Frequently Asked Questions

Chaikin
Analytics

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 opportunities 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.

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.

Model
Testing

Why do the Very Bearish stocks go up sometimes? I thought they were supposed to go down.

Good question. This is because the Power Gauge describes likely relative performance. It scores all the stocks based on how likely they are to outperform other stocks in the rating universe. The top 7th of the list are called “Very Bullish”. The bottom 7th are called “Very Bearish”. There’s some proprietary ‘bucketing’ in between. Whether the “underperformers” go up or down is a function of the market.

Why do ALL ratings sometimes outperform or underperform the index?

Another good question. This is because of the cap-weighting of the benchmark indices. A small number of very large cap stocks (like Apple, Walmart, and Exxon Mobil) largely determine the fate of the cap-weighted indices. If they did very well or poorly in a particular period, the index benchmark will be pushed to one side.

How would the “Technical Overlay” affect the performance results?

The technical overlay ‘clips’ Bullish stocks which are breaking down, and Bearish stocks which are breaking out to the upside. The effect on results is generally: Some good Bullish stocks which are going to outperform would not be in the Bullish buckets. We would lose a little performance on these. However, some of these would be in for very steep drops. Vice versa for Bearish stocks. This would affect “drawdown” if we were tracking a model portfolio. The easiest way to describe this is: the overlay lowers the risk of the model. It cuts a little upside and a lot of potential downside.

Are these model portfolio results?

No. These results show a standard “buy all” evaluation method. Many different strategies can be used to turn the Rating into a model portfolio. These include market timing considerations, money management and exit rules, and other stock selection criteria (such as short-term technicals). We are comfortable the model is effective across a wide variety of portfolio creation strategies.

If the Power Gauge is GREEN does that mean I should buy the stock?

It could. Remember, there are a lot of stocks to pick from. It does mean that on average, the stock is more likely to outperform the rest of the stocks in the Russell 3000 index 1, 3, and 6 months from now. But the RATING is not a MARKET indicator. It’s not saying whether the market is likely to go up or down. And the Rating itself is not a TIMING indicator. It doesn’t tell you what might happen to the stock over the short-term, like the next few days or weeks, for example. A stock may be very short-term overbought, and at risk for pulling back over the next few days or weeks, but still likely to outperform over 1-6 months. Chaikin Analytics provides other Indicators and Signals to determine short-term TIMING risk. We also suggest you confirm with the stock’s technicals and Industry Group strength.

If the Power Gauge is RED does that mean I should sell the stock?

Probably, yes. Remember, there are a lot of other stocks to pick from. Does it mean you should short it? Well… that goes back to “it could…” You would need to check the other factors described above.

What does “Neutral” really mean and what is “Neutral+” or “Neutral-”?

A rating of “Neutral” means the stock is neither likely to outperform or underperform (1-6 months). “Neutral+” or “Neutral-” means the actual trading behavior of the stock doesn’t agree with the model, so “all chips off the table”. These just mean proceed with more caution. A Bullish stock will get clipped to “Neutral+” if it has closed below its Chaikin Trend (a 200 day DEMA), and a Bearish stock gets clipped to Neutral- if it has closed above its Chaikin Trend.

You said you look at the Russell 3000, but then you said you rate 5,000 stocks?

Yes. The model is created on the Russell 3000 stocks, as these represent over 98% of the market cap of the U.S. economy. We use the model on a daily basis to rate first the Russell 3000 stocks, then the other ~2000 public US stocks. We run these separately so that the very microcap stocks don’t affect the Ratings of the R3000 stocks.

You said these results used weekly Ratings, but you update Ratings daily?

Yes. All testing is done with end-of-week Power Gauge Ratings. Over the course of many years, daily changes tend to wash out. However our products do update and display Power Gauge Ratings on a daily basis, and these can trigger Signals. However on a historical chart, you will see the end-of-week value for all weeks, including the current one.

When do you update the performance results?

We publish updated Power Gauge model performance results twice a year after Q2 and Q4 results are available, including “Real World” (since 2011 launch), Trailing 12 months, and “Life-To-Date” (since 1999, including test period and real world results).

Subscribing

How do I subscribe to Chaikin Analytics?

Pricing for Chaikin Analytics and our products can be found here.

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

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 username 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 username 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 synced 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 backtesting. 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.

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!”

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.

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 underperform 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%.

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!”

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.

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.

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.

Chaikin
PowerSuite
Premium

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.

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.

• 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

• 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

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 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?

Log on 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

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 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/.

Still have questions? Contact us today.

For any other questions, please write us at info@chaikinanalytics.com or call us at (877) 978 – 6257

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