Investment Tools

Tools for analysing the markets

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 2,000 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.

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 Blackberry^TM).

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Tools for trading

Quotes
Get online real-time quotes on North America exchanges, the London Stock Exchange, and the Hong Kong Stock Exchange and delayed quotes on all other major stock markets and securities exchanges. HSBC InvestDirect also offers you real-time quotes on all other major stock markets by phone.

Get detailed quotes that include

• Change in security price.
• Highs and lows over past 52 weeks.
• Performance over 1, 3, 6, and 12 months.

Quote Lists
Speed up quote viewing by creating up to 10 Quote Lists that display up to 15 securities of your choice from around the world.

Symbol Lookup
Use our Symbol Lookup feature to find the correct symbol for a particular stock or mutual fund.

Charts
Create your own custom charts to instantly view information and reveal trends.

• Track stocks, indices, mutual funds, commodities and currency exchange rates.
• Add technical indicators, such as 10-day and 30-day moving averages.
• Compare up to four securities and an index on the same chart.

Calendars Use our calendar feature to

• Track important events in U.S. markets.
• Monitor economic releases, forecasts, stock splits, and other developments.

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Tools for managing your investments

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.

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