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42

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36

FAQs

12

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23

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Market Overview

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Add holdings by symbol, shares & cost basis — analytics compute automatically within minutes.

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article Articles (3)

Trading & Strategies

Stock Screener, Scanner & Momentum Screener

Filter stocks by fundamental, technical, and momentum criteria

screener scanner filter

Trading & Strategies

Paper Trading, Journal & Options

Practice trading without risk, track trades with notes, and analyze options

paper-trading journal options

Trading & Strategies Featured

Rebalancing Your Portfolio

Bring drifted allocations back to target — tax-aware, with an execution gate.

trading rebalance drift

quiz Frequently Asked Questions (2)

Yes — Paper Trading at /paper-trading gives you a virtual cash account. Place simulated trades, track P&L, and test strategies risk-free. Use the Trading Journal to record notes and analyze your paper trading performance.

Three screeners: Stock Screener (fundamental + technical criteria with pre-built screens), Market Scanner (real-time technical scans), and Momentum Screener (price momentum signals). Plus ETF Analyzer and Mutual Fund screener.

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Dashboard & Analytics

Portfolio overview with real-time analytics

Advanced Analytics

5-tab analytics: Performance, Risk, Allocation, Income, Factor

Performance attribution and drawdown analysis

Allocation, selection, and interaction effects

Benchmark comparison and tracking error

Factor Investing

Fama-French 5-factor model exposure

Portfolio Management

View and manage all portfolios

Create Portfolio

Create a new portfolio

View and edit all holdings

Buy, sell, dividend transactions

Monitor stocks with live prices

Rebalance to target allocations

Modern Portfolio Theory optimization

Alpha Optimizer

Factor-based portfolio optimization

Compare Portfolios

Side-by-side portfolio comparison

Import Holdings

Import from CSV files

Retirement Planner

Retirement planning and projections

Investment goals tracking

Market Data

Market Overview

Indices, movers, and sector heatmap

A/D line, new highs/lows

Market Sentiment

Fear/Greed index, put/call ratio

Biggest gainers, losers, volume leaders

Sector Analysis

Sector performance analytics

Sector Rotation

Business cycle sector rotation model

Visual heatmap of sector returns

Economic Calendar

GDP, CPI, Fed decisions, employment

Earnings Calendar

Upcoming earnings dates and estimates

Bond market overview and yields

Foreign exchange rates

Cryptocurrency prices and trends

Analysis & Charts

Interactive stock charts

Technical Analysis

100+ indicators and drawing tools

Fundamental Analysis

Company fundamentals and key metrics

Income, balance sheet, cash flow (5Y)

13 valuation models

Deep-dive stock analysis page

Compare up to 5 stocks

Peer Comparison

Side-by-side peer metrics

Composite ranking across 5 categories

Peer Benchmarking

Percentile scorecard analysis

Earnings Analysis

Earnings deep-dive and trends

Dividends & Income

Dividend Dashboard

Income overview and tracking

Dividend Calendar

Ex-dates, payment dates, amounts

Dividend Safety

Safety scores (0-100) for all holdings

Dividend Growth

Growth rates and CAGR analysis

Dividend Forecast

DRIP and income projections

Dividend Aristocrats

25+ years of consecutive increases

Dividend Screener

Filter by yield, growth, safety

DRIP Calculator

Dividend reinvestment modeling

Buyback Tracker

Share buyback monitoring

Risk Management

VaR, CVaR, Sharpe, risk decomposition

7 crisis scenarios, 350+ drawdowns

4-model probabilistic simulation

Test strategies with 20Y of data

Correlation Matrix

Holdings correlation heatmap

Concentration Risk

Position and sector concentration

Liquidity Analysis

Liquidity risk assessment

Equal risk contribution allocation

Research & Insights

Analyst Ratings

Wall Street consensus ratings

Analyst price target compilation

Insider Trading

Insider buy/sell transactions

Institutional Holdings

Top institutional holders

Major fund manager movements

Short interest and days to cover

Environmental, Social, Governance

Actionable trade suggestions

Tax Optimization

Realized/unrealized gains summary

Tax-Loss Harvesting

Identify harvestable losses

Individual lot-level detail

Lot Optimization

FIFO, LIFO, specific lot selection

Trading & Tools

Filter by fundamental + technical criteria

Real-time technical scans

Practice trading risk-free

Trading Journal

Track trades with notes

Unusual options activity

Financial calculator suite

Position Sizing

Optimal trade size calculator

AI & Reports

Chat with AI about your portfolio

AI-generated portfolio analysis

Report generation hub

Settings & Account

Account preferences and security

Price and portfolio alerts

Notification preferences

Wealth manager client management

Third-party service connections

API key management

Real estate portfolio tracking

Documentation and FAQs

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INDYXQUANT PRO v4.1·42 articles·36 FAQs·12 categories

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