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Sounding Board is a unique feature to ScotiaMcLeod Direct Investing. Whether you're creating a portfolio or looking for input on your current one, Sounding Board will provide a framework for constructing a portfolio that meets your needs.
After completing an online questionnaire you'll receive a personalized e-mail report in about a week.
Your personal e-mail response includes a detailed breakdown of your current holdings, timely market analysis, a historical perspective on market trends and framework to compare your current portfolio to.
Example of Sounding Board e-mail report
Portfolio Modelling
ScotiaMcLeod Direct Investing gives you a quick and easy way to create and monitor fictional 'what if' stock and mutual fund portfolios.
Portfolio Modelling is an effective tool for comparing your actual portfolio to contemplated investments or the effects of various market environments.
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