Online brokerage BMO InvestorLine has introduced analyst recommendations and reports and more robust performance measurement tools.

“Time and quality information have never been more precious than in this age of multi-tasking. This is particularly true for the growing numbers of online investors who depend on quality market intelligence and investment selection tools to sift through thousands of North American investment opportunities,” said Connie Stefankiewicz, President and CEO of BMO InvestorLine. “Our clients have told us that the better the intelligence and the faster a decision can be validated, the better the online investing experience.”

“Our new research and benchmarking tools will simplify the investment selection process and provide our clients with an unprecedented capacity to measure performance and validate key investing decisions quickly and easily. We are committed to continually enhancing our services to meet the evolving needs of our clients and ultimately empower them to be more successful and confident investors,” added Stefankiewicz.

To guide clients through the research process, BMO InvestorLine now provides access to expert third-party analyst recommendations, ratings and target prices for Canadian and U.S. stocks from GlobeInvestorGold, Standard & Poor’s, BayStreet.ca and Briefing.com.

In addition, clients can now access in-depth information and analysis on stocks from S&P research reports on more than 5,300 Canadian and U.S. companies. For ease of use, analyst information is also linked and tailored to the client’s portfolios and watch-list selections.

Clients also have access to comprehensive fundamental data for more than 9,000 North American companies, updated daily. The data includes:

  • Company profiles;
  • Estimates and financials with annual and quarterly balance sheets and income statements;
  • Annual cash flow statements and annual ratios.

Clients can also now compare their personal portfolio performance against nine key indices:

  • CDN T-Bills;
  • DJIA in Canadian dollars;
  • MSCI World in Canadian dollars;
  • Russell 2000 in Canadian dollars;
  • S&P TSX 60;
  • S&P500 in Canadian dollars;
  • S&P/TSX Composite Index;
  • SCM Bond Universe, in U.S. and Canadian dollars.

Comparisons can also be made on the basis of four different time frames: year-to-date, last 12 months, last 3 years and since inception.

In addition to these enhancements, BMO InvestorLine has launched an eCurriculum series of educational emails that gives clients specific insights about how to administer their account, and how to access the tools, resources and support that are available – empowering them to successfully manage their investments.