Chaikin PowerPulse User Guide

On 1/20/2018, Chaikin PowerSuite Premium was upgraded to Chaikin PowerPulse.

Welcome to Chaikin PowerPulse

Overview

Chaikin Analytics continues to delivery industry-leading stock analysis through Chaikin PowerPulse – the entry-level analysis platform in the product suite. With Chaikin PowerPulse, individual investors can get a comprehensive analysis on any stock, while maintaining a watchlist for which they get an ongoing Health Check to help assess, manage and maintain a healthy stock portfolio.

The core of the system is the Chaikin Power Gauge Rating, which combines 20 fundamental, technical, and sentiment-based factors into a clear indication of a stock’s likelihood of outperforming or underperforming the market over an intermediate term horizon (approximately 3-6 months).

The service is available 24/7 via your web browser on desktop, tablet, or mobile devices. This is the User Guide for all devices, though the screenshots are taken from desktop.

Key Features

With Chaikin PowerPulse, you can:

– Get reliable Chaikin Power Gauge Ratings on any stock
– Manage a custom watchlist, on which you get an ongoing Health Check summary including a downloadable pdf report
– See price performance for any U.S. stock on a basic interactive chart
– Get a comprehensive stock analysis, featuring industry-standard Chaikin indicators, including a downloadable pdf report
– See integrated news headlines for any U.S. stock.
– Access Market Insights for expert commentary on markets, industries, and specific stocks to watch each week
– Have a fully interactive experience on any device (computer, tablet, phone)

Getting Started with PowerPulse

Device Requirements

Chaikin PowerPulse runs on both Windows PCs and Macs, inside HTML5-compliant versions of the following browsers:

– Microsoft Edge
– Internet Explorer (IE 10 and above)
– Chrome
– Safari
– Firefox

Permissioning

To use Chaikin PowerPulse, you must have a username and password. To sign up, you can subscribe here. Once you do, you will receive an email with your username (the email you used to sign up), and a temporary password.

Visit www.chaikinanalytics.com/login and sign in with your username and password:

 

 

Check “Remember Me” to save your username for the next time you log in.

Note: You can only be signed in on one computer/device at a time. If you attempt to sign in a second time, you will be logged out on the previous machine.

If you forgot your password, click “Reset Password” to the right under the sign-in option and it will prompt you to enter the email address you used to sign up.

 

 

Enter the email associated with your account and press “Reset Password”. An email will be sent to your address – follow the link to reset your password.

Press “Return to Sign In” to return to the Sign-in screen.

Power Gauge Rating

Overview

Though no one can predict exactly what a stock will do over time, the Chaikin Power Gauge Rating™ is a proven rating system using a predictive model to assess the likelihood of a stock outperforming the market average over a one to six month time frame. It is supported by 10 years of backtesting and successful real-world performance since 2011 – a summary of which can be viewed here.

The Rating is based on an unbiased 20-factor model analyzing financial metrics and earnings performance (often called fundamental analysis), as well as price/volume activity (often called technical analysis), and expert activity. Fundamentals assess the company’s performance, while Technicals assess the stock’s performance, which are not always the same.

The model then distills this data into a simple stock rating: green for Bullish (or strong) stocks that are likely to perform better than the market average, and red for Bearish (or weak) stocks that are likely to underperform the market. Stocks that have mixed data with no clear under or over performance indicators are rated at Neutral.

At times, Bullish stocks lose some of their support and become more risky because of short term trends. These are then downgraded to a Neutral+ rating. Similarly, Bearish stocks at times gain short term momentum, and are upgraded to Neutral-.

It is important to note that the Power Gauge Rating is an intermediate-term stock selection tool for a one to six month time frame. It is not meant to be a short-term “buy/sell signal”.


For easy reference of how the rating descriptions compare to each other, see the table below:

The Chaikin Power Gauge Rating was developed by stock market expert, Marc Chaikin, whose Chaikin Oscillator and Persistency of Money Flow have become investment industry standards.

Components and Factors

The Power Gauge model looks at 20 factors, which are grouped evenly into 4 top-level components – Financials, Earnings, Technicals, and Experts. Components are also scored Very Bullish to Very Bearish according to our proprietary ranking system for each of the 5 corresponding factors.

You will see gauges indicating the strength of each factor – red to green, with neutral being the mid-point in yellow.

 

Sample of Components and Factors:

 

Power Bar

The Chaikin Power Bar provides a count of the number of Bullish, Neutral, and Bearish stocks in any of your stock lists. The bar has three colors, green representing bulls, yellow for neutrals, and red for bears, each with the number of stocks in your list with the corresponding rating overlayed on that section of the bar.

 

 

The size representing the neutral stocks are fixed so that you can easily see the weighting of bulls to bears in your list.  You can think of it like a report card where you can, at a glance, see how much of your portfolio is poised to outperform or underperform the market, based on each stock’s Power Gauge Rating.

 

You will see the Power Bar at the top of your Health Check screen, or above your watchlist.

Health Check

Overview

Health Check offers a concise look at important recent and upcoming events in your portfolio that clearly identifies strengths, weaknesses, and opportunities. It can be viewed online or downloaded as a PDF and printed.

Health Check starts with a summary, letting you know how the stocks in your list are performing over the last week, as compared to the S&P as a market benchmark (using data from the SPY, which is the ETF that mirrors the S&P 500). If your stocks are outperforming the S&P, the top header shows up green. If you are underperforming, it shows up in red.

 

Sample from Mobile View:

 

Sample from Desktop View:

 

Right below that is the Chaikin Power Bar, which sums the number of Bullish, Neutral, and Bearish stocks on your list. You can think of it as a report card where you can, at a glance, see how much of your portfolio is poised to outperform or underperform the market, based on each stock’s Power Gauge Rating.

Stock Movements

The analysis continues by outlining your stock movements, with a top level count of all stock movements defaulting to today, but with an option to view last week. The green up arrow sums the stocks that have a positive movement, while the red arrow sums a negative movement. Stocks that have not moved can be viewed individually, but will not be included in positive and negative counts.

 

Individual movements can be viewed right below, defaulting to your Top Movers for the time period selected (today vs last week).  Intra-day prices and movements for today update on a minute-by-minute basis. You can then unfilter your list to show All stocks, or filter to show Bullish, Bearish, or Neutral stocks using the drop down menu above the bars. You can also filter your Bulls, Bears and Neutrals by using the Chaikin Power Bar.

Each stock is clickable, which takes you to a comprehensive Stock Analysis for the stock.

Power Gauge Rating Changes

This highlights stocks within your list whose Power Gauge Rating has become Bullish or Bearish in the last week.

Earnings

There are three types of Earnings info highlighted in this section.

#1 Earnings Surprises:

Earnings results for companies within your list that have reported quarterly earnings within the last week versus their analyst consensus estimate

#2 Estimate Revisions:

Analyst earnings estimate updates for companies whose consensus earnings estimate for the upcoming quarter has changed by at least $.02 and 2%.

#3 Earnings Reports:

A day-by-day listing of the stocks in your list reporting earnings during the current calendar week

Chaikin Power Grid

The Chaikin Power Grid is one of the most powerful tools in the system. Chaikin suggests an approach of holding strong stocks in strong Industries. The Power Grid plots the stocks in your portfolio with Industries you hold listed strongest at top, weakest at bottom, and stocks displayed along the horizontal axis, weakest to strongest, going left to right.


Note: Not all stocks are displayed – Neutral stocks or groups may be dropped.

Our historic performance has shown that stocks in the green upper right quadrant (Strong Stocks, Strong Industries), have a significantly higher chance of outperforming stocks in the lower left quadrant (Weak Stocks, Weak Industries), and the market as a whole.

Health Check PDF

The downloadable Health Check PDF is formatted as a report with the following 5 sections:

The section describes the overall health of your portfolio, as determined by looking at the percentages of Bullish, Neutral, and Bearish stocks in your list.

Last Week In Your Portfolio

This section recaps events from the previous calendar week, for stocks in your “My Stocks” list at the time the Report was run.

#1 Stocks with most positive percent change during the previous calendar week (Top 3).
#2 Stocks with most negative percent change during the previous calendar week (Top 3).
#3 Stocks whose Chaikin Power Gauge Rating turned Bullish during the previous calendar week (first 9, alphabetically)
#4 Stocks whose Chaikin Power Gauge Rating turned Bearish during the previous calendar week (first 9, alphabetically)
#5 Stocks reporting Earnings above the Consensus Estimate* (up to 4 largest positive surprises)
#6 Stocks reporting Earnings below the Consensus Estimate* (up to 4 largest negative surprises)
#7 Stocks whose Consensus Estimate* was raised during the previous calendar week (up to 4 largest positive revisions)
#8 Stocks whose Consensus Estimate* was lowered during the previous calendar week. (up to 4 largest negative revisions)

*A Consensus Estimate is a figure based on the combined estimates of the analysts covering a public company. Generally, analysts give a consensus for a company’s earnings per share and revenue; these figures are most often made for the quarter, fiscal year and next fiscal year. The Consensus Estimates used here are earnings estimates for the upcoming quarter.

 

Earnings Reports This Week

This sections is a day-by-day listing of the stocks in your list reporting earnings during the current calendar week, including Chaikin Power Gauge Rating and stock symbol. It is important to be positioned carefully ahead of Earnings, especially if you are holding Bearish rated stocks.

Industry Group Breakdown

The Chaikin Power Grid is one of the most powerful tools in the system. Chaikin suggests an approach of holding strong stocks in strong Industries. The Power Grid plots the stocks in your portfolio with Industries you hold listed strongest at top, weakest at bottom, and stocks displayed along the horizontal axis, weakest to strongest, going left to right.

Note: (Not all stocks may be displayed – Neutral stocks or groups may be dropped, and stocks may be dropped if many cluster in the same area of the grid.)

Our backtesting has shown that stocks in the green Upper Right quadrant (Strong Stocks, Strong Groups), have a significantly higher chance of outperforming stocks in the lower right quadrant (Weak Stocks, Weak Groups), and the market as a whole.

 

Your Stocks

This section lists all of the stocks in your list, grouped by rating:

– Chaikin Power Gauge Rating
– Stock Symbol
– Last Price, as of end of previous calendar week
– Pct Chg from end of prior week to end of previous calendar week

Note: For simplicity of display, Very Bullish are combined with Bullish, Neutral+/- aren’t shown, and Very Bearish are combined with Bearish).

Stock Analysis

Overview

Chaikin PowerPulse offers a comprehensive Stock Analysis on over 5000 U.S stocks that have a valid Chaikin Power Gauge Rating. It provides a clear explanation of each of the 4 Power Gauge components – Financials, Earnings, Technicals, and Experts, color coded to the overall Power Gauge Rating so you always have the big picture in mind.

Each component has a section describing how its corresponding factors contributed to its Bullish/Bearish value, and has related supporting data and charts. The analysis also provides quick top level stats and recent news to aid in quick decisions on the size and type of stock to choose.

At the end of the report, you can also get a quick comparison of how the stock matches up to its competitors, as well as a brief company description.

Interactive Chart

Within PowerPulse is a basic interactive chart where you can see end-of-day prices for a stock over 1 week, 1 month, 6 months, 1 year, and 5 years (note the 5 year chart shows weekly close prices). Also included on the chart is a double exponential moving average that tracks the long term trend for the stock price. Above the chart is a one sentence summary of the price increase (in dollars and percent) for whatever time period is selected.  

Below the chart we map:

#1 – The Historical Power Gauge Weekly Rating: that is, the Power Gauge Rating at the end of week that then represents the overall shading for the week,
#2 – The Chaikin Money Flow, showing institutional money going into and out of the stock, and
#3 – Our Relative Strength indicator, which maps the stock’s performance to the SPY as a market benchmark representing the S&P 500

Power Gauge Rating Overview

The Power Gauge Rating Overview starts with a summary of the rating with a plain language description.

Below that, are the 4 Component sections with detail and supporting ratios and charts.

Financials

Earnings

Technicals

Experts

Stock Analysis PDF

Below is a sample Power Gauge Report, that differs slightly from what you would see on the Stock Analysis screen. The Report will still include a section explaining the overall Rating, and sections explaining Power Gauge Components.

Main Display

Chaikin Analytics WebApp

Financials & Earnings

Chaikin Analytics WebApp

Technicals & Expert Activity

Chaikin Analytics WebApp

Company Info

Chaikin Analytics WebApp

Content Notes

Notes on Data Sources

Data internal to the Chaikin Power Gauge model is sources from our model vendor Portfolio 123, which in turn sources fundamental information from S&P Compustat (including Industry classifications).

Data and Industry Groups displayed in the Report body itself, and in the Chaikin Analytics application are sourced by Chaikin directly from Zacks Investment Research.

Both of these are reputable, high-quality content sources, however there may be occasional slight differences due to financial accounting methods or Industry classification schemes.

Notes on Power Gauge Factors

The Power Gauge is designed as an indicator of likely relative performance over 1-6 month time frame. As such, all Component and Factor values are scaled relative to a comparison group – which is either the stock’s Industry Group or the overall market (the Russell 3000), depending on the factor, as listed in the Power Gauge Factor Reference Guide.

 

If you look closely at factor values, you may notice some seeming idiosyncrasies. Here are some things to keep in mind:

A factor may have what seems like a “high value” but it may not be so high when ranked relative to its comparison group.

Some factors – such as “Analyst Earnings Trend – look at the direction of a metric, rather than its absolute value. In these cases the current value may be high, but the factor value may score low because its trend has been down more than others in its comparison group.

The “Technicals” Component looks at 5 price/volume-related factors, again all scaled relative to others in the market. This is not the usual way that technicals are considered, but it is appropriate and most effective in the Power Gauge model. So for instance, a stock could have what seems like a strong position relative to its trends, but not rank high in times of strong overall market uptrends.

All factors in the Power Gauge have been normalized so that GREEN IS GOOD and RED IS RISK. If a factor value says “Bullish” this means that it is strong relative to its comparison universe. For most factors, a high absolute value is good. But for some, such as “Short Interest”, the inverse is the case – a high value is a Bearish indication. Again, in all cases: Green is Good.

All language used in the Explanations describes these relative factor values. So if the Explanation says a stock has a “high price to book value”, this means the value is high relative to its comparison group.

As mentioned, there may be some stocks whose Industry classification differs between Zacks and S&P Compustat. This generally accounts for cases where the factor value seems high – even relative to its Industry – but has a Bearish value.

Watch List

Overview

As a part of your Chaikin PowerPulse subscription, you can manage and maintain 1 watchlist of stocks. To view your watchlist, you can navigate to “Stock Analysis”, or if you are on a desktop or tablet, you can click on any stock, and your list will appear on the page.

When you first sign up, you will notice that we have selected some popular stocks to get you started. You can replace these with stocks you own or stocks you are watching at any time.

Adding and Removing Stocks

There are two ways to add stocks to your watchlist:

#1 Search a stock and add or remove

The search function is located at the top right of your screen. When searching any stock, there is a “+” icon located to the right of the search results that allows you to directly add the stock if it is not in your list. If you are already watching the stock, it will instead show a “-”, which allows you to remove it from your list.

 

 

#2 View a stock and add or remove

If you are not immediately ready to add a stock after searching, you can first view the stock by clicking anywhere on the row outside of the “+” box. Once you do that, you will have another opportunity to quickly add the stock by clicking the “+” icon to the left of the ticker. Similarly, if you are viewing a stock you own, you can quickly remove it by clicking the “-” icon to the left of the ticker:

 

Display

The Watchlist defaults to sorting by the Power Gauge Rating starting with your most Bullish stocks. The columns orders from left to right are:

– Power Gauge Rating
– Ticker (Company Name below)
– Last Price, and
– Change

Market Insights

Overview

Market Insights is a weekly market commentary written by Marc Chaikin, available on Sundays and intended to prepare you for the coming trading week.

Regular Features Include:

 

– Market Overview
– Index, ETF, and Sector Overview
– What Should I do With My Portfolio?
– Bullish and Bearish Stock of the Week
– Strongest and Weakest Industries

Settings

Overview

In addition to the three main screens in PowerPulse, you have access to additional resources through your settings menu:

#1 Education

Chaikin wants to support your continued growth and learning as an investor. We publish useful investing education, market news, and tips from our experts on an ongoing basis. With PowerPulse, you get access to our in-house blog where you can find multiple articles that could be helpful to your investing style.

 

#2 Upgrade

As your investment journey progresses, we have additional products that might better suit your advanced needs. You can easily upgrade from PowerPulse to our full Chaikin Analytics research tool. To learn more about the additional functionality offered through Chaikin Analytics, visit our website at: https://www.chaikinanalytics.com/features/ or call our sales team at (877) 978-6257 to inquire about any possible promotions.

 

#3 About the Power Gauge

The Power Gauge Rating is the centerpiece of Chaikin Analytics, and is a remarkably accurate indicator of where a stock is headed over the next three to six months. This link takes you to additional detail to explore what makes the Power Gauge so special.

 

#4 Walkthrough

When you first sign in, you get a quick walkthrough of each screen in the product. Clicking this link from settings allows you to re-launch this sequence.

 

#5 User Guide

If you’re reading this, there’s a good chance you already know what this link does! Yes, this gets you to this detailed user guide that hopefully answers the majority of your questions, and guides you through learning the product.

 

#6 Manage Subscription

You can manage your subscription, including cancellations, at any time using the Manage Subscription link. If you are not satisfied with our product, we urge you to send us feedback at support@chaikinanalytics.com, as we continuously try to improve our experience and hope that to better meet the needs of investors like you in the future.

 

#7 Edit User Name

If you would like to edit the email address used for your username, access this link from within the app, and follow the instructions that appear on your screen.

 

#8 Contact Us

If we have not been able to answer your questions through this user guide, or our walkthrough videos, feel free to use this link to contact our support team.

 

#9 Sign Out

Use this link to sign out of the app. Note, if you remain inactive on your screen for a long period of time, you may be signed out automatically.

Also keep in mind that you cannot be logged into your account from two devices (phone, tablet, computer) at the same time. This will result in the previous login session being automatically signed out.

Signing out will return you to the login screen, where you will have the opportunity to sign in again.

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