Futures
Detailed Futures Analytics
The iVest+ Futures module provides technical and fundamental information about any futures contract. View multi-month performance and charts from the dashboard.
Different Ways to Trade Futures
With the iVest+ Futures module, you can trade from an order ticket or directly from the charts by moving your stops and limits visually.
DOM Trading
Our customized DOM allows you to drop futures orders into a visual ladder based on price. Put stops, limits, and close positions directly from the DOM to save you time.
Contract Specifications
On our Futures dashboard, you can see all of the details about the contract, including trading hours, contract size, margin requirements, tick value, and expiration cycles.
Futures Analytics, Under Your Name
DOM trading, contract specifications, and full chart analysis across the futures market — deployed as part of your branded trading platform.
A Video Built for Your Business
Not ready for a call? Tell us about your business and we’ll record a video of the platform built around it — your audience, your asset classes, the tools your members would actually use. No generic demo.
Ask a question
Ask anything about the platform, the partner model, or how a deployment works. A real person answers — no bot, no drip sequence.
Your Broker.Your Choice.
Broker Integration
There is a good chance that you or your customers already have an account that connects to our product. We have integrated with the top names in the industry through various brokerage APIs. Getting started is simple, and if you don’t already have an account with one of these brokerages, you can typically open one in a day.
AI
AI Screener
You can now have a full back and forth conversation with our screener instead of manually picking and selecting your data points. You can even save your conversation.
AI Journal
You can now ask AI to analyze your trading results via our journal and tell you what you are good at and what you need to improve. Our traders love to learn.
AI Coach
If you don't understand certain types of trades, ask our AI Coach to tell you how they work. It's like having a mentor right in the platform.
AI Analyst
If you want to research a company and get full information on where it sits in its industry, our AI can do that. Our results change daily based on the latest information.
Want to Offer AI-Powered Trading Tools Under Your Brand?
AI-powered screening, journaling, coaching, and analysis — deployed as part of your branded trading platform. Your users get intelligent assistance at every step, all under your name.
A Video Built for Your Business
Not ready for a call? Tell us about your business and we’ll record a video of the platform built around it — your audience, your asset classes, the tools your members would actually use. No generic demo.
Ask a question
Ask anything about the platform, the partner model, or how a deployment works. A real person answers — no bot, no drip sequence.
Brokers 2
Connect to Your Favorite Broker
Market Gear connects through various APIs to several major US stock brokers. Whether you already have an account with one or need to open an account to get started, you can connect your account with ease and be up and trading in no time at all. Some of them even have virtual accounts to practice trading.
Platforms
Adaptive. Responsive. Anywhere.
The iVest+ platform works on most browsers such as Chrome, Firefox, Brave, Safari, and Edge in addition to having downloadable Windows and Mac versions. We also offer native apps for iPhone, Android, and iPad/tablet devices. Our mobile apps are designed to mimic the features of the desktop and browser platforms with less screen space.
Built with the Future in Mind
We built the iVest+ platform in a way that feature upgrades and product deployment can work uniformly across all platform types, including desktop, web, and mobile. The platform is built to grow in the years ahead no matter what direction technology turns. Desktop apps use auto-updating technology to keep you on the newest version.
Want Your Brand on Every Device?
Browser, desktop, iPhone, iPad, and Android — one login, one unified experience. Your branded trading platform works everywhere your users are — all under your name.
A Video Built for Your Business
Not ready for a call? Tell us about your business and we’ll record a video of the platform built around it — your audience, your asset classes, the tools your members would actually use. No generic demo.
Ask a question
Ask anything about the platform, the partner model, or how a deployment works. A real person answers — no bot, no drip sequence.
Your Broker.Your Choice.
Broker Integration
There is a good chance that you or your customers already have an account that connects to our product. We have integrated with the top names in the industry through various brokerage APIs. Getting started is simple, and if you don’t already have an account with one of these brokerages, you can typically open one in a day.
Technology
Built on the Latest Technology
The iVest+ platform and all of its apps are built on the latest technology, including progressive web apps, HTML5, CSS, Javascript, iPhone, iPad, and Android. We have built our core technology in a way that deploying updates to all of our front-end applications uniformly is simple. You won’t find a feature in one version and not another.
Progressive Web App
A Progressive Web App is a new software development methodology that combines regular web site development with a native application, giving it the speed of a deep desktop application through a browser.
Modern Technology Done Right
By combining the latest cloud, web, and native app technologies, iVest+ is fast and responsive today and ready to adapt to tomorrow's needs.
Cloud and Web-Based Tech
iVest+ uses AWS for storage and processing, ensuring fast data delivery and security along with near perfect uptimes. We use a combination of HTTP/2, HTML5, CSS3, and Javascript to deliver a robust, modern experience.
The Tech Stack
Every component of the iVest+ platform is built on standardized, modern technology — ensuring performance, portability, and long-term maintainability across all devices and environments.
+ Progressive Web App
+ HTML5 & CSS3
+ JavaScript
+ Auto-Scaled to Demand
+ Secured Cloud Environment (AWS)
Built for Partner Deployment
Progressive web apps, native mobile, and desktop — all built on AWS with near-perfect uptime. Deploy your branded platform across every device with a single codebase — ready in days, not months.
A Video Built for Your Business
Not ready for a call? Tell us about your business and we’ll record a video of the platform built around it — your audience, your asset classes, the tools your members would actually use. No generic demo.
Ask a question
Ask anything about the platform, the partner model, or how a deployment works. A real person answers — no bot, no drip sequence.
Your Broker.Your Choice.
Broker Integration
There is a good chance that you or your customers already have an account that connects to our product. We have integrated with the top names in the industry through various brokerage APIs. Getting started is simple, and if you don’t already have an account with one of these brokerages, you can typically open one in a day.
Backtesting
Backtesting
Our backtesting module shows you a day by day view of how your trade would have played out. In addition, you can compare up to three trades to see what would have worked better. We offer 25+ years of stock and options data for backtesting.
Put It On the Chart
iVest+ was designed with backtesting in mind. You can run backtests and display them on charts so you can see when and how they would have played out and visually view the entries and exits.
Get Confident
Build a quicker understanding of the various strategies and learn how they would work over time. Our scans are designed to make you profitable, but our backtesting helps you see how. Pick any day in the past and see what the scans would have turned up, then analyze how the trade would have worked.
Post-Trade Risk Analysis
Even after you complete a trade, you can backtest it to see how it performed day-by-day and learn how you could have done better. Backtesting includes all of the calculations in one place: Risk/reward, breakeven, gains, and even net Greeks.
Want to Offer Backtesting Under Your Brand?
25+ years of daily options history across all strikes — deployed as part of your branded trading platform. Your users backtest strategies, step through trades day by day, and build confidence — all under your name.
A Video Built for Your Business
Not ready for a call? Tell us about your business and we’ll record a video of the platform built around it — your audience, your asset classes, the tools your members would actually use. No generic demo.
Ask a question
Ask anything about the platform, the partner model, or how a deployment works. A real person answers — no bot, no drip sequence.
Trade Sharing, Staging & Publishing
Sharing Module
Trade Sharing, Staging & Publishing.
Every Trade Call, Delivered Inside Your Platform.
Five ways to put trades in front of your members — friend to friend, instructor to class, student to coach, public profiles, and paid subscription accounts. Every trade a publisher places is shared the instant it fills, lands on followers’ charts and in their staging area, and can push to their phones. You decide which modes exist. Your users decide what they share.
Five Sharing Modes. One System.
The same engine handles a friend following a friend and a paid newsletter with thousands of subscribers. Enable the modes that fit your business; leave the rest off.
Publish Once. It Arrives Everywhere.
There is no publish button. When a publisher places a trade in a published account it is shared the instant it fills. Followers see it as dotted lines on their own charts, as a fully built order in their Staged Trades, and — if they’ve opted in — as a push notification on every device they’re signed into. The follower reviews the trade and places it themselves, in their own broker account. iVest+ never executes on anyone’s behalf.
Trade Staging: From Your Screen to Their Order Ticket
Staging delivers the complete order — every leg of a multi-leg options strategy, strikes, expirations, quantities — to the follower’s Brokerage menu as a ready-to-review order. It works across brokers; publisher and follower don’t need accounts at the same firm. Two clicks to review and place. Staging is enabled at the product level by you and at the account level by each publisher, so it’s only ever on where you want it.
Publishers Stay in Control
Every shared account carries a public profile the publisher writes — who they are, what kind of trading the account does, whatever they choose to say about it. Per account, the publisher decides whether followers can see the journal, whether trades land in staging, whether push is allowed, and whether the account appears in Public Accounts. Sharing codes can be time-limited and disabled at any time. Publishers see who is following, can remove anyone, and can stop sharing with one click.
Followers Choose How They See It
Followers decide whether a shared portfolio shows in their Journal under Following — the same analysis they get on their own trades, view-only — whether its trades show in Staged Trades, and whether they get a push the moment a trade is published. Each setting is per followed account. Nothing is forced on anyone, and a follower can unfollow at any time.
Live Trading Rooms: Nobody Misses a Trade
Tie a shared account to a room, course, or subscription at the product level. When the moderator places a trade, everyone in the room has it immediately — on their chart, in staging, on their phone. Attendees who can’t make a session still get every trade, so the value of the subscription doesn’t depend on being online at 9:30. Partners running rooms this way see stickier room subscriptions.
Three Levels of Permission
You control which sharing modes exist on your platform — one-to-one, class codes, public accounts, subscription accounts, staging, push. Publishers control what they put out per account — journal visibility, staging, push, public listing, who follows. Followers control what they take in — show in Journal, show in Staged Trades, push on or off. Nothing reaches a user that all three haven’t allowed. Public and subscription accounts are switched on with us; once enabled, you choose which staff or members can publish.
Ready to Put Your Trades in Front of Your Members?
Trade sharing, staging and paid subscription accounts — deployed as part of your branded trading platform. Your instructors publish, your members follow and place — all under your name.
A Video Built for Your Business
Not ready for a call? Tell us about your business and we’ll record a video of the platform built around it — your audience, your asset classes, the tools your members would actually use. No generic demo.
Ask a question
Ask anything about the platform, the partner model, or how a deployment works. A real person answers — no bot, no drip sequence.
Screener old
Deep Screener
Most traders need actionable trading ideas to put their money to work. iVest+ offers Advanced Stock Screener that has hundreds of data points that can be used to find the right stock and options plays based on your desired criteria. Our new AI features let you have a conversation to build your screens.
Real-Time Options Screens All Day Long
The iVest+ scanner even let's you scan for options criteria that includes intraday volume and price comparisons. Find options with above average put or call volume, compare daily Implied Volatility changes, and more with ease.
Screening Unlimited
Once you determine the criteria that you want to screen with, each data point can be filtered by sliders, checkboxes, drop downs, or manually entering the ranges that you want, all based on which is easiest for that item. Setting up and adjusting screens has never been easier. Pick from a wide range of technical and fundamental data points.
Tab Through Your Results
Once you run your screen, you can immediately tab through information about the stocks in your results and view everything from Company Information to Valuation Data to Technical markers. Add the stocks you like to your Watch Lists with ease to follow them later.
Want to Offer a Deep Screener Under Your Brand?
500+ screening criteria across technical, fundamental, and options data — deployed as part of your branded trading platform. Your users find actionable trade ideas with AI-powered screening — all under your name.
Your Broker.Your Choice.
Broker Integration
There is a good chance that you or your customers already have an account that connects to our product. We have integrated with the top names in the industry through various brokerage APIs. Getting started is simple, and if you don’t already have an account with one of these brokerages, you can typically open one in a day.
Crypto
Crypto Data
iVest+ now allows you to monitor and analyze cryptocurrencies along with your stock and options trading. Compare prices between exchanges, analyze the current supply, and view different cross pairs in one dashboard.
Over 50 to Choose From
With over 50 indicators to choose from, iVest+ takes crypto charts to the next level. Add as many as you want, and save unlimited profiles. Choose from indicators that are displayed on the chart or below.
Learn How the Coins Work
iVest+ now allows you to monitor and analyze cryptocurrencies along with your stock and options trading. Compare prices between exchanges, analyze the current supply, and view different cross pairs in one dashboard.
Follow the Flows
Unique data can show you how money flows in and out of different coins. You can see the number of large trades (over $100,000) and where the trades are occurring around the world. You can also view what percent of trades are in or out of the money.
Crypto Coverage, Under Your Brand
Over 50 coins with on-chain flows, social sentiment, and the same charting and journaling your users already know — deployed as part of your branded platform.
A Video Built for Your Business
Not ready for a call? Tell us about your business and we’ll record a video of the platform built around it — your audience, your asset classes, the tools your members would actually use. No generic demo.
Ask a question
Ask anything about the platform, the partner model, or how a deployment works. A real person answers — no bot, no drip sequence.
Your Broker.Your Choice.
Broker Integration
There is a good chance that you or your customers already have an account that connects to our product. We have integrated with the top names in the industry through various brokerage APIs. Getting started is simple, and if you don’t already have an account with one of these brokerages, you can typically open one in a day.
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Your Broker.
Your Choice.
Broker Integration
There is a good chance that you or your customers already have an account that connects to our product. We have integrated with the top names in the industry through various brokerage APIs. Getting started is simple, and if you don’t already have an account with one of these brokerages, you can typically open one in a day.
Your Broker.
Your Choice.
There is a good chance that you or your customers already have an account that connects to our product. We have integrated with the top names in the industry through various brokerage APIs. Getting started is simple, and if you don’t already have an account with one of these brokerages, you can typically open one in a day.
There is a good chance that you or your customers already have an account that connects to our product. We have integrated with the top names in the industry through various brokerage APIs. Getting started is simple, and if you don’t already have an account with one of these brokerages, you can typically open one in a day.
