HSBC InvestDirect Investment Tools & Resources

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

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.

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.

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).

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

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

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

Stay up-to-date with the around-the-clock monitoring and immediate notification services available from HSBC InvestDirect¹:

• Monitor the current pricing of your investment holdings
• Set up alerts² on stocks you want to follow
• Receive up-to-the minute changes on company price and/or economic news

When trading, it's critical that you have current stock prices at your fingertips. Access online, real-time quotes from North American exchanges, the London and the Hong Kong Stock Exchanges, and delayed online quotes on French and German markets and securities exchanges. Or, access real-time quotes on all other major stock markets by phone. Detailed quotes include:

• Changes in a security's price (stocks, mutual funds, or bonds)
• Highest and lowest trading prices over past 52 weeks

View quotes faster with specialized Quote Lists. Create up to 20 Quote Lists displaying only the securities you want to view on a regular basis (up to 20 stocks, options or mutual funds per Quote List).

Create your own charts to instantly view select securities and index information, and reveal important trends:

• Chart changes in stocks, indices, mutual funds, commodities and currency exchange rates
• Create a visual record of technical indicators, such as 10-day and 30-day moving averages
• Compare up to 10 securities and an index on the same chart

HSBC InvestDirect provides important reference tool so that you can:

• Track important events in U.S and CA markets that may affect your investment decisions
• Monitor economic releases, upgrades/downtrades, stock splits, and other developments that could modify your portfolio needs

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 tool³.

The calculated results help you:

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

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, Exchange Traded 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. 

Before you begin trading, develop a solid investment plan, taking into account your financial goals, profile (time horizon and risk), and limitations (financial knowledge and time available to invest).

Building wealth and income for retirement is often a primary goal for investors. With an HSBC InvestDirect¹ Retirement Savings Calculator⁴, you can:

• Determine how much you need to save for the retirement you want
• Compare the benefits and risks of different investment strategies
• Evaluate your asset mix to determine your ability to reach your financial objectives

You need the right strategy to make sure your savings will create the retirement income you need. Use the HSBC InvestDirect Retirement Income Fund (RIF) Calculator⁵ to help you make the most of your money:

• Develop a withdrawal plan to meet your income needs
• Compare withdrawal options
• Determine minimum required withdrawals
• Estimate how long your RIF will fund your retirement

With industry-leading tools at your fingertips, you can stay up to date and ensure that you stick to your plan, even during times of market fluctuation.

• Track your portfolio performance and monitor market trends with Trading Tools
• Match your investments to your risk profile with Investment Management Tools
• Find the right stocks and mutual funds with Market Analysis Tools

Check the latest market quotes and information instantly and conveniently. Simply search for a security using symbol or company name.

Access current stock quotes when you need them, and track investments on global exchanges, including Canada, U.S., Hong Kong, U.K., France, and Germany.

• Last Price – Last market selling price, at end of previous day
• Change – Dollar value change in stock price from previous day's closing price
• Volume – Total number of shares traded for the day
• Previous Close – security's closing price on the preceding day of trading
• Open – Price at which a security first trades upon exchange opening
• Day Range – Range for which the security trade during the day
• 52 Week Range – The lowest and highest prices at which a stock has traded in the previous 52 weeks
• Div. Yield – Dividend Yield
• P/E Ratio – Price-to-Earnings Ratio

Select an index on Market Data and monitor markets around the world.

To help you make informed investment decisions you have access to a number of online investment research reports and tools.

Access in-depth reports from a worldwide leader of financial market intelligence, covering 5,000 companies trading on the New York, American, NASDAQ and regional U.S. stock exchanges. Evaluate new opportunities with an objective analysis of stocks, including buy, hold or sell recommendations based on:

• Outlook ratings
• Fair value analysis
• Risk considerations
• Earnings/Dividends ranking

As an HSBC InvestDirect¹ account holder, you gain access to premium research, free of charge:

• Narrow your mutual fund search with guidance from independent and unbiased analyst insight and detailed fund performance reports
• Learn from Morningstar's new mutual fund performance rating system, providing 'five pillar' insight into a fund's future success

Keep current through comprehensive reports for more than 2,000 companies in over 100 industries around the world. Morningstar, one of the largest independent sources for equity analysis in the world, allows you to:

• Review analyst reports for meaningful stock comparisons
• Quickly access key information and risk factors
• Assess stock performance and make sound investment decisions

For products and issuers you are most interested in, keep your research current with the HSBC Alerts service, and automatically receive notice when a new report is available on an investment or company you're following.

Visit the Investment Insights Centre to help you stay informed about the world of investing.