Questrade Edge vs Cashflow Pilot

Designed by active traders for active traders, Questrade Edge is Questrade's most powerful way to trade on the go, commission-free¹. With lightning-fast speed and a sleek user interface, you'll have access to advanced order types including stop orders, bracket orders, option orders and more. Put the power of an advanced trading platform into the palm of your hand with Questrade Edge. Questrade Edge is a dedicated trading platform that excels in placing complex orders. Plus, we will be continuously adding tools and capabilities to this platform, so keep your version updated to make sure you always have the latest features. What makes Questrade Edge great: - Trade stocks, ETFs and most options¹ commission-free - Advanced order types including stop and trailing stop orders, option orders and bracket orders - Creating multi-leg options orders on your mobile device has never been easier with an order entry layout dedicated to this order type - Full-screen charting helps you analyze the performance of a stock, option or ETF, using your mobile device's landscape mode to help you dive into the details - Order routing so you can choose which U.S. exchange your order goes to - A fully customizable detail view for your watchlists, positions and orders pages, that allows you to choose and arrange over 30 data points to suit your needs - Lightning-fast speed so you spend more time trading and less time waiting - Smooth and straightforward design which makes placing advanced orders easier - Helpful tools including event notifications, market news feed and more on the roadmap to be added in future versions - Alerts that are synced across your devices - Access to accounts for which you're an Authorized Trader Download Questrade Edge and trade like the active trader you are. Disclosure 'Zero commission trades', '$0 commissions', '$0 trading', 'trade commission-free' and similar messages, refer to commission-free trading for trades placed online through Questrade, Inc.'s website or mobile apps for stocks and ETFs that are listed on a stock exchange in the United States or Canada. For options, $0 pricing applies only to contract fees for U.S.-listed equity options traded online; U.S. index options are subject to a US$0.99 per-contract fee, and Canadian-listed equity and index options are subject to a CA$0.99 per-contract fee. Other fees may still apply. The information accessible is more limited than the information available through the website or through your statement, and is not an official record for the brokerage account(s) to which it applies. We provide you with data and information under license from third parties. We accept no liability for any information provided by third parties and make no representations or warranties that such information will be accurate or timely. By downloading the Questrade Edge app, you consent to future updates and upgrades. You can withdraw your consent at any time by deleting the app.

Cashflow Pilot helps you understand where your money is going, what bills are coming next, and how your finances may look in the months ahead—without connecting your bank account. Import supported bank and credit card statements, review your transactions, organize spending, and build a clearer picture of your monthly cash flow. Cashflow Pilot turns statement data into practical insights while keeping you in control of every imported transaction. KEY FEATURES • Import bank and credit card statements Bring in supported CSV, PDF, and OFX statements without sharing your banking login credentials. • Track income and spending See money coming in, expenses going out, and how your cash flow changes from month to month. • Organize transactions Review merchants, adjust categories, identify transfers, and correct imported information when needed. • Monitor recurring expenses Identify subscriptions, bills, and other repeating transactions so fewer expenses catch you by surprise. • Forecast what’s ahead Use your transaction history and recurring activity to estimate upcoming income, expenses, and available cash. • Review statement balances Compare imported activity with statement opening and closing balances to help identify missing or incorrect transactions. • Plan monthly targets Set practical spending targets and track progress across the categories that matter to you. • Track goals and debt Follow savings goals, upcoming expenses, and debt repayment progress in one place. • Private and local-first Your financial information is stored on your device. Cashflow Pilot does not require a bank connection or continuous access to your accounts. BUILT FOR CLARITY, NOT COMPLEXITY Cashflow Pilot is designed for people who want better financial visibility without handing their banking credentials to another service. Import the statements you already receive, review the results, and use them to make more informed decisions. Whether you are monitoring everyday spending, preparing for upcoming bills, reducing debt, or planning for larger financial goals, Cashflow Pilot gives you a clearer view of what has happened—and what may be coming next. Supported features and statement formats may vary by financial institution. Forecasts are estimates based on the information available in the app and should not be considered financial advice.