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INVESTING UNLEASHED
Digital Apps for Mobile Investment Screening
STOCK SCREENING CAN BE A DEFENSIVE TACTIC
Traditional stock screening identifies investment criteria as a basis to
manage risk. Screening is an opportunity to test, not necessarily to
identify new opportunity.
TRADITIONAL STOCK SCREENING IS STATIC
Fluctuating marketplaces require more adaptable, digital investor
research tools.




                                                       ETRADE Stock
                                                       Screener
SCANNING WIDENS THE APERTURE OF
OPPORTUNITY




Successful investors sweep investment environments and horizons,
observing and analyzing data to help them seek maximum returns,
and reach their financial goals.
HIGH-PERFORMANCE TOOLS ARE DESIGNED
TO IMPROVE AND MAXIMIZE VELOCITY




Unleashing the potential of stock screeners to harness increased
speed, and inflow of new information investors consume, will inspire
them take action immediately.
AS APERTURE




MOBILE PRO is designed for investors to move with the market; as
markets become mobile and investors maximize their investing
power, they require more processing power to draw new conclusions
from new digital environments.
SCAN   & SCREEN




   IDEA
A SIMPLE, YET POWERFUL SUPPLEMENTAL TOOL
Analyzing a companies product through the lens of consumption.




     SCAN                    SCREEN                   PASS   FAIL
ACCESS CONSUMPTION TO GAIN NEW INSIGHT




Engage immediately with products, marketing, messaging and pricing
dynamics in local markets, literally scanning the market for an edge.
BARCODE SCAN


                                        SCAN & SCREEN




Use barcode scan technology to extend MOBILE PRO’s digital
investment footprint, creating a new way to screen stocks, by
scanning recognizable products which are indexed to their respective
stocks.
CONSUMER-TO-STOCK MARKET CONTINUITY
BARCODE SCAN


                                           SCAN & SCREEN




Use barcode scan technology to extend MOBILE PRO’s digital
investment footprint, creating an additional screening filter for stocks.
By scanning recognizable products, which are indexed to their
respective stocks, investors essentially work backwards and through
a public company’s value chain to see if the stock matches their total
criteria.
BARCODE SCAN


                                                 SCAN & SCREEN




Investors use MOBILE PRO Barcode Scan feature scanning everyday
consumer products in their live environment, the consumer market.
• Technology Provider: RedLaser (OEM on all iPhones); Traditional and QR code
• Compare equity prices for equity securities; track and monitor pricing trends
• Follow other investors and shoppers; Index shopping list to portfolio products
• Tag news and event-related captions to products and marketplace activity
BARCODE SCAN


                                       SCAN & SCREEN




The universe for consumer barcodes is approximately 100,000
products across more than 100+ business verticals.

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E Trade Digital Ideas

  • 1. INVESTING UNLEASHED Digital Apps for Mobile Investment Screening
  • 2. STOCK SCREENING CAN BE A DEFENSIVE TACTIC Traditional stock screening identifies investment criteria as a basis to manage risk. Screening is an opportunity to test, not necessarily to identify new opportunity.
  • 3. TRADITIONAL STOCK SCREENING IS STATIC Fluctuating marketplaces require more adaptable, digital investor research tools. ETRADE Stock Screener
  • 4. SCANNING WIDENS THE APERTURE OF OPPORTUNITY Successful investors sweep investment environments and horizons, observing and analyzing data to help them seek maximum returns, and reach their financial goals.
  • 5. HIGH-PERFORMANCE TOOLS ARE DESIGNED TO IMPROVE AND MAXIMIZE VELOCITY Unleashing the potential of stock screeners to harness increased speed, and inflow of new information investors consume, will inspire them take action immediately.
  • 6. AS APERTURE MOBILE PRO is designed for investors to move with the market; as markets become mobile and investors maximize their investing power, they require more processing power to draw new conclusions from new digital environments.
  • 7. SCAN & SCREEN IDEA
  • 8. A SIMPLE, YET POWERFUL SUPPLEMENTAL TOOL Analyzing a companies product through the lens of consumption. SCAN SCREEN PASS FAIL
  • 9. ACCESS CONSUMPTION TO GAIN NEW INSIGHT Engage immediately with products, marketing, messaging and pricing dynamics in local markets, literally scanning the market for an edge.
  • 10. BARCODE SCAN SCAN & SCREEN Use barcode scan technology to extend MOBILE PRO’s digital investment footprint, creating a new way to screen stocks, by scanning recognizable products which are indexed to their respective stocks.
  • 12. BARCODE SCAN SCAN & SCREEN Use barcode scan technology to extend MOBILE PRO’s digital investment footprint, creating an additional screening filter for stocks. By scanning recognizable products, which are indexed to their respective stocks, investors essentially work backwards and through a public company’s value chain to see if the stock matches their total criteria.
  • 13. BARCODE SCAN SCAN & SCREEN Investors use MOBILE PRO Barcode Scan feature scanning everyday consumer products in their live environment, the consumer market. • Technology Provider: RedLaser (OEM on all iPhones); Traditional and QR code • Compare equity prices for equity securities; track and monitor pricing trends • Follow other investors and shoppers; Index shopping list to portfolio products • Tag news and event-related captions to products and marketplace activity
  • 14. BARCODE SCAN SCAN & SCREEN The universe for consumer barcodes is approximately 100,000 products across more than 100+ business verticals.