Chaikin Analytics for Advisors

Your own personal quantitative analyst

Everything you need to know about a stock or ETF . . . all in one place.

Chaikin Analytics helps advisors be more efficient, profitable and productive by providing them with research and investment analysis tools which give them a directional edge, based on a simple, quantitative rules-based methodology which combines fundamentals and technicals . . . it’s like having your own “in-house” quantitative analyst.

Powered by The Chaikin Power Gauge™

The centerpiece is a proven, 20-factor quantitative alpha model…the Chaikin Power Gauge rating. The rating provides a reliable indication of a stock’s or ETF’s potential to over- or underperform the market in the coming 3-6 months.

The Chaikin Power Gauge rating is central to Chaikin’s rules-based investment strategy used to create 3 NASDAQ Chaikin Power Indices and First Trust Portfolios’ Chaikin Low Beta Growth Portfolio UIT.

Generate New Ideas

Identify stocks and ETFs with the highest potential to outperform


Minimize Drawdowns

Receive early warning signs & alerts – identify when to sell or reduce positions and which names to avoid

Enhance Client Communication

Monitor client portfolios & holdings. Validate your investment ideas with 3rd party research

Save valuable time

Information that would otherwise take hours to analyze is delivered in seconds

First Trust Portfolios Launches The Chaikin Low Beta Growth Unit Investment Trust

For the first time, money managers and their clients can invest in a portfolio of stocks based on the Chaikin Power Gauge Rating™.  Click to read about Chaikin Low Beta Growth, 4.

Minimize Drawdowns

  • Clear displays to alert you to changes in a stock’s or ETF’s characteristics which may signal price reversals
  • Combine proven quant stock ratings with proprietary technical indicators to identify divergences that signal price reversals

Enhance Client Communication

  • Increase conviction/confidence when speaking with your clients
  • Monitor your client portfolios anywhere and anytime
  • Be alerted to changes which may impact the price of stocks in client portfolios

Improved Workflow & Efficiency

  • Save valuable time and make informed decisions quickly
  • Information that otherwise would take hours to research and analyze is delivered in seconds
  • Simplifies buy/sell decisions

“I cannot express how well received this has been … clients love the information and more importantly TRUST the information. In one situation the client invested an additional $500,000 in her portfolio just because she could see that my recommendations were supported by your research.”

Chaikin Analytics Subscriber| Registered Investment Advisor

About Marc Chaikin:

Chaikin Analytics was established by Marc Chaikin, stock market expert, developer of quantitative stock rating models, investment strategies and technical indicators such as the Chaikin Money Flow.

Marc is a recognized expert in developing computerized stock selection models for individual and institutional investors and traders. Marc pioneered and developed the first real-time analytics workstation for portfolio managers and traders, now a part of Thomson Reuters institutional workstation.

Chaikin Analytics is integrated with Veo®

Chaikin Analytics LLC has launched a new integration with Veo®, TD Ameritrade Institutional’s comprehensive trading and account management platform. This new integration allows wealth managers to access their TD Ameritrade Institutional client portfolios and holdings in Chaikin Analytics, increasing their ability to engage with clients and providing easy access to powerful and proven research to help maximize investment returns.

TD Ameritrade, Inc. and Chaikin Analytics LLC are separate, unaffiliated companies and they are not responsible for each other’s services and products. ‘Veo® Integrated’ is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of Chaikin Analytics’ products or services.

TD Ameritrade is not responsible for information, opinions or services provided by Chaikin Analytics. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC. Veo is a trademark of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.

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