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Tools to Help You Build Your Portfolio

From the latest research to stock screeners, get the tools and resources you need to find investment opportunities and build a portfolio that aligns with your goals.

The new screeners

Explore analyst-built screeners by Refinitiv to quickly narrow down your investment choices to the ones that meet your criteria, or tailor a range of criteria – performance, risk, Morningstar rating and more – to find the right stocks, ETFs or mutual funds for your investment needs.

Sectors & Industry Analysis

Use this powerful tool by Refinitiv to zoom in sectors like technology, energy and financials in Canada and the U.S. Get an overview of companies within each sector and see rates of return and dividend yield at a glance.

Ways to use sector & industry analysis:

  • Add diversity to your investments by finding companies in various business sectors and industries
  • View top- and bottom-performing industries over the last five business days
  • Compare company fundamentals and performance in an industry you're interested in

RBC Affiliate Research

RBC draws on its vast global network of investment and research professionals, specializing in numerous markets, regions and sectors, to deliver timely knowledge and insights that can help inform your investment decisions. Access daily, monthly and quarterly reports and articles on the secure online investing site to spark ideas and make sense of ever-changing markets.

RBC Capital Markets Equity Benchmark Performance Reports

The monthly summary of the performance of stock market and sub-indices can help you make your stock trading decisions. These are provided by the RBC Capital Markets research team of over 250 professionals worldwide who focus on equities and Canadian credit research.

RBC Economics

The RBC Economics delivers timely and relevant economic and financial analysis for Canada, the United States and key international markets. Access economic updates, provincial economic forecasts, housing reports, exclusive podcasts and more.

RBC Wealth Management - Global Insight Daily

Every morning, Global Insight Daily provides reviews of equity, fixed-income, commodity and currency markets so you can start the day with the most current information provided by nationally recognized analysts and strategists at RBC Capital Markets and RBC Wealth Management.

RBC Global Asset Management – Expert Insights and Global Investment Outlook

Find regular articles and quarterly insights provided by the Investment Strategy Committee – comprised on senior investment professionals drawn from all areas of RBC Global Asset Management, RBC’s asset management division.

Morningstar Research

Morningstar’s suite of research reports, tools and ratings help you make informed investment decisions – whether you need to build your portfolio, evaluate your choices or understand the performance of your investments.

Morningstar Analyst Pick Lists

Explore new investment ideas or build your with Morningstar’s series of stock-based pick lists or ETF analyst favourites.

Morningstar Ratings

Gain insight into the financial footing of companies you own – or are considering – with Morningstar’s evaluation of a company’s ability to meet their financial commitments.

Morningstar Research Reports

  • Canadian Research Highlights with Morningstar analysts’ best ideas and insights on recent developments across the Canadian investment universe
  • Stock Reports help zoom in on stocks you’re interested in with Morningstar analyst notes, theses, valuations and financial reviews
  • ETF Reports with in-depth insights into ETFs and Morningstar analyst reviews of ETF portfolios, fees and more
  • Editorials featuring the latest views of Morningstar investment professionals on investments, markets and investment trends
  • Mutual Fund Reports analyze a specific fund’s investment objectives, Morningstar rating, sector and top holdings

Technical Analysis

Spot investment trends, find new opportunities, confirm your decisions and manage risk with technical analysis from Trading CentralDisclaimer.

Technical analysis gives you a different perspective on market performance along with useful patterns of Canadian and U.S. stocks, exchange-traded funds (ETFs) and indices. You can:

  • Easily determine the current technical outlook (bullish, bearish or neutral) over the short, intermediate or long term with the Technical Summary Score – available for all Canadian and U.S. stocks and ETFs
  • See most-viewed events to help you generate potential investing ideas
  • Boost your investing knowledge with the Technical Analysis Education section

Advanced Charting Tool

Need advanced technical analysis? Use this tool by Trading Central to help identify historical trends and patterns.

With the Interactive Charting Tool you can find:

  • Economic indicators to help you compare the performance of stocks, ETFs and mutual funds against historical economic data
  • Charting indicators and studies to help you spot historical trends, patterns and buying opportunities – choose from trend, volume, momentum and economic indicators (to name a few) with multiple options like Chaikins Volatity, Bollinger Bands and MACD
  • Drawing tools to illustrate trends, from trendlines to Fibonacci illustrators and Gann fans
  • News headlines, so you can see media coverage against performance over a specific time period

Frequently Asked Questions

Our library of educational articles, market commentary and research is available to RBC Direct Investing clients.

To view the articles, log in to your RBC Direct Investing account and explore the library under the Investing Academy menu, or browse the topics under the Research menu.

An Initial Public Offering (IPO) is a corporate event when a company becomes available to sell to the general public on a securities exchange.

To learn about the IPOs and New Issues available through RBC Direct Investing, log into your account and visit the IPO Centre found under the Research and Place an Order menus. You will be asked to register before accessing the IPO Centre.

If you’re looking for a recent IPO that’s now publicly trading, you can find it using the search box once you log in to your account.

There are many ways to gain exposure to global or emerging markets through exchanged-traded funds (ETFs), mutual funds and American depository receipt (ADR) stocks.

For ETFs, log into your account and select “ETF Screener” under the Research menu. You can choose from Predefined Screeners or choose your own by selecting “Start New Screen” then under the Overview Criteria sub-menu, select “Fund Category” to search for ETFs with exposure to global and emerging markets.

To find mutual funds focused on global and emerging markets, log into your account and access the “Mutual Fund Screener” under the Research Centre menu. In the Overview Criteria sub-menu, select “Fund Category” to search for ETFs with exposure to global and emerging markets.

To purchase ADR stocks you are interested in, log in to your account and access “Stocks & ETFs” or “Get a Quote” under the Place an Order menu.

To learn more, log in to your RBC Direct Investing account and explore the articles under the Investing Academy menu.

Where to Get Started With Your Research

Explore the wealth of online investing resources available at RBC Direct Investing, to help you with your decisions.

Start Investing Your Way Today

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