1. POP-UP TRADER
Seamlessly embedded modules that interoperate with all Quotestream Web modules.
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.
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.
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
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.
