One Platform.Your Brand.Their Edge.
Charting. Options analytics. Screening. Research. Trade journaling. AI intelligence. All under your brand, deployed in days.
Trusted by Leading Trading Educators and Partners
The Problem Every Trading Educator Knows
Your members learn from you — then scatter across disconnected tools. One app for charts. Another for execution. A spreadsheet for journaling. They end up logging into their broker only for statements and tax docs, while toggling between 3–5 platforms that don’t share data or context. You lose the relationship, the recurring revenue, and the ability to improve their outcomes. They lose a unified experience — and you lose ownership of it.
iVest+ replaces that entire stack — one platform, one login, one experience you own.
One Platform. Everything They Need.
Available across web, desktop, iPhone, iPad, and Android — one codebase, one login, every device.
Deep Screener
400+ data points across technical, fundamental, and options criteria. AI-powered conversational screening finds opportunities in plain English.
Research & Analytics
Four proprietary scores on every symbol — Technical, Inner Circle, Valuation, Fundamentals. 100+ key ratios with industry benchmarks.
Charting
100+ indicators, Trade from Chart with bracket orders, and four trade lifecycle line styles showing where every position stands.
Options Analytics
20 strategy templates with guardrails. Three proprietary gauges. Advanced P&L with IV slider. 25 years of backtesting across all strikes.
Trade Journal
Automatic leg-level trade matching across 80+ strategies. Life-of-trade tracking, 25+ performance reports. Partners can view student journals for coaching.
AI Intelligence Suite
8 AI-powered features — screening, coaching, journal analysis, research, macro, earnings, compare, and technical analysis. All branded as yours.
Asset Classes
Equities, options, futures, crypto. Partners choose which asset classes to offer — your platform supports the markets your audience needs.
Backtesting
25 years of daily options history. Day-by-day stepping, Greeks evolution, and snapshot comparisons across up to 3 simultaneous strategies.
One Interface. Every Student. Every Broker.
When you teach, every student sees exactly what you’re showing — the same charts, the same tools, the same layout. It doesn’t matter if they trade through Schwab, E*TRADE, or tastytrade. No more “mine looks different” moments. No more lost students trying to follow along on a different platform. One consistent experience that makes your teaching land.
Why Partners Choose iVest+
Exclusive Research IP
Four proprietary scores — Technical, Inner Circle, Valuation, Fundamentals — visible on every symbol. Research your students can’t get anywhere else.
8 AI Features
The only white-label trading platform with a full AI intelligence layer. From macro reports to chart annotation — all branded as your technology.
Workflow Continuity
Analysis → trade plan → execution → journal → performance review. One platform, one workflow. No switching between disconnected tools.
Proven Since 2012
Self-financed, no debt, no VC pressure. Direct access to decision-makers. We’ve launched new partners in less than 3 days.
How It Works
1
Brand It
Your logo, your colors, your domain. Choose from 10 themes. Set default watchlists, screeners, and chart profiles with the Master Account System.
2
Deploy It
Web, desktop, iPhone, iPad, and Android — one codebase, one login. Bundle into your membership or offer as a standalone subscription. We’ve launched partners in as little as 3 days.
3
Grow With It
Your users stay engaged with journaling, analytics, and AI tools that create daily value beyond the course. You earn recurring platform revenue. We handle the technology.
Ready to Give Your Audience Your Own Platform?
Schedule a 15-minute call to see how iVest+ works for your community. Or explore the full partner program.
As Seen On
Connected to the Brokers Your Members Already Use
Your members likely already have an account with one of our integrated brokers. They connect in minutes — no new applications, no waiting. One login gives them access to real-time data, order execution, and full platform functionality.
Virtual Accounts Included
Most platforms require a full broker application — even for paper trading. With iVest+, virtual accounts are built in. One click and your student is trading with simulated funds. No application. No waiting. No barrier to getting started.
It’s the fastest way to get your community practicing what you teach
— trading from day one.