Everything you need,
in one account.
Trading, investments, savings, retirement, mortgages, signals, and learning — all seamlessly integrated under one roof at ValerisCapitalFirm.
Trading
One trading terminal for stocks, ETFs, crypto, forex, commodities and indices.
- Market, limit and stop orders with transparent fees
- Live prices and professional charts across every asset class
Investments
Managed investment portfolios matched to your risk appetite and time horizon.
- Choose a portfolio by risk profile and duration
- Track allocations, payouts and progress from your dashboard
Savings
Interest-bearing savings accounts with goal tracking built in.
- Open multiple savings accounts for different goals
- Track progress toward a target amount and date
Retirement
Plan, project and track your retirement readiness.
- A readiness score based on savings, contributions and goals
- Age-based milestones for catch-up contributions
Mortgages
Compare loan options and pre-qualify without a hard credit check.
- Instant loan amount, down payment and LTV calculations
- Track the status of every pre-qualification request
Copy Trading
Allocate capital to expert traders and mirror their strategies.
- Browse a marketplace of expert traders inside your account
- Set your own allocation per trader
Signals
Trade ideas with entry, target and stop levels from vetted providers.
- Clear entry, target and stop-loss levels on every idea
- Choose a subscription plan that fits how you trade
Academy
Learn markets step by step with structured courses and certificates.
- Beginner to advanced courses on trading and investing
- Track lesson progress and earn a completion certificate
Ready to take control of your financial future?
Open a ValerisCapitalFirm account today and get access to all our services from a single dashboard.