S-Trader - Pro-Trading Reinvented

Advanced Fund Analysis & Portfolio Construction

For tomorrow's PMs

Fund IQ brings you advanced financial technology, portfolio construction and business intelligence to enhance every aspect of investor relations.

Fund Analysis

Improve every aspect of fund analysis, from quantitative analysis and fundamentals comparisons to precise filtering and concise favorites lists.

Portfolio Builder & Optimizer

Unique portfolio builder and optimizer tools to help you create performant, reliable, portfolios to cope with markets ups & downs.

Data Visualization

Stunning visualizations using the hyper-performant lightning chart technology for data visualization and dashboard reporting with internal and external sharing.

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Web Platform

Fund Comparator

Advanced fund comparator based on fund fundamentals and over 110 quantitative indicators.

Portfolio Builder

Portfolio builder based on fully customizable criteria and criteria weights.

Portfolio Optimizer

Advanced optimizer based on risk parity, targeted return, volatility and Sharpe Ratios.

Grid Comparison

Unique comparison grid to analyze funds, fund groups and model portfolio in one place.

Fund Favorites

Save and follow the funds you like most and keep track on-the-fly on their most relevant metrics.

Model Portfolio Favorites

Save and follow your favorite model portfolios and get important updates on any changes to them or their metrics.

Advanced Indicators

Over 110 indicators in five groups: return, volatility, MPT metrics, statistics, market statistics.

Opportunity vs Prospectus Benchmarks

Hundreds of benchmarks used as either opportunity cost benchmarks or prospectus benchmarks.

Fund Lists

Create lists based on customizable criteria, including fundamental constraints and / or quantitative indicator constraints.

Advanced Visualizations

Unparalleled analytics thanks to a large number of creative, high performance visualizations.

Relative Rotation Graphs

Intuitive relative rotation graphs for creative relative strength analysis.

Comparison Heatmap

All your server-based or customized symbol lists for all streaming, local, downloaded or composite symbol data in one place.

Multiple Coordinates Comparison

Connectivity with major custodial and broker-dealer brands to import, view, analyze and.

Customized Reporting

Save and migrate all your files and work from one computer to another in mere minutes. Password protect the individual elements and/o.

Consulting Services

Automatically save all your S-Trader files, including templates and settings, to pre-determined local or cloud locations upon exiting.

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Fund IQ at a Glance

Analyze Funds

The most unique visualizations ever, based on many built-in studies, unlimited custom studies and the best and fastest 2D and 3D charts, heatmaps, parallel coordinates, spider, polar charts.

Build Portfolios

Powerful scripting language to easily create custom indicators, expert advisors and trading systems.

Optimize Portfolios

Full modules ranging from view, scan and analysis of single and composite securities; to advanced relative strength analysis based on Relative Rotation Graphs and Relative Strength Portfolio Matrix; to sxripted alerts and complex algo trading.

Visualize Fund Data

Multiple format local data, end-of-day data, streaming data & high performance streaming data are all options to choose from depending on your needs.

Technical Analysis

Order Management System that can be plugged into any broker or custodian using API-based or FIX-based interfaces.

Managed Solutions

Get started on your own or via our distribution partners.

Portfolio Management Technology For The Modern World

Improve and Innovate your PM technology

Fund IQ will fill many gaps in your portfolio management work with unique features, extensive quant analysis and unparalleled data visualization options.

110+ Functions & Fund Metrics

77000+ Canadian Funds

3 Comparison Grid Quadrants

Mini Optimizer

Dashboarding Solution

20 Time horizons

38000+ US Funds