Top of main content

HSBC InvestDirect Tools & Resources

Discover some of the key features of the HSBC InvestDirect trading platform

Do more online with your InvestDirect account

Online Trading Learning Centre

 

Discover the risks and benefits as well as how to gauge a stock's performance in our easy to follow guide.

 

Investing in a diversified portfolio is simple with our guide to these flexible, cost-effective investment funds.

 

Discover the benefits of mutual funds and the different types available so you can decide if this is the right way for you to invest your money.

 

Access educational articles covering the basic investing principles and strategies to guide your investment journey.

Useful demos

Overview of trading platform
Investor Tools
Mutual funds
ETFs
Stocks
Options
Fixed Income

Monitor trends and identify new opportunities with HSBC InvestDirect's1 essential market analysis tools:

Analyze stock trends

Identify trends or patterns through trading volume and price changes. You can search for recent technical events for a specific stock or index, or look up trends that match your investing requirements.

Search for the right stocks

Make your search easier. Use predefined search filters to limit your search to analysts' favourites, bear market survivors, undervalued stocks, and positive price trends. Or, create your own filters to search for stocks that meet conditions important to you.

Find the right mutual funds

With over 4,000 mutual funds to choose from, how do you know which funds best suit your investment needs? Find funds that are right for your portfolio using predefined search filters, or create your own filters (find specific fund families, star rating, or Retirement Savings Plan (RSP) eligibility).

Keep up-to-date on world market conditions

Learn about the latest activities in world markets:

  • Access current overviews of markets in Canada, the U.S., the Asia-Pacific region, and Europe
  • Set up quotes and charts to monitor popular market indices and currencies
  • Find links to daily news commentaries and view the day's best and worst performing securities in your selected markets

Discover how global events affect the markets

Keep on top of news that may affect your investment decisions:

  • Read current news features from major international news agencies
  • Get news on specific Canadian and U.S. securities, or search for news on a specific company
  • Select predefined categories with summaries of top news stories and commentary relevant to you
  • Look up analyst upgrades and downgrades and additional coverage of U.S. markets

Receive instant investment notifications

Always be ready to make an investment decision, with real-time email2 alerts

  • Price and News – Keep track of price changes or news about specific stocks
  • Trade Status – Receive notice of changes to your trade order status
  • Research – Know when research reports are available
  • Technical Events – Set up automatic alerts to track trading opportunities for specific securities, indices, exchanges, and industries
  • Notification service for newly issued securities – Learn about New Issues e.g. Initial Public Offering (IPOs) as soon as they are available through HSBC InvestDirect

* Published by HSBC Investment Funds (Canada) Inc. The material on this site is for information purposes only and is not intended to provide specific financial, legal, tax, investment or other advice, and should not be relied upon in that regard.

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 Alerts are sent to your email address or to your mobile device (including digital phones, alphanumeric pagers, or smartphones).

3 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.

4 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 Retirement Savings Calculator is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, accounting or other advice to you.

5 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 Retirement Income Fund (RIF) Calculator 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

Listening to what you have to say about services matters to us. It's easy to share your ideas, stay informed and join the conversation.