Frequently Asked Questions

Chaikin Analytics Subscription

What is Chaikin Analytics?
Chaikin Analytics is a subscription service chosen by asset managers and serious individual investors to reduce risk, identify profitable stock and ETF opportunites and improve workflow. The Analytics are based on the technical and fundamental work of stock market expert Marc Chaikin, delivered via Desktop and iPad applications.

Headquartered in Philadelphia, PA, Chaikin Analytics empowers professionals and individual investors to make better investment decisions by providing them with decision-making tools once available only to Wall Street professionals. The company was founded by Marc Chaikin in 2009.

Who is Marc Chaikin?
The company’s founder, Marc Chaikin, is a recognized stock market expert. He has spent over forty years on Wall Street developing computerized stock selection models for professional money managers as well as individual investors. Read more>>

What do I get with Chaikin Analytics?
With Chaikin Analytics you can:

  • Know which stocks to buy or sell by getting a reliable read on any of 5,000 stocks with the Chaikin Power Gauge rating
  • Identify bullish and bearish ETFs, by Sector and Style, drill down for constituents and monitor in your watchlists
  • Create unlimited custom watchlists
  • Easily identify the strongest (and weakest) stocks and industry groups
  • Swipe thru Charts on any list, featuring industry-standard Chaikin indicators and new proprietary indicators
  • Know when to trade with Chaikin Signals and Alerts
  • For a deep dive on any of 5,000 stocks, download in-depth research reports
  • Identify the strengths and weakness on any list with Chakin Portfolio Health Check
  • See where the market is headed with Marc Chaikin’s weekly Market Insights
  • Get fresh ideas daily, before market open, with Chief Market Analyst John Schlitz’s Morning Insights
  • Find actionable stock ideas with our new weekly Portfolio Health Check on the S&P 500. Quickly identify the strongest stocks in the strongest industries, companies reporting earnings this week, Power Gauge alerts and more
What platforms and devices are supported?
Chaikin Analytics for Desktop will run in any HTML5-compliant PC or Mac web browser (Google Chrome, Mozilla Firefox, Microsoft IE (10 or higher) and Safari). If upgrading your browser is not possible, Chaikin Analytics is available as a standalone application. Customer Service can assist with downloading and installing.

Chaikin Analytics for iPad will run on an iPad 1 or higher, including iPad Mini and Air, with all versions of iOS 5.0 or higher.

Subscribing

How much does it cost?
The app is free to download, but requires a subscription agreement with Chaikin to use. For current subscription prices and to subscribe:

Go to http://chaikinanalytics.com/order/buy-now.html and subscribe by selecting one of the payment methods.

How do I subscribe to Chaikin Analytics?
See question above for monthly and annual subscription prices and link to subscribe.

For questions, contact Dan Frantz in Customer Service at info@chaikinanalytics.com or call (877) 978-6257.

One subscription gives you access across all platforms.

What if I already use Chaikin PowerSuite or subscribe to other Chaikin products?
Chaikin Analytics is a premium service which requires its own subscription. However, if you use Chaikin PowerSuite or other Chaikin products, your My Stocks list will be shared between them – you will not need to re-enter it. You will sign in to Chaikin Analytics with the same user name and password you use for Chaikin PowerSuite. All Chaikin tools are linked together under the same email address and password.

When will my credit card be charged?
Your credit card will be charged as soon as we receive your order.

How do I cancel my subscription?
Contact our Customer Service Dept. by phone (877) 978-6257 or email info@chaikinanalytics.com.

What is your cancellation and refund policy?
For monthly and quarterly subscriptions: all monthly and quarterly subscriptions are final and non-refundable. Subscriptions can be cancelled at any time before the end of the term by email to info@chaikinanalytics.com or phone (877) 978-6257. Upon notification of your cancellation, your subscription will be terminated immediately and you will not incur any additional charges, but you will continue to receive your service until the end of the term unless you notify us otherwise.

For annual subscriptions: subscriptions are non-refundable within the first three months. If you cancel your subscription after the first 3 months, your subscription will be terminated immediately, and you will receive a pro-rated refund equal to the number of full months remaining on your subscription, effective the first day of the month following the date of your cancellation notice. You will be charged the current monthly rate for the time you subscribed, which will be deducted from your annual subscription price. You will receive the balance as your refund.

How do I change my credit card information?
Contact our Customer Service Dept. by phone (877) 978-6257 or email info@chaikinanalytics.com.

How do I change my password?
Go to app.chaikinanalytics.com, click “Reset password”, and enter your email. A link will be emailed to you which will allow you to change your password.

How do I change my email/username?
Currently, your subscription is linked to the email address you specify. To change it, contact our Customer Service Dept. by phone (877) 978-6257 or email info@chaikinanalytics.com.

Getting Started

How do I Install Chaikin Analytics?

For Desktop: If you have a supported browser (see “platforms” question above) Chaikin Analytics will run inside your browser, there is no need to install anything. Just visit app.chaikinanalytics.com and sign-in.

For iPad: Go to the Apple App Store and search for “Chaikin Analytics” Select the non-partner version (i.e., not Chaikin Analytics for Real Tick or Chaikin Analytics for Market 76), tap “Install” and launch the app.

How do I sign in?
Once your subscription is activated:

Desktop: go to app.chaikinanalytics.com and enter your user name (email address) and password,  then, click “Sign-In”

If you forget your user name and password, press “Reset Password” and follow instructions or contact Customer Service at info@chaikinanalytics.com

Use the same log-in for access to desktop and iPad.

Can I use Chaikin Analytics on multiple devices and computers?
You can install Chaikin Analytics on as many iPads and computers as you wish, but you may only be signed in on one at a time. Your watchlists are automatically synched across multiple devices and computers.

Can multiple users share one device?
Yes. You can sign out and sign in as another subscriber at any time, as long as that user has a Chaikin Analytics subscription. No information is shared between sessions.

Using Chaikin Analytics

What is the Chaikin Power Gauge Rating?
The Chaikin Power Gauge™ rating is the centerpiece of the Chaikin Analytics system. It combines 20 factors into a simple, reliable rating of a stock’s potential performance relative to the market over the next six months, and is validated by 10 years of independent back-testing. The Power Gauge is also supported by the successful performance of the NASDAQ Chaikin enhanced alpha indexes, which exceeded their benchmarks by over 45% in the first year. For first year performance results click here >>

Stock screening expert Marc Gerstein writes:

“The Chaikin Power Gauge rating does an excellent job identifying stocks that have the potential for strong intermediate-term price performance because it was designed to do just that. Believe it or not, that’s unusual!” Read more>>

For more, visit chaikinanalytics.com/power-gauge-stock-rating/

What are Chaikin Signals?
Chaikin Analytics provides 6 pairs of Buy/Sell Signals to identify stocks with important patterns of trading activity. While Chaikin Power Gauge ratings are designed to help you decide which stocks to buy, Signals help you decide when. We recommend using Signals in conjunction with Power Gauge, Technical, and Industry Ratings to arrive at a fully informed Buy/Sell decision. Signals are calculated daily for all U.S. equities.

What are Chaikin Alerts?
The Alert view shows Signals and Alerts for stocks in any list which have become active within the last two market days. For more information, click here.

What does the “Potential” indicator in the Power Gauge mean?
Certain stocks with a Power Gauge rating of “Neutral” may also display an indication of “Positive Potential” and “Negative Potential”. Here’s how it happens:

• The Power Gauge calculation combines 20 weighted factors to arrive at a ‘raw’ rating for a stock, ranging from Very Bearish to Very Bullish.

• However, if the stock is in a very strong positive price/volume trend, a “raw” Bearish or Very Bearish rating will be modified to Neutral, with a “Positive Potential” indicator.

• Conversely, if a stock is in a very negative price/volume trend, a “raw” Bullish or Very Bullish rating will be modified to “Neutral” with a “Negative Potential” indicator.

In these cases, assuming the underlying Power Gauge factors remain consistent, once trending activity for the stock decelerates, the underlying Bearish or Bullish rating should take effect.

How do I know the Chaikin Power Gauge works?
The Power Gauge Rating has been tested in real-world conditions and proven successful at identifying stocks likely to out- or under-perform the market over the next six months.

In April 2014, Chaikin Analytics partnered with NASDAQ to overlay Chaikin’s “Enhanced Alpha” strategies based on the Chaikin Power Gauge model, on three popular NASDAQ Indexes. The first-year performance results significantly exceeded their benchmarks in every category, by over 45%. Read more here.

In addition, it was independently back-tested on ten years of data by stock screening expert Marc Gerstein, who spent twenty years at Value Line Investment Survey as assistant research director, was director of investment Research at Reuters.com and has authored two books on stock screening. Gerstein is presently editor of the Forbes Low-Priced Stock Report. He writes: “The Chaikin Power Gauge Rating does an excellent job identifying stocks that have the potential for strong intermediate-term price performance because it was designed to do just that. Believe it or not, that’s unusual!” Read more from Marc Gerstein>>

For more on the Power Gauge, click here>>

Investors can use the Chaikin Power Gauge Rating to get an early read on stocks before they rise or fall.

How does the Chaikin Power Gauge Rating help me make a decision?
The Chaikin Power Gauge Rating simplifies your Buy/Sell decision-making by distilling diverse and complex financial information into easily understood green/red displays. Green is bullish. Red is bearish. Yellow is neutral. These intuitive displays help you make a decision in seconds. Read more>>

How often is information updated?
The Chaikin Power Gauge Rating is updated daily before the market opening.

What differentiates Chaikin Analytics from Chaikin PowerSuite?
Chaikin Analytics is a more robust version of our investor tools and is packed full of information required by both financial professionals and experienced individual investors who require in-depth knowledge of fundamental and technical information on stocks and ETFs to help make informed investment decisions.

The workstation allows you to manage up to 500 custom watchlists. Indicators provided on Analytics charts are enhanced from those on the Chaikin PowerSuite subscriptions, and actionable trading Signals are provided, which are not available in Chaikin PowerSuite. Chaikin Analytics also includes flip charts with proprietary Chaikin indicators, which are not available on Chaikin PowerSuite, allowing users to flip through any list of stocks, ETFs …. and more.

The user experience allows a true top-down or bottom-up research process, allowing you to swipe thru a large list of stocks or ETFs with ease.

Additionally, Chaikin Power Gauge Reports are instantly available on any stock inside Chaikin Analytics, and a Portfolio Health Check is available instantly on any list.

How can I quickly get up to speed on Chaikin Analytics?
First, watch “Overview of the Chaikin Analytics Approach”. This video will show you how to use the system to identify profitable investment opportunities.

Then, visit www.chaikinanalytics.com/resources and read the User Guide for the platform of your choice (desktop or iPad).

For a detailed User Guide, click here.

Technical Indicators

What is the Chaikin Money Flow indicator?
The Chaikin Power Gauge rating includes the acclaimed Chaikin Money Flow―another indicator you can use in conjunction with the Power Gauge rating to help you buy or sell stocks profitably.

The Chaikin Money Flow (CMF) indicator is on each stock chart on Chaikin Analytics for Desktop and iPad, above the Chaikin Power Gauge ribbon.

On our Chaikin Power Gauge Reports and in Chaikin Analytics, the CMF indicator is displayed over a one-year and five-year time frame.

The Chaikin Money Flow (CMF) measures the flow of money in and out of a stock on a 20-day basis. It’s one of the most accurate displays of supply and demand for a stock, because it reflects the volume of trading relative to price action. A stock’s Money Flow should fluctuate from green to red and back again as its stock price rises and falls.

A stronger stock will generally have more green than red. Consider buying a stock when you see the indicator turn from red to green, or if it stays green during price declines. Consider selling a stock when you see the reverse happening.

The CMF indicator is not available on any other stock market app. It is displayed on most technical indicator packages worldwide. It is a perfect companion to the Chaikin Power Gauge Rating. Watch a video on how to use Chaikin Money Flow and Chaikin Power Gauge Rating to make better investment decisions.

For more information, read this article from stockcharts.com >>

Chaikin PowerSuite Premium Subscription

What does Chaikin PowerSuite provide?

A suite of services that work seamlessly together help you make more money with less risk. Actionable stock and ideas, insights and in-depth stock research plus portfolio analysis tools help investors identify the best stocks to buy and weaker stocks to avoid or sell.

We offer a range of easy-to use services for all investors – from beginners to advanced – choose the one that’s right for you. To subscribe to Chaikin PowerSuite, click here >>

Chaikin PowerSuite Premium (starting at $49.95/month)

All the benefits of Chaikin PowerSuite above, plus more ideas, more insights and more actionable information to help you make more money with less risk:

Chaikin Market Insights Weekly Email ―Marc Chaikin’s weekly analysis of the market, what you should do next and specific stock recommendations. View Sample >>

NEW Daily Morning Insights ―Get fresh ideas before market opening with this new morning note from our Chief Market Analyst John Schlitz. John recaps the previous day, what to expect today and offers specific buy/sell stock ideas you can use immediately View Sample >>

NEW Stock Ideas ―Identify winning and losing stocks and ETFs quickly and easily, including Industry Bulls & Bears, Earnings Ideas and more

NEW Weekly Portfolio Health Check on the S&P 500 ―helps you quickly scan the 500 largest companies to find the strongest stocks in the strongest industry groups, companies reporting earnings this week, Power Gauge alerts and more View Sample >>

As a subscriber, when and how do I receive my reports?
We email links to your weekly issue of Chaikin Portfolio Health Check and Market Insights (for PowerSuite Premium subscribers only) to your specified email address; reports are emailed every weekend as part of our weekly newsletter, Chaikin This Week.

In addition, we offer a NEW display interface ―completely reconfigured to give you better and faster access to richer information from your desktop. Log in here to view your reports online, without waiting for them to be emailed. Toggle from tab to tab to access the service you want.

How can I view my reports?
Logon to https://app.chaikinanalytics.com

For Portfolio Health Check: view your current issue or update your watch list

For Chaikin Power Gauge Reports: request unlimited on-demand 4 page stock research reports on any of 5,000 stock

For Chaikin Market Insights, Morning Insights, and Stock Ideas : PowerSuite Premium subscribers click on the Chaikin Insights tab to view current and past articles

How do I subscribe to Chaikin PowerSuite?
Click here >> then follow the onscreen prompts to subscribe to Chaikin PowerSuite Premium.

What is your cancellation and refund policy?
For monthly and quarterly subscriptions: all monthly and quarterly subscriptions are final and non-refundable. Subscriptions can be cancelled at any time before the end of the term by email to info@chaikinanalytics.com or phone 1.877.978.6257. Upon notification of your cancellation, your subscription will be terminated immediately and you will not incur any additional charges, but you will continue to receive your service until the end of the term unless you notify us otherwise.

For annual subscriptions: subscriptions are non-refundable within the first three months. If you cancel your subscription after the first 3 months, your subscription will be terminated immediately, and you will receive a pro-rated refund equal to the number of full months remaining on your subscription, effective the first day of the month following the date of your cancellation notice. You will be charged the current monthly rate for the time you subscribed, which will be deducted from your annual subscription price. You will receive the balance as your refund.

How do I change my credit card information?
Contact us at info@chaikinanalytics.com.

How do I change the delivery email address for my weekly Portfolio Health Check and Market Insights reports?
Contact us at info@chaikinanalytics.com and provide your old and new email address, and we will make the change.

How do I know that my payment information is secure?
You can subscribe at http://chaikinanalytics.com/order/buy-now.html with confidence. We have partnered with Authorize.Net, a leading payment gateway since 1996, to accept credit cards and electronic check payments safely and securely for our subscribers. The company adheres to strict industry standards for payment processing including industry-leading encryption hardware and software methods and security protocols to protect customer information. Our website is registered with the Authorize.Net Verified Merchant Seal program. For additional information regarding the privacy of sensitive cardholder data, please read the Authorize.Net Privacy Policy at http://www.authorize.net/company/privacy/.

Does my Chaikin PowerSuite subscription renew automatically?
Yes, your subscription renews automatically for both monthly and annual subscription plans unless you tell us you want to cancel.

How do I get Chaikin Market Insights if I don’t subscribe?
You must be a subscriber to Chaikin PowerSuite Premium to receive Chaikin Market Insights. Click here to subscribe.