One trading platform.
Your whole workflow.

Screen the market your way.

Start with a broad list of stocks, ADRs, ETFs and other listed securities, then narrow it to your criteria.

• Company, valuation, financial, performance and technical filters.
• Price, volume, market cap, sector, exchange and security-type screening.
• Save named scans and return to your setups.
• Sort results, choose columns or apply a column preset.
• Choose 20, 50 or 100 results per page and export matching results to CSV.
• Open company information or jump directly to related news.

Live updates are available for supported securities. Coverage varies; some instruments use dated daily prices, and unavailable values remain N/A.

Put options activity in context.

Explore incoming options activity alongside historical sessions, using filters that fit your research.

• Live activity and historical date views.
• Filter and sort contract results with minimum and maximum criteria.
• Save scans for a repeatable research workflow.
• Review contract details and return-related fields, including Return So Far, Daily High and Peak Return.
• Open the underlying company’s news from a contract.
• Use a saved options scan to focus your News feed.

Follow the story behind the ticker.

See the day’s headlines, then focus on an individual company or the companies in your scans.

• Full Feed covers the current day, midnight to midnight Central.
• Include Only and Exclude ticker filters; exclusions take priority.
• Match headlines to saved Stocks or Options scans.
• Search a company or ticker for today and the preceding 30 days of available headlines.
• See company tags and sectors where a reliable match is available.
• Jump back to your scanner without losing your place.

Keep your research connected.

Move between screening and news without rebuilding your setup each time.

• Your own filters, saved scans and column choices.
• A consistent workspace across Stocks, Options and News.
• Shared market data with individual screening preferences.
• Direct navigation between company news and scanner workspaces.

Mac and Windows are the planned desktop platforms. Release availability will be confirmed before launch.

Turn your approach into a repeatable plan.

Build saved strategies around your scanner criteria, entry conditions and exit rules. The planned workflow connects qualifying opportunities to strategy alerts and trading controls.

• Organize strategies around the setups you follow.
• Define position sizing and risk limits.
• Review strategy-generated opportunities before taking action.

Explore an idea before putting it to work.

Set up historical tests for a saved strategy using a selected period, starting balance, commissions and slippage assumptions.

• Save test configurations without changing the original strategy.
• Planned results include return, win rate, drawdown, profit factor and trade count.
• Compare results with the assumptions and available history behind them.

Test setup is built; historical test execution is still being connected. Simulated results do not predict future performance.

See what happened—and learn from it.

Bring trade history, performance and personal notes into a dedicated review workspace.

• Review entries, exits, fees and realized or unrealized results.
• Group trades by strategy, broker, manual trading or copy trading.
• Filter by ticker, date and trade status.
• Keep personal notes and screenshots with your trade review.

Broker-synced history is being finalized; current previews remain separate from real account activity.

Find patterns in your own trading.

The research workspace is designed to compare strategies and surface findings from your trade history for you to review.

• Compare outcomes, win rates and profit factors by strategy.
• Explore early adverse moves, holding times and entry periods.
• Review peak profit and how much was retained at exit.
• Use findings to form new ideas for backtesting.

Recommendations depend on sufficient trade and price history. They are research inputs, not guaranteed outcomes or automatic changes to your strategies.

Your supported brokers, together.

SF Trade’s planned broker connections bring supported accounts into one platform, so you can move between accounts without rebuilding your research workflow.

• Organize multiple connected accounts in one workspace.
• Choose the account for a trading workflow.
• Review positions and trading activity alongside your research.
• Configure account-specific trading limits.

Broker connections and order execution are still being finalized. This does not mean every brokerage is supported; the supported broker list will be confirmed before release.

Follow a leader through a connected workflow.

Planned copy-trading tools let you follow participating creators or group leaders through dedicated Copy Trade Alerts.

• Keep followed trade ideas alongside your own scans and research.
• Connect those alerts to your selected account and trading controls.
• Review copy-trading activity separately in trade tracking.

Leader connections, execution permissions and member controls are being tested. Automatic execution is not currently promised.

Bring AI into your research workflow.

Planned AI integrations are intended to help you explore research, discuss trading ideas and interpret information within the SF Trade workspace.

• Ask questions in the context of your research.
• Use AI-assisted analysis as another input to your decision-making.
• Connect research ideas with strategy development and review.

Supported AI providers, capabilities, data permissions and any separate costs will be confirmed before release. AI output requires your review.

Your charts. In your trading platform.

Access TradingView from inside SF Trade and keep chart analysis alongside your scanners, research, news and trading tools.

• Bring TradingView into your everyday SF Trade workflow.
• Keep charts and market research together in one platform.
• On our roadmap: integrated charting without a separate TradingView account.

Keep the tools around the trade close by.

Charting, social media, manual trading, open positions, alerts and sharing are also part of the platform being reviewed before launch.

• Move from screening to deeper research and chart context.
• Keep manual and strategy workflows in the same application.
• Review alerts, positions and activity from dedicated workspaces.

SF Momentum is planned for launch and is still in development.