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| Tools for Analysing Market | Tools for Trading | Tools for Managing your Investments |
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Stock Screening
With thousands of potential investments to choose from, selecting stocks can be complicated. Our stock-screening tool makes it easier by allowing you to search and filter those choices.
- Select an HSBC InvestDirect predefined screen - Our 10 predefined screens include analysts' favourites, bear market survivors, undervalued stocks and positive price trends.
- Create and save your own stock screen - Choose from financial criteria such as fundamentals, broker ratings, earnings, earnings estimates, price information and valuation.
Mutual Fund Screening
HSBC InvestDirect offers over 4,000 mutual funds. With so many choices, how do you know which suit your needs? Our advanced online screening tools help you quickly and easily find funds that are right for your portfolio.
- Select an HSBC InvestDirect predefined screen - Our predefined screens include 5-Star Funds, Best in Class, and Class Category.
- Create and save your own mutual fund screen - Sort and filter your results using dozens of criteria, such as fund family, asset class, star rating, fee loads, RSP eligibility, and more.
FundWatch
With thousands of choices in the Canadian mutual fund universe, where do you start? FundWatch provides you one option with a list of funds that our mutual fund experts believes are most likely to deliver relatively strong and consistent results over the long term.
Use the list when you are building your initial portfolio, or when you are thinking of rebalancing your holdings. Click on a fund name to get a more detailed fund profile to help in your decision-making.
Check out FundWatch today on our client site.
Market Indicators
You can make more informed investment decisions when you know what's going on in the world markets. HIDC allows you to:
- Get current overviews of markets in Canada, the U.S., the Asia-Pacific region, and Europe.
- Access quotes and charts for popular market indices and currencies.
- Find links to daily news commentaries.
- View the day's best and worst performing securities in selected markets.
News
HSBC InvestDirect helps to keep you on top of news that affects your investment decisions:
- Read news features from major international news agencies.
- Get news on specific Canadian and U.S. securities.
- Search for news on a specific company.
- Select predefined categories with summaries of top news stories and commentary.
- Get analyst upgrades and downgrades and additional coverage of U.S. markets from Briefing.com
Alerts
You can always be ready to make the investment moves that will benefit your portfolio with real-time notification through HSBC InvestDirect's Alerts:
- Trade Status Alerts for changes to your trade order status.
- Research Alerts when research reports are available
- Technical Events Alerts for customized technical events that meet the criteria you define for specific securities, indices, exchanges, and industries.
Your alerts can be sent to your email or mobile device (including your digital phone, alphanumeric pager, or BlackberryTM).
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
