Fundamental Research Revisited

The research module starts with a heat map and allows you to drill down into earnings and financials 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.

Research Made Easy

Finding Opportunity

Finding the right opportunity is the key. OTA Trade 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.

Information at Your Fingertips

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.

Intelligent Research

Using our dashboards, you can learn more about the company you want fast. With proprietary rankings, you will see a well-rounded view of charts, Insider and Institutional trading, valuations, and fundamentals.  It’s all here – organized intelligently.


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.

Money Flows

View how money goes in and out of various stocks through deep balance sheets, cash versus income statements, and more.


See what funds are investing in a stock, which are selling it, and how institutions are trading their own shares.