You never stop planning.
We never stop progressing.
That’s the Qfactor.
You bring your knowledge and your experience.
We help make the most of your investments.
- Our innovative platform and tools
- Top-notch client service and education resources
- An uncompromising commitment to improvement
Together, we can achieve anything. That’s the Qfactor.
Your unrelenting drive. Our industry-leading tools.
Being a DIY investor means taking your financial future into your own hands. Our portfolio analytics suite provides powerful tools to help you make the most of your investments.
Feel confident in your portfolio with our Portfolio Score™.
Understand your risk exposure by comparing your portfolio's performance against domestic and global benchmarks and evaluating your securities—Canadian/U.S. stocks, ETFs, and Canadian mutual funds—across six key dimensions.
Evaluate the health of your portfolio across six key dimensions
- Downside Protection: evaluates the portfolio's ability to limit loss.
- Performance: evaluates your portfolio by annualized returns for different investment horizons and shows you the relationship between risk taken and returns generated.
- Diversification: shows you if your portfolio is well-diversified to help you weather uncertain markets.
- Income: provides a rating to indicate the level of portfolio income and dividends earnings.
- Fees: assesses your portfolio's average Management Expense Ratio (MER) across mutual funds and ETFs.
- ESG Score: evaluates your portfolio through an Environmental, Social and Governance lens. See a breakdown of your ESG score by stock and fund plus ranking relative to their peer groups.
Test investment scenarios, explore ideas, and hone your skills.
Portfolio Simulator™ shows you how adding or removing securities would change your portfolio's exposure to risks.
- Compare simulated portfolios to your active ones
- Adjust them to test other scenarios
- Save them for ongoing analysis of downside protection, performance, diversification, income, and fees.
Create test portfolios in a simulator mode. Portfolio Simulator™ shows you how adding or removing securities would change your portfolio’s exposure to such risks as inflation, U.S. currency and interest rate.
You can compare simulated portfolios to your active ones, adjust them to test other scenarios and save them for ongoing analysis.
You can use Portfolio Score to analyze your simulated portfolios for downside protection, performance, diversification, income and fees.
Test drive your ideas now with Portfolio Simulator by opening a Qtrade account or logging in if you’re already a client.
We've made it simple if you want to build your portfolio but need help figuring out where to start.
- Answer a series of questions about your preferred mix of stocks and bonds
- Let us know the types of risks you wish to avoid, and
- Portfolio Creator™ will generate a robust ETF portfolio that's back-tested to maximize your risk-adjusted return based on three risk ratios:
- the Sharpe ratio
- Roy's safety-first criterion (SFRatio)
- The Sortino ratio.
You can also use Portfolio Score to analyze your ETF portfolio for downside protection, performance, diversification, income and fees.
Looking for portfolio-building ideas? Open a Qtrade account or log in to check out Portfolio Creator now.
Keep up with your financial goals with the Goal Planning tool.
Complete our questionnaire and let us know:
- What you're saving for
- Your time horizon
- Information about yourself
We'll show you how much you need to invest regularly to reach your goal, and you can monitor your progress or set new goals as your lifestyle and needs change.
Learn about different options for asset mix and risk tolerance, and see how they have historically performed in the market to help you determine the best option for your goals.
See how much you need to invest regularly to reach your goal, and then check back often to see your progress, or set new goals as your lifestyle and needs change.
Ready to achieve your financial goals?
Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade and Qtrade Direct Investing are trade names or trademarks of Aviso Wealth Inc. and/or its affiliates.
Portfolio Simulator, Portfolio Creator and Portfolio Score are trademarks of Aviso Financial Inc.