basic plan

Reports included with the Basic Plan:

• Starting Line

• Fairlead Tactics

• Sector Deep Dive

• Idea Generator

Additional benefits of the Basic Plan

• Quarterly Market Outlook Webinars

• Periodic Teach-Ins

• Special Guest Webinars

Subscribers receive a weekly report titled Fairlead Tactics, a comprehensive publication covering equities, commodities, currencies, and Treasuries, a daily report titled Starting Line, which is a brief update that keeps investors apprised of our near-term bias on the U.S. stock market, and a weekly report titled Sector Deep Dive featuring commentary regarding one or two of the S&P 500 Global Industry Classification Standard (GICS®) sectors. Subscribers also receive the Idea Generator newsletter at no extra cost.

The fee for this service is $1999 annually per user billed semi-annually in advance, or $199 billed monthly in advance.

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Access Plan

Includes all benefits of the Basic Plan plus:

• ETF Navigator

• Introductory video call with Katie Stockton

• Occasional, individual communication with our research team via email

In addition to the benefits of the Basic Plan, Access Plan subscribers receive our newest report, ETF Navigator, which aims to simplify the growing ETF landscape by offering concise technical analysis of major ETFs within several investment categories, with side-by-side comparisons and clear takeaways. They are also entitled to an introductory call with Katie Stockton and periodic communication with our research team via email.

The fee for this service is $3999 annually per user/team (5 max per team) billed semi-annually in advance, or $399 billed monthly in advance.

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premium plan

Includes all features of the Access Plan plus:

• Custom Projects

  • Portfolio Analysis

  • Chartbooks

  • Custom filters and scans

  • Increased communication with our research team

Subscribers to the Premium Plan will have access to our team via calls, online meetings, and e-mail for responsive analysis in a dynamic market environment. We work with Premium Plan subscribers to create a unique product to meet their needs. Recommended for active investors, traders, and money managers who seek technical feedback and bespoke input regarding positions and strategies.

Premium Plans start at $12,500 annually per user/team (5 max per team).

etf navigator (a la carte)

Our newest report, ETF Navigator, aims to simplify the growing ETF landscape by offering concise technical analysis on major ETFs within several investment categories, including asset classes, investment styles, themes, sectors, and international markets. Each category offers side-by-side comparisons and clear takeaways of notable and highly traded ETFs within the category, with analysis on both absolute and relative trends. The most actionable ideas are summarized on the opening page for a convenient and quick takeaway.

The fee for this report is $799 annually per user, billed semi-annually in advance, or $79 billed monthly in advance.

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