Strategy Builder

A key component of your mobile product strategy.

Designed to support your mobile investors.

There’s never been a better time to adopt to a mobile-focused product strategy! With 79% of millennials interested in mobile investing, Strategy Builder has been designed to be accessible for investors on-the-go and to help them personalize their trading strategy. Using both technical and fundamental analysis filters, Strategy Builder's powerful stock screening helps improve investors confidence and supports your investing customers in the moments that matter.


Brokerages have found logins from mobile devices are up 35% to 50% compared to 2019.

According to a 2019 Ernst & Young research report, 51% of advised clients will prefer to interact with their advisors via mobile devices in 2021.


A Bank of America study found that 79% of millennials are interested in banking through mobile channels.

Build & evaluate investment strategies.

Enable investors to screen, build and test their unique investment strategies. Watch as the number of matching instruments continually updates based on the selected criteria, leaving the investor with a potential portfolio built around their personalized trading strategy.

Investors can use the tool's backtesting feature to test their strategies performance against five years of historical market data. This helps the investor quickly evaluate whether their strategy can “beat the market”.

Drive action with compact insights!

Our ranking API allows for flexible integration, showing investors where a stock is ranked based on performance within its sector.

Filter the market to find new trade ideas!

Strategy Builder gives investors access to a universe of stocks by over 65 different factors including fundamental, technical and quantitative criteria. Keep investors engaged with custom screens and relevant results that are most likely to prompt a trade.

Discover thematic stock baskets

Discover Strategy Builder's themes and strategies to encourage your customers to make thematic trading a part of their investment strategy. Themes are curated by TC Analysts and can be used as a jumping off point or fully followed.

Convinced yet?
We're here to help.

Our Customer Success and User Experience teams are here to help your online brokerage envision how to place relevant analytical insights into the moments that matter to your investors... meeting new consumer expectations for proactive assistance in an easy seamless experience.