Find Investments

Overview of Find Investments

Our Find Investments section offers a variety of investment research information including quotes, news, charts and tools. The Find Investments Overview page provides a broad snapshot of various tools and categories:

  • Discover – Tools to help you find investments and build your portfolio
  • Follow – Keep track of securities you are interested in and set up alerts to be sent to you via email or text.
  • Analyze – Dive deeper into securities once you've found them. You want to check under the hood before purchasing!
  • Premium Research – Need something with a little more power? You want supercharged research? This is where you'll find it.

Throughout Research and the entire ShareBuilder website, quotes can always be conveniently accessed. The stock's symbol link always takes you to the detailed stock quote page—look for the Quick Quote tool located at the top of the page or the Quote Tool bar located at the bottom of the page, enter a symbol and click Go.

Investment Screener

Looking for a specific security type? This is where you'll find them! Choose your security type, category and criteria before hitting view and hold on!

  • Security Type – Choose between Stocks, ETFs and Mutual Funds.
  • Category – Choose a category and select the criteria you're interested in. Choose as many or as few criteria across categories as you like.
  • Screen Criteria – Displays the securities based on your criteria. The more criteria you choose the more precise the results will be. Once you find your own criteria you can save it for quick viewing on future visits.
  • Popular Searches – Unsure of what criteria to pick? Choose from some predefined screens. We're here to help!
  • Save Stock Screens – Displays any saved screens you've created. You must be logged-in to view them.

Throughout Research and the entire ShareBuilder website, quotes can always be conveniently accessed. The stock's symbol link always takes you to the detailed stock quote page—look for the Quick Quote tool located at the top of the page or the Quote Tool bar located at the bottom of the page, enter a symbol and click Go.

PortfolioBuilder

Need some help getting started or interested in rebalancing your portfolio? We've got the tool for you then. PortfolioBuilder helps you create a diversified portfolio based on your goals, investing style and time horizon.

  • Portfolio Analysis – We'll ask you some questions to help determine your investing style and risk tolerance.
  • Personalized Portfolio – Based on your answers we provide a list of ETFs tailored to your choices.
  • Automatic Investing – Once you're ready to take the next step we'll help get your Automatic Investment Plan set up with the selected ETFs.

Throughout Research and the entire ShareBuilder website, quotes can always be conveniently accessed. The stock's symbol link always takes you to the detailed stock quote page—look for the Quick Quote tool located at the top of the page or the Quote Tool bar located at the bottom of the page, enter a symbol and click Go.

My Watch List

Add and track securities you are interested in and have up-to-the date information at your fingertips in one easy location.

  • Create – Create and name up to five watch lists.
  • Add – Add stocks, ETFs, mutual funds and options you'd like to follow. Just add the symbol and you're off!
  • Watch – View your watch list in the traditional table view or the visual carousel view.

Throughout Research and the entire ShareBuilder website, quotes can always be conveniently accessed. The stock's symbol link always takes you to the detailed stock quote page—look for the Quick Quote tool located at the top of the page or the Quote Tool bar located at the bottom of the page, enter a symbol and click Go.

Tracking Alerts

We’ll help you keep tabs on individual securities, the markets, and the overall performance of your portfolio with an email, text message, or a post to your wall on Facebook. Here’s a brief list of alert types you can choose from when you select Set New Alert:

  • Security – Get notifications about price movements, ratings and other key changes for any securities that you own or ones you’re just watching
  • Markets – Be alerted when news articles are released containing key words and keep up with the S&P Capital IQ Morning Briefing
  • Performance – Receive daily or weekly performance summaries of your portfolio and Watch List(s)

Change the delivery methods for all of your alerts by selecting View/Edit All Preferences.

The Most Recent tab shows you a list of alerts that have been sent to you in chronological order.

What kind of investments can I find using the Quick Fund Selector?

There are two categories of investments we list in the Quick Fund Selector tool.

  1. Asset Allocation-based investments
    Asset-allocation investments are balanced according to your selected risk tolerance. Many of these investment options contain a diversified mix of stocks – and sometimes bonds and other assets – that are appropriate for your selected risk tolerance. If you are not sure what your risk tolerance is, click the "Find your preference" link.
  2. Target Date-based investments
    Target-date investments are balanced according to a selected retirement date. These funds reallocate over time, as required, to help ensure the fundhas a diversified mix of stocks, bonds, and other assets, that are appropriate for their target date. They get more conservative as the time you need your money for retirement gets closer.

Investment Risks You Need to Consider:

  • Foreign Investment Risk – Securities issued by entities based outside the United States carry additional risk associated with currency exchange fluctuation, economic, political or social instability, and different government regulations or accounting standards.
  • Interest Rate Risk – Funds with higher rates of return may take risks that are beyond your comfort level and are inconsistent with your financial goals. Bond portfolios are subject to interest rate risk so that when interest rates rise, the price of bonds can decrease and the investor can lose principal value. High yield bonds are subject to a high degree of credit and market risk.
  • Market Risk – The assets in a non-diversified portfolio may be focused on a smaller number of issues or one sector of the market that may make the value of the portfolio's share more susceptible to certain risk than shares of a diversified portfolio. Stocks of smaller and mid-size companies may have less liquidity than those of larger companies, may be subject to greater price volatility, and involve a greater risk than is customarily associated with more established companies. Target Retirement Funds are subject to the risks associated with their underlying funds.