Our goal is simple
We’re offering advisors like you our suite of unique analytical tools to help you make better investment selections for your clients.
Our research is driven by a team of over 30 analysts – MBAs, PhD’s, and CFA Charter holders–with
a combined 175 years in the markets to create independent, actionable ideas ranging from:
Capital efficient GARP ideas
Deep value, contrarian
Small-cap growth and value
Income
ETFs
Options
Commodities
Cryptocurrencies
Five fully allocated portfolios
Investment research you’ve never experienced before.
We are an entirely independent research outlet. Our analysts do not have a static coverage universe – nor do they manage money or have a trading desk. Their commentary is unique, unbiased, and actionable.
Chaikin Advisory Solution’s team of 30+ analysts are dedicated to uncovering the most profitable individual investment opportunities and making sense of the financial markets. Our team provides exceptional, alpha-generating investment recommendations with a 22-year track record.
We thoughtfully designed our platforms for easy access to our independent research, providing real-time financial data that investment advisors need.
Meet Chaikin Analytics
and PortfolioWise.
The Chaikin suite of products, including Chaikin Analytics and PortfolioWise, are grounded on the unique, power gauge rating - a proprietary 20-factor model that projects performance of a stock or ETF over a 3 to 6 month period. This rating, along with our proprietary calculations for Chaikin Money Flow, Overbought/Oversold, and Relative Strength, make the Chaikin suite of products a powerful new tool for your practice.
PortfolioWise by Chaikin is one of the leading, cutting-edge, software suites that enables you to develop, compare, and analyze portfolios consisting of ETFs or equities. Our coverage universe includes 3,499 ETFs and 4,900+ equities. PortfolioWise utilizes Chaikin Analytics’ ETF Power Gauge and relies on a proprietary rank of the technical strength of an ETF relative to all U.S.-Listed ETFs and aggregated Power Gauge Ratings of the U.S. equities held by the ETF. Combined, Chaikin Analytics and PortfolioWise are some of the most powerful tools for advisors.
What’s Included
These must-have tools leverage our research, save you time, and help you stand out to your clients.
Chaikin Analytics
Chaikin Analytics is a tool to research equities and ETFs based on Marc Chaikin’s Power Gauge Rating, a twenty-factor model designed to identify equities or ETFs likely to outperform broader markets over the next 30 to 90 days. The model is based roughly on 80% Fundamental and 20% Technical analysis.
Top Features include:
- Stock Screener - Our screener locates equities with specific attributes selected by the User. Chaikin Analytics also includes a total of ten pre-set screens developed in-house.
- ETF Screener - Screen ETFs based on Sector, Subsector, Industry Group, Style, or Strategy.
- ETF Comparison - Compare ETFs by Sector, Subsector, Style, Strategy, and Issuer.
- Health Check - Compares any user list performance to an index and displays recent earnings report, estimate changes, upcoming earnings announcements, and the Chaikin Power Grid. The Health Check show performance against an index (SPY) over the last week. Report includes Power Gauge Rating Changes, Upcoming Earnings Reports, and Estimate Revisions.
- Discovery Tool - Allows user to find similar stocks to the stock compared.
