Quotestream Web Trader

Professional web application designed for active traders and investors who trade multiple products and demand market research plus portfolio management tools to monitor investments & trade ideas in office or at home.

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OVERVIEW

FEATURES & CAPABILITIES

ENGAGEMENT

Quotestream Web Trader

QuoteMedia’s flagship real-time streaming quotes, research, portfolio management, order management and trading platform. Designed for the active trader, Quotestream offers low latency market data, advanced charting, comprehensive technical analysis, news, portfolio management and trading. With no software to install, and no servers to maintain, Quotestream is the ideal solution for traders and wealth advisors.

1. POP-UP TRADER

Seamlessly embedded modules that interoperate with all Quotestream Web modules.

2. MODULE TRADER

Standalone module that allows a user to perform a specific workflow.

Quotestream Chart Trader

Visualize buy and sell overlays on top of real-time price and technical indicators. Place orders on the fly.

Enter orders from charts
Quickly adjust order type and quantity
Easily trigger different variations of order types on chart studies
Hundreds of indicators and drawing tools to identify resistance and support levels for correct entry and exit

Business Lines

Fintech Apps

Wealth Portals

Core Analysis

1. COMPANY PROFILE

Comprehensive and up-to-date business description and contact information on public companies.

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 current and historical financial disclosures via 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. PEER COMPARISON

Analyze and compare price and fundamental data for a company with its industry peers.

2. INSIDER TRANSACTIONS

Review a complete list of all insider transactions for a company or filter results by name, transaction type, and year.

3. ANALYST RATINGS

Access any company’s current and historical analyst ratings and recommendations, as well its current industry ranking.

4. 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.

5. EARNINGS

Detailed display of earnings history, EPS estimates and price target information.

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

1. MARKETS

Access data on U.S. and Canadian equities options, as well as futures and index options markets.

2. CHAINS

View real-time weekly, monthly and quarterly options Price, Greeks (Delta, Gama, Theta, Vega, Rho) and Volatility (IV, HV) in organized quoteboards.

3. MOST ACTIVES

Get a snapshot view of most active options. Filter by volume and open interest.

4. PROFIT / LOSS RISK GRAPHS

Measure an options strategy trade range of profit or loss possibilities.

Portfolios & Watchlists

Quotestream Web Trader offers users several portfolio and watchlist tools with a range of functionality from 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.

MULTIPLE ASSET TYPES, MULTIPLE CURRENCIES

Quotestream Web Trader 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

Analytic insights on Performance, Transactions, Fundamentals, Estimates, Research, Charts and more.

PERSONALIZATION

Quotestream Web Trader offers extensive customization capabilities to the individual. From drag-and-drop workspace layouts to easily configurable portfolios, watchlists, news, corporate actions, charts, quote details, screeners, alerts, research and much more. Comprehensive personal preference settings allow users to tailor their own experience.

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:

52 Week High/Low
Volume Alert
Price Quote Alert
Price Change Alert
News Alerts
Filings Alerts
End of Day Summary

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, 52 Week Range, Performance
ETF
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 parameters to include or omit equity research 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 Funds
Exchange Traded Funds (ETF)
Hybrid Funds
And more

Fund Research

Our quantitative approach methodology evaluates all funds in our entire database and applies a QMFR Fund Category and Fund Score. Funds are placed into Fund Categories based on their fund objectives, investment style and holdings. A Fund Score is given on Funds based on the following rating parameters: Performance, NAV Return, Sortino, Sharpe Ratio, Treynor, Alpha, Beta and Expense Ratio.

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

Trade Tickets

01. ORDER TYPE

Market, Market On Close, Limit, Stop-Limit, Trailing Stop, Fill or Kill.

02. DURATION

Good Until Canceled (GTC), Good Until Data/Time (GTD), Good After Time/Date (GAT), Immediate or Cancel (IOT).

03. TRANSACTION CURRENCY

Allow a client to choose the currency they want to transact their trades in.

04. POSITIONS

Display current position in security at time of trade.

05. FX RATE AND CANADIAN CALCULATIONS

Provide current forex rates and calculate trade value in the exchange and client’s local currency.

MULTI-ASSET CLASS

Offer trading on one to many asset classes. Build spreads, brackets, and baskets order types.

Orders

TRADE HISTORY

Access order history from one to many accounts. View detailed historical Filled, Expired and Rejected orders.

1. ORDER STATUS

Indicates trade order status; Filled, Partial Fill, Expired, Rejected.

2. ACCOUNTS

View account balances, P/L, buying power and account trade history.

3. ALERTS

Real-time order status alerts and notifications. Instant updates when order status change event occurs across all trade modules.

Account Overview

1. ACCOUNTS

Overview of all accounts and their value quoted in multiple currencies.

2. PURCHASING POWER

Snapshot of an account’s dollar and holdings market and net values.

3. PORTFOLIO

View an account’s asset class allocation as percentage and dollar of the overall account.

4. CASH & MARGIN BALANCES

Display an account’s available to trade cash and margin balances.

5. PERFORMANCE CHART

Chart historical account value and calculate the accounts profit and loss.

Client Settings

TIERED USER TRADING LEVELS

Limit a client’s access to order types, exchange data and advanced trading tools based on user experience or pre-determined client tiers.

DATA ACCESS

Settings to permission or limit access to specific exchange data feeds based on a client’s trading level or pro or non-professional status.

LANGUAGE SUPPORT

Multiple language support. English, French and more.

THEMES

Choose from light and dark themed displays.

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

Onboarding

QuoteMedia’s flexible product and integration process provides a tailored structure to be supported with multiple vendors solutions within the same application. The Trading and Position Management solution can be integrated into simple and complex workflows according to your brokerage API capabilities. The integration format offers a series of implementation sessions with product, technical and business teams.

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
Architecture Adjustments Frontend

DEV OPS

Coordinating frontend and backend development teams.

Backend Development
Frontend Development
Unit Testing
Quality Assurance

LAUNCH AND SUPPORT

Ongoing continuity and proactive support.

Release Flow
3 Tier Customer Support
Dev Ops

Why Choose Us

Integrate quotes, charts, research & trading workflows confidently with QuoteMedia’s multi-asset and portfolio management solutions. Our active trader and market data platform expertise help product teams efficiently build and support integrated multi-asset trading capabilities.

REDUCED TIME TO MARKET

Pre-built, customizable dynamic and responsive quotes, charts, research & trading web platform.

FULLY CUSTOMIZABLE

Tailor made and available to meet your exchange support, order types and information to match your brokerages data support and trading styles.

MULTIPLE PLATFORM SUPPORT

Full HTML5 web based active trader platform. Users can access from any modern browser on any computer.

Endorsements

Stirlingshire is dedicated to innovation, and QuoteMedia’s leading edge offerings are a perfect fit with our goals. Our clientele quite justifiably expects best-in-class products and services from us, and the platform is receiving rave reviews. QuoteMedia's applications and delivery technologies provide up-to-the-second market data and research information, and ensure our correspondent brokers and their customers are able to identify and capitalize on great investment opportunities.

STEVEN WOODS

Stirlingshire’s Founder & CEO

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.