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Investment Tools and Research

An effective online trading platform needs to go beyond point-and-click trading. With BMO InvestorLine, you benefit from top research, expert analysis and advanced investment tools to help you back up your investing decisions and seek out new opportunities.

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Stay informed on a
 changing market

  • Top pick research lists that include US and CDN equities to consider
  • Daily Thompson Reuters newsletter that includes overall market themes, stocks to watch, top picks and more
  • Daily ETF and equity newsletters featuring investing ideas
  • Stay on top of all the latest initial public offerings (IPOs) and new issues available to you through InvestorLine

Find the stocks, ETFs, bonds, and mutual funds that are right for you.

Screeners let you filter stocks, mutual funds, ETFs and fixed income products based on your criteria so you can find the investment just right for you. With screeners for every major asset class and product type, you can go through them using a predefined screener or a customized one.

Some of the ETF categories we offer include Asset Allocation, Environmental, Social, Governance (ESG), Income and Low volatility.

See how InvestorLine help you filter, find, and compare your investment opportunities. It’s easy!

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Analyst Ratings

Get a consolidated view of third-party analyst recommendations, ratings and target prices for Canadian and U.S. stocks.

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Value Analyzer

Become proficient in value investing – a popular investing style used worldwide – with this intuitive, graphically rich tool. See how to identify and evaluate undervalued stocks.

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Technical Insight

Access a universe of unbiased trade ideas based on emerging technical events. This valuable technical analysis tool lets you find, research and analyze new equity opportunities.

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Get all the info you need

Research reports let you go for a deep dive on a company’s business performance and future outlook with comprehensive summaries. We’ve partnered with leading research providers to give you reliable, independent perspectives on thousands of North American-listed companies.

S&P Global Ratings logo and Morningstar logo

Stay on top of IPOs and new issues

Keep up to date on initial public offerings and secondary or treasury offerings like common and preferred shares, trust units and convertible debentures available through InvestorLine.

See the Term Sheet for the details and place an Expression of Interest all in one place.

Stay on top of IPOs and new issues


Compare performance at a glance

Charting lets you develop your investing strategies by quickly identifying and analyzing the performance of any Canadian or U.S. stock or mutual fund.

Our charts let you compare a security symbol against specific equities, sectors and mutual funds, apply technical studies, and view key corporate events like dividend announcements and earnings.

You can also customize your charts by drawing trend lines and then save your charts settings for faster future reference.

Track investments

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Stock & news alerts

Act fast on opportunities with mobile or email updates on the stocks you’re following, along with daily or weekly performance summaries.

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Watch lists

Easily retrieve current quotes and track performance of up to 50 stocks, options or indices by creating a personalized watch list.

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Order fill notifications

Stay on top of your trading activity with email notifications whenever an equity and/or option order has been filled.

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Track performance

Benchmark comparisons allow you to track your portfolio’s performance against nine key indexes in up to four different time frames.

Trade more. Invest more. Get more.

Premium perks when you make 15+ trades per quarter or invest at least $250,000.