Tools for Managing your Investments | HSBC Canada

HSBC InvestDirect Investment Management Tools

Meet your financial goals with the right asset mix

Having a portfolio with the right mix of asset classes is a key factor to achieving long-term investment success. Compare your investment profile (objectives, investment timeline and risk tolerance) with your current asset mix using the HSBC InvestDirect1 Asset Allocation tool2.

The calculated results help you:

  • Evaluate whether your current asset mix meets your risk profile
  • Identify opportunities to rebalance your portfolio

Track performance

Monitor all your investments with HSBC InvestDirect using our Watchlists, to:

  • Evaluate performance
    See at a glance how your individual investments and portfolios are performing, then use that information to make changes to your strategy or portfolio.
  • Search for new investment opportunities
    Monitor investments you're considering through detailed quotes and performance information.
  • Test and track an investment strategy
    Create up to 20 portfolios and each containing up to 20 securities (including stocks, mutual funds, ETFs, and options), and compare the potential performance of an asset mix for a more aggressive investment profile against the asset mix of a more risk-averse strategy.

1 HSBC 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.

2 HSBC InvestDirect does not provide investment advice or recommendations regarding any investment decisions or securities transactions. Investors are responsible for their own investment decisions. The Information in the Asset Allocation Tool is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, accounting or other advice to you.

Terms and Conditions | Website User Agreement | System Information | Order Processing | Member - Canadian Investor Protection Fund | Contact HSBC InvestDirect

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