QuoteMedia
On Demand (QMod)

QMod is an extensive product line of dynamic financial information web widgets. QuoteMedia’s web tools are fully customizable and seamlessly integrated within existing websites and applications to build advanced user workflows.

QM Title Image

QuoteMedia On Demand (QMod)

QMod is an extensive product line of dynamic financial information web widgets. QuoteMedia’s web tools are fully customizable and seamlessly integrated within existing websites and applications to build advanced user workflows.

OVERVIEW

FEATURES & CAPABILITIES

ENGAGEMENT

QuoteMedia On Demand

QuoteMedia’s proprietary web delivery system, QuoteMedia on Demand or QMod, provides a wide array of market data content solutions that enable teams to build intuitive financial workflows. Preconfigured plug-and-play solutions are available in addition to completely customized tools to meet any projects requirements.

QMod offers secure per user market data and content module provisioning offering development teams unlimited customization.

Financial Dashboard Solutions

QuoteMedia is a leading market data provider and developer of SaaS financial information solutions. Our team designs, develops and hosts modern financial content, research reports, tools and applications.

WHITE LABEL

Design intuitive workflows that display financial information, reinforce brand and integrate seamlessly with existing platforms.

PERSONALIZATION

Utilize data to present complex information and guide users to make informed decisions.

MARKET DATA PROVIDER/CONTENT AGNOSTIC

Tap core global market data, news, research and proprietary information from QuoteMedia and a range of 3rd party contributors.

ELASTIC BACKEND INFRASTRUCTURE

Core architecture is scalable and leveraged across clients. Providing a faster time to market and superior performance.

Business Lines

1. WEALTH PORTALS

2. SERVICE PROVIDERS

3. MEDIA

4. FINTECH APPS

5. SELF DIRECTED BROKER

6. INVESTOR RELATIONS

User and Exchange Entitlements

Pair QMods with QuoteMedia’s user management system to control user data permissions and exchange fee subscriptions. Access monthly reports and seamlessly manage user entitlements instantly.

user exchange buttons

Charts

1. BASIC CHARTS

Lightweight snapshot of intraday price movement or historical time series.

2. ADVANCED CHART

Add common standalone and overlay indicators, choose different chart types and time frames.

3. INTERACTIVE CHARTS

Overlay corporate events, build comparison charts, slide and zoom on time series.

3. TECHNICAL CHARTS

Fully loaded streaming charts. Tools that active traders demand. Hundreds of indicators and drawing tools for the most advanced market participant.

Portfolios & Watchlists

QMod supports several portfolio & watchlist tools with a range of functionality, from a simple user editable watchlist to the display of a user’s portfolio profit and loss tracking with advanced analytical features. Our portfolio & watchlist tools provide value for investors by making complex evaluations easy to visualize and interpret.

QuoteMedia provides fully managed portfolio and watchlist solutions by hosting user data anonymously or API integration of user data.

MULTIPLE ASSET TYPES, MULTIPLE CURRENCIES

QMod widgets support transactional portfolios with a variety of asset types including equities, ETFs, mutual funds, bonds, cash and more.

Holdings can be valued in multiple currencies (e.g. MSFT in USD and BB in CAD) and the entire portfolio valued in a single currency.

PORTFOLIO ANALYTICS

Performance, Transactions, Fundamentals, Estimates, Research, Charts.

PERSONALIZATION

Display news, corporate actions and other events related to holdings held within a portfolio.

Market Research

Visualizations that represent an intraday snapshot overview of the markets, their status and notable market events.

MARKET OVERVIEW

  • Indices
  • Commodities
  • Forex
  • Cryptocurrency
  • Bonds
  • Interest Rates

MARKET MOVERS

  • Top Gainers
  • Top Losers
  • Volume Leaders

52 WEEK RANGE

  • Highs
  • Lows

Market Calendars

Allow users to view and filter for corporate events happening on their holdings and across all equities markets.

  • IPOs
  • Earnings
  • Dividends
  • Splits

Screeners

Market screener modules enable investors and traders to choose criteria and screen for stocks, ETFs or mutual funds based on their defined metrics. Screeners provide users with a choice to select trading instruments suitable for their trading objectives.

Equity Research

Individual, detailed equity research, when combined, offer in-depth analysis of an asset, its historical performance, and its related peer group.

  • Company Profile
  • Share Performance
  • Historical Prices
  • Insider Transactions
  • Peer Comparison

Financials

Current and historical overview of annual and quarterly financial statements.

  • Income Statement
  • Balance Sheet
  • Statement of Cash Flow
  • Key Financial Ratios
  • Company Fundamentals
  • Earnings Estimates

KEY FINANCIAL RATIOS AND FUNDAMENTALS

  • Profitability: Gross Margin, EBITDA Margin
  • Liquidity: Quick Ratio, Total Debt to Equity
  • Management Effectiveness: ROE, ROA, ROC
  • Valuation: P/E, Book Value
  • Dividend: Yield, Growth, Ex-Date

CORPORATE PROFILES

Headquarters, Key Personnel, Sector & Industry

OWNERSHIP

Insiders
Stock & Option Transactions

Equity Scores

QuoteMedia derives its own proprietary Analytics Scores to analyze and rate publicly traded companies based on several financial, fundamental and technical metrics.

INDIVIDUAL SCORES:

  • Credit
  • Dividend Quality
  • Earnings Momentum
  • Price Performance
  • Technical
  • Valuation
  • Financial Performance
  • Capital Efficiency
  • Growth
  • Liquidity
  • Profitability

Analyst Data

Check the current consensus from Wall Street or Bay Street, and view the history of analyst recommendations with respect to companies on all major North American Exchanges.

  • Consensus Rating Average
  • Consensus Rating Details
  • Consensus Rating Industry Comparison
  • Individual Analyst Recommendations
  • Recommendations History

Earnings

Earnings estimates and actuals provide insightful information on the financial health of a company in determining its value. QMod earnings modules provide users a clear snapshot of:

  • Historical Quarterly and Annual Earnings
  • Earnings Announcement Dates
  • Current Target Price
  • Target Price History
  • Consensus EPS Estimates Trend
  • Earnings Surprise

Filings

Company Filings allow site visitors complete access to all of a company's financial reports, as well as a host of other filings, to better understand the current financial position of the company, and any material events that might affect it. QMod widgets are maintenance-free, automatically updating your site with new filings as they are released.

  • United States: SEC
  • Canada: SEDAR
  • London: FCA
  • Hong Kong: IIS
  • Filings documents can be returned as XBRL, HTML, Word doc, PDF, iXBRL, or Excel

Options

Option Chain modules and widgets list all of the put and call option strike prices along with their bid-ask quotes for a given maturity period.

VISUALIZE AND FILTER OPTIONS DATA BY SEVERAL PARAMETERS:

  • Regional Exchange or Composite
  • Strike Price
  • Calls, Puts or Both
  • At the Money, Out or Near the Money
  • Expiration
  • Most active options
    • Open Interest
    • Volume
  • Greeks (Delta, Gama, Theta, Vega, Rho)

Fund Research

QuoteMedia Fund Research (QMFR) provides a comprehensive database offering detailed insight into U.S. and Canadian Mutual Funds, Exchange Traded Funds and other fund investment products.

The QMFR database supports over 100,000 share classes including access to Fund Returns, Daily Net Asset Values (NAVs), Allocation and Holdings, Risk Statistics, Benchmarks, Investment Objectives, Distributions, Documents (fund filings & prospectus), Fund Events (mergers, liquidations, name changes, cross-reference changes and classification changes), Historical Data and more.

TYPES OF FUNDS COVERED:

  • Equity Funds
  • Fixed Income Funds
  • Asset Allocation Funds
  • Index Funds
  • Target Date Funds
  • Money Market Funds
  • Commodity Funds
  • Environmental, Social and Governance (ESG) Funds
  • Unit Investment Trusts
  • Exchange Traded Funds (ETF)
  • Hybrid Funds
  • And more

Quotes

QMod modules support real-time granular data and visualizations that allow users to track the following price action on the assets they monitor:

  • Level 1 & Level 2 Quotes
  • Trades / Time and Sales
  • Market by Price
  • Regional Quotes
  • Regional Volume
  • Net House Summary

Alerts

Tailored Event Notifications

From the user’s perspective, our alert function is simple and intuitive. User schedules an alert, it triggers, and a message is sent to the user when the event occurs.

Users can receive alerts to their desktop, tablet or mobile phone, informing them of a wide variety of market activities including:

  • 52 Week High/Low
  • Volume Alert
  • Price Quote Alert
  • Price Change Alert
  • News Alerts
  • Filings Alerts

END OF DAY SUMMARY

Provides a user the option to subscribe to a summary for the selected symbol at the end of each market day.

Custom Indices

Reduce internal data processing and let QuoteMedia support your benchmark methodologies and manage each of your benchmarks in our database. Each benchmark is assigned a ticker and can be made discoverable through our APIs and content modules for users to access intraday and historical prices, constituents & weightings, analytics and more.

Onboarding

QuoteMedia’s flexible product and integration process provides a tailored structure flexible to be supported with multiple vendors solutions within the same application. QMOD modules can be integrated into simple and complex workflows according to your project requirements. The integration format offers a series of implementation sessions with product, technical and business teams.

QM qmod-onboarding Graphic
QM Arrow Right
QM Arrow Right
QM Arrow Right

SCOPE

DESIGN AND ARCHITECTURE

DEV OPS

LAUNCH AND SUPPORT

Goals and deliverables are established. Project plan and milestone are defined.

User experience coordination with frontend visualizations.

Coordinating frontend and backend development teams.

Ongoing continuity and proactive support.

  • SSO
  • Mapping
  • Add Documentation
  • Features
  • Logic
  • Platform
  • UI UX Adjustments
  • Architecture Adjustments Backend
  • Architecture Adjustments Frontend
  • Backend Development
  • Frontend Development
  • Unit Testing
  • Quality Assurance
  • Release Flow
  • 3 Tier Customer Support
  • Dev Ops
QM Tablet qmod-onboarding GraphicQM Tablet qmod-onboarding Graphic dotsQM Tablet qmod-onboarding Graphic

SCOPE

Goals and deliverables are established. Project plan and milestone are defined.

  • SSO
  • Mapping
  • Add Documentation
  • Features
  • Logic
  • Platform

DESIGN AND ARCHITECTURE

User experience coordination with frontend visualizations.

  • UI UX Adjustments
  • Architecture adjustments backend
  • Architecutre adjustments Frontend
QM Tablet qmod-onboarding GraphicQM Tablet qmod-onboarding Graphic dotsQM Tablet qmod-onboarding Graphic

DEV OPS

Coordinating frontend and backend development teams.

  • Backend Development
  • Front End Development
  • Unit Testing
  • Quality Assurance

LAUNCH AND SUPPORT

Ongoing continuity and proactive support.

  • Release Flow
  • 3 Tier Customer Support
  • Dev Ops

Why Choose Us

Rapidly develop financial data dashboards confidently with QuoteMedia on Demand SaaS content widgets. Our enterprise grade solutions help product teams execute complex financial transformation projects.

Time icon

REDUCED TIME TO MARKET

SaaS financial technology solutions that enable digital transformation.

Settings icon

FULLY CUSTOMIZABLE

Tailored financial technology platforms and financial market data solutions. Third party data and application agnostic.

Time icon

MULTIPLE PLATFORM SUPPORT

Single solution for web portals, active trade and mobile applications.

Clients

BROKERAGE | WEALTH MANAGEMENT | MEDIA | INVESTOR RELATIONS

Clients

Nasdaq
BayStreet
Scotiabank
TMX
Stockhouse
StockTrak
CSE
The Motley Fool
TheStreet

Endorsements

Working with QuoteMedia has been a dream come true. In choosing a provider of data for our index, we needed a firm that had the ability to deliver from a wide range of sources. QuoteMedia checked all the boxes and our experience to date has been excellent. Their new QMod platform looks great straight out of the box and where we have needed customization, the QuoteMedia team has been excellent in helping our development team achieve our objectives. I can say with complete sincerity that the team at QuoteMedia has been incredibly accommodating and we look forward to working with them for quite some time.

DAVID SCHER

Director

QuoteMedia is truly able to offer us the data and news that we need in a manner that perfectly matches our business model and requirements. The QuoteMedia team provides unbelievable service and support as we continue to develop and grow our relationship moving forward. The fact that the QMod widgets are designed to be responsive - automatically optimizing the display depending on the specific device a visitor uses to access the site – is a huge benefit for us, as so much of our audience views our website on mobile phones, laptops and tablets.

ADAM HEIMANN

President

Contact QuoteMedia

QuoteMedia has been providing market data, financial technology and research solutions since 1999. It would be our pleasure to review your current market data implementation and help your team tailor the best solution to future proof your business.

Please contact QuoteMedia to access one of our knowledgeable account representatives to help solve your market data and financial technology requirements.