article are solely those of the author and/or Mill Street and IB does not endorse or recommend any investment, trades or trading strategies discussed in the article. This material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IB to buy, sell or hold such security. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circ*mstances and, as necessary, seek professional advice.
MNI Market News
To subscribe to MNI Market News, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
MNI is a provider of news and intelligence specifically for the global foreign exchange and fixed income markets, offering real-time actionable, insight and decision support to professional investors and traders delivered in concise bullet point format. MNI's reputation for delivering mission-critical information has been built over three decades. Offering not only news, but news analysis: linking breaking news to the effects on capital markets. MNI's mission is to provide "All Signal, No Noise".
Morningstar
To subscribe to Morningstar, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Access research from Morningstar, the leading global provider of independent, fundamental research to help make better informed decisions. Morningstar's team of 100+ global analysts covers thousands of securities and delivers in-depth reports that include the Morningstar Rating™, buy/sell prices, Stewardship Ratings, Economic Moat Ratings, and risk analysis.
Naviga Newsfeed
To subscribe to Naviga Newsfeed, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Using our proprietary taxonomy, Naviga creates aggregated news topics from thousands of reputable business sources including Pro-feeds, regulatory announcements, rumour wires and web sites. Naviga – working to create alpha by distilling stories from background noise.
Ned Davis Research
Ned Davis Research is a complimentary service, and does not require a subscription.
The Ned Davis Research (NDR) offering for Interactive Broker clients provides broad, objective market analysis and implementation ideas. The commentary includes: daily U.S. economic analysis; weekly in-depth insights on global economies, global asset allocation, and fixed income; and monthly commentary summarizing the firm's investment strategy. The offering also includes actionable ideas through weekly commentary on themes. A suite of key fixed income indicators and charts rounds out the offering.
NDR is a global provider of independent investment research, solutions and tools. Founded in 1980, NDR helps clients around the world make objective investment decisions. Our experienced strategists and analysts use fundamental and technical research with models, charts, indicators and weight-of-the-evidence methodology to help clients see the signals and invest with confidence. NDR is headquartered in Sarasota, Florida with offices in New York, London, and Hong Kong.
View Market Digest Sample Report* View Fixed Income Focused Sample Report*
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Disclosure:
- This sample research report is published by Ned Davis Research and is being posted with permission from Ned Davis Research. The views expressed in this article are solely those of the author and/or Ned Davis Research and IB does not endorse or recommend any investment, trades or trading strategies discussed in the article. This material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IB to buy, sell or hold such security. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circ*mstances and, as necessary, seek professional advice.
New Constructs
New Constructs is a complimentary service, and does not require a subscription.
We find it. You benefit. Investment ratings on 3000+ stocks, 400+ ETFs and 7000+ mutual funds. We offer tools to help clients protect themselves from red flags buried in footnotes. Cutting-edge technology enhances our forensics accounting expertise to provide the best risk/reward analysis. We shine a light in the dark corners of SEC filings so our clients can make safer, more informed decisions.
Orbisa
To subscribe to Orbisa, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Orbisa is a premium market data service offering insights and transparency into the securities lending industry. The Orbisa dataset lets clients evaluate short trades by accessing key securities lending metrics. Investors can access metrics such as Utilization, Shares On Loan and Short Interest Indicators to gauge borrowing demand in a name, which may reflect market sentiment. They can also leverage historical data to view recent trends and compare activity across two tickers.
Complimentary Data
- Utilization: a measure of supply and demand in the securities lending market. This value measures the on-loan quantity (shares actively borrowed) relative to the inventory quantity (shares available to be borrowed), giving insight into how difficult it may be to locate a security
- Borrower Depth: a score indicating how many borrowers are actively borrowing shares. Fewer borrowers may indicate shares are more difficult to locate
- Lender Depth: a score indicating how many lenders are actively lending shares. The deeper the market, the easier it may be to locate a security
- Average Duration: the weighted average duration of all open loans, expressed in calendar days. Shorter duration may indicate recent borrowing and lending activity
Premium Data
- Short Interest Indicator: a measure of shares borrowed versus shares publicly available to trade. A high short interest could lead to a potential short squeeze if short sellers look to close out of positions
- On-Loan Quantity: the number of shares actively being borrowed
- On-Loan Value: the value of the shares actively being borrowed. This value will be influenced by the On-Loan Quantity as well as price movements of the security
- Days To Cover: an estimate of how long it would take to cover a short position given recent trading volumes by comparing the on-loan balance to recent trading volumes. The higher this figure, the greater the risk of a potential short squeeze
Users subscribed to Premium Orbisa Securities Lending Analytics also have access to 12 months of historical data to help understand when demand is increasing or decreasing. In addition, they can gain insight by comparing borrowing demand between two stocks.
Passiv
To subscribe to Passiv, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Passiv is an automated portfolio management tool that makes it easier for investors following a balanced fund investment strategy to manage their portfolios. It helps users to be their own wealth manager, making it easier for them to allocate cash and maintain a target allocation. Simply set your target allocation and follow the calculated trades. You'll also get notifications whenever cash hits your account or your portfolio drifts. Passiv is free to use but Elite users get access to advanced features like:
One-click trades - Allocate cash or rebalance your portfolio in one-click, saving you the hassle of having to login to your broker to place the trades.
Multi-account portfolios - Combine multiple accounts into one holistic portfolio to keep everything balanced.
Advanced currency handling - Keep your different currencies separate by preventing foreign exchange transactions in your account.
Dollar cost averaging - Allocate new cash contributions gradually over time to reduce the risk from market volatility.
And much more!
Peak Capital Management
To subscribe to Peak Capital Management, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
PCM Report – The PCM Report is a monthly report produced by the Peak Capital Management leadership team of which includes a variety of content including economic commentary on the capital markets, technical analysis, political analysis, and a brief Q&A section led by both our CEO and Chief Equity Strategist.
Quarterly Performance Review – The Quarterly Performance Review is a research report produced by our Chief Equity Strategist and Head of Research, Clint Pekrul, CFA, where he analyzes and discusses the equity and fixed income markets. Clint also provides a brief review of how our managed-risk strategies have performed over the most-recent quarter.
QuantConnect
To subscribe to QuantConnect, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
QuantConnect's cutting-edge algorithmic trading cloud lets you design and trade strategies in Python or C#, tapping into a massive library of financial data for your strategies.
The complete API lets you focus on your strategy and leave the data plumbing to us. Your strategy is deployed to institutional-grade racks in Equinix and is fed with the best market data possible.
The Researcher Pack comes with a fast 2-Core 5GHz, 8GB-RAM backtest server to run your cloud backtests, a jupyter research node to do historical batch research, and a live-trading node wired up and ready for trading.
The Trading Firm pack comes with 2 high-powered backtest nodes each with 4-5GHz Cores and 12GB RAM. They have a powerful research node and an upgraded live trading node. The Trading Firm pack lets you collaborate with team members to quickly deploy your ideas.
RedSky Markets
RedSky Markets is a complimentary service, and does not require a subscription.
Redsky Markets is a data analytics company that has developed a proprietary software language allowing for rapid queries of large datasets. When certain market thresholds are met in CME Group's major products, Redsky is designed to provide real-time alerts via text message, RSS feed or mobile app. Additionally, Redsky can provide historical context around every market alert.
Refinitiv
Refinitiv is a complimentary service, and does not require a subscription.
Recognizing that professionals need trusted information, filtered, and expertly managed, Refinitiv provides a wide range of business-critical information and software for actionable insight.
Refinitiv is the world's leading source of intelligent information for businesses and professionals. We combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial and risk, legal, tax and accounting, intellectual property and science and media markets, powered by the world's most trusted news organization.
Sadif Analytics
To subscribe to Sadif Analytics, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
SADIF is an independent research firm providing unbiased and conflict-free rating updates and quarterly equity research on more than 20,000 companies worldwide. SADIF recommendations are based on fundamental financial analysis, complemented by technical inputs. Our ratings provide a comprehensive tool for analysis and development of actionable investment ideas.
Seasonax
To subscribe to Seasonax, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Seasonax empowers investors with an award-winning platform to effortlessly filter thousands of stocks, commodities, and currencies. Their innovative Screener identifies high-probability trading opportunities in just a few clicks, guiding users towards top trades and offering insights into the historical market behaviour. Seasonax combines ease of use with powerful analytics, making informed investment decisions more accessible than ever.
Seeking Alpha
Seeking Alpha is a complimentary service, and does not require a subscription.
Stock market insights & financial analysis. Provides research articles covering broad range of stocks, ETS and investment strategies. Insights are provided by buy side investors and industry expert.
Simpler Trading Company
To subscribe to Simpler Trading Company, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Simpler Trading Company is a premier options education service. Options education is provided through online classes, video newsletters, and a live trading room. Simpler Trading Company has the largest options membership community on the Internet. If you are interested in swing trading stocks you can check out Simpler Stocks which provides stock trading education through a video newsletter, articles, and group mentorships.
Simply Wall Street
Simply Wall Street is a complimentary service, and does not require a subscription.
Simply Wall St helps investors make more informed decisions. Simply Wall Street conducts in-depth and unbiased fundamental analysis on thousands of listed companies worldwide allowing you to quickly identify and research opportunities. Our products are easy to understand, visual, and comprehensive.
Slingshot Insights
To subscribe to Slingshot Insights, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Slingshot Insights is an expert network and management access company, focused on the healthcare and biotech space. Slingshot Insights focuses on fulfilling specific interview requests for investors on stocks, and records and transcribes telephone interviews.
Interactive Broker clients can access these completed KOL interviews, conducted by professional portfolio managers, for a monthly fee.
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Slingshot Insights' Exclusive Package for GFIS Customers includes:
Access to Slingshot's completed expert interview transcripts after a 2 week holding period.
Immediate access to Slingshot Insights' management call transcripts as well as the ability to access live calls.
Smartkarma
To subscribe to Smartkarma, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Smartkarma is an independent investment research network uniting Insight Providers, Investors, and Investor Relations Professionals. Smartkarma challenges conventions by providing differentiated, independent analysis on companies, markets, and industries across the world. This includes insights on areas under-reported by mainstream market coverage, including Event-Driven, IPOs & Placements, and Small/Mid-Cap Equities, as well as a wealth of financial data and analytics provided by exchanges, banks, brokers, and more.
Smartkarma's online platform empowers asset managers and private accredited investors who want to access market-moving, differentiated intelligence; corporates who need to maximise their outreach; and analysts who wish to reach global investors with their written reports and bespoke services. Smartkarma is backed by notable investors such as Sequoia Capital, SGX, Wavemaker Partners, Jungle Ventures, and Enterprise Singapore.
The network continues to grow as Smartkarma bolsters its offerings and services:
Premium Services allow asset managers to engage with Insight Providers in a deeper, more nuanced way through desk access and differentiated bespoke reports.
Smartkarma Originals are bespoke and exclusive research pieces that look at current topics through unique perspectives, to deliver even more differentiated research to Smartkarma's client base.
Corporate Solutions helps listed companies monitor investor and analyst sentiment, improve their research coverage, and streamline investor relations workflows.
Private Investor Solutions (Smartkarma Plus) empowers private investors with differentiated and actionable investment ideas with a niche focus on Asian markets. Private investors can now have access to Smartkarma's extensive archive of independent and institutional-quality research, trusted by global institutional investors with million-dollar budgets.
Smartkarma is headquartered in Singapore, with offices in London and New York.
Context Analytics
Context Analytics is a complimentary service, and does not require a subscription.
Context Analytics, Inc. (CA) aggregates the intentions of professional investors as expressed on Twitter. CA uses patented proprietary Sentiment NLP, Topic Modelling, and Source Technology to compare current conversations to historical baselines identifying if the conversation is significantly more positive or negative than normal. CA is a licensed Twitter partner with access to the full Twitter Firehose. We provide nearly 12 years of out-of-sample historical data and have applied our machine learning to this historical dataset. Our data has proven to be predictive at statistically significant levels.
Stock Traders Daily
Stock Traders Daily is a complimentary service, and does not require a subscription.
Trading Reports and Ahead of the Curve
Buy and sell signals, fundamental charts, and technical data for day, swing, and long term trades. Includes a daily hand-drawn combined analysis of near, mid, and long term straight-line technicals for the NDX, DOW, RUT and SPX. This market analysis helps distill anomalies.
Daily Tech Market Analysis
Stock Traders Daily offers a Daily Comprehensive Market Analysis that combines the Dow Jones Industrial Average, NASDAQ 100, S&P 500, and Russell 2000 (combining analyses to help identify anomalies and opportunities). Market analysis helps investors tune out the noise associated with stocks and company specific dynamics and make improved investment decisions. This subscription provides market analysis and commentary, forward guidance, strategy updates, and trading plans updated aftermarket every day, in advance of the next trading session. Traders using index futures and leveraged ETFs use Stock Trader Daily's raw data to define entry and exit levels, while investors, advisors, and funds use the daily commentary to monitor changes to sentiment.
Strategies and Timing
Stock Traders Daily offers Strategy indicators and Timing Tools that are designed to help investors make long and short trading and investing decisions over varying time frames. The Strategy indicators are a simplified way of understanding whether a portfolio should be exposed to the market or protected, for example. These are updated after hours every day, for the next session, and during market hours when necessary too. Tools include Sentiment Tables and Fibonacci Calculations to help investors with their timing strategies. Please email support@stocktradersdaily.com and request more information about the accuracy of their Fibonacci Timing Tool. With Strategy Indicators and Timing Tools, both investors and Traders can gauge their market exposure, and make decisions supported by proven techniques.
Economic Analysis
Stock Traders Daily offers a big-picture approach to economic observations; less focused on the day to day changes to economic data, and more focused on data and events that shape the macroeconomic picture. Stock Traders Daily focuses on global liquidity, central bank monetary policy, and long-term economic trends.
Stockpulse GmbH
To subscribe to Stockpulse, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Stockpulse provides inimitable decision support with Emotional Data Intelligence that collects, filters, matches, scores, and augments unstructured data and converts it into processable information—making us a true pioneer in social media research and social media analytics since 2011.
Data collectors are continuously scanning myriads of different internet sources for relevant financial topics, communication, and other unstructured data. Latest Artificial Intelligence, Machine Learning, and Natural Language Processing (NLP) methodologies are used to process and aggregate data quality and extract cryptic knowledge of raw and unstructured data sets into viable and comprehensible information such as trading signals.
We have one of the most extensive and most diversified coverages of social media sources around the globe, with a specific focus on financial markets. Beyond the usual sources like Twitter or Stocktwits, we provide insights into Reddit, Discord, Telegram, highly frequented stock message boards, and many other specialized sources. Our coverage is global, we currently monitor more than 40,000 equities from all regions of the world and 9,000 crypto currencies. Natural Language Processing (NLP) is done in several languages, e.g. English, German, Chinese, Swedish, Danish, Finnish, Icelandic, etc.
StreetInsider.com
To subscribe to StreetInsider.com, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
When it comes to real-time market intelligence and analysis there is no substitute for StreetInsider Premium. Trusted by thousands of money managers, traders and analysts at the world's top banks, hedge funds and exchanges, StreetInsider Premium gives members the edge they need in a fast moving market. StreetInsider Premium offers members hard hitting, market moving news feed that weeds out non-actionable items. Some key trading trading categories covered include: M&A, hedge fund news, analyst rating action/comments, FDA news, Trader Talk, Rumors and Momentum movers to name a few. There are many news services that can spit out headlines, but only StreetInsider.com Premium thinks like a trader. We cover derivative plays, special situations, momentum plays, calendar plays and big picture ideas, among other items that can take your market intelligence to the next level.
Stockcalc
To subscribe to Stockcalc, Log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon.
Stockcalc provides fundamental valuations each day for over 9,000 stocks, 2,000 ETFs and 150 industries on the NYSE, NASDAQ, TSX and TSX-V. Their platform empowers you to find under and overvalued stocks and make investment decisions with confidence, whether as an advisor or retail investor. They use a combination of fundamental analysis coupled with technical, economic and volatility indicators as well as commodity prices to calculate what a stock is worth today and what its value will be over the next 12 months. The modelling has had a 99% success rate on predicting the current price and a 78% success rate over the next 12-month period. Their platform allows you to quickly identify investment opportunities to grow your portfolio or build your own models using our suite of tools.
TalkMarkets
TalkMarkets is a complimentary service, and does not require a subscription.
Provides investment ideas according to one's interest, preferences, and level of investment sophistication influence.
TFI Securities
TFI Securities is a complimentary service, and does not require a subscription.
TFI has a strong research platform with diversified coverage. Subscription includes access to fundamental and economic research reports from Hong Kong and China.
The Fly
To subscribe to The Fly, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
The Fly is a leading digital publisher of real-time financial news. Our financial market experts understand that news impacting stock prices can originate from anywhere, at any time. The Fly team scours all sources of company news, from mainstream to cutting-edge, then filters out the noise to deliver short-form stories consisting of only market moving content.
The Motley Fool
The Motley Fool is a complimentary service, and does not require a subscription.
The Motley Fool's purpose is to make the world smarter, happier, and more prosperous. While other companies may focus on one or two of these, TMF aims to do all three by providing outstanding business and investing advice - with a decidedly Foolish bent.
theScreener
To subscribe to theScreener, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
For more than 20 years, the research specialists have been successfully developing solutions that enable strategists, decision-makers and advisors in the investment field to do their demanding job more easily, faster and better.
theScreener has established itself internationally as an information provider for asset managers. This is not least due to its exceptional track record, as well as the clarity and transparency of its multidimensional multi-factor model. The new CIO builds seamlessly on this success. To cover the different approaches in the investment area, new possibilities for data consumption and visualization have been implemented. This allows to use the system flexibly, regardless of the investment approach chosen.
Whether navigating top-down over markets, sectors and asset classes or a targeted individual value analysis – everything is possible in theScreeneer CIO.
The TIE
The Tie Crypto Newsfeed is a news service, and does not require a subscription.
The TIE is the leading provider of information services for digital assets. Our core offering, the Crypto SigDev™ Terminal, is the fastest and most comprehensive workstation for institutional digital asset investors. SigDev brings together real-time news from thousands of primary sources, with sentiment analytics, spot and derivatives, alternative, and on-chain data in a powerful and intuitive platform.
The TIE's clients include the leading traditional and crypto-native hedge funds, OTC desks, market makers, trading venues, banks, sell-side firms, and other institutional market participants.
TipRanks
To subscribe to TipRanks, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
TipRanks offers a suite of powerful tools for individual and professional investors that turn any system into a fully-fledged research platform. Use TipRanks to generate trade ideas, perform market research and manage portfolios.
TipRanks serves as a comprehensive investment tool for traders and financial institutions. TipRanks aggregates stock ratings made on stocks in the NASDAQ and NYSE and tracks both the performance of analysts and bloggers who publishes stock advice, as well as track the gains made by top hedge funds and corporate insiders. TipRanks can be used to draw data-based insights on investor holdings, accompanied by simple graphics. TipRanks crunches data so investors can act on insights.
Analyst Activity
For stock, TipRanks aggregates the ratings made by analysts in the last 3 months to determine the overall consensus, ranging from Strong Sell to Strong Buy. The average 12-month price target is displayed along with the potential upside/downside from current market value, illustrated by a graph that extrapolates the high, low, and median stock price estimates for the next 12 months. Below, view a summary of the recent analyst ratings made on the stock. This includes the analyst name, firm, and rank next to the rating details. To learn about the rationale behind each rating, refer to the "Read article" link that will redirect investors to the reasoning behind the analyst's call.
Analyst Profile
TipRanks creates a comprehensive score card for analysts, allowing investors to view the potential gains from each analyst's history. The name, firm, and sector of the analyst can be viewed alongside the analyst's success rate and average return. Analysts are rated according to a combination of their success rate at making recommendations, average return of all recommendations, and the statistical significance of their results.
TOGGLE
To subscribe to TOGGLE, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
TOGGLE AI is an easy-to-use, institutional-grade investing assistant. It was named the winner of "Best Financial Research Company" at Benzinga's 2021 Global Fintech Awards.
With TOGGLE AI, you'll get AI investment ideas every day, access to the TOGGLE Leading Indicators, instant alerts, help to plan entry and exit points, and much more.
Join a global community of over 100,00 investors who supercharge their investing with TOGGLE AI.
How does TOGGLE AI work?
- TOGGLE AI monitors billions of data points across valuations, momentum, economic growth
- Using the power of machine learning, TOGGLE's AI distills this vast ocean of data into actionable insights on more than 40,000 assets.
- TOGGLE covers all asset classes, including global equities, currencies, crypto, futures, commodities, and fixed income.
What do I get with TOGGLE Copilot?
- Get access to the ultimate idea generation tool, putting all of TOGGLE's insights at your fingertips.
- Connect all your portfolios in one place and receive daily alerts on how current market movements, new data releases, and news headlines might affect your securities.
- Easily filter the universe by sector, insight quality, direction, and more.
- From business cycle analysis to entry-point indicators, you'll get access to all the insights favored by institutional investors.
- Regardless of your subscription plan, all users get access to live workshops, small-group orientations, and world-class client support.
Why should I upgrade to TOGGLE Pro?
- TOGGLE Pro is our full professional suite geared toward experienced investors. In addition to all the features available on Copilot, Pro users will get access to insights on futures, credit, and fixed income.
- You'll also get access to our Scenario tool, which uses state-of-the-art data science to help you explore potential movements on a macro level. How do copper prices affect your mining stocks? If inflation is really high, what could happen to your bank stocks? Test all your hypotheses with one click, no coding required.
Disclosure:
- IB Global Investments LLC, a subsidiary of Interactive Broker Group Inc., the parent company of Interactive Brokers LLC, is a minority owner of Toggle AI.
Trade Ideas
To subscribe to Trade Ideas, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
"Trade Ideas gives technology reserved for hedge funds to the Individual Retail Investor with goal of enabling better decisions in the U.S. and Canadian equity markets. Our A.I. watches every stock and ETF in real-time to identify opportunities everyone else is missing.
Trade Ideas' Machine Learning AI performs a Quantitative Combine daily that reduces, via idea generations and risk management testing, a large universe of algorithms to 6 or 7 per day optimized for capturing alpha with the highest probability of success."
Tradestation
To subscribe to Tradestation, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
TradeStation offers state-of-the-art trading technology and online electronic brokerage services to active individual and institutional traders in the U.S. and worldwide.
Trading Central
Trading Central is only available in listed professional data bundle.
The Trading Central team prides themselves in successfully supporting investors through innovation. This goal is at the core of everything they do, creating a dynamic and continuously growing list of investor-centric innovations that are designed to facilitate confident, educated trade decisions. Trading Central's patented pattern recognition applications continually scan 89 markets globally to provide coverage of over 75,000 instruments. Their insightful analysis and investment research tools enable users to find and validate suitable investment opportunities based on their individual preferences, optimize the timing of their trades, continually learn about markets while running their own portfolios.
Markets never sleep, and with offices in Paris, London, Cyprus, New York, Ottawa, Sydney, Hong Kong and Shanghai, Trading Central is always there to support investor decisions in the moments most needed.
UBS Live Desk Institutional
To subscribe to UBS Live Desk, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
UBS Live Desk offers a window into the global trading floor of one of the world's largest investment banks. UBS Live Desk delivers streaming commentary from traders and sales in short, easy-to read snippets to keep you up to date with the very latest developments in global financial markets. The commentary includes updates on assets as well as views and opinions on the key themes driving markets.
Updata
To subscribe to Updata, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
"Updata is a market leader in the provision of technical analysis and automated trading software. The software is compatible dozens of different data sources including Interactive Brokers right up to professional market terminals such as Bloomberg and Refinitiv Eikon. Users can run hundreds of different charts across multiple workspaces. The Technical Analysis tools cover all the bases including world leading point and figure. Automatic price targets are given with a single key press.
Scan large universes of stocks for the ones that meet a given criteria and set complex technical alerts for trade generation ideas. The system testing capability lets users write their own trading systems and Updata's Indicators libraries provide over 1,000 pre written systems to run and test right away. This can be linked trough to trading on the IB platform."
Validea
To subscribe to Validea, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Validea's Stock Research suite is a web-based investment research tool that analyzes stocks using a series of systematic, fundamentally-oriented investing models that are based on the strategies of Wall Street legends and other demonstrable investing methods. The service consists of 22 "guru"-inspired models and time-tested investment strategies that are used in individual stock analysis, new investment idea generation, model portfolios, trade alerts, stock ratings and additional features like Validea's ETF models portfolios and more. The guru models on Validea include approaches based on Warren Buffett, Peter Lynch, Ben Graham, Joel Greenblatt, Martin Zweig and many others.
- Validea Stock Reports: Access individual stock reports based on guru strategies and point in time fundamental data.
- Validea Standard: Access stock selection models based on Buffett, Lynch, Graham and other Great Investors.
- Guru Analysis: Real-time analysis of any stock using proven factor-based strategies.
- Guru Stock Screener: Screen for stocks that pass any guru models.
- Model Portfolios: 14 easy to follow model portfolios that make following Validea's system easy. Users also have access to ETF Asset Allocation models, which have been tested back to 2006.
- Trend Following: Buy and sell signals for stocks and major asset classes based on a proven technical timing system.
Validea Professional: Elite research tool with 22 demonstrable investing models, including portfolio set and much more.
- Get All 22 Guru Models: Models based on fundamental momentum, private equity, value composites and shareholder yield are available in the model portfolios, guru analysis and guru stock screening features.
- Model Portfolios: Unlock all 22 guru-based models. Users also have access to all ETF model portfolios (factor, sector and asset allocation strategies).
- Trade Alerts: Individual stock alerts based on high conviction guru signals.
- Industry and Country Portfolios: Industry- and country- based portfolios that contain the top stocks according to Validea's guru models.
- Trend Following: Buy and sell signals for industries and investing styles based on a proven technical timing system.
- My Validea Pro: Follow any industry or country/region and receive email alerts on upgrades and downgrades within them.
ValuEngine
To subscribe to ValuEngine, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
ValuEngine (VE) is a stock valuation and forecasting service founded by Ivy League finance academics and Wall Street professionals in 1996. ValuEngine provides individual stock valuation and forecasting reports on over 4,000 US stocks (including 800+ ADRs) and over 1,200 Canadian stocks. In addition, we provide reports on 16 Sectors which are further broken down into 140 Industries. All reports are updated daily after market close.
Our Rating and Forecast Report incorporates the outputs from all of our proprietary models and includes a valuation overview, rating, fair value assessment, return forecasts, market ratio-based valuations, comparable stock analysis, and complete company financials.
ValuEngine's Rating and Forecast Reports for over 5000 stocks provide a recommendation that is based on the proprietary ValuEngine one-year forecast return model output for each individual equity. ValuEngine's Five-Engine rating stocks have an averaged annual return of 26.40% since 2002.
ValuEngine also provides a forecast for 1-3-6 months as well as 1-2-3 years. The predictive variables used in Valuengine's forecast model include both proprietary and well-established variables derived from credible financial studies and publications. We use a distinct forecasting model for each time horizon and apply the most advanced statistical/econometric techniques to ensure that our stock return forecasts are as reliable as possible.
Vermilion
To subscribe to Vermilion, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
Booster Shots:
Booster Shots is a great source of ideas for value-oriented investors. The charts presented in this report exemplify selling exhaustion, bottoming patterns, and in some cases, positive inflections. Stocks demonstrating bottom-finishing patterns, as they are known, may be indicators of improving price and relative strength reversals.
Vermilion Compass:
- Weekly strategy recap and presentation of actionable themes.
- Weekly reiteration of Vermillion's top-down investment thesis with updates and a selection of actionable Sector and Group ideas.
- Provides bottom-up analysis of over 3,000 stocks broken-down by sector and characterized as being in one of six technical cycles.
Vermilion ETF Pathfinder:
- Comprehensive technical assessment of ETF landscape.
- Pathfinder offers a comprehensive technical appraisal of the ETF universe.
- Provides commentary and strategy for ETF investors broken down by asset class, geography and sector.
- Explores actionable ETF themes, highlighting the most technically significant charts to help investors identify significant trends and their component drivers.
Vermilion Insights:
- Actionable sector and group themes.
- Provides cyclical and secular investment ideas based on thematic sector and group moves.
- Ideas are generated through the use of Vermilion's proprietary RSR rankings, and a comprehensive review of individual charts.
- Ideas are selected on the basis of significant trend inflections, increasing the likelihood for immediate and sustainable performance.
Short Shots:
Short Shots is a collection of technically vulnerable charts culled from the "Negative Inflecting" and "Toppy" columns within Vermilion's Weekly Compass Report or, from their various technical screening processes. The charts contained within the report demonstrate concerned technical patterns that suggest further price deterioration is possible. For these reasons Short Shots makes sense as a source for ideas by investors interested in short-selling candidates.
Wall Street Horizon
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Wall Street Horizon Corporate Event Data for Retail and Institutional users (API)
In the volatility that surrounds corporate events, investors use Wall Street Horizon's accurate and timely single-stock event data to stay on top of company happenings for their portfolio and watchlist companies. Knowledge of forthcoming events and event changes gives them the lead time they need to gain a trading edge.
The Wall Street Horizon universe covers 10,000 publicly traded companies worldwide including NYSE, NASDAQ, OTC, FTSE 100, CAC 40, DAX 30, Hang Seng 50, Nikkei 225, EAFE and Dow Jones STOXX 1000 constituent companies.Wall Street Horizon event data includes more than 20 event classes, highlights include:
Lifecycle of Earnings Dates through to EPS and Earnings Conference Call
- Earnings Calendar
- EPS Results
- Earnings Conference Calls
- Future Quarters
Announced Dividends with Status
- Dividend dates, frequency, amounts and status
Investor Conferences and Events for Event Cluster Volatility
- Conferences & presentations
- Road shows
- Company travel
- Forums
- Summits
- Business updates
- Workshops
- Analyst days
- Capital markets days
- R&D days
- Seminars
Merger Events
- Mergers & Acquisitions
- Spinoffs
Stock Events
- Buybacks
- Secondary Offerings
- Stock Splits
- IPOs
Additional Corporate Events
- Interim calendar
WaveStructure
To subscribe to WaveStructure, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
WaveStructure provides its subscribers with access to daily Elliott Wave and Action Reaction line analysis covering the following markets:
- Currencies
- Indexes
- Commodities
- ETFs
- US Equities
- EU Equities
Analysis of the instruments within each asset class is continuously updated. Alerts about imminent trade opportunities are issued on a daily basis before market open. Alerts fall within the following categories:
- Action Reaction line break (see Education section)
- Elliott Wave breakout (e.g. price rallies above the top of wave 1, entering into wave 3 territory)
- Elliott Wave divergence (e.g. price action in wave 5 not confirmed by a new extreme in the RSI reading)
On average there are about 10-30 alerts issued per day. Alerts follow a simple format: Date Period Ticker Instrument Event Sentiment
31/12 Daily ZL Soybean Oil Divergence Bearish
Subscribers get instant access to educational materials with detailed explanation of our methodology and examples of how the system is applied in real life trading. These materials are divided into 7 parts:
- History
- Market Structure
- Wave Principle
- Action Reaction Lines
- Application
- Case Study
- Alan Andrews' Original Action Reaction Course
For more information, reach us at info@wavestructure.com.
Wright FIRST
To subscribe to Wright First, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon
The Wright FIRST Investment Research Service For GFIS provides tools to help with portfolio management, and includes proprietary Wright Quality Rating® for each company, Investment Commentaries, extensive economic and securities markets Chart Files, and Special Report for over 38,000 of the leading companies in 69 countries.
The service facilitates business development and client servicing. Financial Advisors and Investment Professionals can provide prospects and clients with timely information and research. The Wright FIRST Investment Research Chart File provides an extensive resource with insightful graphs and tables that can be included in client account review presentations.
Yuan Talks
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Yuan Talks is an independent news platform providing real-time and original information about China's economy and financial markets, with details and data you don't find anywhere else.
They fill the gap between local business information in China and the information that global investors can get from mainstream media outlets. Yuan Talks walk you through every trading day, grab every piece of news with a potential of moving the markets and present it to clients at the earliest possible time. They organize highly scattered China market news to keep you informed in a streamlined and efficient way.
Yuan Talks closely track policies and regulations, official data, independent data from industry associations and research institutions, views and comments from officials, economists, analysts, etc.
Zacks Investment Research
Zacks Investment Research is a complimentary service, and does not require a subscription.
Zacks Investment Research is a Chicago-based research and money management firm founded in 1978 to provide institutional investors with quantitative models designed to predict stock prices for US companies. The product line has expanded over the years to provide a wide range of investment-related information services and software tools to individual investors.
Zacks stock research methodology represents a blend of quantitative and fundamental research, with analyst-written research reports on approximately 960 stocks and quantitatively-driven one-page Snapshot reports on an additional 2,600 stocks. At the core of our rating system is the Zacks Rank, which reflects estimate revisions momentum and earnings surprises.
A new addition to the Zacks Equity Research Reports is the Zacks Style Score, which provides an additional tool for investors to sort through the large number of Zacks Rank 1 and 2 stocks at any time based on one or more of the Value, Growth and Momentum investment styles. The idea is to help investors pick the most appropriate Zacks Rank stocks based on their individual stock-picking preferences. The individual A, B, C, D, E or F Style Score for each stock results from a back-tested evaluation process that uses the metrics with the most predictive value for each style. The top-rated stocks combine Zacks Rank of 1 or 2 with Style Scores of A or B.
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