The Research Data Bundle for each region includes the following:

Click links to learn more.

Region Specific Dow Jones Trader News

Briefing.com
(Global Professional and North America Professional only)

MT Newswires
(Global Professional and North America Professional only)

The Fly
(Global Professional and North America Professional only)

Trading Central

The Research Data Bundle for each region includes the following:

Click links to learn more.

Region Specific Dow Jones Trader News

Briefing.com
(Global Professional and North America Professional only)

MT Newswires
(Global Professional and North America Professional only)

The Fly
(Global Professional and North America Professional only)

Trading Central

Insightful Analysis and Commentary for U.S. and Global Equity Investors. Publishes articles on stock, sector news and market commentary to financial analysis and industry research.

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ACCESSWIRE is is a complimentary service, and does not require a subscription.

ACCESSWIRE is a flat-fee, news and communications network, providing regional, national and global news to hundreds of clients globally. ACCESSWIRE disseminates full-text press releases for both private and publicly held companies globally to news media, financial markets, investors, information web sites, databases, bloggers and social networks.

ACCESSWIRE’s press release platform is a cost-effective Fair Disclosure, Regulation FD news dissemination and media outreach service.

ACCESSWIRE’s platform makes it easy to publish rich media assets such as video, audio and images, and gives users the power to build their own distribution to the outlets needed most. An earnings announcement, product launch, community message, M&A transaction or corporate update can be distributed to ACCESSWIRE’s worldwide news network. Corporate issuers and their constituents utilize the cloud-based platforms and related services from document creation all the way to dissemination to regulatory bodies, platforms and shareholders.

Real-Time News Content Feeds: Multiple delivery options let users add real time news and multimedia content targeted to their audiences, filtering by industry, topics and language specific.

Financial & Regulatory compliance full suite of services include:

• Transfer agent
• Proxy services
• Shareholder analysis & outreach
• Earnings call & webcast platforms
• Investor relations websites
• Investor hotlines
• SEDAR, EDGAR, XBRL regulatory filings

ACCESSWIRE has a full Editorial team on staff 24/7 365 days a year available by both phone and email to process news releases and ensure complete capability to meet all deadlines and off-hour requirements.

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Alexandria Technology is a complimentary service, and does not require a subscription.

ACTA is a high-performance text analytics and social sentiment assessment engine that employs a non-linear, pattern-matching methodology to identify the hidden sentiment, critical facts and key relationships buried within an article. The breakthrough algorithm understands the meaning behind the news, not just the facts, and classifies sentiment with a high degree of accuracy.

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To subscribe to Alliance News, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Real-time news coverage of the companies, markets and economies that matter the most to investors globally.

Alliance News Global 500 reports on the companies that make up the leading stock indices around the world. They have the most traded shares and attract investors from both home and abroad.

Markets are just as sensitive to politics and economics, so Alliance News journalists and our partner news agencies track the key data reports, central banks decisions and government policy making from the biggest and most interconnected economies.

Key features:

• Comprehensive and consistent news coverage of the most widely held listed companies in Asia-Pacific, Europe and North America
• Flash headlines on all market-moving events, including economic indicators and company earnings
• Global Briefing - as Asia winds down and the US and Europe head to the office, we summarise the most important news overnight and call the markets about to open
• Top News Summary - find out what is moving global markets just ahead of the New York market open
• In Depth - our deepest dive into blue-chip firms and red-hot topics
• Broker ratings and price target changes as flash headlines and a convenient daily summary
• Executive interviews and earnings previews
• In The Know - market insight and special situations; what the analysts and economists are saying and why
• Global calendars of company and economic events; regularly updated table of comparative indicators for major economies
• Central bank previews - what to expect from policy-making meetings at the Fed, ECB and other key rate setters

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AltaVista Research is a complimentary service, and does not require a subscription.

A lot of ETF research focuses primarily on past performance and fees. AltaVista takes a totally different approach by evaluating ETFs based on the fundamentals of each underlying constituent. As a result, we can answer the critical questions most investors would ask before buying a single stock or bond, such as:

• What are expectations for sales and EPS growth, and how are they changing?
• What’s happening on the balance sheet?
• How is it valued in relation to these fundamentals?
• What is the yield-to-maturity, credit quality and sensitivity to interest rates?

The benefit of this approach is that it helps investors make better fund selections based on forward-looking measures of investment merit, not just past performance. Our succinct reports cover nearly 1,000 ETFs and are updated daily to help keep investors on top of changing market conditions.

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To subscribe to AWP, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Knowing what the market moves

AWP continuously informs about interesting company news, market-moving economic aspects and market-sensitive trends. In this way you are always optimally informed about the news situation and price movements on the world markets.

AWP offers an independent live market coverage of current economic events in Switzerland. The editorial staff provides facts, analyses, commentaries and all relevant figures on companies, markets and industries. AWP regularly reports on more than 1,000 companies in Switzerland - in German, French and Italian.

AWP news is an indispensable source of information about the Swiss financial centre and its companies. With around 1,000 exclusively reports every day on companies, markets, financial analyses, macroeconomics and politics, AWP provides a complete news programme. Our market analysis helps institutional professionals, active traders and private investors to make informed investment decisions.

Feel the pulse of the markets.

The market is moving fast, so our live market analysis is an important tool that investors need to keep up. AWP publishes in all leading financial information systems more than 35,000 professional users are reading our financial market news. Many leading Swiss internet platforms and web portals uses AWP News as online content. In addition, several Swiss print media rely on AWP’s stock market commentaries and background reports.

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Benzinga is a complimentary service, and does not require a subscription.

Benzinga Professional is Wall Street’s go-to source for breaking headlines and profitable, market-moving information. Approximately 93% more cost-effective than the Reuters and Bloomberg Terminals, Benzinga Pro grants users access to accurate corporate data powering major financial brokerages. Benzinga Pro allows investors of all styles to build reliable models without concern that one-time adjustments will distort projections. The cleanest figures allow traders peace of mind when comparing data to analyst expectations. Our analysts take the noise out of the market and publish only the most actionable 600 - 900 corporate news items per day; along with monitoring traditional outlets, the Benzinga Newsdesk speaks with hundreds of companies, market analysts and hedge fund managers daily to generate exclusive content. And with a coverage universe including the Wilshire 5000 (plus an additional 1,000 U.S. traded stocks), Benzinga Professional provides clients with real-time news and expert market analysis, covering everything from micro to macro-cap companies across all sectors.

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To subscribe to Bond Ratings, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Ratings on corporate and municipal bonds. Includes US corporate bonds and US-Treasuries.

To subscribe to InvestorAi, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

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To subscribe to Briefing.com, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Briefing In Play®: Live analysis of news, earnings, analyst upgrades/downgrades, proprietary technical and fundamental analysis. Keeps investors fully informed on portfolios and the markets in general.

Briefing In Play® PLUS: Streaming market commentary and analysis, PLUS, deeper proprietary analysis and a daily stream of investing ideas and research reports. Initial Public Offerings, small- and mid-cap growth stocks, value and yield ideas, options activity, insider trading and other topical themes are all included in Briefing.com’s In Play Plus service.

Briefing Trader®: A daily stream of day and swing trading ideas that combine market coverage and idea generation. Helps more active investors and traders locate the best trading opportunities the market has to offer and stay out in front of trend shifts and leadership changes.

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To subscribe to Bullseye Brief, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Bullseye is Adam Johnson’s vision of what market research should be: Smart, Clear, Actionable. Bullseye Brief presents the three ideas most worthy of an investor’s time every two weeks. On the off-weeks Bullseye sends a Sunday night roadmap for the week ahead, as well as a midweek podcast with insight from the some of the most respected money managers on Wall Street. Mr. Johnson’s process is specific, and is designed to be simple. Bullseye looks for companies with a compelling fundamental story, data which supports his thesis, and a newsy hook which makes people lean in. Mr. Johnson considers both longs and shorts, and he provides specific parameters about where to buy and sell. Occasionally he highlights opportunities overseas, but generally he focuses on listed U.S. securities. Bullseye integrates options strategies when appropriate. Most importantly, Mr. Johnson encourages readers to call or email him with any questions.

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To subscribe to Capitalise, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Plan Like A Human. Trade Like A Machine.

Capitalise.ai is redefining trading automation. For the first time, traders of all levels can automate their own unique trading strategies, using everyday English. From managing your daily trades to building complex automated systems - with Capitalise.ai you can automate your trading, zero coding needed.

AUTOMATE

• Quickly, Precisely and Free From Emotional Influence
• Let Capitalise.ai execute your plan
• Capitalise.ai monitors real-time market data, technical indicators, and macroeconomics data 24/7 so you don’t have to.
• Seize every opportunity with optimized buying power.
• Open as many strategies as you want — only strategies that are triggered will use your buying power.

ANALYZE

• Make Informed Strategic Decisions Based On Aggregated Data Sources.
• Backtest: Use historical data to see exactly how your strategy would have performed. View Backtest Video.
• Simulate: Test your strategies risk-free using real-time data.
• Performance Statistics: Gain insights from rich & comprehensive statistics on every trade.
• Respond Faster: Edit your strategies according to their performance with a click of a button.

EXPLORE

Access an endless library of live strategy examples. View real-time performance data and use them as templates to create your own.

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To subscribe to CFRA, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

CFRA is one of the world’s largest independent research firms, helping global subscribers improve their investment and business decision-making. The firm’s differentiated proprietary methodology is designed to provide high quality research, designed to enhance portfolio performance and reduce risk.

CFRA delivers in-depth qualitative research on 1,500+ companies, as well as the latest news and analysis on global sector themes, industries, and funds, through in-depth qualitative research on 11 Sectors, 42 Industries, 1,860+ ETFs, 22,000+ Mutual Funds, as well as quantitative company research on 20,000+ global companies.

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Channelchek is a complimentary service, and does not require a subscription.

Channelchek.com, is Noble’s free investor portal that offers independent research, balanced news, advanced market data, webcasts, roadshows, videos, podcasts and more. There are more than 6,000+ small and microcap companies hosted on Channelchek.

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To subscribe to Chartsmarter, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

ChartSmarter is a trading service dedicated to the art of technical analysis. Their team works very hard to generate ideas for serious investors while trying to keep things as simple as possible. ChartSmarter focuses on the long term, letting winners run and cutting losers quickly to maintain capital. They employ both traditional and non-traditional cutting edge strategies. Let ChartSmarter introduce their approach via a 2 week FREE trial.

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To subscribe to China Knowledge, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

China Knowledge Newswires:

China Knowledge Online Pte Ltd is a financial newswires and research provider to global financial terminals and aggregators. The newswire service includes articles related to Chinese equities, fixed income, mutual funds, OTC stocks, trusts, RMB and derivatives.

China Knowledge Research Reports:

China Knowledge Research Reports provide comprehensive 90% coverage of A-shares companies with unique perspectives that are usually covered by stockbrokers or banks. Well-known reports include Foreign Investors Rating, Investment Strategy Monthly, ESG, Mutual Funds Rating, Earnings Estimates and other themes.

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China Perspective is a complimentary service, and does not require a subscription.

24/7 China Newsfeed

Through our AI technology, we gather thousands of investment-related news across different sources and media from China, and since they are all in Chinese, we translate them into English and make it friendly-readable to clients of Interactive Brokers.

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To subscribe to Cusip, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

CUSIP Global Services (CGS) places tremendous importance on standardization, over the past 50 years it has helped them to earn a reputation as the trusted originator of quality identifiers and descriptive data that are interoperable among regulators, banks, vendors, exchanges and depositories. CGS information helps streamline efficiencies throughout the global financial system. From the assignment of identifiers for new issues to their use in trading, settlement, asset servicing and risk management, clients rely on trusted CUSIP identifiers and the knowledge and experience of the CGS team to provide a solid foundation to run their businesses smoothly and reliably.

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To subscribe to Dow Jones, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Dow Jones & Company is a global provider of news and business information, delivering content to consumers and organizations via newspapers, Web sites, apps, video, newsletters, magazines, proprietary databases, conferences, and radio.

Dow Jones Newswires delivers premium business news, commentary and insight in real time and with unquestionable accuracy and depth. Built on a renowned global reporting network of nearly 2,000 journalists, Dow Jones Newswires publishes more than 16,000 daily news items - including exclusive content from The Wall Street Journal, Barron’s and MarketWatch - covering every asset class and key regions and markets worldwide.

Dow Jones News Service: North America

Informs trading and investing decisions with exclusive news, commentary and analysis on North American companies and markets. This streamlined source for equities markets and company news in the Americas also provides overviews of real-time news on other asset classes and regions across the globe.

Dow Jones Institutional News: Global

Provides exclusive data, commentary and analysis on issues affecting trading and investing across all asset classes globally. Stay ahead of global equities markets and company news, track drivers of sovereign and corporate debt markets, and monitor FX, FI and Commodities news with Dow Jones’ most comprehensive real-time news feed.

Dow Jones US Press Release

US Press Releases sourced from PR Newswire, Business Wire, Market Wire and Globe Newswire.

Dow Jones Real-Time News: Global

Global stock market and geopolitical coverage providing exclusive, market-moving insights on major companies worldwide. A key resource for equity market investors and traders, the Global Equities feed also covers global macroeconomic and central bank news likely to impact currency and credit markets for a truly comprehensive view.

Dow Jones Real-Time News: North America

Includes North American stock market, geopolitical, macroeconomic and central bank news likely to impact currency and credit markets. Delivering exclusive, market-moving content on major companies, the Regional Real-Time feeds are a key resource for equity market investors and traders with regionally-targeted interests.

Dow Jones Real-Time News: Europe

Includes European stock market, geopolitical, macroeconomic and central bank news likely to impact currency and credit markets. Delivering exclusive, market-moving content on major companies, the Regional Real-Time feeds are a key resource for equity market investors and traders with regionally-targeted interests.

Dow Jones Real-Time News: Asia-Pacific

Includes Asia-Pacific stock market, geopolitical, macroeconomic and central bank news likely to impact currency and credit markets. Delivering exclusive, market-moving content on major companies, the Regional Real-Time feeds are a key resource for equity market investors and traders with regionally-targeted interests.

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To subscribe to dpa-AFX, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

General Company Information

dpa-AFX Wirtschaftsnachrichten GmbH is one of the leading news agencies for German and English language real-time financial and economic news. With a worldwide network of journalists, dpa-AFX provides independent, reliable and fast news on international financial and economic developments.

dpa-AFX ProFeed

dpa-AFX ProFeed tracks in real time key events on global financial markets. It delivers an average of 650 stories per day with up to 1,300 real-time news reports during peak periods as well as analysis and background information. dpa- AFX ProFeed is a comprehensive German-language news service, which reports on companies, markets and the economy from around the world with a focus on Germany, Europe, the US and Asia. The service is aimed at institutional as well as financial market professionals, such as traders, analysts, banking consultants and asset managers.

dpa-AFX Compact

dpa-AFX Compact is tailored to meet the information needs of a large target group. It is aimed at private and professional investors as well banking consultants and those interested in reading about economic issues. The near real-time news service includes main news on companies, markets and the economy. In addition, German ad-hoc press releases are published in real time. Also included are exclusive features such as analysts’ stock recommendations and dpa-AFX Compact planning tool, The Trading Day at a Glance. Editors compile the service’s news content. dpa-AFX believes that the day’s top news stories are not just for the front pages of newspapers but should already be on your site the day of. The continual flow of news reports can increase customer loyalty and thus boosts your chances of marketing your website and improving the attractiveness of your intranet.

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Econoday is available in TWS mobile only, and does not require a subscription.

A Smarter Calendar for the Smarter Investor

Trading the financial markets is never easy, but minimizing uncertainty by understanding what is really driving the markets is a crucial step. That is where Econoday’s Global Premier Calendar comes into play.

It’s much more than a calendar of economic events, it’s a trading tool that helps investors make smarter financial decisions.

What to expect:

Unbiased, jargon-free, market-focused analysis written by a team of senior economists, each with more than 30 years of experience covering economic indicators and the potential impact on the market.

Understanding how to interpret the data is critical and Econoday Research's experts work quickly to detect significant elements within announcements for investors.

Data includes the prior release, revisions to the prior release, consensus, and actual data. Consensus is proprietary and actively managed to ensure optimum results from the forecasts submitted by economists around the world who participate in Econoday's survey.

Ranking of events to make sure investors know which events matter most to the market.

Notifications of the release of economic indicators, central bank announcements/minutes, as well as unscheduled market-moving events. Daily and weekly articles broaden the coverage to include market activity generally, such as updates on stocks, bonds, and currencies.

Coverage of events taking place in United States, Australia, Canada, China, Eurozone, France, Germany, Hong Kong, India, Italy, Japan, New Zealand, Singapore, Switzerland and the United Kingdom.

Immediate access to Econoday’s archives dating back to 2001, encompassing event data, analysis, along with daily/weekly articles summarizing market activity, that can be used to help assess today’s market trends.

Interactive charts provide the time series of the data, and display the consensus and the actual data when the cursor hovers over any date on the chart. Click on any date, and the user may immediately access the report for the indicator written on that date.

Control display options to maximize potential trading opportunities including changing the view of events to daily, weekly, or monthly; changing the timezone to local time; filtering events to highlight a specific country; and a responsive design allowing users to change the size of the calendar to meet their viewing preferences.

A weekly podcast called Econoday Unplugged where economists discuss current market issues. About Econoday: Econoday has been delivering economic data and analysis to the investment community for more than a quarter of a century. Econoday users span the globe and include premier financial institutions such as Bloomberg, Dow Jones, Nasdaq, Fidelity, TD Ameritrade, CME, ICE, Bank of America, and many more. Econoday creates print and digital products that make it easier for investors to follow economic indicators, and better understand the relationship of these announcements to market activity for the purpose of making more informed investment decisions. Taking into consideration the economic landscape before making a buy/sell decision is inherently a strategic advantage for investors.

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To subscribe to Economatica, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Economatica specializes in handling financial information. The SaaS-based investment research platform rapidly organizes and systemizes data for company stocks, ADRs and ETFs listed on the major US exchanges. Economatica provides the information needed to make better investment decisions with a cloud-based platform that helps investors analyze securities and portfolios with the flexibility to meet their unique needs.

These user-friendly tools are designed to help investors gather essential financial information and improve investment results.

• Screening, Peer Analysis, and Time Series Apps
• Reporting and Charting
• Company Valuations (Discounted Cash Flow model)
• Portfolio Optimization
• Pair Trading

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Edison is a complimentary service, and does not require a subscription.

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The core of Edison is its acclaimed equity research platform and deep multi-sector expertise. Edison Investment’s research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages the core research platform to provide differentiated services including investor relations and strategic consulting.

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Estimize is a complimentary service, and does not require a subscription.

Estimize crowdsources quarterly corporate earnings and revenue estimates from the sell-side, the buy-side, as well as independent contributors. By leveraging a larger and more diverse community of contributors than traditional Wall Street data providers, Estimize has created a more representative and accurate data offering representing 1,500+ stocks. Institutional investors and professional traders utilize Estimize data for idea generation and risk management both in an API format as well as through the Estimize premium stock screener. The stock screener easily identifies stocks which consistently beat or miss Wall Street expectations and offers real time alerts that signal when the consensus and select analysts’ expectations differ from Wall Street.

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etfguide is a complimentary service, and does not require a subscription.

ETFguide’s Product Offering includes the following:

• First Look ETF - First Look ETF features and examines newly launched U.S. listed ETF products.
• ETFguide PREMIUM - ETFguide PREMIUM along with the Technical Forecast and Weekly pick screens funds from a universe of 2,000+ U.S.-listed ETFs with over $3 trillion in assets. Subscribers receive trade alerts via text, Twitter @etfguidepremium, or email.

Technical Forecast & Weekly Pick

ETFguide’s research includes the following tools:

• Market Meter
• Index Strategy Map
• Vital Signs of Key ETF Categories
• Mega Investment Theme Report
• Global Equity Map
• ETF Performance & Yield Corner

ETFguide’s Approach:

Our innovative approach to ETF investing examines the immediate profit potential both long and short among thousands of funds. Not only do we make buy/sell picks accordingly, but our methodology includes a strict sell discipline with pre-determined stop orders designed to limit downside while letting our winners grow.

Our ETF Technical Forecast provides complete analysis and charting of key ETFs across all asset classes. Our actionable ETF picks are not generated by faceless algorithms, but rather, through our proven proprietary method of combining technical, fundamental, and sentiment analysis to find potential high profit opportunities.

Our investing philosophy can be summarized in the following manner:

• Provide actionable ETF trades
• Focus on market trends in stocks, bonds, real estate, and currency-linked ETFs
• Help investors to incorporate an adequate margin of safety within their portfolio
• Examine key support and resistance levels + pivots for clues about market conditions
• Showcase strategies designed to grow and protect capital during any market environment

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To subscribe to FinGraphs, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

FREE: monitor markets with our proposed multi asset intraday mosaic (a selection of 16 charts on one page, continuously updated every 4 minutes in live streaming mode, across Forex, Commodities and Equity and Bond ETFs).

For access, just visit the “FREE CHARTS” section on our website below.

SUBSCRIPTION SERVICES: access the full FinGraphs’ service across 5,000 instruments over all asset classes globally, with frequencies ranging from long term to intraday:

• simple decision helping chart methodology to identify trends, set price targets and assess risk over different combinations of investment horizons (for Investors, for Traders, for Scalpers)
• create your favorites lists, your bespoke multi instruments/multi time-frames mosaics of up to 16 charts per page, view a large selection of relative charts

FinGraphs is edited by Management Joint Trust SA, an institutional advisory firm founded in 1969 in Geneva, Switzerland.

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To subscribe to FSInsight, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

FSinsight.com produces primary research along the following verticals:

• Macro Research led by Thomas Lee a widely-recognized market authority and commentator, whose views regularly appear in the media. (He was formerly at J.P. Morgan (1999-2014), where he was Chief Equity Strategist from 2007
• Portfolio Strategy led by Brian Rauscher (Head of Global Portfolio Strategy, former Chief Portfolio Strategist at Robert W. Baird & Co).
• Quantitative Strategy led by Ken Xuan (Head of Data Science Research, former operations strategy consultant at West Monroe Partners).
• Technical Analysis Strategy led by Robert Sluymer (Senior Technical Strategist with over 26 years of experience, formerly with RBC Capital Markets).
• Washington Policy Strategy led by Tom Block (president of Tom Block Consults, a public-policy consulting firm. Prior to that, Mr. Block had a 21-year career at J.P. Morgan, serving as global head of government relations).

FSInsight is lead by Tom Lee, former Chief Equity Strategist at JPMorgan. This FSI research team has nearly 80 combined years of institutional sell-side research experience. Their approach is data intensive and seeks to take advantage of anomalies that identify sectors and stocks which have the potential to outperform the market. Tools are aligned with this focus and help clients to make better informed decisions. FSinsight.com concentrates on delivering analysis, not opinions, and as an independent research provider, clients are assured that the work is tailored to provide fresh and innovative intelligence to aid in their investment process.

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To subscribe to Fundamental Analytics, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Fundamental Analytics is an interactive website for commodity traders to research price behavior of commodities and fundamental data affecting prices. It is a website where subscribers can generate graphs, tables, and analyses of price data along with related fundamental supply/demand data.

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To subscribe to Gimme Credit Research, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Gimme Credit (GC) is one of the premier independent public company credit research companies, bringing exclusive and timely intelligence daily to fixed income investors and other capital markets professionals. Many fixed income portfolio managers, analysts and traders consider GC to be an essential part of their daily information diet. GC offers separate services for Investment Grade, High Yield and Emerging Markets Corporate Bonds.

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To subscribe to Gordon Haskett, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

GHRA’s leading event-driven research team led by Don Bilson generates insights and actionable stock ideas by analyzing and attempting to anticipate strategic events, including M&A, activism, spinoffs, restructurings, and board/management changes.

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To subscribe to Hammerstone, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

The Hammerstone Report is a separate service available in TWS. Subscribers can look forward to being provided with top level content and commentary 4x per day via the following daily reports: Early Look, Mid-Morning Look, Closing Recap, and Street Recommendations.

For more information on our products, please visit: http://thehammerstone.com/products

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To subscribe to Hightower Report, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Daily Comments

Individual traders, brokers and managers traders look to The Hightower Report to help them navigate today’s complex markets. Our morning commentary provides concise, fundamental analysis on all the major market segments, including Grains, Livestock, Financial Markets, Metals, Energy and the “Soft” Commodities. Get a look ahead to the day’s trade, with the latest fundamental data, support and resistance levels and trade suggestions.

Our commentary is sold by market segment or as a package so you can customize your subscription to your needs:

• Grains, Livestock, Financials, Metals, Energy and Soft Commodities (Coffee, Cocoa, Sugar and Cotton).
• Fundamentally-based analysis combined with classic technical analysis.
• Trade Strategies - When our analysts see an opportunity, they will let you know! Our trade suggestions have clearly stated objectives and risk levels.
• Options - Trade suggestions often include strategies that use options, either alone or in combination with futures.

Weekly Market Letter

Released Friday afternoons for up-to-date ideas and strategies to start the next trading week. Ideal for hedgers, traders, investors and everyone in between.

• Timely information and trade ideas.
• Easy-to-read layout.
• Succinct articles with specific trade strategies using futures, options and combinations of both.
• Market-by-Market Summaries, with long/short indicators.
• Major Economic Events - and how they will impact the markets.
• Overvalued/Undervalued Markets - Fundamental and Technical.
• Longer Term and Big Leverage Trade Sections.

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To subscribe to IEX Cloud, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

About IEX Cloud:

IEX Cloud is the financial data business of IEX Group, which also separately operates the IEX Exchange. Since 2019, IEX Cloud has been setting new standards for easy delivery and use of financial data.

IEX Cloud connects you with 150+ enterprise-grade datasets through one easy-to-use platform and API – great for:

• Fintechs and developers looking to readily integrate financial data into their applications and products.
• Institutional investors that need a wide breadth of enterprise-grade datasets to inform their strategies.
• Everyday investors that empower investment decisions with data-driven research – whether that’s tracking a portfolio in Excel or performing fundamental analysis.

Curated Core and Premium Data

Access institutional-grade data in minutes, including full U.S. market coverage and support for 475,000+ securities globally – all in one API:

• Real-time* U.S. stock prices and international historical stock prices from 150+ exchanges globally,
• Best-in-class fundamentals data,
• Corporate actions, including dividends, splits, and M&A,
• Crypto data, forex rates, and macroeconomic data,
• Specialized alternative datasets, such as stock research reports, ESG data, ML-trained stock models, and insights from expert research firms.

Use IEX Cloud anywhere

Get data when and how you need it using an easy-to-use API, SSE streaming, bulk file downloads, the IEX Cloud Excel plugin, or customized data delivery with Rules Engine.

Visit the IEX Cloud getting started guide here for instructions on how to use the platform, including how to use the API, manage your subscription, and get the most out of the platform.

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To subscribe to InsiderInsights, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

InsiderInsights Pro Trader (Includes the following)

• Power Alerts
• InsiderInsights Headline alerts are published when insider transactions generate or confirm InsiderInsights company ratings.
• Uploaded intra-day as qualifying insider transactions occur.
• Daily Insider Ratings Reports (via PDF File)
• InsiderInsights Ratings of stocks with open-market SEC Form 4 purchases & sales filed during the previous session.
• Uploaded before market opens the following morning.
• Weekly Insider Tables (via PDF File)
• InsiderInsights Ratings of stocks with open-market SEC Form 4 purchases & sales filed during the past week. Weekly summaries by company and individual. In addition, Insider Tables which include InsiderInsights tables for stocks with still-active Significant Ratings over the previous 90 days.
• Uploaded Saturdays.
• Monthly Insider Special Screens (via PDF File)
• InsiderInsights Monthly Special Screens combine insider data & ratings with various fundamental and price action criteria to help identify the potential best value, growth, momentum, and short ideas.
• Uploaded the 1st of each month and run on open-market SEC Form 4 filings from the previous calendar month.

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Interactive Brokers is a complimentary service, and does not require a subscription.

The IBKR Quant Blog serves quantitative professionals who have an interest in programming.

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Interactive Brokers is a complimentary service, and does not require a subscription.

Scans market irregularities for price and volumes and generates market signal alert.

Interactive Brokers is a complimentary service, and does not require a subscription.

Combines market commentary from IBG traders, global exchanges, and other market veterans into one forum.

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To subscribe to Mace News, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Mace News. Know better.

Real-time global macro news for investors.

Instant economic news coverage with context.

We help you pick out the intelligence from the daily deluge of information. Whether it’s the latest economic indicator or comment from a central banker. Or the latest on global health or international trade.

Our reporters are veterans with deep knowledge of macroeconomic topics that apply across markets. We deliver accurate, independent news and analysis for savvy financial market participants.

Mace News keeps you alerted to upcoming news so you won’t be caught off guard. Our team provides exclusive content, including interviews with central bankers.

We are responsive. We want to hear your questions and requests for coverage. Our focus shifts as your interests shift.

Mace News Macro delivers streaming news headlines and analysis at release time on key economic data and statements from policymakers. With news roundups and commentary putting the latest news in context. Helping readers understand what’s happening now and what’s next.

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To subscribe to MacroRisk Analytics, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

The Economy Matters - MacroRisk Analytics provides statistically sound, scientifically tested methodology for measuring the economy’s influence on investment prices, including 30,000 stocks, mutual funds, and ETFs. The Economy Matters tools enable investors to reduce their economic risk exposure, while also identifying opportunity in the current economic climate. MacroRisk Analytics is designed to reflect what the economy is doing right now, and how it will affect the value of assets in the future, based on current data and historical relationships.

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To subscribe to MarketDesk Research, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

MarketDesk Research provides independent investment research and portfolio strategy centered around evidence-based investing. Instead of basing decisions on near-term trends or ""expert"" opinions, our team focuses on historical data, leading indicators, and statistical probabilities to guide core asset allocation ratings and idea generation. This quantitative overlay rewards facts, not opinions, and allows MarketDesk Research to simplify an often complicated market narrative and provide actionable ideas. Solutions include core asset allocation research (equities, credit, economics, and international markets), tactical ideas (industries, themes, regions), model portfolios (quantitatively managed strategies), and white label insights (client communication and marketing).

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To subscribe to Market Edge Research, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

The Market Edge Technician report provides in-depth analysis on over 3,600 stocks. Updated daily, the research looks at short and intermediate term strengths and weakness and provides specific, actionable recommendations. A Calendar of Technical Events alerts investors to changes in pertinent technical indicators.

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To subscribe to MarketGrader, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

MarketGrader offers independent, fundamental research on 6,000 North American equities. Our quantitative research system grades each company across 24 fundamental metrics across four core categories: Growth, Value Profitability and Cash Flow. The result is an overall grade between 0-100 and an objective Buy, Hold or Sell rating focused on each company’s potential for long-term capital appreciation.

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To subscribe to MarketLife, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

MarketLife offers a two page weekly summary of major market action in global currency markets and equities. The report includes trend analysis, overbought/oversold analysis, and quantitative bias over multiple timeframes.

The weekly report is supplemented by an average of one video snapshot that puts current market action in context of an actionable trade idea.

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McAlinden Research Products is a complimentary service, and does not require a subscription.

McAlinden Research Partner’s (MRP) strives to identify change-driven, thematic investment ideas. They follow a proprietary methodology developed by Joe McAlinden, a 50 year Wall Street veteran, and former CIO of Morgan Stanley Investment Management, along with former Chief Strategist of Dillon Read & CEO of Argus Research. Subscribers to MRP receive the “Daily Intelligence Briefing”(DIBS) report which provides a deep dive into subjects MRP is exploring, in its quest for alpha generating themes.

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To subscribe to Mill Street Research, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

The weekly Mill Street Research Trader Ideas report provides active traders with a focused list of 20 liquid US large-cap stocks that rank highest on Mill Street’s flagship MAER multi-factor stock ranking model. Institutional investors globally have relied on MAER for stock selection for years, and Mill Street now extracts the most timely ideas for traders in the Traders Ideas Report. Mill Street’s MAER product is a carefully constructed, institutional-grade multi-factor global stock ranking model that has been used by demanding buy-side firms for years as part of their stock selection process. MAER leverages proprietary implementations of well-established drivers of returns to obtain results that are more effective, robust, and investable than most other models.

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To subscribe to MNI Market News, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

MNI is a provider of news and intelligence specifically for the global foreign exchange and fixed income markets, providing actionable insight for market professionals and those seeking to make investment decisions. MNI’s reputation for delivering mission-critical information has been built over three decades. They offer not only news, but news analysis: linking breaking news to the effects on capital markets. MNI’s mission is to provide “All Signal, No Noise”.

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Morningstar Equity, ETF, and Credit Reports

Access research from Morningstar, the leading global provider of independent, fundamental research to help make better informed decisions. Morningstar’s team of 100+ global analysts covers thousands of securities and delivers in-depth reports that include the Morningstar Rating™, buy/sell prices, Stewardship Ratings, Economic Moat Ratings, and risk analysis.

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News you can use! Used by most of the largest banks and asset management firms, Live Briefs PRO North America (from MT Newswires) is a leading source of breaking news to professional traders and wealth managers in the US, Canada and Europe. With up-to-the minute coverage of global financial market activity around the clock, subscribers get unique and actionable news and trading analysis of equities (US and Canada), commodities, options, bonds, FX and all global economic events. Among the 110+ categories of coverage are the proprietary Earnings Reaction History reports, providing subscribers with unique insight into how a company’s stock price is likely to react based on reactions to similar news in the past (see sample story).

Live Briefs PRO is produced by MT Newswires experienced staff of economists, financial journalists and editors delivering clients with a zero noise source of original, multi-asset class real time news. Breaking news and analysis every market day from 6:30 am to 6:30 pm ET, including both the pre-market and after-hours trading sessions.

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To subscribe to Nautilus Investment Research, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

How Nautilus Helps

Idea Generation: Actionable investment ideas based on multiple points of quantitative and qualitative evidence.

Risk Management: Thorough assessment of the probabilities for prospective market and portfolio moves.

Bespoke Research: Custom analysis and construction of studies, indicators, monitors and trading models.

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To subscribe to Naviga Newsfeed, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Using our proprietary taxonomy, Naviga creates aggregated news topics from thousands of reputable business sources including Pro-feeds, regulatory announcements, rumour wires and web sites. Naviga – working to create alpha by distilling stories from background noise.

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Ned Davis Research is a complimentary service, and does not require a subscription.

NDR Advisory Publications provides broad, objective market analysis, and implementation ideas. The Advisory Publications include daily U.S. economic analysis; weekly summaries providing global macro-economic analysis, top-level analysis on global and U.S. asset allocation, and U.S. sector allocation. Advice offering includes actionable ideas; weekly commentary on ETF trends; monthly commentary summarizing key positions and themes in the market; and quarterly benchmark analysis discussing themes among asset classes, styles, and sectors.

Since 1980 Ned Davis Research (NDR) has been helping investors to make better decisions with unbiased, insightful and risk appropriate market and global economic data and analysis. NDR’s commitment to data-driven analysis has resulted in the firm’s evolution into one of the largest independent institutional investment research providers in the market. NDR is widely recognized for its concise market commentary and objective views. Ned Davis Research is headquartered in Venice, Florida, with offices in Atlanta, Boston, London, Hong Kong, and San Francisco.

The Ned Davis Research methodology draws on both fundamental and technical research disciplines. Fundamentals provide insight as to how the markets might act, while technicals reveal how the market is acting. Truly insightful and timely ideas demand a balance between these two disciplines. Actionable ideas meet balanced, strategic insights through our 360° research methodology.

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To subscribe to New Constructs, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

We find it. You benefit. Investment ratings on 3000+ stocks, 400+ ETFs and 7000+ mutual funds. We offer tools to help clients protect themselves from red flags buried in footnotes. Cutting-edge technology enhances our forensics accounting expertise to provide the best risk/reward analysis. We shine a light in the dark corners of SEC filings so our clients can make safer, more informed decisions.

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To subscribe to Passiv, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Passiv is an automated portfolio management tool that makes it easier for investors following a balanced fund investment strategy to manage their portfolios. It helps users to be their own wealth manager, making it easier for them to allocate cash and maintain a target allocation. Simply set your target allocation and follow the calculated trades. You’ll also get notifications whenever cash hits your account or your portfolio drifts. Passiv is free to use but Elite users get access to advanced features like:

One-click trades - Allocate cash or rebalance your portfolio in one-click, saving you the hassle of having to login to your broker to place the trades.

Multi-account portfolios - Combine multiple accounts into one holistic portfolio to keep everything balanced.

Advanced currency handling - Keep your different currencies separate by preventing foreign exchange transactions in your account.

Dollar cost averaging - Allocate new cash contributions gradually over time to reduce the risk from market volatility.

And much more!

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To subscribe to Peak Capital Management, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

PCM Report – The PCM Report is a monthly report produced by the Peak Capital Management leadership team of which includes a variety of content including economic commentary on the capital markets, technical analysis, political analysis, and a brief Q&A section led by both our CEO and Chief Equity Strategist.

Quarterly Performance Review – The Quarterly Performance Review is a research report produced by our Chief Equity Strategist and Head of Research, Clint Pekrul, CFA, where he analyzes and discusses the equity and fixed income markets. Clint also provides a brief review of how our managed-risk strategies have performed over the most-recent quarter.

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To subscribe to PropThink, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

PropThink is an intelligence service that delivers long and short trading ideas to investors in the healthcare and life sciences sectors. Our focus is on identifying and analyzing technically complicated companies and equities that are grossly over- or under-valued.

PropThink provides long and short trading ideas to investors in the healthcare and life sciences sectors. Our editorial team is comprised of individuals with a strong background in science, medicine and the business of successfully commercializing therapeutics, medical devices, diagnostics and healthcare services. Our ultimate objective is to leverage the knowledge and experience of our contributors, as well as a network of experts and thought leaders, to introduce our subscribers to profitable long and short investment opportunities in the healthcare sector. We offer regular market coverage, actionable research, and a free weekly newsletter to investors who subscribe on PropThink.com.

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To subscribe to Rareview Macro, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Sight Beyond Sight® is a global macro trading newsletter written by Neil Azous. With 25 years of institutional experience across asset classes, Neil interprets the day-to-day economic, policy, strategy, and technical developments and provides actionable trading ideas for investors.

When you sign up for Sight Beyond Sight®, you will receive:

• Two editions per week
• Commentary from Neil Azous on the dominant market themes with an emphasis on portfolio construction and risk mitigation.
• Actionable trading ideas across regions and asset classes using both cash and derivative instruments.
• A Trade Laboratory that contains each trade write-up, including a pre-defined risk management process for gains and losses.
• The most transparent model portfolio in newsletter writing.
• Portfolio Manager talking points.
• Top observations.
• Immediate access to all the valuable archived editions.

Author Bio

Neil Azous is the Founder, Managing Member, and Chief Investment Officer of Rareview Capital LLC. Neil heads the firm’s investment team and oversees all portfolio and risk management activities. Neil also serves as the Portfolio Manager to Rareview Funds.

Neil Azous is the Founder and Managing Member of Rareview Macro LLC, an independent research firm. Neil is also the Editor-in-Chief of Sight Beyond Sight®, a financial newsletter built for global macro investing.

On Wall Street, his career included roles at UBS Investment Bank and Donaldson Lufkin & Jenrette, where his responsibilities comprised of trading derivatives, hedging solutions, asset allocation, and fundamental securities analysis. He began his career at Goldman Sachs in Fixed Income, after completing both the firm’s Analyst and Associate training programs.

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Real Vision

Real Vision is financial television for smart investors.

With over 500 videos, Real Vision content includes exclusive in-depth interviews and presentations from some of the sharpest independent analysts, fund managers, geopolitical strategists, economists and investors.

The Real Vision video-on-demand channel offers unique peer-to-peer conversations between leading industry figures, as opposed to scripted question-and-answer sessions. The long-form content approach results in a high-level discussion with industry insights.

Designed to be free from groupthink, advertising or bias, Real Vision presents its viewers with economic information and financial insight, and then allows investors to make up their own minds.

Co-founded by Goldman Sachs alum and author of research service, The Global Macro Investor, Raoul Pal and Grant Williams author of ‘Things that make you go Hmmm’ and strategy advisor to Vulpes Investment Management.

Real Vision is fully endorsed by the key professional learning and development bodies and offers CE credits for CFA, CFP and CISI, forms an integral part of the curriculum for Cambridge University Judge Business School MFin program and has partnered with The Economist for the MBA Investment Challenge for MBA students worldwide.

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RedSky Markets is a complimentary service, and does not require a subscription.

Redsky Markets is a data analytics company that has developed a proprietary software language allowing for rapid queries of large datasets. When certain market thresholds are met in CME Group’s major products, Redsky is designed to provide real-time alerts via text message, RSS feed or mobile app. Additionally, Redsky can provide historical context around every market alert.

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Refinitiv is a complimentary service, and does not require a subscription.

Recognizing that professionals need trusted information, filtered, and expertly managed, Refinitiv provides a wide range of business-critical information and software for actionable insight.

Refinitiv is the world’s leading source of intelligent information for businesses and professionals. We combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial and risk, legal, tax and accounting, intellectual property and science and media markets, powered by the world’s most trusted news organization.

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To subscribe to Sadif Analytics, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

SADIF is an independent research firm providing unbiased and conflict-free rating updates and quarterly equity research on more than 20,000 companies worldwide. SADIF recommendations are based on fundamental financial analysis, complemented by technical inputs. Our ratings provide a comprehensive tool for analysis and development of actionable investment ideas.

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To subscribe to Seasonax, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Seasonax serves seasonal charts for 25.000+ stocks, commodities, indices and currencies. Detailed statistics about seasonal patterns and many analysis features help users to improve their investment decisions with just couple of clicks.

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Seeking Alpha is a complimentary service, and does not require a subscription.

Stock market insights & financial analysis. Provides research articles covering broad range of stocks, ETS and investment strategies. Insights are provided by buy side investors and industry expert.

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To subscribe to Simpler Trading Company, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Simpler Trading Company is a premier options education service. Options education is provided through online classes, video newsletters, and a live trading room. Simpler Trading Company has the largest options membership community on the Internet. If you are interested in swing trading stocks you can check out Simpler Stocks which provides stock trading education through a video newsletter, articles, and group mentorships.

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Simply Wall Street is a complimentary service, and does not require a subscription.

Simply Wall St helps investors make more informed decisions. Simply Wall Street conducts in-depth and unbiased fundamental analysis on thousands of listed companies worldwide allowing you to quickly identify and research opportunities. Our products are easy to understand, visual, and comprehensive.

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Smarter Analyst is a complimentary service, and does not require a subscription.

Smarter Analyst's mission is to drive pipeline and portfolio value for global pharma and biotech companies.

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To subscribe to Slingshot Insights, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Slingshot Insights is an expert network and management access company, focused on the healthcare and biotech space. Slingshot Insights focuses on fulfilling specific interview requests for investors on stocks, and records and transcribes telephone interviews.

Interactive Broker clients can access these completed KOL interviews, conducted by professional portfolio managers, for a monthly fee.

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Slingshot Insights’ Exclusive Package for GFIS Customers includes:

Access to Slingshot’s completed expert interview transcripts after a 2 week holding period.

Immediate access to Slingshot Insights’ management call transcripts as well as the ability to access live calls.

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To subscribe to Smartkarma, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Smartkarma is an independent investment research network uniting Insight Providers, Investors, and Investor Relations Professionals. Smartkarma challenges conventions by providing differentiated, independent analysis on companies, markets, and industries across the world. This includes insights on areas under-reported by mainstream market coverage, including Event-Driven, IPOs & Placements, and Small/Mid-Cap Equities, as well as a wealth of financial data and analytics provided by exchanges, banks, brokers, and more.

Smartkarma’s online platform empowers asset managers and private accredited investors who want to access market-moving, differentiated intelligence; corporates who need to maximise their outreach; and analysts who wish to reach global investors with their written reports and bespoke services. Smartkarma is backed by notable investors such as Sequoia Capital, SGX, Wavemaker Partners, Jungle Ventures, and Enterprise Singapore.

The network continues to grow as Smartkarma bolsters its offerings and services:

Premium Services allow asset managers to engage with Insight Providers in a deeper, more nuanced way through desk access and differentiated bespoke reports.

Smartkarma Originals are bespoke and exclusive research pieces that look at current topics through unique perspectives, to deliver even more differentiated research to Smartkarma’s client base.

Corporate Solutions helps listed companies monitor investor and analyst sentiment, improve their research coverage, and streamline investor relations workflows.

Private Investor Solutions (Smartkarma Plus) empowers private investors with differentiated and actionable investment ideas with a niche focus on Asian markets. Private investors can now have access to Smartkarma’s extensive archive of independent and institutional-quality research, trusted by global institutional investors with million-dollar budgets.

Smartkarma is headquartered in Singapore, with offices in London and New York.

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Social Market Analytics is a complimentary service, and does not require a subscription.

Social Market Analytics, Inc. (SMA) aggregates the intentions of professional investors as expressed on Twitter. SMA use patented proprietary Sentiment NLP, Topic Modelling, and Source Technology to compare current conversations to historical baselines identifying if the conversation is significantly more positive or negative than normal. SMA is a licensed Twitter partner with access to the full Twitter Firehose. We provide 9 years of out-of-sample historical data and have applied our machine learning to this historical dataset. Our data has proven to be predictive at statistically significant levels.

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Stock Traders Daily is a complimentary service, and does not require a subscription.

Trading Reports and Ahead of the Curve

Buy and sell signals, fundamental charts, and technical data for day, swing, and long term trades. Includes a daily hand-drawn combined analysis of near, mid, and long term straight-line technicals for the NDX, DOW, RUT and SPX. This market analysis helps distill anomalies.

Daily Tech Market Analysis

Stock Traders Daily offers a Daily Comprehensive Market Analysis that combines the Dow Jones Industrial Average, NASDAQ 100, S&P 500, and Russell 2000 (combining analyses to help identify anomalies and opportunities). Market analysis helps investors tune out the noise associated with stocks and company specific dynamics and make improved investment decisions. This subscription provides market analysis and commentary, forward guidance, strategy updates, and trading plans updated aftermarket every day, in advance of the next trading session. Traders using index futures and leveraged ETFs use Stock Trader Daily’s raw data to define entry and exit levels, while investors, advisors, and funds use the daily commentary to monitor changes to sentiment.

Strategies and Timing

Stock Traders Daily offers Strategy indicators and Timing Tools that are designed to help investors make long and short trading and investing decisions over varying time frames. The Strategy indicators are a simplified way of understanding whether a portfolio should be exposed to the market or protected, for example. These are updated after hours every day, for the next session, and during market hours when necessary too. Tools include Sentiment Tables and Fibonacci Calculations to help investors with their timing strategies. Please email support@stocktradersdaily.com and request more information about the accuracy of their Fibonacci Timing Tool. With Strategy Indicators and Timing Tools, both investors and Traders can gauge their market exposure, and make decisions supported by proven techniques.

Economic Analysis

Stock Traders Daily offers a big-picture approach to economic observations; less focused on the day to day changes to economic data, and more focused on data and events that shape the macroeconomic picture. Stock Traders Daily focuses on global liquidity, central bank monetary policy, and long-term economic trends.

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To subscribe to Stockpulse Picks, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

StockPulse monitors multiple worldwide online communities to create sentiment scoring based on the aggregate data of over 30,000 financial instruments. They monitor communication within these sources and produce quantitative data which in turn can be used to build trading models and feed other financial applications.

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To subscribe to StreetInsider.com, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

When it comes to real-time market intelligence and analysis there is no substitute for StreetInsider Premium. Trusted by thousands of money managers, traders and analysts at the world’s top banks, hedge funds and exchanges, StreetInsider Premium gives members the edge they need in a fast moving market. StreetInsider Premium offers members hard hitting, market moving news feed that weeds out non-actionable items. Some key trading trading categories covered include: M&A, hedge fund news, analyst rating action/comments, FDA news, Trader Talk, Rumors and Momentum movers to name a few. There are many news services that can spit out headlines, but only StreetInsider.com Premium thinks like a trader. We cover derivative plays, special situations, momentum plays, calendar plays and big picture ideas, among other items that can take your market intelligence to the next level.

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TalkMarkets is a complimentary service, and does not require a subscription.

Provides investment ideas according to one’s interest, preferences, and level of investment sophistication influence.

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TFI Securities is a complimentary service, and does not require a subscription.

TFI has a strong research platform with diversified coverage. Subscription includes access to fundamental and economic research reports from Hong Kong and China.

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To subscribe to The Fly, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

The Fly is a leading digital publisher of real-time financial news. Our financial market experts understand that news impacting stock prices can originate from anywhere, at any time. The Fly team scours all sources of company news, from mainstream to cutting-edge, then filters out the noise to deliver short-form stories consisting of only market moving content.

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The Motley Fool is a complimentary service, and does not require a subscription.

The Motley Fool’s purpose is to make the world smarter, happier, and more prosperous. While other companies may focus on one or two of these, TMF aims to do all three by providing outstanding business and investing advice - with a decidedly Foolish bent.

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To subscribe to theScreener, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

For more than 20 years, the research specialists have been successfully developing solutions that enable strategists, decision-makers and advisors in the investment field to do their demanding job more easily, faster and better.

theScreener has established itself internationally as an information provider for asset managers. This is not least due to its exceptional track record, as well as the clarity and transparency of its multidimensional multi-factor model. The new CIO builds seamlessly on this success. To cover the different approaches in the investment area, new possibilities for data consumption and visualization have been implemented. This allows to use the system flexibly, regardless of the investment approach chosen.

Whether navigating top-down over markets, sectors and asset classes or a targeted individual value analysis – everything is possible in theScreeneer CIO.

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To subscribe to TheStreet Ratings, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

TheStreet Ratings is TheStreet’s award-winning quantitative equity rating service and it will put your portfolio through the kind of tough scrutiny it must pass to succeed. With specific buy, hold, or sell recommendations for over 4,300 U.S. equities; each stock comes with a specific A through F score and a detailed up-to-date five-page research report.

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To subscribe to Thinkum, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Thinknum creates datasets from a broad array of public online sources, capturing ephemeral information on the products, operating markets and labor markets of over 400,000 global companies across different sectors. Datasets include pricing trends for individual products at specific retailers, such as electronics and restaurant menu items, to hiring activity across macro industries and particular companies down to the location. Thinknum users include hedge funds, banks and corporations.

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TIpRanks is a complimentary service, and does not require a subscription.

TipRanks offers a suite of powerful tools for individual and professional investors that turn any system into a fully-fledged research platform. Use TipRanks to generate trade ideas, perform market research and manage portfolios.

TipRanks serves as a comprehensive investment tool for traders and financial institutions. TipRanks aggregates stock ratings made on stocks in the NASDAQ and NYSE and tracks both the performance of analysts and bloggers who publishes stock advice, as well as track the gains made by top hedge funds and corporate insiders. TipRanks can be used to draw data-based insights on investor holdings, accompanied by simple graphics. TipRanks crunches data so investors can act on insights.

Analyst Activity

For stock, TipRanks aggregates the ratings made by analysts in the last 3 months to determine the overall consensus, ranging from Strong Sell to Strong Buy. The average 12-month price target is displayed along with the potential upside/downside from current market value, illustrated by a graph that extrapolates the high, low, and median stock price estimates for the next 12 months. Below, view a summary of the recent analyst ratings made on the stock. This includes the analyst name, firm, and rank next to the rating details. To learn about the rationale behind each rating, refer to the “Read article” link that will redirect investors to the reasoning behind the analyst’s call.

Analyst Profile

TipRanks creates a comprehensive score card for analysts, allowing investors to view the potential gains from each analyst’s history. The name, firm, and sector of the analyst can be viewed alongside the analyst’s success rate and average return. Analysts are rated according to a combination of their success rate at making recommendations, average return of all recommendations, and the statistical significance of their results.

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To subscribe to TOGGLE, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Level up your game with the same tools that hedge-funds use. With TOGGLE, you'll get new investment ideas every day, curated AI news insights, instant alerts, and detailed projections help you plan entry and exit points - TOGGLE is your smart investing assistant.

TOGGLE was named the winnder of "Best Financial Research Company" at Benzinga's 2021 Global Fintech Awards.

How much does it cost?

• Users who subscribe to TOGGLE will have their commissions covered, up to the dollar amount of their subscription plan.
• Copilot users will have $9.99 of their fees covered.
• Pro users will have $99 of their fees covered.

How does it work?

• TOGGLE AI monitors billions of data points across valuations, momentum and economic growth.
• Using the power of machine learning, TOGGLE's AI distills this vast ocean of data into actionable insights on more than 30,000 assets.
• TOGGLE covers all asset classes, including global equities, currencies, crypto, futures, commodites, and fixed income.

What do I get with TOGGLE Copilot?

• Get access to the ultimate idea generation tool, putting all of TOGGLE's insights at your fingertips.
• Connect all your portfolios in one place and receive daily alerts on how current market movements, new data releases, and news headlines might affect your securities.
• Easily filter the universe by sector, insight quality, direction, and more.
• From business cycle analysis to entry-point indicators, you'll get access to all the insights favored by institutional investors.
• Regardless of your subscription plan, all users get access to live workshops, small-group orientations, and world-class client support.

Why should I upgrade to TOGGLE Pro?

• TOGGLE Pro is our full professional suite geared toward experienced investors. In addition to all the features available on Copilot, Pro users will get access to insights on futures, credit, and fixed income.
• You'll also get access to our Scenario tool, which uses state-of-the-art data science to help you explore potential movements on a macro level. How do copper prices affect your mining stocks? If inflation is really high, what could happen to your bank stocks? Test all your hypotheses with one click, no coding required.

Join a global community of over 70,000 investors who supercharged their investing with TOGGLE. Sign up today.

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To subscribe to Tradable Patterns, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Join a community consisting of the world’s top fund managers and asset allocators as daily readers of Tradable Patterns‘ technical analysis. As seen on Bloomberg, Refinitiv, Factset, Interactive Brokers, and Inside Futures, Tradable Patterns publishes 3 newsletters: Today’s Top 3 Trades, Equities & ETFs and Crypto Weekly Outlook. Today’s Top 3 Trades offers technical analysis on 3 CME/ICE commodity/index futures or spot FX markets (with coverage for 2 markets from a designated asset class(es) for each weekday as seen in the Watchlist), plus the top trade idea for the day from any asset class. All 3 markets covered are selected based on their likelihood to exhibit trend reversal or continuation during the week that begins on the day of coverage, based on technical analysis and news flow. For instance, Monday coverage is on 2 Agris (and potentially 1 Index), while Tuesdays are devoted to 2 Indices (and potentially 1 Soft). Equities & ETFs is the most recently launched weekly newsletter providing technical analysis on monthly and weekly charts of 25 industry leaders and ETFs either at/near 5 plus year lows or which offer high dividend yields. Each Sunday, Crypto Weekly Outlook covers crypto industry fundamentals and Bitcoin, Ethereum and Ripple technicals and fundamentals. For less experienced traders, tutorials and workshops are offered online and throughout Southeast Asia.

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To subscribe to Trade Ideas, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

“Trade Ideas gives technology reserved for hedge funds to the Individual Retail Investor with goal of enabling better decisions in the U.S. and Canadian equity markets. Our A.I. watches every stock and ETF in real-time to identify opportunities everyone else is missing.

Trade Ideas’ Machine Learning AI performs a Quantitative Combine daily that reduces, via idea generations and risk management testing, a large universe of algorithms to 6 or 7 per day optimized for capturing alpha with the highest probability of success.”

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Trading Central is only available in listed professional data bundle.

The Trading Central team prides themselves in successfully supporting investors through innovation. This goal is at the core of everything they do, creating a dynamic and continuously growing list of investor-centric innovations that are designed to facilitate confident, educated trade decisions. Trading Central's patented pattern recognition applications continually scan 89 markets globally to provide coverage of over 75,000 instruments. Their insightful analysis and investment research tools enable users to find and validate suitable investment opportunities based on their individual preferences, optimize the timing of their trades, continually learn about markets while running their own portfolios.

Markets never sleep, and with offices in Paris, London, Cyprus, New York, Ottawa, Sydney, Hong Kong and Shanghai, Trading Central is always there to support investor decisions in the moments most needed.

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To subscribe to UBS Live Desk, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

UBS Live Desk offers a window into the global trading floor of one of the world’s largest investment banks. UBS Live Desk delivers streaming commentary from traders and sales in short, easy-to read snippets to keep you up to date with the very latest developments in global financial markets. The commentary includes updates on assets as well as views and opinions on the key themes driving markets.

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To subscribe to Updata, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

“Updata is a market leader in the provision of technical analysis and automated trading software. The software is compatible dozens of different data sources including Interactive Brokers right up to professional market terminals such as Bloomberg and Refinitiv Eikon. Users can run hundreds of different charts across multiple workspaces. The Technical Analysis tools cover all the bases including world leading point and figure. Automatic price targets are given with a single key press.

Scan large universes of stocks for the ones that meet a given criteria and set complex technical alerts for trade generation ideas. The system testing capability lets users write their own trading systems and Updata’s Indicators libraries provide over 1,000 pre written systems to run and test right away. This can be linked trough to trading on the IB platform.”

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To subscribe to Validea, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Validea’s Stock Research suite is a web-based investment research tool that analyzes stocks using a series of systematic, fundamentally-oriented investing models that are based on the strategies of Wall Street legends and other demonstrable investing methods. The service consists of 22 “guru”-inspired models and time-tested investment strategies that are used in individual stock analysis, new investment idea generation, model portfolios, trade alerts, stock ratings and additional features like Validea’s ETF models portfolios and more. The guru models on Validea include approaches based on Warren Buffett, Peter Lynch, Ben Graham, Joel Greenblatt, Martin Zweig and many others.

• Validea Stock Reports: Access individual stock reports based on guru strategies and point in time fundamental data.
• Validea Standard: Access stock selection models based on Buffett, Lynch, Graham and other Great Investors.
• Guru Analysis: Real-time analysis of any stock using proven factor-based strategies.
• Guru Stock Screener: Screen for stocks that pass any guru models.
• Model Portfolios: 14 easy to follow model portfolios that make following Validea’s system easy. Users also have access to ETF Asset Allocation models, which have been tested back to 2006.
• Trend Following: Buy and sell signals for stocks and major asset classes based on a proven technical timing system.

Validea Professional: Elite research tool with 22 demonstrable investing models, including portfolio set and much more.

• Get All 22 Guru Models: Models based on fundamental momentum, private equity, value composites and shareholder yield are available in the model portfolios, guru analysis and guru stock screening features.
• Model Portfolios: Unlock all 22 guru-based models. Users also have access to all ETF model portfolios (factor, sector and asset allocation strategies).
• Trade Alerts: Individual stock alerts based on high conviction guru signals.
• Industry and Country Portfolios: Industry- and country- based portfolios that contain the top stocks according to Validea’s guru models.
• Trend Following: Buy and sell signals for industries and investing styles based on a proven technical timing system.
• My Validea Pro: Follow any industry or country/region and receive email alerts on upgrades and downgrades within them.

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To subscribe to ValuEngine, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

ValuEngine (VE) is a stock valuation and forecasting service founded by Ivy League finance academics and Wall Street professionals in 1996. ValuEngine provides individual stock valuation and forecasting reports on over 4,000 US stocks (including 800+ ADRs) and over 1,200 Canadian stocks. In addition, we provide reports on 16 Sectors which are further broken down into 140 Industries. All reports are updated daily after market close.

Our Rating and Forecast Report incorporates the outputs from all of our proprietary models and includes a valuation overview, rating, fair value assessment, return forecasts, market ratio-based valuations, comparable stock analysis, and complete company financials.

ValuEngine's Rating and Forecast Reports for over 5000 stocks provide a recommendation that is based on the proprietary ValuEngine one-year forecast return model output for each individual equity. ValuEngine's Five-Engine rating stocks have an averaged annual return of 26.40% since 2002.

ValuEngine also provides a forecast for 1-3-6 months as well as 1-2-3 years. The predictive variables used in Valuengine's forecast model include both proprietary and well-established variables derived from credible financial studies and publications. We use a distinct forecasting model for each time horizon and apply the most advanced statistical/econometric techniques to ensure that our stock return forecasts are as reliable as possible.

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To subscribe to Vermilion, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Booster Shots:

Booster Shots is a great source of ideas for value-oriented investors. The charts presented in this report exemplify selling exhaustion, bottoming patterns, and in some cases, positive inflections. Stocks demonstrating bottom-finishing patterns, as they are known, may be indicators of improving price and relative strength reversals.

Vermilion Compass:

• Weekly strategy recap and presentation of actionable themes.
• Weekly reiteration of Vermillion’s top-down investment thesis with updates and a selection of actionable Sector and Group ideas.
• Provides bottom-up analysis of over 3,000 stocks broken-down by sector and characterized as being in one of six technical cycles.

Vermilion ETF Pathfinder:

• Comprehensive technical assessment of ETF landscape.
• Pathfinder offers a comprehensive technical appraisal of the ETF universe.
• Provides commentary and strategy for ETF investors broken down by asset class, geography and sector.
• Explores actionable ETF themes, highlighting the most technically significant charts to help investors identify significant trends and their component drivers.

Vermilion Insights:

• Actionable sector and group themes.
• Provides cyclical and secular investment ideas based on thematic sector and group moves.
• Ideas are generated through the use of Vermilion’s proprietary RSR rankings, and a comprehensive review of individual charts.
• Ideas are selected on the basis of significant trend inflections, increasing the likelihood for immediate and sustainable performance.

Short Shots:

Short Shots is a collection of technically vulnerable charts culled from the “Negative Inflecting” and “Toppy” columns within Vermilion’s Weekly Compass Report or, from their various technical screening processes. The charts contained within the report demonstrate concerned technical patterns that suggest further price deterioration is possible. For these reasons Short Shots makes sense as a source for ideas by investors interested in short-selling candidates.

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To subscribe to Wall Street Horizon, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Wall Street Horizon Corporate Event Data Feeds

Wall Street Horizon's forward-looking corporate event data feeds provide financial services professionals with clear and reliable views of potentially market moving corporate events.

Core Events Calendar

Primary sourced, publicy available data covering 9,000+ equities worldwide including NYSE, NASDAQ, OTC, FTSE 100, CAC 40, DAX 30, Hang Seng 50, Nikkei 225, EAFE and Dow Jones STOXX 1000 constituent companies

• Upcoming earnings calendar dates
• Earnings conference call details
• Announced dividends and status
• Announced stock splits
• Shareholder and board meeting information

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To subscribe to WaveStructure, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

WaveStructure provides its subscribers with access to daily Elliott Wave and Action Reaction line analysis covering the following markets:

• Currencies
• Indexes
• Commodities
• ETFs
• US Equities
• EU Equities

Analysis of the instruments within each asset class is continuously updated. Alerts about imminent trade opportunities are issued on a daily basis before market open. Alerts fall within the following categories:

• Action Reaction line break (see Education section)
• Elliott Wave breakout (e.g. price rallies above the top of wave 1, entering into wave 3 territory)
• Elliott Wave divergence (e.g. price action in wave 5 not confirmed by a new extreme in the RSI reading)

On average there are about 10-30 alerts issued per day. Alerts follow a simple format: Date Period Ticker Instrument Event Sentiment

31/12 Daily ZL Soybean Oil Divergence Bearish

Subscribers get instant access to educational materials with detailed explanation of our methodology and examples of how the system is applied in real life trading. These materials are divided into 7 parts:

• History
• Market Structure
• Wave Principle
• Action Reaction Lines
• Application
• Case Study
• Alan Andrews’ Original Action Reaction Course

For more information, reach us at info@wavestructure.com.

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To subscribe to Websim, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Websim is the division of Intermonte Sim (the main independent broker on the Italian Stock Exchange) and provides retail investors with news and analysis services on the Italian listed companies. Among the most appreciated products are our Fundamental Analysis reports with recommendations and up to date target prices, and our Technical Analysis Strategies on various time horizons, including intraday strategies. Websim covers about 100 different companies.

In the “Fatti & Effetti” (Facts & Consequences) section, Websim offers actionable commentary from analysts on the daily news impacting price quotations. A team of professional financial journalists reports and analyzes the financial markets performance in the magazines “Oggi in Borsa” (Today in the Stock Exchange) and “Titoli caldi” (Hot Securities). Other in-depth sections provide information on Certificates, Bonds, Commodities and Forex, and include up to date charts.

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To subscribe to Wright First, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

The Wright FIRST Investment Research Service For GFIS provides tools to help with portfolio management, and includes proprietary Wright Quality Rating® for each company, Investment Commentaries, extensive economic and securities markets Chart Files, and Special Report for over 38,000 of the leading companies in 69 countries.

The service facilitates business development and client servicing. Financial Advisors and Investment Professionals can provide prospects and clients with timely information and research. The Wright FIRST Investment Research Chart File provides an extensive resource with insightful graphs and tables that can be included in client account review presentations.

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Zacks Investment Research is a complimentary service, and does not require a subscription.

Zacks Investment Research is a Chicago-based research and money management firm founded in 1978 to provide institutional investors with quantitative models designed to predict stock prices for US companies. The product line has expanded over the years to provide a wide range of investment-related information services and software tools to individual investors.

Zacks stock research methodology represents a blend of quantitative and fundamental research, with analyst-written research reports on approximately 960 stocks and quantitatively-driven one-page Snapshot reports on an additional 2,600 stocks. At the core of our rating system is the Zacks Rank, which reflects estimate revisions momentum and earnings surprises.

A new addition to the Zacks Equity Research Reports is the Zacks Style Score, which provides an additional tool for investors to sort through the large number of Zacks Rank 1 and 2 stocks at any time based on one or more of the Value, Growth and Momentum investment styles. The idea is to help investors pick the most appropriate Zacks Rank stocks based on their individual stock-picking preferences. The individual A, B, C, D, E or F Style Score for each stock results from a back-tested evaluation process that uses the metrics with the most predictive value for each style. The top-rated stocks combine Zacks Rank of 1 or 2 with Style Scores of A or B.

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