Investment options
When comparing the investment offerings of tastytrade and J.P. Morgan Self-Directed Investing, both platforms excel in providing traders with essential services such as stock, margin, and options trading. Tastytrade stands out with its futures and cryptocurrency trading options, where it offers access to four different coins for crypto trading, an option entirely absent from J.P. Morgan. Those seeking access to mutual funds and OTC stocks, however, will find J.P. Morgan to be a more comprehensive choice, as tastytrade does not offer these segments. With respect to traditional and Roth IRA accounts, both brokers align equivalently in their offerings. Despite their different focuses, both platforms receive a commendable four-star rating for their investment options and close rankings from StockBrokers.com.
Tastytrade is a compelling choice for investors interested in a robust selection of derivatives and cryptocurrency trading. Known for its strong support of advanced trading strategies, it facilitates stock, margin, options, futures, and cryptocurrency trading. While it falls short in providing mutual funds and OTC stock offerings, tastytrade’s focus on tool-rich environments appeals to experienced traders looking for diverse trading products. Unfortunately, tastytrade lacks advisor services, which might limit new investors requiring advisory support to navigate complex financial markets.
J.P. Morgan Self-Directed Investing, on the other hand, provides a more traditional brokerage experience, integrating both stock and margin trading capabilities with access to mutual funds and OTC stocks. While it lags behind in futures and cryptocurrency trading, J.P. Morgan caters well to investors looking for a broad selection of established investment products and advisor services to guide their financial decisions. Though rated similarly to tastytrade for its investment options, J.P. Morgan's slight edge in diversification might suit those seeking a more conventional investment landscape.
Feature |
tastytrade
|
J.P. Morgan Self-Directed Investing
|
Stock Trading
info
|
Yes
|
Yes
|
Margin Trading
|
Yes
|
Yes
info |
Fractional Shares
info
|
Yes
info |
Yes
|
OTC Stocks
info
|
No
|
Yes
|
Mutual Funds
info
|
No
|
Yes
|
Options Trading
info
|
Yes
|
Yes
|
Futures Trading
info
|
Yes
|
No
|
Crypto Trading
info
|
Yes
|
No
|
Crypto Trading - Total Coins
info
|
4
|
0
|
Investment Options
|
|
|
Dive deeper: Best Options Trading Platforms & Brokers, 5 Best Futures Trading Platforms of 2024
Trading platforms and tools
When comparing the trading platforms and tools offered by tastytrade and J.P. Morgan Self-Directed Investing, tastytrade emerges as the superior choice. With a 4.5-star rating for its trading capabilities, tastytrade ranks 6th out of 18 brokers according to StockBrokers.com, eclipsing J.P. Morgan's 3-star rating and 14th ranking. This comparison underscores tastytrade's advanced and comprehensive features, such as the availability of both Windows and Mac downloadable platforms, versus J.P. Morgan's reliance solely on browser-based trading. Both platforms offer browser-based trading, yet tastytrade's array of technical indicators and chart customization options secure its advantage over J.P. Morgan.
Tastytrade offers a robust suite of trading tools, with support for 33 watch list fields compared to J.P. Morgan Self-Directed Investing's mere 4. This flexibility continues with charting capabilities, where tastytrade provides access to 308 technical indicators and 31 drawing tools, overshadowing J.P. Morgan's 36 indicators and 10 drawing tools. Users can adjust open orders directly on a stock chart and add notes, index overlays, historical trades, and corporate events with tastytrade, while J.P. Morgan lacks many of these features.
In terms of customization, tastytrade allows users to save multiple chart profiles and offers seven customization fields for SMA studies on stock charts, in contrast to J.P. Morgan's three. Moreover, the ability to create custom studies adds further depth to tastytrade’s offerings, enhancing the trading experience. Even though neither broker offers paper trading, trading journals, or the ability to set custom date ranges, the breadth and depth of tastytrade's platform make it the preferred choice for those seeking comprehensive trading tools.
Feature |
tastytrade
|
J.P. Morgan Self-Directed Investing
|
Web Trading Platform
info
|
Yes
|
Yes
|
Desktop Trading Platform
info
|
Yes
|
No
|
Desktop Platform (Mac)
info
|
Yes
|
No
|
Paper Trading
info
|
No
|
No
|
Watch Lists - Total Fields
info
|
33
|
4
|
Charting - Indicators / Studies
info
|
308
|
36
|
Charting - Drawing Tools
info
|
31
|
10
|
Platforms & Tools
|
|
|
Dive deeper: Best Stock Brokers for 2024, Best Paper Trading Platforms of 2024
Open and fund & get up to $1,000.
Trade with thinkorswim®, now at Schwab.
Beginners and education
When it comes to educating beginner investors, both tastytrade and J.P. Morgan Self-Directed Investing offer robust platforms, but they cater differently to user needs. Tastytrade shines with its comprehensive coverage of stocks, ETFs, and options, supplemented by engaging webinars. However, its educational offerings fall short in areas like mutual funds and bonds, and it's missing features like paper trading and educational videos. In contrast, J.P. Morgan Self-Directed Investing covers a broader range of educational content, including mutual funds and bonds, while also providing a rich collection of educational videos and webinars. This broad-based education approach helps J.P. Morgan earn a higher education rating of 4.5 stars compared to tastytrade's 4 stars.
Ranked as #8 among 18 brokers by StockBrokers.com, tastytrade is a favorite for those looking specifically for stock, ETF, and options education paired with interactive webinars. Meanwhile, J.P. Morgan Self-Directed Investing is ranked #6, demonstrating its well-rounded educational capabilities that appeal to those interested in a more traditional and comprehensive investment education, enhanced by multimedia resources such as videos. Neither platform provides paper trading or progress tracking, but J.P. Morgan's additional video content and mutual fund education make it an attractive choice for beginners seeking a broad spectrum of investment knowledge.
Feature |
tastytrade
|
J.P. Morgan Self-Directed Investing
|
Education (Stocks)
info
|
Yes
|
Yes
|
Education (ETFs)
info
|
Yes
|
Yes
|
Education (Options)
info
|
Yes
|
Yes
|
Education (Mutual Funds)
info
|
No
|
Yes
|
Education (Bonds)
info
|
No
|
Yes
|
Paper Trading
info
|
No
|
No
|
Videos
info
|
No
|
Yes
|
Webinars
info
|
Yes
|
Yes
|
Education
|
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2024
Stock trading apps
When comparing the stock trading apps of tastytrade and J.P. Morgan Self-Directed Investing, both platforms offer robust features tailored to meet the needs of modern investors. Tastytrade, with a stronger user rating of 4.5 stars, excels in providing a seamless mobile trading experience with capabilities like mobile after-hours stock trading, streaming quotes, and advanced customization of watch lists and chart views. On the other hand, J.P. Morgan Self-Directed Investing, rated 4 stars, offers a different set of strengths, highlighted by its extensive 36 technical studies for charting. In the StockBrokers.com rankings, tastytrade is positioned at #10, whereas J.P. Morgan Self-Directed Investing follows at #12 out of 18 brokers, reflecting the nuanced distinctions in their app capabilities.
Both tastytrade and J.P. Morgan Self-Directed Investing offer apps for iPhone and Android, giving traders the flexibility to monitor and manage their investments on popular mobile platforms. Neither supports the Apple Watch, but both excel in essential trading services through mobile devices. Tastytrade sets itself apart with features like after-hours charting and the ability to view charts in landscape mode, providing a dynamic visual trading experience. Although J.P. Morgan Self-Directed Investing lacks some of these visual enhancements, it compensates with a robust lineup of technical studies, offering a comprehensive toolkit for more analytical traders.
In terms of content offerings, both platforms lag in media-rich services like streaming live TV or videos on demand, and neither provides stock alerts, focusing instead on delivering core trading utilities with efficiency and precision. Customization remains a shared strength, allowing users to craft personalized watch lists and tailor watch list columns to suit individual trading preferences. While both apps support viewing multiple time frames for charting, the lack of stock comparison capabilities on charts is a mutual limitation, directing traders to seek external resources for that particular analysis.
Feature |
tastytrade
|
J.P. Morgan Self-Directed Investing
|
iPhone App
info
|
Yes
|
Yes
|
Android App
info
|
Yes
|
Yes
|
Apple Watch App
info
|
No
|
No
|
Stock Alerts
info
|
No
|
No
|
Charting - After-Hours
info
|
Yes
|
No
|
Charting - Technical Studies
info
|
0
|
36
|
Mobile Trading Apps
|
|
|
Dive deeper: Best Stock Trading Apps of 2024
Fees
In the world of online brokerage services, tastytrade and J.P. Morgan Self-Directed Investing present investors with compelling features and varying fee structures that cater to different priorities. Both platforms offer a $0 minimum deposit and free regular stock trades, highlighting their accessibility. However, the differentiation lies in their options trading costs and margin rates where tastytrade offers a more competitive per options contract fee of $0.50, compared to J.P. Morgan’s $0.65. Additionally, tastytrade boasts lower margin rates across all tiers, making it a potentially more cost-effective choice for options traders and margin investors.
When it comes to additional account charges, tastytrade and J.P. Morgan Self-Directed Investing both offer $0 annual fees for IRAs, though tastytrade imposes a $60 fee for IRA closures, slightly under J.P. Morgan's $75 fee. For account transfers (ACAT), both platforms charge $75 for a full transfer, while J.P. Morgan waives the fee for partial transfers, contrasting with tastytrade's $75 charge. These variations can influence costs for investors who foresee transfers or closures.
Examining options-related fees, tastytrade charges $5.00 for both options exercise and assignment, whereas J.P. Morgan Self-Directed Investing does not impose any charges for these actions, making it a more attractive option for those focused heavily on options trading. Whether you are an active options trader or someone looking for cost-effective margin rates, understanding these specific fee differences is crucial when evaluating which platform better suits your individual trading needs.
Feature |
tastytrade
|
J.P. Morgan Self-Directed Investing
|
Minimum Deposit
|
$0.00
|
$0.00
|
Stock Trades
|
$0.00
|
$0.00
|
Options (Per Contract)
|
$0.50
info |
$0.65
|
Options Exercise Fee
|
$5.00
|
$0.00
|
Options Assignment Fee
|
$5.00
|
$0.00
|
IRA Annual Fee
|
$0.00
|
$0.00
|
IRA Closure Fee
|
$60.00
|
$75.00
|
Commissions & Fees
|
|
|
Dive deeper: Best Brokers for Free Stock Trading of 2024
Day Trading
When comparing the day trading capabilities of online brokers tastytrade and J.P. Morgan Self-Directed Investing, several key features stand out. Tastytrade offers unique advantages such as streaming live TV, allowing traders to stay informed with up-to-the-minute financial news, and ladder trading, which provides a more visual method for managing orders. Additionally, tastytrade features a short locator tool, enabling traders to assess the current real-time availability of shares available for shorting by security. However, both platforms lack certain features like streaming time and sales data, direct market routing, level 2 quotes, and trading hotkeys, which might be essential for some day traders.
On the other hand, J.P. Morgan Self-Directed Investing does not offer ladder trading, a short locator tool, or streaming live TV, which could place it at a disadvantage compared to tastytrade for investors focusing on day trading. Like tastytrade, it also omits features such as strategy backtesting, both basic and advanced, as well as order liquidity rebates. Both platforms do not cater to advanced day trading strategies requiring these specific tools, although tastytrade could provide slight advantages with its additional tools for short selling and real-time financial news.
Feature |
tastytrade
|
J.P. Morgan Self-Directed Investing
|
Streaming Time & Sales
info
|
No
|
No
|
Streaming TV
info
|
Yes
|
No
|
Direct Market Routing - Stocks
info
|
No
|
No
|
Level 2 Quotes - Stocks
info
|
No
|
No
|
Trade Ideas - Backtesting
info
|
No
|
No
|
Trade Ideas - Backtesting Adv
info
|
No
|
No
|
Short Locator
info
|
Yes
|
No
|
Dive deeper: Best Day Trading Platforms of 2024
Market Research
When evaluating the market research capabilities of online brokers, tastytrade and J.P. Morgan Self-Directed Investing present distinct contrasts. While both platforms provide essential features like stock and ETF research, J.P. Morgan Self-Directed Investing surpasses tastytrade with a wider array of options and comprehensive tools, evident from its 4-star rating compared to tastytrade's 2.5 stars. Moreover, J.P. Morgan is ranked #8, a solid five places ahead of tastytrade, among 18 brokers assessed by StockBrokers.com. Overall, J.P. Morgan Self-Directed Investing is the superior choice for investors seeking robust research tools.
tastytrade delivers stock and ETF research and allows users to see portfolio allocation by asset class. However, it falls short in providing research for mutual funds, Pink Sheets/OTCBB, and bonds. Furthermore, tastytrade offers no stock screener for trade ideas and lacks downloadable PDF research reports, limiting its utility for investors who heavily rely on in-depth research documents.
In contrast, J.P. Morgan Self-Directed Investing offers a more extensive research suite. Besides stocks and ETFs, the platform provides research on mutual funds, Pink Sheets/OTCBB, and bonds, satisfying a broad spectrum of investor needs. Additionally, J.P. Morgan gives access to two downloadable PDF research reports for stocks and features a robust stock, ETF, mutual fund, and bond screener for generating trade ideas. While neither broker incorporates social media sentiment or ESG research in their offerings, J.P. Morgan's broad range of tools and higher rankings make it a more comprehensive choice for investors seeking rich market insights.
Feature |
tastytrade
|
J.P. Morgan Self-Directed Investing
|
Research - Stocks
info
|
Yes
|
Yes
|
Screener - Stocks
info
|
No
|
Yes
|
Research - ETFs
info
|
Yes
|
Yes
|
Screener - ETFs
info
|
No
|
Yes
|
Research - Mutual Funds
info
|
No
|
Yes
|
Screener - Mutual Funds
info
|
No
|
Yes
|
Research - Bonds
info
|
No
|
Yes
|
Screener - Bonds
info
|
No
|
Yes
|
Research
|
|
|
Banking
When comparing tastytrade and J.P. Morgan Self-Directed Investing in terms of banking capabilities, J.P. Morgan Self-Directed Investing stands out for its comprehensive suite of traditional banking services. Unlike tastytrade, which does not provide banking products, J.P. Morgan Self-Directed Investing offers a range of financial instruments and services including checking and savings accounts, debit and credit cards, and mortgage loans, providing a full-service banking experience. Additionally, J.P. Morgan Self-Directed Investing offers Certificates of Deposit (CDs), further enhancing its appeal to customers seeking diverse financial solutions. For investors looking to integrate banking services seamlessly with their investment strategy, J.P. Morgan Self-Directed Investing clearly offers more robust options compared to tastytrade.
Dive deeper: Best Bank Brokerages of 2024
Winner
After opening live accounts and testing 18 of the best online brokers, our research and live account testing finds that tastytrade is better than J.P. Morgan Self-Directed Investing. tastytrade finished with an overall score of 84.9%, while J.P. Morgan Self-Directed Investing finished with a score of 82.2%.
Tastytrade isn’t for every investor, but its platform is ideal for frequent options and futures traders, offering efficient workflow, useful risk management tools, killer design, and online content that make you feel like you’re on a trading desk.
FAQs
Can you trade cryptocurrency with tastytrade or J.P. Morgan Self-Directed Investing?
tastytrade offers a competitive edge for cryptocurrency enthusiasts by providing access to four different coins for trading, whereas J.P. Morgan Self-Directed Investing currently does not support cryptocurrency trades.
Dive deeper: Best Crypto Trading Platforms of 2024
Does tastytrade or J.P. Morgan Self-Directed Investing offer IRAs?
Both tastytrade and J.P. Morgan Self-Directed Investing offer traditional and Roth IRA accounts without any annual fees, but tastytrade has a lower IRA account closure fee of $60 compared to J.P. Morgan's $75.
Dive deeper: Best IRA Accounts of 2024
Popular trading guides
Popular broker reviews
navigate_before
navigate_next
Broker Screenshots
|
tastytrade |
J.P. Morgan Self-Directed Investing |
|
Trading Platform & Tools Gallery (click to expand) |
|
|
|
Research Gallery (click to expand) |
|
|
|
Mobile Trading Apps Gallery (click to expand) |
|
|
|
Education Gallery (click to expand) |
|
|
|
Trading Fees
|
tastytrade |
J.P. Morgan Self-Directed Investing |
|
Minimum Deposit |
$0.00
|
$0.00
|
|
Stock Trades |
$0.00
|
$0.00
|
|
Penny Stock Fees (OTC) info
|
N/A
|
$0.00
|
|
Mutual Fund Trade Fee |
N/A
info
|
$0
|
|
Options (Per Contract) |
$0.50
info
|
$0.65
|
|
Futures (Per Contract) |
$1.25
|
(Not offered)
|
|
Broker Assisted Trade Fee |
$0
|
Varies
|
|
Margin Rates
|
tastytrade |
J.P. Morgan Self-Directed Investing |
|
Margin Rate Under $25,000 |
11%
|
13.25%
|
|
Margin Rate $25,000 to $49,999.99 |
10.5%
|
13%
|
|
Margin Rate $50,000 to $99,999.99 |
10%
|
12.5%
|
|
Margin Rate $100,000 to $249,999.99 |
9.5%
|
12.25%
|
|
Margin Rate $250,000 to $499,999.99 |
9%
|
12.25%
|
|
Margin Rate $500,000 to $999,999.99 |
8.5%
|
11.5%
|
|
Margin Rate Above $1,000,000 |
8%
|
11%
info
|
|
Account Fees
|
tastytrade |
J.P. Morgan Self-Directed Investing |
|
IRA Annual Fee |
$0.00
|
$0.00
|
|
IRA Closure Fee |
$60.00
|
$75.00
|
|
Account Transfer Out (Partial) info
|
$75.00
|
$0.00
|
|
Account Transfer Out (Full) info
|
$75.00
|
$75.00
|
|
Options Exercise Fee |
$5.00
|
$0.00
|
|
Options Assignment Fee |
$5.00
|
$0.00
|
|
Investment Options
|
tastytrade |
J.P. Morgan Self-Directed Investing |
|
Stock Trading info
|
Yes
|
Yes
|
|
Margin Trading |
Yes
|
Yes
info
|
|
Fractional Shares info
|
Yes
info
|
Yes
|
|
OTC Stocks info
|
No
|
Yes
|
|
Options Trading info
|
Yes
|
Yes
|
|
Complex Options Max Legs info
|
4
|
1
|
|
Futures Trading info
|
Yes
|
No
|
|
Forex Trading info
|
No
|
No
|
|
Crypto Trading info
|
Yes
|
No
|
|
Crypto Trading - Total Coins info
|
4
|
0
|
|
Mutual Funds (No Load) info
|
0
|
3500
|
|
Mutual Funds (Total) info
|
0
|
3500
|
|
Bonds (US Treasury) info
|
No
info
|
Yes
|
|
Bonds (Corporate) info
|
No
|
Yes
|
|
Bonds (Municipal) info
|
No
|
Yes
|
|
Traditional IRAs info
|
Yes
|
Yes
|
|
Roth IRAs info
|
Yes
|
Yes
|
|
Advisor Services info
|
No
|
Yes
|
|
International Countries (Stocks) info
|
0
|
0
|
|
Order Types
|
tastytrade |
J.P. Morgan Self-Directed Investing |
|
Order Type - Market info
|
Yes
|
Yes
|
|
Order Type - Limit info
|
Yes
|
Yes
|
|
Order Type - After Hours info
|
Yes
|
No
|
|
Order Type - Stop info
|
Yes
|
Yes
|
|
Order Type - Trailing Stop info
|
No
|
No
|
|
Order Type - OCO info
|
Yes
|
No
|
|
Order Type - OTO info
|
Yes
|
No
|
|
Order Type - Broker Assisted info
|
Yes
|
Yes
|
|
Beginners
|
tastytrade |
J.P. Morgan Self-Directed Investing |
|
Education (Stocks) info
|
Yes
|
Yes
|
|
Education (ETFs) info
|
Yes
|
Yes
|
|
Education (Options) info
|
Yes
|
Yes
|
|
Education (Mutual Funds) info
|
No
|
Yes
|
|
Education (Bonds) info
|
No
|
Yes
|
|
Education (Retirement) info
|
No
|
Yes
|
|
Retirement Calculator info
|
No
|
Yes
|
|
Investor Dictionary info
|
Yes
|
No
|
|
Paper Trading info
|
No
|
No
|
|
Videos info
|
No
|
Yes
|
|
Webinars info
|
Yes
|
Yes
|
|
Webinars (Archived) info
|
Yes
|
No
|
|
Progress Tracking info
|
No
|
No
|
|
Interactive Learning - Quizzes info
|
No
|
No
|
|
Stock Trading Apps
|
tastytrade |
J.P. Morgan Self-Directed Investing |
|
iPhone App info
|
Yes
|
Yes
|
|
Android App info
|
Yes
|
Yes
|
|
Apple Watch App info
|
No
|
No
|
|
Trading - Stocks info
|
Yes
|
Yes
|
|
Trading - After-Hours info
|
Yes
|
No
|
|
Trading - Simple Options info
|
Yes
|
Yes
|
|
Trading - Complex Options info
|
Yes
|
No
|
|
Order Ticket RT Quotes info
|
Yes
|
Yes
|
|
Order Ticket SRT Quotes info
|
Yes
|
No
|
|
Stock App Features
|
tastytrade |
J.P. Morgan Self-Directed Investing |
|
Market Movers (Top Gainers) info
|
Yes
|
Yes
|
|
Stream Live TV info
|
No
|
No
|
|
Videos on Demand info
|
No
|
No
|
|
Stock Alerts info
|
No
|
No
|
|
Option Chains Viewable info
|
Yes
|
Yes
|
|
Watch List (Real-time) info
|
Yes
|
Yes
|
|
Watch List (Streaming) info
|
Yes
|
No
|
|
Watch Lists - Create & Manage info
|
Yes
|
Yes
|
|
Watch Lists - Column Customization info
|
Yes
|
Yes
|
|
Stock App Charting
|
tastytrade |
J.P. Morgan Self-Directed Investing |
|
Charting - After-Hours info
|
Yes
|
No
|
|
Charting - Can Turn Horizontally info
|
Yes
|
No
|
|
Charting - Multiple Time Frames info
|
Yes
|
Yes
|
|
Charting - Technical Studies info
|
0
|
36
|
|
Charting - Study Customizations info
|
No
|
Yes
|
|
Charting - Stock Comparisons info
|
No
|
No
|
|
Trading Platforms
|
tastytrade |
J.P. Morgan Self-Directed Investing |
|
Active Trading Platform info
|
tastytrade
|
No
|
|
Desktop Trading Platform info
|
Yes
|
No
|
|
Desktop Platform (Mac) info
|
Yes
|
No
|
|
Web Trading Platform info
|
Yes
|
Yes
|
|
Paper Trading info
|
No
|
No
|
|
Trade Journal info
|
No
|
No
|
|
Watch Lists - Total Fields info
|
33
|
4
|
|
Stock Chart Features
|
tastytrade |
J.P. Morgan Self-Directed Investing |
|
Charting - Adjust Trades on Chart info
|
Yes
|
No
|
|
Charting - Indicators / Studies info
|
308
|
36
|
|
Charting - Drawing Tools info
|
31
|
10
|
|
Charting - Notes info
|
Yes
|
No
|
|
Charting - Index Overlays info
|
Yes
|
Yes
|
|
Charting - Historical Trades info
|
Yes
|
No
|
|
Charting - Corporate Events info
|
Yes
|
Yes
|
|
Charting - Custom Date Range info
|
No
|
No
|
|
Charting - Custom Time Bars info
|
No
|
No
|
|
Charting - Automated Analysis info
|
No
|
No
|
|
Charting - Save Profiles info
|
Yes
|
No
|
|
Trade Ideas - Technical Analysis info
|
No
|
No
|
|
Charting - Study Customizations info
|
7
|
3
|
|
Charting - Custom Studies info
|
Yes
|
No
|
|
Day Trading
|
tastytrade |
J.P. Morgan Self-Directed Investing |
|
Streaming Time & Sales info
|
No
|
No
|
|
Streaming TV info
|
Yes
|
No
|
|
Direct Market Routing - Stocks info
|
No
|
No
|
|
Ladder Trading info
|
Yes
|
No
|
|
Trade Hotkeys info
|
No
|
No
|
|
Level 2 Quotes - Stocks info
|
No
|
No
|
|
Trade Ideas - Backtesting info
|
No
|
No
|
|
Trade Ideas - Backtesting Adv info
|
No
|
No
|
|
Short Locator info
|
Yes
|
No
|
|
Order Liquidity Rebates info
|
No
|
No
|
|
Research Overview
|
tastytrade |
J.P. Morgan Self-Directed Investing |
|
Research - Stocks info
|
Yes
|
Yes
|
|
Research - ETFs info
|
Yes
|
Yes
|
|
Research - Mutual Funds info
|
No
|
Yes
|
|
Research - Pink Sheets / OTCBB info
|
No
|
Yes
|
|
Research - Bonds info
|
No
|
Yes
|
|
Screener - Stocks info
|
No
|
Yes
|
|
Screener - ETFs info
|
No
|
Yes
|
|
Screener - Mutual Funds info
|
No
|
Yes
|
|
Screener - Bonds info
|
No
|
Yes
|
|
Misc - Portfolio Allocation info
|
Yes
|
Yes
|
|
Stock Research
|
tastytrade |
J.P. Morgan Self-Directed Investing |
|
Stock Research - PDF Reports info
|
0
|
2
|
|
Stock Research - Earnings info
|
No
|
Yes
|
|
Stock Research - Insiders info
|
No
|
No
|
|
Stock Research - Social info
|
No
|
No
|
|
Stock Research - News info
|
Yes
|
Yes
|
|
Stock Research - ESG info
|
No
|
No
|
|
Stock Research - SEC Filings info
|
No
|
No
|
|
ETF Research
|
tastytrade |
J.P. Morgan Self-Directed Investing |
|
ETFs - Strategy Overview info
|
No
|
Yes
|
|
ETF Fund Facts - Inception Date info
|
No
|
Yes
|
|
ETF Fund Facts - Expense Ratio info
|
No
|
Yes
|
|
ETF Fund Facts - Net Assets info
|
No
|
Yes
|
|
ETF Fund Facts - Total Holdings info
|
No
|
Yes
|
|
ETFs - Top 10 Holdings info
|
No
|
Yes
|
|
ETFs - Sector Exposure info
|
No
|
Yes
|
|
ETFs - Risk Analysis info
|
Yes
|
No
|
|
ETFs - Ratings info
|
No
|
Yes
|
|
ETFs - Morningstar StyleMap info
|
No
|
Yes
|
|
ETFs - PDF Reports info
|
No
|
No
|
|
Mutual Fund Research
|
tastytrade |
J.P. Morgan Self-Directed Investing |
|
Mutual Funds - Strategy Overview info
|
No
|
Yes
|
|
Mutual Funds - Performance Chart info
|
No
|
Yes
|
|
Mutual Funds - Performance Analysis info
|
No
|
Yes
|
|
Mutual Funds - Prospectus info
|
No
|
No
|
|
Mutual Funds - 3rd Party Ratings info
|
No
|
Yes
|
|
Mutual Funds - Fees Breakdown info
|
No
|
Yes
|
|
Mutual Funds - Top 10 Holdings info
|
No
|
Yes
|
|
Mutual Funds - Asset Allocation info
|
No
|
Yes
|
|
Mutual Funds - Sector Allocation info
|
No
|
Yes
|
|
Mutual Funds - Country Allocation info
|
No
|
Yes
|
|
Mutual Funds - StyleMap info
|
No
|
Yes
|
|
Options Trading
|
tastytrade |
J.P. Morgan Self-Directed Investing |
|
Option Chains - Basic View info
|
Yes
|
Yes
|
|
Option Chains - Strategy View info
|
Yes
|
No
|
|
Option Chains - Streaming info
|
Yes
|
No
|
|
Option Chains - Total Columns info
|
20
|
6
|
|
Option Chains - Greeks info
|
5
|
0
|
|
Option Chains - Quick Analysis info
|
Yes
|
No
|
|
Option Analysis - P&L Charts info
|
Yes
|
No
|
|
Option Probability Analysis info
|
Yes
|
No
|
|
Option Probability Analysis Adv info
|
Yes
|
No
|
|
Option Positions - Greeks info
|
Yes
|
No
|
|
Option Positions - Greeks Streaming info
|
Yes
|
No
|
|
Option Positions - Adv Analysis info
|
Yes
|
No
|
|
Option Positions - Rolling info
|
Yes
|
No
|
|
Option Positions - Grouping info
|
Yes
|
No
|
|
Banking
|
tastytrade |
J.P. Morgan Self-Directed Investing |
|
Bank (Member FDIC) info
|
No
|
Yes
|
|
Checking Accounts info
|
No
|
Yes
|
|
Savings Accounts info
|
No
|
Yes
|
|
Credit Cards info
|
No
|
Yes
|
|
Debit Cards info
|
No
|
Yes
|
|
Mortgage Loans info
|
No
|
Yes
|
|
Customer Service
|
tastytrade |
J.P. Morgan Self-Directed Investing |
|
Phone Support (Prospect Customers) info
|
Yes
|
No
|
|
Phone Support (Current Customers) info
|
Yes
|
Yes
|
|
Email Support info
|
Yes
|
Yes
|
|
Live Chat (Prospect Customers) info
|
Yes
|
No
|
|
Live Chat (Current Customers) info
|
Yes
|
No
|
|
24/7 Support info
|
No
|
Yes
|
|
arrow_upward