Advanced Dashboard

Shift into High Gear with Advanced Dashboard

Gain access to real-time streaming market data, analytical tools, and advanced trading capabilities, including:

  • Equity and option trading with access to all North American exchanges, news and next-generation web charting
  • Advanced order types such as conditional orders, multi-leg option strategies and option rollovers
  • A wide range of customizable trading and application settings to suit your personal trading style

Stay informed

  • Use Stock Screeners to generate investment ideas by scanning Canadian and U.S. equities with both pre-set and customizable screening strategies
  • As part of the Earnings Calendar, filter Canadian and U.S. markets for upcoming earnings announcements from today into the next month
  • Bubble Charts: Analyze and identify trends to visualize new trading ideas on a multi-variable graph
  • Easily identify market activity through real-time heat maps.
  • View and customize foreign exchange pairings for numerous currencies with Forex Matrix
  • Track the most active equities and options during the trading day with the Gainers & Losers feature

Evaluate your ideas

  • Next-generation web charting: Fully customizable charting, which includes over 100 technical and fundamental indicators, 50+ intelligent drawing tools and technical studies
  • Earnings Analyzer: Fundamental, technical, and probability analytics help you evaluate a company's past earnings and market expectations
  • Option Chains: Easily locate bid/ask quotes, key P/L metrics and the Greeks, and gain access to real-time streaming analytics for single and multi-leg option strategies
  • Analyst Evaluations: Access aggregated analyst recommendations to complement your next trading strategy

Track your ideas

  1. With Advanced Dashboard, trade Canadian and US equities, options, and ETFs with streaming real-time Level I and II market data. Read more about market data

  2. Attach a bracket order directly to your opening trade and automate your exit strategy

  3. Customize your equity and option trading preferences so you’re ready to jump on opportunities

  4. Modify, cancel, copy, or create an opposite order in one click with In-Line Editing in Order Status


  1. Includes contingent orders and multi-leg option strategies

  2. Want to trade a straddle/strangle or a vertical, calendar, or a diagonal spread? In Advanced Dashboard, you can create your own spread or choose from 26 pre-defined option strategies in Strategy Chain

  3. Verify your entry and exit strategies and capture your potential profits or limit your potential losses with capabilities such as One-Cancels-Other, One-Triggers-Another, and First-Triggers-One-Cancels-Other


  1. A smooth ecosystem where your orders and holdings are synchronized in real-time between Advanced Dashboard, WebBroker, or the TD app for your mobile device.

  2. Close existing equity positions with limit, stop-limit, or bracket orders directly from your holdings

  3. Easily roll over existing option positions with Calendar or Diagonal Spreads

  4. Follow your daily and total portfolio P/L as it streams in real-time


Optimize your Advanced Dashboard experience

Minimum:

  1. Connection/bandwidth: 256 kb/s

  2. Processor: Intel Core 2 Duo or AMD equivalent

  3. RAM: 4 GB

  4. Video Resolution: 1280 x 1024

  5. Browser: Latest version of : Microsoft Edge, Mozilla Firefox, Google Chrome, Safari 

  6. Browser Settings: Allow cookies for session (medium security level), Activate Java Script, Allow Local Storage

Recommended:

  1. Connection/bandwidth: 2 Mb/s

  2. Processor: 2.4 Ghz i5 or AMD equivalent

  3. RAM: 8 GB

  4. Video Resolution: 1920 x 1080

  5. Browser: Latest version of: Microsoft Edge, Mozilla Firefox, Google Chrome, Safari

  6. Browser Settings: Allow cookies for session (medium security level), Activate Java Script, Allow Local Storage

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Whether you're new to self-directed investing or an experienced trader, we welcome you.

  • Apply online

    It's easy to open a cash, margin, RSP, or TFSA account.

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    1-800-465-5463 1-800-465-5463
  • Book an appointment

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