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.

Your finances, clearly in view. Cashflow Pilot brings everyday spending, upcoming bills, investments and business finances into one organized experience. Import statements without connecting your bank account, review your activity and see what may be coming next. THREE WORKSPACES, ONE CLEARER PICTURE PERSONAL FINANCES • Import supported bank and credit card statements in CSV, PDF and OFX formats. • Review transactions, organize merchants, categorize spending and identify transfers. • Track income, expenses, budgets and recurring bills. • Forecast cash flow using transaction history and upcoming activity. • Follow savings goals and debt repayment progress. • Compare statement balances to help spot missing or incorrect transactions. • Review trip spending, including advance bookings and expenses during your travels. PORTFOLIO & NET WORTH • Track investments, accounts and financial holdings in one place. • Review asset allocation, account balances, gains and losses, and net worth. • Explore portfolio and account value history over time. • Add holdings manually or use supported import and connection workflows. BUSINESS FINANCES • Keep business transactions separate from personal finances. • Review bank activity, invoices, customers, suppliers and bills. • Explore financial reports and cash flow insights. • Access additional bookkeeping, Canadian payroll, tax and year-end tools through the full web experience. MADE FOR IPHONE AND IPAD Navigate with focused dashboards, clear financial charts, quick transaction review and an interface designed for touch. iPad layouts make it easier to inspect transactions, holdings and invoices side by side. YOUR DATA, YOUR CONTROL Cashflow Pilot works without a bank connection and stores financial data locally by default. You can export backups to keep a copy of your records. Account sign-in and optional Cloud Sync for supported information are available where enabled; some sensitive details and source documents remain on your device. Supported features and import formats vary by institution and platform. Forecasts are estimates based on available data and are not financial advice.