Platforms 3
Adaptive. Responsive. Anywhere.
The iVestPlus 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.
Next Gen Trading Technology
Built with the Future in Mind
We built the iVestPlus 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.
One Login for a Unified Experience
Each user has their own unique secure login which can be used in any environment with our array of native apps.
Browsers
iVestPlus works in most current generation web browsers, including Chrome, Firefox, Safari, Edge, and Brave.
Desktop
iVestPlus offers downloadable versions for both Windows and Mac laptops and computers. These are native downloads.
Mobile
Native versions of the application can be found on iPhone and Android. These are fully adaptive to all phone sizes.
Tablets
If all of that wasn't enough, iVestPlus even offers native tablet applications for both iPad and Android tablets.
Research 3
Fundamental Research Revisited
The research module starts with a heat map and allows you to drill down into earnings, financials, and insider trader quickly. Everything is cross-tabulated so you can sort by the research or by the stock and industry. Speed is everything, and with our progressive web-app approach, it makes the browser perform faster than traditional websites.
Research Made Easy
Finding Opportunity
Finding the right opportunity is the key. The platform offers advanced screeners by combining various points of market data, which users can use to scan the market or do fundamental research before placing a trade. Your version of the platform can offer pre-built or customized trade finder scans.
Information at Your Fingertips
Fast, Easy, Highly Visual
Designed with simplicity and speed in mind, we deliver information only when you need it. Start with a visual overview of our scanners and then drill down to the level of detail you want.
Intelligent Research
Using our dashboards, you can learn more about the company you want fast. With proprietary rankings, you will see a well-rounded view of charts, Insider and Institutional trading, valuations, and fundamentals.  It’s all here – organized intelligently.
Earnings
Our research tools show historical and projected forward earnings numbers for over 20,000 companies.
Valuations
Get an overall look at the company through key ratios and valuations, including tables and comparison charts.
Money Flows
View how money goes in and out of various stocks through deep balance sheets, cash versus income statements, and more.
Insiders and Institutions
See what funds are investing in a stock, which are selling it, and how insiders are trading their own shares.
Backtesting 3
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 15 years of stock and options data for backtesting.
Visual Backtesting
Put It On the Chart
iVestPlus 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.
Scan Lookback
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.
Backtesting Solutions for All Your Trading Needs
The iVestPlus platform was designed to help all traders backtest various strategies. Whether you are looking at all trade types or honing in on a specific strategy, we give you the visual and statistical tools to know how trades would have worked.
As Easy As 1, 2, 3
Backtesting is as easy as picking a start date, a strategy, and an analyze date to see how the trade would be working.
Post Trade 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.
Risk Analysis
Bactesting includes all of the calculations in one place: Risk/reward, breakeven, gains, and even net Greeks.
Freeform Testing
Pick any combination of option legs and analyze how they would play out in a customizable trading strategy.
Options 3
Advanced Options Analytics
The iVestPlus Options module is built to keep traders focused on the strategy that they are using. With over 20 options strategies to choose from, our templates allow you to move your strike prices vertically with simple clicks that expose the risk charts for the trade. You can also make custom multi-leg strategies of your own.
Everything is Clickable
Trade from the Chain
With iVestPlus options analytics, you can trade straight from the options chain or place a traditional order ticket.
Every Strategy Ready to Go
More Than 20 Options Strategy Templates
Our template builder allows you to pick from more than 20 options strategies and find the trade you want. Choose from bull and bear call spreads to strangles to butterflies and condors and more.
An Options Tool for Everyone
Whether you just want to buy a call or put and see it on your chart or you want to dig into deep, complex options strategy, the iVestPlus options module keeps you focused on what you are looking for while offering levels of information.
Definitions
Our templates explain to you what each options strategy is designed to do and show you the risk and reward potential both visually and numerically.
Ease of Use
We built our user interface with simplicity in mind. You can vertically adjust strike prices with a single click or change expiration months on the fly.
Stay Locked in a Strategy
If you are looking at a specific strategy, the template doesn't allow you to stray outside of the legs of that strategy so you don't end up with an incorrect trade.
Backtesting
Unlike most platforms, you can easily backtest a system or trade going back years using end of day pricing data. See everything on a chart as it would have played out.
Charting 3
Charting
iVestPlus’ Charting module offers more than 100 indicators, all with customization available, for stock and options trading on multiple timeframes. The charts also show stock and options positions and allow you to adjust trades directly.
More Than Just Charts
Everything Visual
Our charts show indicators and positions, but also prior trades, backtesting, and more when you need them to.
Customize
Indicators Your Way
We have hundreds of indicators so you can pick the tools you care about and then customize them to match your exact needs. The platform also teaches you what each indicator is based on. Unlike most platforms, many of our indicators are based on fundamental data and not just technical data.
Your Trades: Past, Present, and Future
iVestPlus offers one of the most complete charting packages in the industry, including showing active trades, prior trades, and options legs on the charts. Build the journal of your results into the charts. Every indicator is customizable. All trades, both current and past, can be displayed. Make the charts your best visual tool.
Customize
Trade
Journal
Indicators
Journal 3
Trade Journal
One of the most popular modules of the iVestPlus platform is the Trade Journal. All fixed trade types are tagged with hashtags such as #ironcondor and #bullspread, but traders can also add their own custom tags to every trade for easy sorting and reporting. Many lesser trade journals exist in the industry for more than the cost of the total platform.
Success Lies in Results
Industry-Leading Trade Journal
Successful traders analyze their results to find patterns in what works and what doesn't. Our Trade Journal module is one of the deepest in the industry for visually breaking down trades into clear reports.
Visual and Easy
Trade Analytics
Our analytics and reporting lets you sort your trades and track results based on trade type or however you want to sort the results.
Journaling Made Easy
The iVestPlus platform includes an industry-leading journal and reporting system that allows the user to tag all trades and sort them later. A powerful reporting tool, the journal is designed to show traders in various levels of statistical and visual detail where their strengths and weaknesses are.
Hashtags
Hashtags allow you to sort your trades by type and analyze the results so you can see which trade setups are the most profitable over time.
Auto-Journaling
Set any account to auto-journal the trades. The platform will do this automatically. But, you can also add your own hashtags and notes.
Journal Trades on Charts
View a group of trades in the journal, and then see a visual representation of the trades on a chart to show you when the trade was in play.
Reports and Analytics
Pick a hashtag and get a breakdown of all of the trades that have that tag. Sort by type and then drill down into specific results for that trade type.
Old Home
The Next Generation
Stock and Options
Trading Platform
Modular Components
Charting
Advanced Options
Trade Journal
Research
Trade Sharing
Scans
Secure Cloud Environment
Auto-Scaled to Demand
Java Script
CSS 3
Latest HTML 5
Progressive Web App
Built on the Latest Technology
Any Device
Any Platform
Any Browser
iVest+ Provides Trading Platform Solutions for
Educators, Brokers, Newsletters, and more.
Built for Traders
Retail Trading Platform
We took our best trading tools and built a product for retail traders. As an individual user, you'll get chart trading, our advanced options chains, our industry-leading journal, trade sharing, and more.
Resell the iVestPlus Product
Affiliate Program
If you want to resell iVestPlus to your customers and teach them how to trade, the easiest solution is to become an affiliate. You'll get all of the tools you need to train your traders, plus your own custom login page.
Build Your Own Business
Full White Label Solutions
If you want to grow your business and offer your own trading platform, select our White Label option. You can choose the components you want, plus we offer turnkey solutions on customer billing and tracking.
The Modular Trading Platform
At iVestPlus, we have built the next generation trading platform for stocks and options traders to help educators and individual traders alike. Each of our components is modular and can be built into the product to suit your business needs.
Built for Speed
All components of the iVestPlus platform were built as a progressive web app on the latest technology, including HTML5, CSS, and Javascript. Whether you want to work from desktop, browser, or mobile, our tools are designed to push the limits of today’s and tomorrow’s platforms to give you a clean, fast trading experience.
Mobile
We have native mobile apps for Android, iPhone, and iPad users that include all of the same features of our browser and desktop applications.
Seamless Transfer to Mobile
We made a unique mobile experience that works the same as browsers and desktop versions so you don’t have to learn a different interface.
Global Themes
Pick a color scheme and it transfers to all versions of the app. We support everything from light to dark and all shades in between.
Sideways Chart Scrolling
Turn your phone sideways and you’ll get a bigger version of the chart you are viewing, plus side scroll to jump to the next stock in your Watchlist.
More Than Adaptive
With native apps for phones and tablets, we have optimized screen layouts for each product. Every inch of your screen matters.
Your Broker. Your Choice.
Brokerage 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.
…and more