List of Interactive Brokers Integrations

This is a list of platforms and tools that integrate with Interactive Brokers. This list is updated as of April 2025.

  • 1
    Sharesight Reviews & Ratings

    Sharesight

    Sharesight

    Effortlessly track investments, simplify management, maximize returns.
    More Information
    Company Website
    Company Website
    Sharesight is a widely utilized investment portfolio tracking tool that operates in over 100 countries globally. It consolidates the management of your stocks, ETFs, and dividends into a single platform. With Sharesight, users can easily benchmark their portfolios against an index or a chosen stock, as well as monitor their overall investment returns over specified durations. The platform enables users to manage their investments across various exchanges, currencies, and brokerage firms. This automation significantly reduces the need for continual manual data entry, as it automatically processes all dividends, stock splits, and corporate actions, thereby conserving both time and financial resources. Best of all, Sharesight is available at no cost. Join the community of hundreds of thousands of investors who are effectively tracking their portfolio performance and making informed investment decisions.
  • 2
    Leader badge
    Build Alpha Reviews & Ratings

    Build Alpha

    Axiom Futures

    Effortlessly create, test, and execute winning trading strategies!
    Build Alpha employs a genetic algorithm to effortlessly generate thousands of algorithmic trading strategies with just a single click. Users can merge, evaluate, and devise numerous strategy combinations without any coding expertise required. The platform allows for backtesting, stress testing, and the creation of executable trading code, all within one comprehensive algorithmic trading software solution, with historical data readily available. It has established partnerships with multiple data providers and brokerage firms to enhance its offerings. Additionally, Build Alpha produces complete code for various platforms, including TradeStation, MultiCharts, NinjaTrader, MetaTrader4, MetaTrader5, and Python, among others. It supports all asset classes, timeframes, and bar types, with the recent inclusion of cryptocurrencies expanding its versatility. This innovative approach ensures that traders have the tools they need to succeed in today’s fast-paced markets.
  • 3
    Leader badge
    TradingView Reviews & Ratings

    TradingView

    TradingView

    Empowering traders globally with powerful, accessible, interactive insights.
    TradingView is an innovative project initiated by a collective of developers and traders with a wealth of experience in creating trading applications. They are united by the belief that trading technology should be straightforward, powerful, and accessible to everyone. By leveraging the newest developments in cloud computing and browser technologies, they have made it possible for interactive charts to be available to users worldwide through any web browser. TradingView also serves as a social networking platform for traders, enabling them to connect, learn from one another, exchange ideas, and enhance their trading skills. This platform offers a seamless way for traders to quickly share live charts along with their technical analysis insights. Ultimately, this marks the beginning of a comprehensive trading platform that can be accessed directly through web browsers, paving the way for future advancements in online trading.
  • 4
    UltraAlgo Reviews & Ratings

    UltraAlgo

    UltraAlgo

    Transform your trading strategy with advanced market insights today!
    Trading is made easier across all leading global exchanges, such as the NYSE, NASDAQ, CBOE, TSX, and LSE, as well as in the forex market. The service is compatible with platforms like TradeStation, Interactive Brokers, TD Ameritrade, Alpaca, IG, and TradingView. Users benefit from a market-tested algorithm that saves time by clearly indicating buy and short signals through a blend of 15 distinct technical indicators. This approach simplifies trading strategies, enabling users to easily identify opportunities and consistently achieve better market performance. What sets this platform apart is its foundation in genetic algorithms for optimization purposes. Users have the capability to utilize an algorithm that enhances the existing one, thereby increasing effectiveness. Additionally, there is a separate price prediction algorithm designed to validate patterns for the next 10 ticks on any chart. Recently, the inclusion of market depth data has further improved the product. This feature enables users to access real-time level 2 data with minimal latency and to verify historical bids, bid sizes, asks, and ask sizes complete with time-stamps, enhancing their trading decisions with valuable insights.
  • 5
    EndoTech Reviews & Ratings

    EndoTech

    EndoTech

    Empowering investors with advanced algorithms for smarter trading.
    Effortlessly access hedge fund performance through your secure cryptocurrency account, as sophisticated algorithms mitigate the risks of poorly timed trades. By applying machine learning tactics, investors can identify strategic breakouts instead of depending on haphazard scalping wins. This breakthrough allows all investors to leverage the power of state-of-the-art machine learning and artificial intelligence resources. The algorithms that drive hedge fund transactions are now available for individual investors to use. Investments driven by algorithms can capitalize on opportunities during market fluctuations without needing to directly own any underlying assets. No longer will you experience regrets over missed price surges or declines; advanced machine learning and AI algorithms efficiently spotlight profitable possibilities. Additionally, automated trading systems enable immediate trade executions across worldwide accounts, ensuring that members can take advantage of real-time market shifts. This integration of technology not only empowers every trader but also significantly enhances their potential to benefit from favorable market scenarios. Consequently, the landscape of investing is evolving, making sophisticated strategies accessible to a broader audience than ever before.
  • 6
    TradesViz Reviews & Ratings

    TradesViz

    TradesViz

    Transform your trading journey with powerful analytics and insights.
    Elevate your trading success to new heights with TradesViz, the premier online platform for trading analytics and journaling. Harness the potential of more than 500 charts and statistics to thoroughly analyze your trading journey, enhancing your performance through data-driven insights. TradesViz offers effortless integration by supporting imports from over 100 brokers, allowing you to centralize your trading data seamlessly. Additionally, with 100% automatic imports from more than 30 major international platforms and brokers, you can maintain a complete overview of your trading endeavors worldwide. Are you exhausted from juggling numerous subscriptions? Here’s an overview of the impressive features that come with your account: * The most sophisticated all-in-one Pivot grid analytics available * Custom day/trade plans designed for detailed data analysis, including trade planning and mistake evaluations * A fully customizable dashboard equipped with over 400 widgets * A groundbreaking simulator for all asset types: stocks, futures, forex, and options * TradingView plotted charts encompassing ALL trades and asset categories Join TradesViz today and uncover the competitive edge that could transform your trading experience for the better. By taking this step, you empower yourself with the tools necessary to navigate the complexities of the trading world confidently.
  • 7
    Medved Trader Reviews & Ratings

    Medved Trader

    Medved Trader

    Empower your trading with real-time insights and flexibility.
    Monitor your investment portfolios, visualize data through technical indicators, and stay updated on time and sales in real-time by leveraging one or more supported data sources. The charting features are extremely flexible and can be tailored to individual preferences, providing a variety of chart types, indicators, annotations, and alerts that are crucial for active traders. You can easily track your current orders and positions, place new orders, and modify pending orders simply by dragging them to a desired price point, with execution details visible right on the chart. Moreover, real-time identification of different candle patterns is achievable, facilitating the smooth integration of chart pattern recognition into live scans, which includes an extensive array of patterns and customizable settings. The alert system is comprehensive, offering fully configurable notifications for individual symbols, multi-symbol configurations, entire portfolios, and news updates, with trendline alerts conveniently accessible on charts as well. News updates, whether streamed live or presented in a snapshot format, are incorporated into your portfolios to provide timely insights. Furthermore, this program allows for direct trading and account management through Medved Trader, which is compatible with any brokers you elect to connect with. This all-encompassing strategy guarantees that traders have all the essential tools they need at their disposal for informed decision-making, making it an invaluable resource for anyone serious about trading. With these robust features, the platform aims to enhance the overall trading experience and empower users to make more strategic choices.
  • 8
    Trade Ideas Reviews & Ratings

    Trade Ideas

    Trade Ideas

    Empower your trading with innovative tools and insights.
    Trade-Ideas stands out as a premier platform for stock scanning and trading analysis, equipping traders with the necessary tools to make informed decisions swiftly. Whether you are a seasoned trader or new to the field, Trade-Ideas helps you uncover the most promising market opportunities. Powered by our AI engine, Holly, the platform serves as your digital trading companion, meticulously analyzing vast amounts of data and testing trading strategies on a daily basis to present high-quality trade suggestions. With one of the most effective real-time stock scanners at your disposal, you have the flexibility to tailor your scans according to your individual trading preferences and receive immediate notifications when potential opportunities emerge. Additionally, Trade-Ideas features sophisticated backtesting capabilities, allowing you to polish your strategies using historical data, and it smoothly integrates with leading brokerage accounts for hassle-free trade execution. Our innovative tools, such as the Momentum Race and Picture-in-Picture (PIP) charting, enable you to visualize stock momentum and analyze various time frames with ease. Ultimately, Trade-Ideas serves as a comprehensive solution for thriving in today’s dynamic markets, combining innovation and reliability that traders have come to trust for over two decades. As a result, it enhances your trading experience and empowers you to navigate the complexities of the market with confidence.
  • 9
    JigSaw Trading Reviews & Ratings

    JigSaw Trading

    Jigsaw Trading

    Empower your trading journey with expert insights and strategies!
    Jigsaw equips traders with the tools they need to develop their skills and make well-informed decisions through simple, repeatable trading strategies rooted in authentic professional order flow trading principles. Our comprehensive three-tiered educational program is designed for both seasoned traders looking to sharpen their techniques and beginners who need a fundamental foundation. Traders with experience recognize the importance of having tools that provide timely, reliable, and precise order flow insights in an easily digestible format. Our exceptional analytics platform, “Journalytix,” reveals significant insights buried within your trading data, enabling users to better understand their performance. Built around unique trading strategies that institutional traders utilize on a daily basis, our tools are not only incredibly fast but also highly effective. They are crafted to deliver a true competitive edge in the marketplace, presenting trading data in a user-friendly format free from unnecessary distractions. Additionally, it can swiftly identify critical scenarios such as trapped traders, ensuring that it is a practical resource for traders at every level. With Jigsaw, users are well-positioned to realize their full trading potential and approach the markets with assurance, ultimately fostering a more informed trading community.
  • 10
    Claritus Reviews & Ratings

    Claritus

    Claritus

    Effortlessly manage wealth with cutting-edge technology and security.
    Claritus presents a cutting-edge private wealth management solution centered on technology, allowing you to effortlessly track, understand, and control your financial assets! Our mission at Claritus is to make it easy for you to grasp the intricacies of your investments, eliminating the necessity for an extensive background in finance! Acknowledging the importance of privacy and security, we adhere to the highest levels of data protection and encryption standards. With Claritus, your personal information remains confidential and is solely available to you. Our innovative platform equips you to manage, monitor, and retain full visibility over your investment portfolio through a streamlined, user-friendly interface. In a complex environment populated by countless apps, services, and spreadsheets, Claritus stands out as your beacon of clarity. By delivering real-time data from more than 17,000 global financial institutions, brokerages, and other financial entities, managing your portfolio has never been easier or more convenient! Moreover, our dedication to intuitive design guarantees that anyone can achieve financial clarity without encountering difficulties. With Claritus, you can confidently navigate your financial journey, knowing that support is just a click away.
  • 11
    Quantower Reviews & Ratings

    Quantower

    Quantower

    Streamline your trading with integrated tools and strategies.
    Quantower enables trading across various markets while providing access to optimal trading strategies. This versatility allows users to utilize tools like Volume analysis specifically for cryptocurrency exchanges. Moreover, it facilitates the integration of trading information from different brokers or data sources into a single platform. Users have the ability to build a personalized trading history to review and evaluate the effectiveness of their strategies. Additionally, Quantower allows for the simultaneous dispatch of trading orders to multiple brokers, streamlining the management of these trades within a unified application. Overall, this comprehensive approach enhances the trading experience for users.
  • 12
    Trademetria Reviews & Ratings

    Trademetria

    Trademetria

    Streamline your trading experience with comprehensive portfolio management tools.
    Are you feeling overwhelmed by the need to log into multiple brokerage accounts just to monitor your profit and loss? Our platform brings together all your portfolio details in a single, convenient interface. Keep an eye on your top assets with customizable watchlists, allowing you to streamline your trading experience. Say goodbye to the hassle of managing a complicated trading spreadsheet, as our tool enables you to document every trading event, sentiment, and behavior using a comprehensive WYSIWYG HTML editor. Set specific account objectives, modify commission rates, and implement custom fees to take command of your trading operations. Access valuable financial data, earnings announcements, charts, and company profiles from more than 20 international exchanges. By tagging your trades according to your strategies, you can easily identify your most and least profitable approaches. Additionally, analyze metrics for any trading strategy, enhancing your trading intelligence and boosting your consistency and effectiveness. Enjoy visually striking representations of your trading outcomes, providing you with the assurance needed to either increase your position sizes or adopt a more cautious approach. This holistic view of your trading performance empowers you to make informed decisions in your financial journey.
  • 13
    TradeZella Reviews & Ratings

    TradeZella

    TradeZella

    Unlock your trading potential with insightful performance analysis!
    An all-inclusive trading journal designed to assist you in monitoring, evaluating, and enhancing your trading practices. It provides in-depth insights into your trading activities, enabling you to discover ways to achieve sustainable profits, while also generating reports that emphasize effective strategies and pinpointing areas where mistakes occur. With a quick glance, you can assess your trading performance, identifying both successful and unsuccessful elements. Gaining an understanding of your risk tolerance, tracking your monthly performance, and recognizing recurring negative patterns are essential aspects of this process. You'll also be able to pinpoint the most promising trade opportunities. Each trade can be meticulously monitored using appropriate metrics, allowing you to explore various methods to boost your profitability. Statistical analysis can guide you in determining what approaches yield positive results, empowering you to trade with greater confidence. Furthermore, you can uncover vulnerabilities in your trading strategy and enhance it by utilizing all available resources. TradeZella even offers the capability to replay trades, providing valuable insights into where decisions may have faltered. This holistic approach ensures that traders are well-equipped to navigate the complexities of the market effectively.
  • 14
    Passiv Reviews & Ratings

    Passiv

    Passiv

    Elevate your investments effortlessly for optimal portfolio management.
    Passiv elevates your brokerage account into a sophisticated instrument for portfolio management. With just one click, you can craft a personalized index, invest, and effortlessly rebalance while managing multiple accounts seamlessly. By linking accounts from our supported partner platforms, you can optimize your investment strategy. If your brokerage isn't on our list, we encourage you to join our mailing list for updates on new integrations. Gain mastery over your investments and effectively maintain your target allocations. Thanks to Passiv’s "buy-only" feature, identifying underweight assets in your portfolio becomes a quick and simple task. The platform automates trade calculations and execution, saving you valuable time in keeping your investments balanced. Furthermore, you will receive notifications whenever new cash or dividends are deposited or if your portfolio diverges from its planned allocation. We work closely with brokerages and leverage their APIs to guarantee that your information stays secure, ensuring compliance with their regulations. You will find that utilizing Passiv for your investment management brings both convenience and a sense of security. Overall, Passiv not only simplifies the investing process but also empowers you to make informed decisions with ease.
  • 15
    Scanz Reviews & Ratings

    Scanz

    Scanz

    Elevate your trading journey with powerful market insights.
    Crafted from the outset to guarantee your achievement, Scanz is designed for individuals who aim to thrive in their pursuits. Its captivating interface combined with rapid performance offers advanced market scanning features that significantly enrich your trading journey. Whether you're conducting straightforward single-rule scans or complex multi-rule and variable scans, the Pro Scanner gives you the ability to uncover endless opportunities. Avoid wasting time on mediocre trades; leverage the auto-sorting functionality to effortlessly pinpoint stocks that exhibit the greatest volatility and liquidity. The system retains all data columns configured for each scan, ensuring your results are consistently relevant and tailored to your requirements. By furnishing access to vital information, Scanz empowers you to make well-informed choices throughout your trading experience. Moreover, the scan outcomes provide critical insights into a company’s fundamentals, technical indicators, pricing, and liquidity, which lays the groundwork for strategic trading decisions. This comprehensive range of features is specifically designed to boost your trading efficiency and productivity, rendering Scanz an essential asset for traders of all experience levels. Ultimately, with its innovative tools and user-focused design, Scanz elevates your trading capabilities to new heights.
  • 16
    StocksToTrade Reviews & Ratings

    StocksToTrade

    StocksToTrade

    Streamline your trading with real-time insights and tools.
    All the essential tools you require are gathered in a single platform: your watchlist, news updates, trending stocks, indicators, and charts. The era of switching between multiple applications or browsers is over. With a simple click, you can access company earnings, filings, and the most recent news updates. This efficient system allows for faster decision-making regarding your buying and selling strategies. If a stock gains traction on Twitter, you will receive immediate notifications straight through the platform. StocksToTrade not only combines the finest fundamental and technical resources available but also incorporates proprietary algorithms and scanners aimed at pinpointing significant opportunities in real-time. As experienced day traders and swing traders, we recognize the importance of speed in achieving success in short-term trading. StocksToTrade is carefully designed to enhance efficiency, enabling you to quickly gather crucial information about the stocks on your watchlist, which ultimately improves your trading experience. With this all-in-one tool at your fingertips, you will be exceptionally prepared to maneuver through the dynamic stock market environment with confidence. This innovative platform empowers you to make informed decisions in an ever-changing financial landscape.
  • 17
    Zorro Reviews & Ratings

    Zorro

    oP group Germany GmbH

    Automate trading effortlessly with advanced tools and tutorials.
    Zorro is a cost-free, script-oriented platform designed for automating financial research, algorithmic trading, and quantitative investment through the application of deep learning techniques. The software facilitates automated trading across a variety of markets, including options, stocks, futures, contracts for difference (CFDs), foreign exchange, and cryptocurrencies. Additionally, Zorro offers an extensive range of features and flexibility that are often lacking in typical consumer trading applications. Users can easily dive into the platform with available tutorials and video courses, making it accessible for both beginners and experienced traders alike. Its robust capabilities empower users to develop sophisticated trading strategies and enhance their investment approaches.
  • 18
    Overcharts Reviews & Ratings

    Overcharts

    Overcharts

    Unlock market insights with powerful volume and trend analysis.
    The tick and volume analysis suite provides an array of essential indicators and tools that are key for anticipating market trends in advance. One important tool, known as Volume Profile, demonstrates the trading volume at various price levels, offering insights into the equilibrium between buyers and sellers within the market. In a similar vein, the TPO Profile—often referred to as market profile®—delivers valuable information on Time-Price-Opportunity (TPO) by illustrating how price is allocated over a specific timeframe, highlighting the price levels where activity remains concentrated over longer periods. Typically, traders use this TPO profile in conjunction with the volume profile to more effectively identify support and resistance areas. Unlike traditional bar or candlestick charts, the volume ladder merges Price, Volume, and Order Flow into a cohesive view, presenting intricate details such as acceleration, deceleration, absorption, bid/ask volume levels, delta, and a multitude of other metrics within a single, user-friendly chart. This comprehensive approach not only empowers traders with a deeper insight into market dynamics but also significantly improves their decision-making ability. Consequently, leveraging these advanced tools can lead to more informed trading strategies and ultimately better outcomes in the marketplace.
  • 19
    Utluna Reviews & Ratings

    Utluna

    Utluna

    Empower your investments with effortless insights and analysis.
    Utluna offers vital insights into your investment portfolio and overall performance, while also helping you navigate behavioral biases. You can sign up anonymously and connect your accounts from multiple financial institutions in just a few minutes. If this seems too good to be true, you can explore our demo account, which is view-only and requires zero setup, or take advantage of a free 30-day trial that doesn't require any email or credit card information. Effortlessly monitor all your financial assets, regardless of where they are or their liquidity status. This includes a wide variety of asset classes such as equities, debt instruments, currencies, commodities, tangible assets, digital assets, collectibles, and beyond. The platform supports all types of securities, covering direct investments, funds, derivatives, and CFDs, along with a range of currencies that extends beyond the G10. You can oversee both listed and non-listed assets, whether they are bankable or not. With Utluna, you can gain a clearer understanding of the factors that affect your portfolio through intuitive visualizations of its composition, performance, and risk. Additionally, you have the flexibility to tailor your analysis using tags relevant to your perspective, enabling a more customized approach to managing your investments. Taking control of your financial journey has never been more straightforward, empowering you to make informed decisions that align with your goals.
  • 20
    TradingDiary Pro Reviews & Ratings

    TradingDiary Pro

    TradingDiary Pro

    Elevate your trading skills with effortless journaling mastery.
    Keeping a comprehensive trading journal is vital for curbing impulsive and erratic trading actions that may result in considerable financial setbacks. This habit ultimately improves your skills and effectiveness as a trader. Rather than depending on cumbersome templates and logs that necessitate daily updates, you might find TradingDiary Pro to be a user-friendly solution for monitoring your trading results. This tool features effortless one-click import options, a variety of configuration settings, insightful statistical analysis, and useful reporting functions. The easy-to-navigate visual charts help you gain a deeper insight into the psychological factors influencing your trading, allowing you to identify and correct repeating errors while effectively managing your emotions. By adopting this tool, you can make significant progress toward maximizing your trading potential and reaching the success you have always dreamed of. Furthermore, prioritizing robust risk management strategies is essential in trading, especially when leveraging, as it helps limit possible losses and protects your trading capital from total exhaustion. By integrating these practices into your routine, you can foster a more disciplined approach and pave the way for a lucrative trading experience. Ultimately, the combination of reflective journaling and sound risk management serves as the foundation for long-term trading success.
  • 21
    Kinfo Reviews & Ratings

    Kinfo

    Kinfo

    Transform your trading journey with powerful insights and strategies.
    Kinfo provides a comprehensive platform for monitoring your trading outcomes while giving you access to the investment portfolios of leading traders. You can effectively track your trading performance since Kinfo calculates vital metrics that reveal your success rate. Furthermore, you can delve into the portfolios of accomplished investors, scrutinizing their trades, metrics, and analytics to grasp their strategies more profoundly. By analyzing individual trades in detail, you ensure that you understand every nuance of each transaction. You'll also receive alerts whenever any of the traders you follow execute a trade, keeping you informed about your preferred individuals. The platform offers a monthly journal feature, enabling you to assess your performance over time, thus aiding in the evaluation of both your achievements and challenges. Through diligent study of your trades, you can identify winning strategies that lead to favorable outcomes. Kinfo seamlessly integrates with your broker, and the setup process is not only quick but also secure, with the choice to keep your trading performance confidential. You can conveniently download the app or sign up online in just a minute, and it is completely free, with a firm promise of no spam. You will have access to various facets of your trading performance, such as tracking the frequency of your recent winning trades. Ultimately, Kinfo equips you with the tools necessary to refine your trading abilities and make more strategic, informed decisions in the market. With its user-friendly interface and robust features, Kinfo is poised to become an essential part of your trading journey.
  • 22
    Options Road Backtester Reviews & Ratings

    Options Road Backtester

    Options Road

    Maximize returns effortlessly with automated options trading solutions.
    Stop dedicating precious hours to manual trading practices. Elevate your investment portfolio's growth through automated options trading. Options Road provides an automated trading solution that effortlessly integrates with your Interactive Brokers® account. This platform is perfect for investors who prefer a more passive approach to options trading while striving to increase their returns, as Options Road implements customized trading strategies on your behalf. With its user-friendly interface requiring no coding expertise, it functions independently of traditional financial institutions, putting your investment goals first. By opting for automated options trading, you not only conserve time but also enhance your potential for maximizing return on investment. This cutting-edge trading platform serves as your dedicated portfolio manager, continuously improving your growth potential with every trade you make. It eliminates human errors, poor research, and emotional decision-making, ensuring that your trades are executed reliably to support long-term portfolio advancement. Moreover, it minimizes the time usually spent on research and analysis, allowing you to concentrate on other significant areas of your financial journey, ultimately leading to a more balanced and strategic investment experience. By embracing this innovative approach, investors can achieve their financial aspirations more efficiently.
  • 23
    Dividend.watch Reviews & Ratings

    Dividend.watch

    Dividend.watch

    Streamline your investments effortlessly with powerful tracking tools!
    Eliminate the complexities of spreadsheets and tedious data entry by seamlessly tracking more than 83,100 stocks and ETFs from your custom dashboard. This intuitive platform empowers you to handle portfolios of any size, forecast future earnings, evaluate diversification, and stay updated on all pertinent information. Equipped with an advanced online dividend calculator, it provides a suite of powerful tools that allow you to assess any stock across multiple scenarios with just a few clicks! Grasping one's dividend income is crucial for all investors, and savvy investors often look for additional essential metrics to inform their investment strategies. All the critical details regarding your monthly dividend income, along with necessary metrics, are neatly gathered in one place and automatically refreshed every 24 hours. You have the flexibility to buy and sell widely recognized dividend stocks, thereby incrementally improving your portfolio. Monitor important metrics such as dividend yield, yield on cost, P/E ratio, and various others as you compute your dividend income and other vital figures. This cutting-edge tool not only aids you in estimating your monthly dividend income but also promotes effective diversification and thorough oversight of your dividend portfolio, ensuring you are well-equipped to make sound investment decisions. As you utilize this platform, you'll find that taking control of your investments has never been more straightforward or efficient.
  • 24
    RightCapital Reviews & Ratings

    RightCapital

    RightCapital

    Empower your financial future with clarity, adaptability, and support.
    RightCapital's platform simplifies intricate financial situations, providing users with clarity, precision, and flexibility. It enables the presentation of diverse scenarios, allows for comprehensive stress tests, and more, helping clients visualize their ideal lifestyles, whether it be leisurely mornings on the golf course or relaxing afternoons at the beach. By effectively showcasing how a well-structured tax-efficient distribution plan can lead to significant savings, you will enhance their comprehension of withdrawal schedules and Roth conversion strategies. Furthermore, you can protect your clients from unforeseen challenges such as disability or death by evaluating their requirements in different situations and identifying pathways to success. Utilize our dedicated student loan module to assess and compare various repayment options, aiding clients in managing their student debt or that of their children. With RightCapital, you can be confident that you will gain the clarity, adaptability, and support necessary for developing impactful financial plans that align with your clients' dreams. Ultimately, your proactive approach and guidance will not only empower your clients but also inspire them to pursue their financial aspirations with newfound assurance. This comprehensive support ensures that your clients are well-equipped to navigate their financial futures.
  • 25
    Option Alpha Reviews & Ratings

    Option Alpha

    Option Alpha

    Transform your trading with automation and insightful tools!
    Utilize the transformative potential of automation to boost your trading performance, uncover exceptional trading opportunities, and advance your trading skills to an unparalleled level. Participate in SPX trading, which offers cash settlements and advantageous tax benefits through the groundbreaking 0DTE Oracle. Our mission is to provide every trader with sophisticated tools and insights that allow for smarter trade execution via automation. Gain a comprehensive understanding of projected price ranges as indicated by the options market, alongside the maximum pain point for every expiration. Earnings Edge utilizes a unique mathematical approach to trading earnings reports, aiding in the identification of chances based on historical price movements following earnings releases. Explore pre-calculated trading recommendations tailored to your individual preferences and execute orders with ease. At Option Alpha, we are dedicated to equipping traders with efficient, intuitive tools supported by exceptional research and educational materials. By leading the charge in automation advancements, improving access to crucial data and insights, and promoting a collaborative community for all skill levels, Option Alpha is transforming the trading environment. Our aspiration is to cultivate a space where traders can excel by harnessing innovative solutions that meet their specific needs, ensuring both growth and success in their trading endeavors.
  • 26
    IB Trader WorkStation (TWS) Reviews & Ratings

    IB Trader WorkStation (TWS)

    Interactive Brokers

    Trade seamlessly across global markets with advanced tools.
    The IB Trader Workstation (TWS) is designed by market makers to facilitate trading in stocks, options, futures, currencies, bonds, and funds across over 150 global markets from a unified platform, catering to traders, investors, and institutions alike. With its user-friendly TWS Mosaic, the platform significantly enhances the trading experience, providing swift access to a comprehensive array of trading, order management, charting, watchlist, and portfolio features through a single customizable interface. Users benefit from direct connectivity to TWS trading and order functionalities, receiving live quotes alongside essential technical research and analytical tools, all conveniently organized within one window. The Portfolio window gives a quick snapshot of account summaries and position specifics, whereas the Order Entry window allows for the rapid creation and submission of orders, with the Order Monitor providing capabilities to track, modify live orders, and review past transactions, whether completed or cancelled. For traders seeking more advanced tools, Classic TWS is available, which features fast order entry right below the Market Data row, ensuring a seamless trading experience. This combination of Mosaic and Classic TWS guarantees that traders, regardless of their expertise, can access the necessary tools to effectively navigate and succeed in the competitive market landscape. Furthermore, the flexibility of these interfaces allows users to tailor their trading environments to match their personal preferences and strategies.
  • 27
    QuantConnect Reviews & Ratings

    QuantConnect

    QuantConnect

    Empower your trading journey with interactive, innovative tools.
    Discover high-quality interactive tutorials designed to walk you through the fundamentals of algorithmic trading. Our platform provides an extensive array of tools and resources that can help you bring your creative ideas to life, including access to premium data, powerful computational resources, and a user-friendly online coding environment. You can execute your trading strategies with our institutional-grade live-trading infrastructure, which is connected to a network of 12 different brokerages. Start by crafting and testing your strategies using our free data, and when you’re ready, seamlessly shift to a live trading environment with your preferred brokerage. Our system accommodates multiple programming languages, enabling you to leverage a vast array of hundreds of servers for backtesting and market analysis across various sectors, such as Equities, FX, Crypto, CFD, Options, and Futures. Build your quantitative organization on our secure cloud services, drawing on our eight years of industry experience. With over 100,000 users, our platform has proved its ability to grow and support even the most ambitious trading projects. We are committed to protecting your intellectual property through features like code encryption and version control, ensuring you can focus on innovation and trading without worry. Moreover, our vibrant community encourages collaboration and sharing of insights, which can further enhance your trading strategies and help you reach your financial aspirations, making us a reliable partner in your trading journey.
  • 28
    Wealth-Lab Reviews & Ratings

    Wealth-Lab

    Quantacula

    Transform your trading experience with advanced, customizable strategies.
    Wealth-Lab stands out as a revolutionary platform that offers a unique experience while still retaining familiar features. Users have the ability to develop robust strategies using either C# or the vibrant Strategy Building Blocks. With a simple click, you can generate sets of indicators for your charts and customize the themes to suit your preferences. The platform supports simultaneous connections to multiple brokerages, allowing for automated trading with leading firms such as Interactive Brokers, TD Ameritrade, and Alpaca. Additionally, you'll find a variety of real-time data providers and end-of-day data suppliers at your disposal. Wealth-Data enables you to conduct survivorship testing, implement Walk Forward Optimization, and explore numerous variations—all executed at the portfolio level for each symbol in sync on a bar-by-bar basis. This comprehensive tool also includes Meta Strategies, Rotation Strategies, and sophisticated Money Management techniques at the portfolio level. Features like Price Grid, which resembles facial recognition applied to chart patterns, and CandleStick Evolution, along with NeuroLab, add further depth to your analysis. Ultimately, Wealth-Lab is packed with several advanced tools designed to enhance your trading and analytical capabilities.
  • 29
    Chartlog Reviews & Ratings

    Chartlog

    Chartlog

    Unlock trading potential with data-driven insights and analysis.
    Assess the efficacy of different trading strategies to determine which one yields the best results. Before putting these strategies into practice in live markets, evaluate their profitability using sample data sets. We provide market data collected from all 16 U.S. exchanges, in addition to over 15 years of historical records. Furthermore, Chartlog allows for effortless integration with your trading platform, enabling automatic, real-time uploads of all trades for enhanced analysis. This efficient system guarantees that you can make knowledgeable decisions grounded in thorough performance assessments, ultimately leading to more strategic trading outcomes.
  • 30
    StockSharp Reviews & Ratings

    StockSharp

    StockSharp

    Empowering traders with innovative, user-friendly financial software solutions.
    StockSharp is an innovative and forward-thinking company that focuses on developing sophisticated financial software solutions. Their premier offering, StockSharp Designer, serves as a comprehensive trading platform suitable for stocks, futures options, and forex markets. Featuring an easy-to-navigate interface, it enables users to effortlessly design, test, and implement their trading strategies. The platform also includes a visual strategist that empowers users to craft algorithms without any programming expertise, making it user-friendly for traders of all levels. The design team at StockSharp excels in streamlining complex features to ensure a smooth user experience. By merging state-of-the-art design with groundbreaking technology, StockSharp aims to assist both traders and institutional clients in enhancing their performance through insightful data analysis and exceptional usability. Furthermore, their commitment to innovation continually drives them to improve and adapt their offerings to meet the evolving needs of the financial market.
  • 31
    TradersPost Reviews & Ratings

    TradersPost

    TradersPost

    Elevate your trading game with seamless automation solutions.
    TradersPost provides automated trading bots tailored for a wide range of assets, such as stocks, cryptocurrencies, options, and futures, seamlessly integrating with strategies from platforms including TradingView and TrendSpider. Users can easily place trades with top brokers like Tradovate, TradeStation, Coinbase, Interactive Brokers, and Alpaca. By utilizing sophisticated charting tools like TradingView or TrendSpider, traders have the opportunity to create and backtest their own trading strategies or leverage third-party signal providers to optimize trade automation through TradersPost. Moreover, users can configure their strategies to activate alert webhooks, which inform TradersPost when they are ready to execute a trade. Connecting to TradersPost is both simple and secure, enabling automatic trade execution whenever a strategy sends an alert. This intuitive setup empowers traders to seize market opportunities promptly, significantly improving their trading efficiency and overall effectiveness. Ultimately, TradersPost stands out as a versatile solution for traders seeking to enhance their automated trading experience.
  • 32
    Choice Reviews & Ratings

    Choice

    Choice

    Streamline your digital asset investments with expert guidance.
    Numerous financial advisors assert that the most effective way to engage with digital assets while ensuring client oversight is by utilizing separately managed accounts or by investing in over-the-counter funds and indices. These professionals have the ability to directly handle bitcoin and other digital assets for their clients, guaranteeing that these investments are kept within their advisory framework and safeguarded by Fidelity Digital Assets℠. Whether you prefer executing trades in bulk or on an individual basis, we provide an array of tools tailored to meet your requirements. Together with Fidelity Digital Assets℠ and Komainu, we emphasize the importance of securing your digital assets. Our platform is designed to effortlessly mirror your current advisory fee structure and billing processes. With the Choice solution, you can carry out transactions via Interactive Brokers or Kraken using a single investment or retirement account, all of which is held in qualified custody. Moreover, if your clients have holdings in REITs, physical gold, real estate, or other alternative investments, we are fully prepared to manage those as well. This all-encompassing account allows for the buying and selling of digital assets, stocks, ETFs, and more from one unified location. Additionally, there are no additional fees if you decide to grant your client access to their own login. Ultimately, our goal is to streamline your investment management experience while providing extensive support for your digital asset trading endeavors. We understand that navigating the complexities of digital assets can be daunting, so we aim to provide clarity and assistance every step of the way.
  • 33
    Investor/RT Reviews & Ratings

    Investor/RT

    Linn Software

    Empowering traders with advanced tools for informed decisions.
    Investor/RT serves as a thorough platform for charting, analyzing markets, and executing trades, widely adopted by sophisticated traders and active investors around the world, and it provides effortless connectivity to market data and execution services via platforms like DTN IQFeed, eSignal, CQG, Gain (OEC), Rithmic, Transact/Infinity, and Interactive Brokers. The Investor/RT® platform showcases a range of advanced charting tools and market analytics that empower users to make informed decisions. With two decades of careful development, Investor/RT® has adapted to meet the changing needs of traders and engaged investors. Users can tailor their market visualization to their specific preferences through its versatile features. This adaptability includes the option for instant chart sharing with fellow Investor/RT® users and the ability to create or adjust charting templates in numerous ways, catering to diverse trading strategies. Each indicator is designed to minimize computation time as real-time price and volume data flows in, ensuring swift and effective analysis. Furthermore, the indicators can be set to recalculate at suitable intervals, which not only boosts performance but also enhances user experience. This remarkable blend of capabilities positions Investor/RT® as a top choice for individuals serious about their trading pursuits. Overall, the platform's commitment to innovation and user-centric design continues to attract a dedicated user base.
  • 34
    Wyden Reviews & Ratings

    Wyden

    Wyden

    Transforming institutional trading with innovative, integrated digital solutions.
    Wyden stands out as a prominent figure in the realm of institutional digital asset trading technology. Their innovative platform enhances the digital asset trading experience by encompassing the full trade cycle and enabling smooth integration with essential banking, portfolio management, and custody systems, along with complete lifecycle automation. Comprising a team of seasoned trading professionals and specialists in crypto assets, Wyden delivers top-tier integrated infrastructure solutions tailored to satisfy the rigorous demands of institutional clients. With strategically placed offices in Zurich, New York, and Singapore, Wyden is well-positioned to serve a global clientele. This international presence reinforces their commitment to providing exceptional service and support across various markets.
  • 35
    Surmount AI Reviews & Ratings

    Surmount AI

    Surmount AI

    Streamline investments, automate strategies, maximize financial success effortlessly.
    Easily merge all of your investment accounts—covering stocks, cryptocurrencies, and forex—into a unified platform that facilitates smooth management and automation. Explore and evaluate ready-to-use investment strategies that have demonstrated success over time. We handle the intricate details, freeing you to focus on developing, testing, and reaping rewards from your ideas. You have the capability to review your strategy across different timeframes, whether it’s an established model or one you’ve customized, allowing for performance analysis and insightful improvements. Moreover, automatic rebalancing and tax loss harvesting are conducted behind the scenes, providing users with a stress-free experience. This all-encompassing method not only streamlines your investment process but also significantly boosts your chances of achieving success in the financial markets, ultimately leading to a more enriching investment experience.
  • 36
    NeuroShell Trader Reviews & Ratings

    NeuroShell Trader

    NeuroShell Trader

    Unlock advanced trading strategies with intuitive neural network technology!
    If you have a set of favored indicators but find yourself without efficient trading rules, employing artificial neural networks for recognizing patterns might be the solution you need. These neural networks explore your selected indicators, uncovering complex multi-dimensional patterns that are not easily perceived and predicting market trends, thereby generating trading rules based on these findings. With the cutting-edge 'Turboprop 2' training capability in NeuroShell Trader, you don't have to be an expert in neural networks to benefit from this technology. Integrating neural network trading is as simple as incorporating an indicator into your system. Additionally, NeuroShell Trader features an intuitive point-and-click interface, allowing you to develop automated trading strategies that utilize both traditional technical analysis indicators and neural network-based market forecasts, all while avoiding the need for any programming skills. This ease of use creates exciting possibilities for traders eager to advance their strategies through innovative technology. Moreover, by simplifying the process, NeuroShell Trader empowers a broader range of traders to harness the power of neural networks in their trading endeavors.
  • 37
    RNDpoint Reviews & Ratings

    RNDpoint

    RNDpoint

    Empower your financial institution with adaptable, customizable solutions.
    RNDpoint's Neobank software provides a variety of features and benefits, such as a completely adaptable mobile user interface, robust integration options, and a distinctive, customizable core system. Financial institutions, including regional banks, credit unions, FinTech startups, and challenger banks, can utilize our software to reduce development costs, accelerate their market launch, and deliver exceptional experiences to their customers. This flexibility allows organizations to tailor solutions specifically to their needs and stand out in a competitive marketplace.
  • 38
    Inferno Trading Reviews & Ratings

    Inferno Trading

    Inferno Trading Inc.

    Maximize your trading potential with customizable algorithmic strategies.
    This software serves as a trading bot that implements algorithmic trading strategies based on the Universal Portfolio algorithm developed by Thomas Cover. Functioning as a console application, it connects directly to Trader Workstation offered by Interactive Brokers. By examining historical stock prices, the bot predicts the most effective portfolio composition for upcoming periods. Daily rebalancing is performed in accordance with the algorithm's rules regarding stock acquisitions. Furthermore, users can personalize their trading experience by modifying the stocks and markets through a configuration file, enabling adaptability to different trading strategies. Such customization empowers traders to refine their approaches based on market conditions and personal preferences.
  • 39
    Reflexivity Reviews & Ratings

    Reflexivity

    Reflexivity

    Revolutionize your data analysis with intuitive AI insights.
    Reflexivity is a cutting-edge AI-driven platform that transforms the landscape of data analysis by enabling users to interact with sophisticated analytical tools through natural language inquiries. Among its wide-ranging features are scenario testing, asset intelligence, chart exploration, and idea generation, which allow users to confirm hypotheses across a diverse selection of 40,000 assets without requiring coding skills or spreadsheets. The platform's core is built on analytical engines specifically designed for market hypothesis testing and securities screening, supported by a detailed knowledge graph that unveils intricate organizational connections. Furthermore, it boasts an intuitive interface powered by a large language model, granting users easy access to insightful, data-driven information. Reflexivity also provides tailored AI solutions and integrations that cater to institutional investors, including services such as API access, bulk licensing, and customized implementations, making it a valuable asset for sectors including asset management, capital markets, wealth management, and brokerage. This holistic approach not only improves decision-making processes but also empowers users by making complex analytical tools more accessible and easier to use. By doing so, Reflexivity ensures that users can leverage advanced analytics to drive strategic outcomes.
  • 40
    Capitalise.ai Reviews & Ratings

    Capitalise.ai

    Capitalise.ai

    Empower your trading with automation, simplicity, and intelligence.
    Easily create, assess, and automate trading scenarios using straightforward language that anyone can understand. By incorporating intelligent automated execution, you can remove emotional biases from your trading decisions, ensuring you capitalize on every opportunity and exit positions exactly as planned. Quickly evaluate and refine your strategies through backtesting and simulated trading environments, allowing for a thorough understanding of their potential. Our extensive research and analytical tools equip you to make informed choices, significantly improving your trading effectiveness. Set up specific scenarios that trigger real-time notifications to your smartphone, keeping you updated instantly. Capitalise.ai continuously analyzes market data, technical indicators, and macroeconomic shifts, allowing you to concentrate on other important tasks. For those having difficulty coming up with trading ideas, we provide an array of live strategy examples to help you initiate your journey with ease. Whether you are handling daily trades or crafting complex automated systems, Capitalise.ai allows you to streamline your trading process without any coding knowledge required, making it user-friendly for everyone involved. Elevate your trading experience and seize control of your financial destiny with our cutting-edge platform, which is designed to adapt to your individual needs and preferences. This ensures you are always at the forefront of trading innovation.
  • 41
    Deneb Pro Reviews & Ratings

    Deneb Pro

    Deneb

    Effortless trading experience powered by advanced algorithmic technology.
    Leveraging our vast knowledge in stock trading along with the skills of our experts, we have crafted a highly effective and user-friendly trading robot specifically for stock trading purposes. This innovative bot caters to both experienced traders and beginners who are starting to explore the world of algorithmic trading. Our mission is to make the trading process easier for everyone while maximizing their profit potential. Deneb Pro, our advanced trading robot, serves as a fully automated solution tailored for the Interactive Brokers LLC platform, guaranteeing smooth integration and peak performance in the financial markets. It also features sophisticated algorithms that adjust to evolving market conditions, equipping users with a significant advantage. Furthermore, our ongoing support and updates ensure that users remain well-informed and can adapt to any changes in the trading landscape.
  • 42
    Rival Risk Reviews & Ratings

    Rival Risk

    Rival Systems

    Empower your trading with premier, cloud-based risk management.
    Rival Risk serves as a comprehensive multi-asset enterprise risk management platform tailored for professional traders and risk management specialists. This innovative solution is entirely hosted on a cloud platform, ensuring accessibility and efficiency. In recognition of its excellence, Rival Risk was honored as the Best Risk Solutions Provider by Waters Ranking in 2022. Its commitment to delivering top-tier risk management tools makes it a standout choice in the industry.
  • 43
    Rival One Reviews & Ratings

    Rival One

    Rival Systems

    Empower your trading with seamless access to global markets.
    Rival One empowers active traders to execute trades in Futures, Equities, and Crypto across various brokers and exchanges through a robust order management platform. This comprehensive, cloud-hosted solution caters to professional traders, offering improved access to international markets and additional asset classes, thereby enhancing trading efficiency and flexibility.
  • Previous
  • You're on page 1
  • Next