Investment Research

Amplify your idea generation with third-party research. Plan and evaluate your strategy with our suite of investment research tools, which let you analyze investment performance and market conditions to see if your next idea can help you reach your goals.

Market Edge®

Suited for investors of all levels, Market Edge offers timely information and technical analysis of the markets with reports like: Second Opinion® Weekly for quantitative and technical information, and On the Edge for in-depth, technical market commentary to help you evaluate trading strategies for different market conditions.

ETF Market Center

Choose from an extensive offering of commission-free ETFs that can help you diversify your portfolio and pursue your financial goals. Research and monitor ETFs with predefined screens based on lifecycle, commodities, bear markets, or your own settings.

Stocks Overview

Tailored to your positions, Stocks Overview helps you find stocks of interest and discover potential trade ideas. You can use it to monitor volume, view the day’s highs and lows, and see which stocks and sectors are on the move—all in one place. Plus, keep an eye on what’s trending on social media and in the news.

Stocks Charts

Spot trends and potential opportunities that may fit your investment strategy with our customizable charts. Simply select the security or index and set your specific parameters for charts that have the information you may need to make your decision.

Screeners

Find stocks, options, mutual funds, or ETFs that meet your criteria with our predetermined screeners based on strong buys, lifecycle, highest alpha, lowest expense ratio, and more – or create your own custom screens.

image of mutual fund lists compiled by experts at Morningstar Associate

Premier List

Identify top-pick** mutual funds with the Premier List, exclusively available to Hot Markets clients. Compiled quarterly by the experts at Morningstar Research Services, Premier List is an objective and unbiased resource that focuses on no-transaction-fee funds across 45 categories to give you a list of rigorously pre-screened funds.

CD Center

Our Brokered CDs offer different choices at competitive rates, a range of issuers, powerful screening tools, and free guidance to help you research CDs that may be right for you.

Bond Wizard

Discover bonds and CDs that may help you pursue your long-term investing goals with this investment research tool. Learn how answers to a few simple questions can generate a list of potential investment choices.

Market Java

Get your daily shot of market news and insights, before the bell rings, with this daily morning-report. Learn about pre-market conditions, significant stock moves, overnight activity in international markets, and more.

INVESTMENT RESEARCH