Open an account with us today and start trading your way to success.

Services

Services Account Types

At Precise Planning, we understand that every trader is unique, which is why we offer a range of account types to suit your individual needs and goals. Whether you're a seasoned trader or just starting out, we offer an option to open a demo account for practice and risk-free training. This allows you to get familiar with our platforms and test your strategies without risking real capital.

Trading Platforms

Our trading platforms are designed to provide you with the tools and resources you need to succeed in today's markets. Here's an overview of each platform's capabilities:


Our flagship platform offers advanced charting tools, including technical indicators and customizable layouts. It also features a range of order types, from market orders to stop-losses.

Tradable Instruments

At Precise Planning, we offer a comprehensive range of tradable instruments to suit every trader's style. Our list includes:

  • Stocks: From blue-chip companies to small-cap and penny stocks
  • ETFs: Tracking various market indices, sectors, and commodities
  • Futures: Commodities, indices, and currency markets
  • Forex: Major and minor currency pairs, with competitive pricing
  • Commodities: Precious metals, energy, and agricultural products
  • Cryptocurrencies: Bitcoin, Ethereum, and other popular digital currencies

We also offer fractional shares for those who want to diversify their portfolios without breaking the bank. Our team of analysts is always on the lookout for niche products that can help you achieve your trading goals.

Research &
Education

At Precise Planning, we believe that education is key to success in trading. That's why we offer a range of research and educational resources to help you improve your skills and stay ahead of the curve.

  • Market analysis reports: In-depth reports on market trends, sentiment, and outlook

  • Technical and fundamental analysis: Customizable charts and data to help you make informed decisions

  • Webinars: Live and recorded sessions featuring expert traders and analysts

  • Tutorials: Step-by-step guides to getting started with our platforms and services

  • Live trading sessions: Interactive events where you can learn from experienced traders

Additional Services

In addition to our core services, we offer a range of additional options to help you take your trading to the next level:

Portfolio management

Professional portfolio management for institutional clients

Advisory services

Personalized guidance from experienced traders and analysts

API access

For algorithmic traders who want to automate their strategies

Premium data

Access to high-quality market data, research reports, and analytics tools