Portfolio Analytics Tools

Portfolio Score™, Portfolio Simulator™ and Portfolio Creator™ provide you with unrivaled access to the most advanced risk analysis and portfolio-building technology in the Canadian online brokerage space. This comprehensive set of tools can help your clients make informed investment decisions and manage their risk exposure as they navigate market swings.

Please see the pre-approved social media copy & creatives and copy blocks for you to promote on your platform. If you make changes to the pre-approved materials or create something new, it must be approved – by both Qtrade Investor Marketing and Compliance departments – prior to use, publication or distribution.


If you would like to link any of these assets to Qtrade Investor, please ensure you use your organization's tracking URL:

1) English - (in the format qtrade.ca/partner.jsp?skin=your-organization)
2) French - (in the format qtrade.ca/partner.jsp?skin=your-organization&lang=fr)


Qtrade® is a registered trademark of Aviso Wealth Inc. Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.