1. COMPANY PROFILE
Comprehensive and up-to-date information on public companies. They are accurate, comprehensive, and current.
Quotestream Desktop
Market research and portfolio management application designed for financial service professionals. Access global markets, advanced screening, alerts, and in depth equity and fund research.
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OVERVIEW
FEATURES & CAPABILITIES
INTEGRATIONS & APPLICATIONS
ENGAGEMENT
Quotestream Desktop
Supporting the financial services community with world class access to market data, analytics, screeners, alerts, news, market research, equity research, fund research, and portfolio management tools. Quotestream offers the user access to a portable market terminal that includes desktop, web and mobile access - for one competitive price.
Quotestream is a cloud based market data platform. All of your settings and data sync between platforms. No servers to install or maintain, making Quotestream the ideal solution to manage your investments and keep track of market moving events.
Business Lines
Self-Directed Brokerage
Asset Managers
Market Surveillance
Core Analysis
2. FINANCIALS
Includes balance sheet, income statement, cash flow statement and key financial ratios. Current and historical quarterly and annual data are included.
3. KEY RATIOS
Our Key Ratios and Statistics tool provides intuitive and attractive displays of financial performance for companies, including their debt and collection issues, stock price, profitability, and more.
4. CORPORATE ACTIONS
Track corporate actions and events for individual companies, including dividends, mergers & acquisitions, splits, and more.
5. EVENTS CALENDARS
Monitor and track upcoming IPOs, corporate actions, earnings announcements and more.
6. CORPORATE FILINGS
Search, view and download financial disclosures including current and historical SEC and SEDAR filings.
Charts
1. BASIC CHARTS
Lightweight snapshot of intraday price movement or historical time series.
2. 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.
News
MONITOR TOP NEWS
Access market moving real-time news, as well as historical news, market commentary, leading online publications and press releases through Quotestream. View news on a per-symbol basis or by your selected lists of symbols, including any of your watchlists and portfolios. Filter by sector, topic, exchange, or news sources. News feeds covering all asset classes and sources supporting English, French, and German language news.
Premium Analysis
1. LEVEL 2 / MARKET BY PRICE
Stream individual or aggregate bid & ask US Equities Level 2 orderbook data. Stream Market by Price, By Order or By Broker for Canadian Equities.
2. PEER COMPARISON
Analyze and compare price and fundamental data for a company with its industry peers.
3. EARNINGS
Detailed display of earnings history, EPS estimates and target price information.
4. ANALYST RATINGS
Access any company’s current and historical analyst ratings and recommendations, as well its current industry ranking.
5. INSIDER TRANSACTIONS
Review a complete list of all insider transactions for a company or filter results by name, transaction type, and year.
6. NET HOUSE SUMMARY
A unique and powerful service offering both the current and historical broker buy and sell trade volume for a Canadian-listed company.
Options
MARKETS
Access data on U.S. and Canadian equities options, as well as futures and index options markets.
CHAINS
View real-time weekly, monthly and quarterly options in organized quote bars.
MOST ACTIVES
Get a snapshot view of most active options. Filter by volume and open interest.
PROFIT/LOSS RISK GRAPHS
Measure an options strategy trade range of profit or loss possibilities.
Trade AI
Quotestream’s Trade A.I. platform provides real-time trading ideas, analytics and advanced risk management with respect to options and equities trading.
Trade A.I. provides nine different perspectives of calculating options probability, and allows the trader to build and analyze a trade in order to help mitigate risk.
Our proprietary statistical modeling engine also serves up profitable trading ideas around optionable stocks. It provides probabilistic analysis of a stock’s past and future moves, options sentiment, fundamental information, as well as sector and industry analysis to deliver a full view of the underlying asset.
Portfolios & Watchlists
Quotestream offers users several portfolio and watchlist tools with a range of functionality from the basic portfolio P/L tracking to advanced analytical features. Our portfolio and watchlist tools build value for investors by making complex evaluations easy to interpret and act on.
MULTIPLE ASSET TYPES, MULTIPLE CURRENCIES
Quotestream supports transactional portfolios with a variety of asset types including equities, ETFs, mutual funds, bonds, 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
News, Corporate Actions related to holdings.
Alerts & Notifications
Quotestream includes a comprehensive array of advanced alerts users can set to notify of real-time market moving events that could affect their portfolios.
Users can receive alerts to their desktop, tablet, or mobile phone, informing them of a wide variety of market activities including:
PORTFOLIO ANALYTICS
- 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.
Market Screeners
User defined filters provide for efficient screening of potential trade and investment opportunities.
QuoteMedia supports a number of data fields across multiple asset classes to meet the needs of even the most advanced investor.
- Exchange, Sector, Asset Type
- Price % or $ Change, 52wk range, Performance
- Technical Indicators
- Financials
- Corporate Actions
- Fundamentals
- Ownership
- And more..
Equities Tearsheets
Search for an Equity listed on the exchange of your choice. Choose from several equity research parameters to include or omit and generate a tearsheet in HTML or PDF format.
DATA PARAMETERS INCLUDE:
- Chart Time Frame
- Company Profile
- Stock Performance
- Recent News
- Corporate Events
- Share Info
- Key Ratios
- Financial Summary
- Analyst Insights
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
Fund Tearsheets
User driven US and Canadian Fund Fact Sheets. Search for your fund of choice and generate an HTML or PDF tearsheet instantly.
DATA PARAMETERS INCLUDE:
- Fund Overview
- Fund Profile
- Fund Performance
- Fund Holdings
Multiple Monitor Support
Quotestream Floating Modules feature allows you to pop up and freely move the modules of your choice, taking full advantage of multi-screen set-ups. All floating windows are resizable and fully configurable, with your floating layouts being automatically saved for you.
Linking (Propagation) Between Modules
Quotestream features the ability to connect or cross-link modules. This provides the user the ability to have linked modules update together when a new symbol is entered. One can also drag a symbol from a portfolio or watchlist into any module (i.e. Charts, News, Level 2, etc.) and that module will update with the data for that symbol. Or quickly scan a list of securities by clicking on a symbol to have its information populated in the other research and price data modules on your screen. Any linked modules will also update concurrently to that newly applied symbol.
Marketplace
Explore apps and third party integrations built for financial market professionals.
This includes NDEX System’s scalable web-based portfolio management platform integration with Quotestream. Entitled users access comprehensive reporting features for the Advisor, Branch Manager and Head Office.
DATA PARAMETERS INCLUDE:
- Consolidated Views of Client Accounts
- Performance Measurements
- Custom Reporting
- Automated Compliance
- CRM Capabilities
- Fee Billing, Securities and Trade Order Management
Data to Excel
Amplify Microsoft Excel with the power of Quotestream data. Connect through RTD/DDE Link or download Quotestream Active Sheets Microsoft app.
- Stream dynamic real-time global market data into spreadsheets
- Perform advanced analysis and research
- Utilize Excel functions and features
- Build and track your portfolios
- Export data to CSV
Quotestream Web
Quotestream users have access to Quotestream Web a lite browser based version of Quotestream. Access your Quotestream settings, workspaces, watchlists, portfolios and more from any web browser and updates are made across all platforms; desktop, web and mobile.
Mobile Applications
Quotestream includes access to Quotestream Mobile Apps, available on Android and IOS tablets and phones (Apple App Store and Android Google Play). The app provides access to Portfolios, Watchlists, and market data. Quotestream Desktop, Web application and Mobile apps work in a co-companion relationship, where any changes made on one device immediately transfer to the other.
Why Choose Us
View quotes, charts, research & news confidently with QuoteMedia’s multi-asset and portfolio management solutions. Access your portfolios across multiple devices in office or on the go.
PORTFOLIO MANAGEMENT
Track and manage your investments. Set alerts and access detailed data on your portfolio of investments. Monitor global financial markets and multiple asset classes from one powerful platform.
RESEARCH & NEWS
Detailed market and individual security analysis tools. Detailed equity research to track the latest filings, news and corporate events. Rich fund data and research to find funds that meet required investment criteria.
MULTIPLE PLATFORMS
Keep a watch on the markets with Quotestream’s suite of platforms. Our cloud environment provides users access to their data across our desktop, web, mobile website and mobile Android & iOS apps.
Endorsements
Partnering with QuoteMedia enabled TMX to provide our diverse set of capital markets information directly to the end user, which completes the final mile in the market data delivery chain. Our decision to select QuoteMedia was based on their ability to provide a broad range and depth of information in a fully hosted managed solution. QuoteMedia worked hard alongside our web and data quality experts to meet our objectives and the exchange-level standards we set for this project, which involved a high degree of custom development work.
ERIC SINCLAIR
TMX Datalinx President
By incorporating QuoteMedia’s portfolio management solutions into our existing offerings, we are able to create a more robust and dynamic offering while expanding the depth of market data content made available to our clients and their customers. With QuoteMedia’s superior technologies in place, our clients are better able to provide the timely, in-depth market information their customers require.
BROADRIDGE FINANCIAL SOLUTIONS
BMO InvestorLine is focused on delivering forward thinking tools and features to empower investors to make more informed decisions. We have active and high-frequency traders seeking advanced trading platform capabilities and QuoteMedia has the technology and platform ideally suited to meet these needs. We are very happy to be partnering with QuoteMedia to bring these capabilities to our investors.
DAVID MCGANN
Product Strategy Director for BMO InvestorLine
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.
