Research
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. Plus you can now use AI to do your research.
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.
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.
Earnings, Valuations, and Projections
Our research tools show historical and projected forward earnings numbers for over 20,000 companies. Get an overall look at the company through key ratios and valuations, including tables and comparison charts.
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.
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.
Options
Advanced Options Analytics
The iVest+ 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.
Trade from the Chain
With iVest+ options analytics, you can trade straight from the options chain or place a traditional order ticket.
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.
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.
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.
Charting
Charting
The iVest+ 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.
Everything Visual
Our charts show indicators and positions, but also prior trades, backtesting, and more when you need them to.
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.
Stack, Move, and Hide Indicators
You can add as many indicators on and below your charts as needed. Move them and hide them temporarily with the single click of a button.
iVest+ 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.
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.
Template
Block 1 and some text on the left
Sub text can go here. Sub text can go here.
Block 1 and some text on the right
Sub text can go here. Sub text can go here.
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.
Home
The Next Generation Stock and Options Platform
for Educators, Brokers, Newsletters,
and More.
Modular Components
iVest+ Now Includes AI-based Features
+ AI Stock and Options Screener
+ AI Trading Coach
+ AI Analyst
+ AI Trade Journal Analyzer
Built on the Latest Technology
+ Progressive Web App
+ Latest HTML 5
+ CSS 3
+ Javascript
+ Auto-Scaled to Demand
+ Secured Cloud Environment
As Seen On:
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.
Some of Our Partners:
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.
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
As Seen On:
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.
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.
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.
Some of Our Partners:
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.
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.
Virtual Account
Trade with no risk.
…and more
Media
Rance Masheck
CEO, iVest+
Rance Masheck has a deep background in the financial services industry over the last three decades. In the 1990’s, Rance was a leading force in market education with the brands Star Trader and Teach Me to Trade. Seeing the need for better technology for traders, in 2000, he started OPUS (Options Positioning and Utilization Systems), which provided a subscription model for real-time data quote data for options screeners and advanced options analytics. This company was eventually acquired by TD Ameritrade in 2007, and Rance was brought on-board as Director of Options. He was later shifted to Director of Brokerage Integration after TDA purchased Think or Swim.
In 2010, he was moved to Director of Trade Architect, which is a highly visual and intuitive trading platform available to all TD Ameritrade customers at every level of experience. Rance directed the development cycle from inception, through development, to market implementation and rollout.
Following his tenure at TD Ameritrade, Rance founded Investage, an incubator with a primary focus on Fintech start-ups, and later began to build iVest+ under the Investage umbrella. iVest+ is a next generation trading platform built on today’s modern technology stack and offers a visual approach to trading stocks, options, and crypto. The platform also boasts an extensive Trade Journal, Trade Sharing capabilities, advanced charting, and much more. The platform is sold through White Label educational partners as well as through the direct-to-retail offering, Market Gear (www.marketgear.com).
Media Relations
Rance Masheck, the CEO of iVest+, is available for media outlets to speak on a variety of trading topics, including options, crypto, stocks, technology, and more. His depth of knowledge in the industry comes from three decades of working in various roles spanning the financial sector.
Rance has done TV, radio, podcasts, written articles, provided quotes and commentary, and more. You can view some of his more recent contributions by clicking here or following our social media. To schedule a time with Rance, please contact Glenn Mandel at glenn@escalatecommunications.com.
Crypto 3
Crypto
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.
Full Suite of Indicators
Over 50 to Choose From
With over 50 indicators to choose from, Market Gear 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.
Unique Crypto Dashboard
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.
Be the First to Know
Get complete profiles of the highest-traded coins, including direct links to their websites and social media for quick, easy access. Find communities of traders talking about the coins on Reddit and other Social Networks
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.
Auto-Journaling (Coming Soon for Crypto!)
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 (Coming Soon for Crypto!)
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
Learn where the bigger traders are playing in the cryptocurrency world and analyze their results before you do anything.
Screener 3
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.
Sliders, Checkboxes, and More
An Unlimited Screener...
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.
Screen for Options Too
Real-Time 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 Made Easy
The iVest+ platform includes an industry-leading screener with over 200 criteria, including technical, fundamental, options, and other data points.
Technicals...
With advanced features like moving average crossovers, finding gaps, buy/sell ratios, time-of-day aware volume, and performance metrics, this will take your search to a whole new level.
...and Fundamentals
Pick from an array of fundamental data, including financials, insider trading, institutional money flows, and much more for a deeper range of options than most other products offer.
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.