Research

This section allows you to sort through thousands of different securities. It has filtering capabilities to help you find exactly what you are looking for. When you find an interesting investment opportunity, we offer advanced market data that can vastly improve your understanding of the underlying asset.

Our filter search makes it easy to narrow down search criteria and find specific securities. First, the user can select which top-level classification they want to search for. This is simply a choice between US equity, international equity, or fixed income securities. They can then filter further between 3 more categories and find very particular investment options.
As far as market data is concerned, we go above and beyond what most retail investors are used to. We concisely lay out many key metrics, calculations, and ratios. Knowledge is power, and this data can mean the difference between a buy and a sell.

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