Find Investments

Overview of Find Investments

Our Find Investments section offers a variety of investment research information including quotes, news, charts and tools. The Find Investments Overview page provides a broad snapshot of various tools and categories:

  • Discover – Tools to help you find investments and build your portfolio
  • Follow – Keep track of securities you are interested in and set up alerts to be sent to you via email or text.
  • Analyze – Dive deeper into securities once you've found them. You want to check under the hood before purchasing!
  • Premium Research – Need something with a little more power? You want supercharged research? This is where you'll find it.

Throughout Research and the entire Capital One Investing℠ website, quotes can always be conveniently accessed. The stock's symbol link always takes you to the detailed stock quote page—look for the Quick Quote tool located at the top of the page or the Quote Tool bar located at the bottom of the page, enter a symbol and click Go.

Investment Screener

Looking for a specific security type? This is where you'll find them! Choose your security type, category and criteria before hitting view and hold on!

  • Security Type – Choose between Stocks, ETFs and Mutual Funds.
  • Category – Choose a category and select the criteria you're interested in. Choose as many or as few criteria across categories as you like.
  • Screen Criteria – Displays the securities based on your criteria. The more criteria you choose the more precise the results will be. Once you find your own criteria you can save it for quick viewing on future visits.
  • Popular Searches – Unsure of what criteria to pick? Choose from some predefined screens. We're here to help!
  • Save Stock Screens – Displays any saved screens you've created. You must be logged-in to view them.

Throughout Research and the entire Capital One Investing℠ website, quotes can always be conveniently accessed. The stock's symbol link always takes you to the detailed stock quote page—look for the Quick Quote tool located at the top of the page or the Quote Tool bar located at the bottom of the page, enter a symbol and click Go.

PortfolioBuilder

Need some help getting started or interested in rebalancing your portfolio? We've got the tool for you then. PortfolioBuilder helps you create a diversified portfolio based on your goals, investing style and time horizon.

  • Portfolio Analysis – We'll ask you some questions to help determine your investing style and risk tolerance.
  • Personalized Portfolio – Based on your answers we provide a list of ETFs tailored to your choices.
  • ShareBuilder® investment plan – Once you're ready to take the next step we'll help get your ShareBuilder plan set up with the selected ETFs.

Throughout Research and the entire Capital One Investing℠ website, quotes can always be conveniently accessed. The stock's symbol link always takes you to the detailed stock quote page—look for the Quick Quote tool located at the top of the page or the Quote Tool bar located at the bottom of the page, enter a symbol and click Go.

My Watch List

Add and track securities you are interested in and have up-to-the date information at your fingertips in one easy location.

  • Create – Create and name up to five watch lists.
  • Add – Add stocks, ETFs, mutual funds and options you'd like to follow. Just add the symbol and you're off!
  • Watch – View your watch list in the traditional table view or the visual carousel view.

Throughout Research and the entire Capital One Investing℠ website, quotes can always be conveniently accessed. The stock's symbol link always takes you to the detailed stock quote page—look for the Quick Quote tool located at the top of the page or the Quote Tool bar located at the bottom of the page, enter a symbol and click Go.

Tracking Alerts

We’ll help you keep tabs on individual securities, the markets, and the overall performance of your portfolio with an email, text message, or a post to your wall on Facebook. Here’s a brief list of alert types you can choose from when you select Set New Alert:

  • Security – Get notifications about price movements, ratings and other key changes for any securities that you own or ones you’re just watching
  • Markets – Be alerted when news articles are released containing key words
  • Performance – Receive daily or weekly performance summaries of your portfolio and Watch List(s)

Change the delivery methods for all of your alerts by selecting View/Edit All Preferences.

The Most Recent tab shows you a list of alerts that have been sent to you in chronological order.

What kind of investments can I find using the Quick Fund Selector?

The Quick Fund Selector tool is a filter to help you find target-date funds. Target-date investments are balanced according to a selected retirement date. These funds reallocate (shift their investments) over time to help ensure the fund has a diversified mix of stocks, bonds, and other assets that are appropriate for their target date. In general, they get more conservative (lower risk, lower potential return) as the retirement date gets closer.

Target date funds are generally made up of other mutual funds or exchange-traded funds. Here are some important things to know about Target Date Funds:

  • These funds do not guarantee against losses or that you’ll realize a particular return on that target date. Other factors, like how much you’ve invested or what other investments you carry, are not considered.
  • Individual risk tolerance (how much risk you’re comfortable with) isn’t factored in. The underlying assets (like mutual funds and exchange-traded funds) may carry additional risks due to the assets held in those underlying portfolios.
  • These types of funds are not suitable for all investors. You should carefully review the fund’s prospectus for specific fund risks, objectives, and expenses before investing.
  • These funds (and their underlying funds) are actively managed, so they may carry more ongoing costs than other assets.