Individual Investor

Research That Levels the Playing Field

Individual investors no longer need to accept second-class research tools. OceanPoint delivers institutional-quality analysis in an accessible, easy-to-use format designed for self-directed investors and wealth management clients.

Tools for Individual Investors

• Stock Screener: Advanced screening with technical, fundamental, and sentiment filters
• Charting Platform: Professional-grade charts with 100+ indicators and drawing tools
• Portfolio Tracker: Real-time portfolio monitoring with performance analytics
• Watchlists: Custom watchlists with price alerts and research updates
• Research Reports: Access to our full library of technical and fundamental research

For Wealth Managers

Wealth management firms can provide their clients with branded research portals that enhance the client experience and strengthen advisor-client relationships. Our white-label solution makes it easy to offer professional research without building it yourself.

Educational Resources

Our platform includes educational content including webinars, tutorials, and market analysis videos that help individual investors improve their knowledge and make more informed decisions.

Getting Started

Individual investors can access OceanPoint research through participating broker platforms, or through our direct subscription plans. Contact us to learn more about availability.