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| Tools for Analysing Market | Tools for Trading | Tools for Managing your Investments |
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Asset Allocation
As an independent investor, you already know that the mix of asset types in your portfolio is a major contributor to investment success. With HSBC InvestDirect asset allocation tools, you can
- Quickly determine your ideal asset mix.
- Easily identify opportunities to rebalance.
- Create and save up to five different scenarios to make comparisons easily.
Portfolio Tracker
Keep tabs on the performance of all your investments — both with HSBC InvestDirect and elsewhere — with our Portfolio Tracker.
- See at a glance how your individual investments and portfolio are performing. Use that information to make changes to your strategy or portfolio.
- Monitor investments you're considering. Get detailed quotes and performance information for 1-, 3-, 6- and 12-month periods.
- Test and track an investment strategy. Create as many as 15 fictional portfolios, each with up to 15 securities (including stocks, mutual funds and options).
Retirement Savings Plan Calculators
Building wealth and income for retirement is often a primary goal for investors. With HSBC InvestDirect RSP calculator, you can
- Figure out how much you need to save for retirement.
- Compare investment strategies.
- Evaluate your asset mix.
- Determine your ability to reach your financial objectives.
Retirement Income Fund Calculator
After you've saved for retirement comes the time to spend those savings. The right strategy can help you make the most of your money. With HSBC InvestDirect RIF calculator, you can
- Develop a withdrawal plan that meets your income needs.
- Compare withdrawal options.
- Determine minimum required withdrawals.
- Estimate how long your RIF will fund your retirement.
1 HSBC InvestDirect is a division of HSBC Securities (Canada) Inc.
2 HSBC Premier eligibility requires you to have an active Premier chequing account and maintain a $100,000 balance in combined personal deposits and investments with HSBC Bank Canada and its subsidiaries. Monthly banking package fees may apply.
3 Available on online equity trades on North American markets. Subject to conditions. For more information on HSBC InvestDirect rates, visit www.investdirect.hsbc.ca.
4 International Equity trades made online, excluding Hong Kong, and all international trades placed on the phone qualify for the International Equities trade discount. Subject to minimum commission.
Terms and Conditions | Website User Agreement | System Information
Order Processing | Member - Canadian Investor Protection Fund | Contact HSBC InvestDirect
