| Core philosophy | William O'Neil CAN SLIM growth investing methodology, combining fundamental earnings acceleration with technical base breakouts. | Universal, open-architecture multi-asset charting and technical analysis platform suitable for day trading, swing trading, and quantitative research. |
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| Proprietary ratings | Includes exclusive IBD SmartSelect ratings: Composite Rating, EPS Rating, RS (Relative Strength) Rating, SMR Rating, and Accumulation/Distribution Grade. | Provides standard financial ratios, consensus analyst estimates, technical summary ratings, and user-customizable formula indicators. |
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| Chart patterns & recognition | Automated Pattern Recognition identifies cup-with-handle, double bottom, flat base, and high-tight flag patterns with pivot buy points. | Pattern drawing tools, automated chart pattern indicators, candlestick recognition scripts, and hundreds of community-built pattern screeners. |
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| Stock screening & lists | Curated lists including IBD 50, Big Cap 20, Sector Leaders, Stock Spotlight, and proprietary CAN SLIM screening filters. | Modern Stock Screener with granular fundamental metrics, technical filters, multi-market scans, custom column views, and real-time alerts. |
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| Institutional sponsorship | Detailed tracking of top-performing mutual funds and institutional managers buying or selling specific equities over recent quarters. | Financial profile tabs displaying top institutional holders, insider transactions, and major shareholder percentage breakdowns. |
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| Custom scripting & automation | No custom programming language; features and filters operate within predefined IBD parameter settings. | Pine Script v6 allows full algorithmic creation of custom indicators, automated strategies, backtesting simulations, and webhook alerts. |
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| Asset class coverage | Strictly focused on US equities (NYSE, Nasdaq, AMEX) and major US exchange-traded funds (ETFs). | Global multi-asset coverage spanning equities, cryptocurrency, foreign exchange, commodities, index futures, and macroeconomic indicators. |
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| Platform access & sync | Web-based application (upgraded from the legacy MarketSmith tool) plus iOS and Android mobile companion apps. | Full web platform, native desktop apps (macOS, Windows, Linux) with multi-monitor support, and cloud-synced mobile apps. |
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| Community & ecosystem | IBD Live daily market broadcasts, coaching webinars, and commentary by William O'Neil market strategists. | Global community of over 50 million traders, public chart ideas, live streams, and open-source script repositories. |
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