A good tool for Trading and Portfolio Management
January 23, 2022

A good tool for Trading and Portfolio Management

Rajat Miglani | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Self-directed Investing

Overall Satisfaction with Questrade

It helps me to manage my Canadian Investment with no Commissions and fewer brokerages. Tax-loss harvesting also helps me save tax on the capital gain.
  • Excellent User Interface to trade.
  • Good Integration with payment gateway which allows me to use my debit card.
  • Several type of account options based on the particular's requirement.
  • They can reduce the pricing a bit.
  • They Should expand their reach to other geographies as well.
  • For Bond Market minimum cap is on the higher side, can be reduced.
  • Very good investment advisors to help you pick right product.
  • Several Account types to choose from based on the requirements.
  • Nice Payment gateway integration and good User Interface.
  • Pricing is on a bit of higher side for Portfolio Management.
  • There are no commissions, so that's a plus point for the Platform.
  • Nice Feature to save tax on Capital gain using tax loss harvesting.

Do you think Questrade delivers good value for the price?

Yes

Are you happy with Questrade's feature set?

Yes

Did Questrade live up to sales and marketing promises?

Yes

Did implementation of Questrade go as expected?

Yes

Would you buy Questrade again?

Yes

It helps me in managing my Canadian portfolio which includes stock-specific investments and ETFs as well. They charge no commission or very little commission on some specific trade.