Power up your investments with bespoke strategies tailored to your goals.

Our intuitive no-code platform empowers you to create and implement these strategies effortlessly.

Try our award-winning investment research platform today!

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Investment Strategies

Choose from our pre-build equity strategies or create your own. Receive daily emails to notify any changes in your strategy.

Trade Ideas

Generate and expand on portfolio management approaches using screeners, Scorecards, and strategies.

Portfolio Tracker

Build or upload your model portfolio, analyze and track its performance, and manage it with your strategy

Research & Insight

Dive into detailed, individualized company scorecards and have access to Know Your Product (KYP) reports.

Find the right solution for your practice.

Explore our packages today!

Find the right solution for your practice.

Explore our packages today!

Choose or create your strategy tailored on your clients' needs

Explore our selection of 40+ models, ready to use or customize them to fit your needs.

Scan thousands of stocks with laser-focused precision

Leverage our award-winning research tools to quickly and efficiently identify top-performing or undervalued stocks that match your unique criteria.

Showcase your model portfolios on a single dashboard

In addition to offering industry-leading analytical and portfolio management tools, the Inovestor dashboard simplifies the process of viewing, editing, and showcasing model portfolios.

Make informed, data-driven investment decisions

Inovestor’s top-rated research and guided model portfolios help you drive robust and efficient investment decisions.

Powerful solutions for greater decisions.

Basic, Premium

Leverage individualized Scorecards to find the right stock for you or your clients.

Professional

Track and analyze all of our 40+ strategies. Get Analyst Estimates for all stocks.

Institutional

Take it a step further! Customize existing strategies or build your own!

Inovestor helps thousands of investors make informed investment decisions – here’s what some of them had to say:

“Our team is very satisfied with the Inovestor software: both for searching investment ideas and for the monitoring of our positions. A great added value for the management of our portfolios! Thank you!”

Mathilde S.

Associate Investment Advisor - National Bank Financial

“I am very satisfied with the Inovestor/Stockpointer software! I have been a user of this software for about 20 years and all the people I have dealt with at Inovestor have been very accommodating. I am very happy with the software which, like my practice, is constantly evolving. Thank you, Inovestor.”

Gervais C.

Investment Advisor - Industrial Alliance Securities

“I have used the Inovestor software professionally for many years. The software has proven to be an extremely useful screening tool and source of historic data. They have been very responsive to requests and provide timely assistance. I highly recommend Inovestor as a valuable aid in security analysis.”

Michael S.

President at Sprung Investment Management Inc.

“I have been using Inovestor’s software for many years and have found it to be extremely helpful. I use it daily in my financial advisory practice. It helps me not only to identify investment opportunities, but also guides me away from less desirable investments. I am very pleased with the software and the support from the team at Inovestor and would recommend it to any investor!”

Neil F.

Portfolio Manager, Echelon Wealth Partners

“Portfolio compliancy processes at the branch and firm levels could be much more productive and efficient if PfScan was used throughout the orgnazation.”

Bergeron

Portfolio Manager

“Just recently I did a PfScan for one of our largest clients – they were so impressed, not only did they approve all of our suggestions within the portfolio, other clients have since called wanting to see a PfScan of their own portfolio!”

Misener, Talbet

Portfolio Manager

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