Investment Resources | HSBC Canada

HSBC InvestDirect Investment Tools & Resources

Tools and resources to help you invest with confidence.

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Market Analysis
Tools

STOCK & MUTUAL
FUND SCREENING

MARKET INDICATORS

NEWS & ALERTS

Full details
Key features and benefits:
  • Find specific stocks and mutual funds that meet your investment needs, using your own custom search filters or HSBC InvestDirect's1 predefined filters
  • Identify trading trends and price changes affecting the investments you want to follow
  • Research historical product performance to evaluate whether an investment is right for your portfolio
  • Stay on top of the market with current market news, and take action when needed
Additional details
  • Automatic alerts are available for several international markets including Hong Kong, UK, France and Germany
Need help?

Within Canada,
call toll-free
1-800-760-1180

Outside Canada, call toll-free with an
International Access Code

Find a branch

Send an email

 

Trading
Tools

Real-Time
Quotes

Personal Quote
Lists

Symbol Lookup

Trend Charts

Full details
Key features and benefits:
  • Continuously monitor your investments with real-time price quotes
  • Save time with custom quote lists for specific securities
  • Chart important economic trends and keep up-to-date on changing market conditions
Additional details
  • Real-time quotes available from all North American exchanges, and the London and Hong Kong Stock Exchanges
  • Quote lists allow you to quickly and conveniently display the status of stocks, options or mutual funds that are important to you
Need help?

Within Canada,
call toll-free
1-800-760-1180

Outside Canada, call toll-free with an
International Access Code

Find a branch

Send an email

 

Investment Management
Tools

BALANCE ASSET ALLOCATION

TRACK PORTFOLIO PERFORMANCE

Full details
Key features and benefits:
  • Ensure you have the right mix of investments to meet your investment risk profile
  • Identify opportunities to rebalance your portfolio
  • Evaluate whether individual investments and your portfolio as a whole is performing as expected
Additional details
  • Create up to 5 different scenarios to evaluate different investment strategies
  • Monitor potential investments with performance information over 1-, 3-, 6- and 12-month periods
Need help?

Within Canada,
call toll-free
1-800-760-1180

Outside Canada, call toll-free with an
International Access Code

Find a branch

Send an email

 

Financial Planning Tools

RETIREMENT INCOME AND SAVINGS CALCULATORS

Full details
Key features and benefits:
  • Determine how much you need to save today to meet expected income needs in the future
  • Evaluate whether the projected earnings of your current asset mix will meet your financial goals
  • Estimate how long your RIF will fund your retirement
Additional details:
  • Use HSBC RIF calculators to determine your minimum withdrawal limits and compare withdrawal options
Need help?

Within Canada,
call toll-free
1-800-760-1180

Outside Canada, call toll-free with an
International Access Code

Find a branch

Send an email

 

Quick Quote & Market Watch

INSTANT ONLINE QUOTES

INDEX MONITORING

Full details
Key features and benefits:
  • Invest at any time with instant quotes available at your fingertips
  • Look up stock, option or mutual fund quotes from any HSBC InvestDirect page
  • Convenient company symbol lookup tool
  • Continuously monitor worldwide indices including Canada, U.S., Hong Kong, U.K., France, and Germany
Need help?

Within Canada,
call toll-free
1-800-760-1180

Outside Canada, call toll-free with an
International Access Code

Find a branch

Send an email

 

Investment Research

S & P STOCK REPORTS

INDEPENDENT MUTUAL FUND ANALYSIS & EQUITY RESEARCH REPORTS

Full details
Key features and benefits:
  • Evaluate new opportunities with access to in-depth stock reports from Standard & Poor's
  • Choose the right mutual funds for your needs with access toMorningstar's independent investor insights and fund performance reports
  • Make sound investment decisions with comprehensive equity reports for more than 2,000 companies in over 100 industries around the world
Additional details
Need help?

Within Canada,
call toll-free
1-800-760-1180

Outside Canada, call toll-free with an
International Access Code

Find a branch

Send an email

 

Global Investment Resources

GLOBAL EXCHANGES

TRADING DETAILS

Full details
Key features and benefits:
  • Review specific details about global exchanges – market hours, currency, benchmark indices
  • Learn about trading options for exchanges accessible with your HSBC InvestDirect account
  • Consider special terms and tax implications
Need help?

Within Canada,
call toll-free
1-800-760-1180

Outside Canada, call toll-free with an
International Access Code

Find a branch

Send an email

 

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Not an HSBC InvestDirect client?

1HSBC InvestDirect is a division of HSBC Securities (Canada) Inc., a wholly owned subsidiary of, but separate entity from, HSBC Bank Canada. HSBC Securities (Canada) Inc. is a member of the Canadian Investor Protection Fund.

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