Portfolio analytics tools for the DIY investor

Want to put your portfolio to the test? 

Now more than ever, it’s important to make informed investment decisions.

Portfolio Score™, Portfolio Simulator™ and Portfolio Creator™ provide you with unrivaled access to the most advanced risk analysis and portfolio-building technology in the Canadian online brokerage space. Designed to help you invest with confidence, this comprehensive set of tools can help you make informed investment decisions and manage your risk exposure as you navigate market swings.

Here’s how we’re helping you succeed as a self-directed investor.

 

Get a portfolio checkup with Portfolio Score

Evaluate the health of your portfolio across five key dimensions

Portfolio Score™ helps you expand your knowledge of risk exposure by comparing the portfolio’s performance against domestic and global benchmarks. Now you can get a second opinion on your portfolio, adding to your confidence. Portfolio Score also evaluates your securities—Canadian/U.S. stocks, ETFs and Canadian mutual funds—and grades your portfolio across five key dimensions:

  • Downside Protection: evaluates the portfolio’s ability to limit loss.
  • Performance: evaluates your portfolio as measured 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, which can help mitigate volatility.
  • Income: provides a rating to indicate the level of portfolio income and/or dividends earnings.
  • Fees: assesses your portfolio's average Management Expense Ratio (MER), an annual fee that you pay when you invest in a mutual fund or ETF.

Portfolio Score

Get a second opinion on your portfolio and evaluate its performance. Open a Qtrade® Investor account or log in to use Portfolio Score today.

 

Gain confidence in your investment moves with Portfolio Simulator

Test investment scenarios, explore ideas and hone your skills

You can’t undo a market order, but thanks to Portfolio Simulator™, you can test your investing ideas before committing to them. 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® Investor account or logging in if you’re already a client.

 

Build an ETF portfolio that meets your investment needs with Portfolio Creator

Construct an ETF portfolio that matches your investment objectives

Looking for a way to construct an ETF portfolio tailored to your investment objectives? Portfolio Creator™ creates sophisticated and customized ETF portfolios with speed and ease.

Just answer a series of questions about your preferred mix of stocks and bonds, as well as the types of risks you wish to avoid. 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) and 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® Investor account or log in to check out Portfolio Creator now.

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® Qtrade is a registered trademark of Aviso Wealth Inc. ™ Portfolio Simulator, Portfolio Creator and Portfolio Score are trademarks of Credential Qtrade Securities Inc. Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc.