INSIGHTS & TOOLS

Expert insights and investing tools

We help you make better decisions with easy-to-use tools and straightforward insights from experienced professionals.

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Invest with intelligence on your side

Industry-leading research

We offer industry-leading investment research and analysis to help you with all of your trading strategies.

Tools & calculators

From strategy to analysis, our calculators and tools help you plan, evaluate, and track your finances so you're always in the know.

Market insights

Take advantage of ZenTrading Viewpoints® articles and the latest industry commentary to help you make informed investing decisions.

Research tools

Use our screeners and tools to search for ideas, get in-depth analysis, and validate decisions.

Stock Screener

Use advanced filters to find stocks that match your investment criteria and risk tolerance.

  • Custom screening criteria
  • Real-time data
  • Expert predefined screens
  • Mobile accessible

Bond Research Center

Comprehensive fixed income research with ratings, yields, and risk analysis.

  • 75,000+ bond offerings
  • Credit ratings analysis
  • Yield comparison tools
  • Duration analysis

Mutual Fund Research

In-depth analysis of 10,000+ mutual funds with performance metrics and ratings.

  • Morningstar ratings
  • Performance comparisons
  • Risk metrics
  • Manager analysis

ETF Research Hub

Comprehensive ETF analysis with sector exposure and performance tracking.

  • Sector analysis
  • Expense ratio comparisons
  • Tracking error metrics
  • Holdings breakdown

Smarter trading technology

Whether you're working independently, or with a financial professional, we offer smart tools and technologies to help you discover and take advantage of new trading opportunities. We call it Decision Tech.

Active Trader Pro®

Our powerful trading platform helps to give you more control before, during, and after the trade.

  • • Real-time streaming quotes
  • • Advanced charting
  • • Level II data
  • • Options analysis

Decision Tech

Smart tools and technologies to help you discover and take advantage of new trading opportunities.

  • • AI-powered insights
  • • Pattern recognition
  • • Risk analysis
  • • Trade validation

Mobile Trading

Full-featured mobile app with advanced trading capabilities and real-time alerts.

  • • Touch ID login
  • • Real-time alerts
  • • Advanced orders
  • • Portfolio tracking

Achieving your goals

Our Planning & Guidance Center can help you create and track progress toward your investing goals.

Retirement Planning

Comprehensive retirement planning tools with income projection and scenario analysis.

College Savings

529 plan calculators and education funding strategies to help save for your child's future.

Investment Strategy

Asset allocation tools and portfolio optimization to match your risk tolerance and goals.

Tax Planning

Tax-efficient investing strategies and tax-loss harvesting opportunities.

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Market insights and commentary

Stay informed with expert analysis and market commentary from our research team.

Daily Market Commentary

Daily

Expert analysis of market movements and their implications for your portfolio.

Sector Analysis Reports

Weekly

In-depth research on sector trends, opportunities, and risks.

Economic Outlook

Quarterly

Quarterly economic forecasts and their impact on investment strategies.

Earnings Season Guide

Quarterly

Comprehensive earnings previews and post-earnings analysis.