Alerts
Price Alerts - And More
Our Alerts System will alert you of stock movement you want to know about. Not only price and volume, but also moving average cross overs, new highs and new lows, even advanced indicators like Bollinger Bands and Keltner Channels.
You can even set an alert for entire watch lists. Want to know if anything on your list hits a new 52 week high, we’ve got you covered.
Notification Wherever You Are
Never Miss the Action
In Platform Alerts so you never miss the action you seek.
From Pop-Up notifications to In-Watch List marking to the alert control panel, you will easily see the Alert Triggers in the Platform.
On the move - don't miss out
Push Alerts to Your Mobile Devices
Real-Time Alerts will send to your mobile devices. With just a tap, the App is open and your ready to trade. With the App your just a tap away from the action.
Easy to user - fully integrated
Easy to Add - Easy to Manage
Alerts can be added from Watch List, Action Menu, Research Page, and many more.
Anywhere you see the Alert Bell, you can add, delete, and manage your Alerts. Making it easy to let the Platform keep an eye out for you.
From Pop-Up notifications to In-Watch List marking to the alert control panel, you will easily see the Alert Triggers in the Platform.
Easy to use - Fully integrated
We offer one of the most complete charting packages in the industry, including showing active trades, prior trades, and options legs on the charts. Build the journal of your results into the charts. Every indicator is customizable. All trades, both current and past, can be displayed. Make the charts your best visual tool.
The Score
The Power of the Score
Our Charting module offers more than 100 indicators, all with customization available, for stock and options trading on multiple timeframes. The charts also show stock and options positions and allow you to adjust trades directly.
More Than Just Charts
Everything Visual
Our charts show indicators and positions, but also prior trades, backtesting, and more when you need them to.
Customize
Indicators Your Way
We have hundreds of indicators so you can pick the tools you care about and then customize them to match your exact needs. The platform also teaches you what each indicator is based on. Unlike most platforms, many of our indicators are based on fundamental data and not just technical data.
Your Trades: Past, Present, and Future
We offer one of the most complete charting packages in the industry, including showing active trades, prior trades, and options legs on the charts. Build the journal of your results into the charts. Every indicator is customizable. All trades, both current and past, can be displayed. Make the charts your best visual tool.
Customize
Trade
Journal
Indicators
Finding Trade Opportunities
Easy Ways to Find Great Trades
The platform has several ways to find market opportunities. Everything from following Institutional trade activity, to custom screeners, to our exclusive Trade Finder Scans.
There’s always money to be made in the market. This makes it fast and easy.
Event-Based Opportunities
Calendars
Earnings, Dividends, and Splits can be a great way to trade. We show you upcoming events, and we track how past events played out. See if a company missed or beat its earnings. Find upcoming splits and exdiv dates too. All in one easy to use calendar.
Find Stocks Your Way
Custom Screener
Most traders need actionable trading ideas to put their money to work. Our Advanced Stock Screener has hundreds of data points that can be used to find the right stock and options plays based on your desired criteria. With broad spectrum data-point covering chart activity, changes in instiutional holding, company key performance indicators, earnings quality, and even options activity you can sort though 20,000 stock to find exactly what you want. Even save your screener for 1 click results.
Trade Ideas Made Fast and Easy
Idea Generators
The Platform uses multiple data sources and intelligent calculations to find diverse ideas for the market. You can now find companies with algorithms based on fundamental data, institutional interest, earnings potentials and chart patterns – all within one scan. Divided in categories to make it easy to find ideas to fit any market condition or outlook.
Options Trades Made Easy
Options Trade Finder Scans
Take the idea to the next level with advanced strategy screeners. Is the market positioned for straddle or condor before Earnings? What are the covered call candidates and entry points? Strategy screeners take the guessing out of the trade.
This is the fastest way to find an options trade.
Contact
Reach Out
iVestPlus is always looking for new brokerage, educational, and business partners. Give us some basic information below and we will get back to you within 24 business hours.
Need Help
Looking for support or have billing questions for TFLT or Trade Tool products?
Sharing
Trade Sharing
The trade sharing module allows users to share their trades with friends, students, and others. A token key is used to allow sharing to occur securely. This can be used as a community conversation or an educational trading platform.
Social Sharing
Trade with Your Friends
Each user can select who they want to allow to view their trades, and whether it is just one trade or their whole account. By handing out a revocable digital key, you can hand your friend the ability to view your trades and follow along with ease.
An Industry First
Trade Staging
iVestPlus is proud to offer an industry first for educators: Trade Staging. Help your students understand a trade and find what they want and then deliver the complex option strategy straight to their desktop or mobile app so they can choose to execute it. This works across brokers, so you don't have to have your accounts at the same place to make this work.
A Complete Social Trading Ecosystem
The iVestPlus platform was built with social trading in mind. We allow customers to share their trades openly or just with specific friends via a secure key. The benefits for educators are limitless.
Customizable Profile
We give you the tools you need to create a profile that shows who you are. You even get to upload an icon for yourself so followers can visually see recognize your trades.
Educator Sharing
Give your customers confidence in your system by letting them analyze the setups for the trades that you take. They can not only see the trade, but they can see where it started on a chart.
Security
Our Trade Sharing module allows you to decide who to share with, when to share with them, and which trades or portfolio you want them to see. You can take away the sharing with a click.
Staging Alerts
When you set up a trade for someone else and send it to their system as a staged trade to consider, they will receive an alert that let's them know so you don't have to.
Technology
Built on the Latest Technology
The platform and all of its apps are built on the latest technology, including progressive web apps, HTML5, CSS, Javascript, iPhone, iPad, and Android. We have built our core technology in a way that deploying updates to all of our front-end applications uniformly is simple. You won’t find a feature in one version and not another.
Next Gen Architecture
Progressive Web App
A Progressive Web App is a new software development methodology that combines regular web site development with a native application, giving it the speed of a deep desktop application through a browser.
The Speed of Today...and Tomorrow
Modern Technology Done Right
By combining the latest cloud, web, and native app technologies, the Platform is fast and responsive today and ready to adapt to tomorrow's needs.
Built for the Future
Our platform combines the latest in cloud computing, adaptive web technology, and standardized industry programming languages for a smooth, portable experience that is modular.
Web-Based Tech
We use a combination of HTTP/2, HTML5, CSS3, and Javascript to deliver a robust, modern experience.
Advanced Caching
Progressive web technology uses smart caching on your system for smart access. This increases platform speed.
Responsive and Adaptive
All versions of the platform respond to sizing and screen rotation to provide the user with an ideal experience.
Cloud Based
We use AWS for storage and processing, ensuring fast data delivery and security along with near perfect uptimes.
Platforms
Adaptive. Responsive. Anywhere.
The iVestPlus platform works on most browsers such as Chrome, Firefox, Brave, Safari, and Edge in addition to having downloadable Windows and Mac versions. We also offer native apps for iPhone, Android, and iPad/tablet devices. Our mobile apps are designed to mimic the features of the desktop and browser platforms with less screen space.
Next Gen Trading Technology
Built on the Latest Technology
We built the iVestPlus platform in a way that feature upgrades and product deployment can work uniformly across all platform types, including desktop, web, and mobile. The platform is built to grow in the years ahead no matter what direction technology turns. Desktop apps use auto-updating technology to keep you on the newest version.
Built for the Future
Our platform combines the latest in cloud computing, adaptive web technology, and standardized industry programming languages for a smooth, portable experience that is modular.
Web-Based Tech
We use a combination of HTTP/2, HTML5, CSS3, and Javascript to deliver a robust, modern experience.
Advanced Caching
Progressive web technology uses smart caching on your system for smart access. This increases platform speed.
Responsive and Adaptive
All versions of the platform respond to sizing and screen rotation to provide the user with an ideal experience.
Cloud Based
We use AWS for storage and processing, ensuring fast data delivery and security along with near perfect uptimes.
One Login for a Unified Experience
Each user has their own unique secure login which can be used in any environment with our array of native apps.
Browsers
iVestPlus works in most current generation web browsers, including Chrome, Firefox, Safari, Edge, and Brave.
Desktop
iVestPlus offers downloadable versions for both Windows and Mac laptops and computers. These are native downloads.
Mobile
Native versions of the application can be found on iPhone and Android. These are fully adaptive to all phone sizes.
Tablets
If all of that wasn't enough, iVestPlus even offers native tablet applications for both iPad and Android tablets.
Research
Fundamental Research Revisited
The research module starts with a heat map and allows you to drill down into earnings, financials, and insider trader quickly. Everything is cross-tabulated so you can sort by the research or by the stock and industry. Speed is everything, and with our progressive web-app approach, it makes the browser perform faster than traditional websites.
Research Made Easy
Finding Opportunity
Finding the right opportunity is the key. The platform offers advanced screeners by combining various points of market data, which users can use to scan the market or do fundamental research before placing a trade. Your version of the platform can offer pre-built or customized trade finder scans.
Information at Your Fingertips
Fast, Easy, Highly Visual
Designed with simplicity and speed in mind, we deliver information only when you need it. Start with a visual overview of our scanners and then drill down to the level of detail you want.
Intelligent Research
Using our dashboards, you can learn more about the company you want fast. With proprietary rankings, you will see a well-rounded view of charts, Insider and Institutional trading, valuations, and fundamentals. It’s all here – organized intelligently.
Earnings
Our research tools show historical and projected forward earnings numbers for over 20,000 companies.
Valuations
Get an overall look at the company through key ratios and valuations, including tables and comparison charts.
Money Flows
View how money goes in and out of various stocks through deep balance sheets, cash versus income statements, and more.
Insiders and Institutions
See what funds are investing in a stock, which are selling it, and how insiders are trading their own shares.
Backtesting
Backtesting
Our backtesting module shows you a day by day view of how your trade would have played out. In addition, you can compare up to three trades to see what would have worked better. We offer 15 years of stock and options data for backtesting.
Visual Backtesting
Put It On the Chart
The Plaform was designed with backtesting in mind. You can run backtests and display them on charts so you can see when and how they would have played out and visually view the entries and exits.
Scan Lookback
Get Confident
Build a quicker understanding of the various strategies and learn how they would work over time. Our scans are designed to make you profitable, but our backtesting helps you see how.
Backtesting Solutions for All Your Trading Needs
The platform was designed to help all traders backtest various strategies. Whether you are looking at all trade types or honing in on a specific strategy, we give you the visual and statistical tools to know how trades would have worked.
As Easy As 1, 2, 3
Backtesting is as easy as picking a start date, a strategy, and an analyze date to see how the trade would be working.
Post Trade Analysis
Even after you complete a trade, you can backtest it to see how it performed day-by-day and learn how you could have done better.
Risk Analysis
Bactesting includes all of the calculations in one place: Risk/reward, breakeven, gains, and even net Greeks.
Freeform Testing
Pick any combination of option legs and analyze how they would play out in a customizable trading strategy.