We help you keep the roles clear
If you are not sure where InvestVision fits, we walk you through each role in plain words. This is not a “we win” ranking. Mixing roles is how people get hurt: treating a checklist like a tip, or a desk like a broker.
A brokerage
That is where you hold cash and securities, and where buy and sell orders are actually sent.
InvestVision is not a brokerage. If you connect one, the link is read only: symbols and quantities. We never ask for that brokerage password, and nothing here places an order.
A stock screener
A screener shortens a large universe with rules — market, size, liquidity, sector, and so on — so you can study fewer names.
InvestVision can look like a filtered desk. Its center of gravity is a last-close new-buy checklist and practice labels (Ready / Wait / Not ready), not a promise of “today’s best stocks.”
A tip or signal app
Those products usually tell you what to buy or sell, sometimes with entry timing.
InvestVision does not tip. Ready means today’s checklist looks met for a multi-week plan. It does not say buy, and it does not say the price will rise.
A pure portfolio tracker
Trackers lean on holdings value, cost basis, and account reports.
InvestVision can show holdings and let you label accounts such as TFSA for your own notes. Its main job is still decision practice on new buys and saved stops/targets — not a full portfolio accounting suite.
One-line summary
Broker = execution. Screener = shorter list. Tip app = suggestion. InvestVision = market context + checklist + plan notes, without execution and without advice.
Canada-shaped notes: Canada details. Step-by-step product flow: How it works. Short Q&A: FAQ.
