What Chaikin Analytics does

Chaikin Analytics, LLC is a Philadelphia-based subscription investment research firm founded in 2009 by Marc Chaikin, a 50-year Wall Street veteran and inventor of the Chaikin Money Flow Oscillator. The company's core technology is the proprietary Chaikin Power Gauge, a 20-factor alpha model that combines fundamental and technical inputs into a single rating for over 5,000 stocks and 2,300+ ETFs. This rating system is delivered through nine paid monthly subscription publications (Power Gauge Investor, PowerProfits, PowerTactics, Power Gauge Report, Market Insights, Smart Money Trader, Power Portfolio, Breakthrough Investor, and NextGen Investor) plus a free daily PowerFeed newsletter that functions as the top-of-funnel acquisition channel.

The firm serves primarily retail and active self-directed investors across 148 countries, with over 1,000,000 free users and more than 100,000 paying investors. Distribution is anchored by direct digital sales through chaikinanalytics.com and members.chaikinanalytics.com, supplemented by affiliate channels through its parent MarketWise's sibling publications (Stansberry Research, Brownstone Research). Pricing is freemium at the entry tier, with premium products described as retailing for "thousands of dollars per year." In June 2026 the company introduced its first AI-powered product, the Stock Market Time Machine (NextGen Investor), which uses AI to compare current stock profiles with historical market winners. Chaikin Analytics operates as a privately held subsidiary within the MarketWise conglomerate, with revenue figures undisclosed.

Name

Chaikin Analytics

Legal name

Chaikin Analytics, LLC

Website

https://chaikinanalytics.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Chaikin Analytics is a subscription-based investment research firm using its proprietary 20-factor Power Gauge stock rating system to serve over 100,000 paying retail and active investors across 148 countries through nine paid newsletters and a free daily newsletter.

Ownership category

akta.pro rank

Product category

Investment Research Software

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital Brokerage & Self-Directed Investing Platforms (FSAGAEAC)

Keywords

• Stock analysis software
• Investment research
• Stock rating system
• Investment newsletters
• Technical analysis indicators

Headquarters

HQ city

Philadelphia

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Software

Revenue model

1. Subscription Newsletters: Multiple subscription-based investment newsletter publications with varying price points and feature sets. Products include Power Gauge Investor, PowerProfits, PowerTactics, Power Gauge Report, Market Insights, Smart Money Trader, Power Portfolio, Breakthrough Investor, and NextGen Investor. PowerFeed newsletter is provided free of charge.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

Chaikin Analytics delivers institutional-quality stock analysis through its proprietary Power Gauge 20-factor alpha model, which combines fundamental and technical factors to rate over 5,000 stocks and 2,300 ETFs. The company monetizes this rating engine through a suite of subscription-based investment research newsletters (e.g., Power Gauge Investor, PowerProfits, PowerTactics, Smart Money Trader, NextGen Investor) and a free daily PowerFeed newsletter, supported by a digital members portal and online events.

Product overview

Chaikin Analytics offers a platform-plus-publications architecture centered on its proprietary Power Gauge stock rating system—a 20-factor alpha model combining fundamental and technical analysis to rate over 5,000 stocks and 2,300 ETFs. The core system powers multiple subscription publications: Power Gauge Investor and Power Gauge Report (growth-focused), PowerProfits (small/mid-cap transformational), PowerTactics (tactical trading), Smart Money Trader (institutional flow), Market Insights (macro analysis), Power Portfolio (managed quarterly rebalancing), Breakthrough Investor (tech/earnings quality), and NextGen Investor (AI-powered 'Time Machine' for finding future winners). The free PowerFeed newsletter provides daily market analysis. Supporting features include the Chaikin Money Flow Oscillator, Discovery Engine recommendation system, and Hotlists screening tools.

Differentiator

Problem solved

Functional benefit

Brands

• Power Gauge: The flagship 20-factor stock and ETF rating system that combines fundamental and technical factors to predict a stock's potential performance.
• Chaikin Money Flow Oscillator
• PowerFeed
• Time Machine

Products and services

• PowerFeed Free daily investment newsletter delivering market updates, sector tracking, industry analysis, earnings updates, and actionable stock ideas from the Chaikin Analytics team, including limited Power Gauge ratings for select stocks. Targeted at individual investors and self-directed traders.
• Power Gauge Investor Monthly subscription publication that identifies industry group leaders and 'best of the best' investment opportunities using the Power Gauge rating system and an industry-assessment approach. Includes a model portfolio and market insights. Targets long-term-oriented individual investors.
• PowerProfits Monthly subscription publication targeting small-cap and mid-cap stocks with transformational growth opportunities identified via the Power Gauge. Targets growth-oriented individual investors.
• PowerTactics Monthly tactical trading publication led by Chief Market Strategist Pete Carmasino. Uses the Power Gauge's neutral-zone ratings to find stocks at critical inflection points. Targets active traders.
• Power Gauge Report Monthly subscription publication that handpicks a single top mid- or large-cap stock recommendation with potential 3-5x returns based on the Power Gauge rating system. Targets investors seeking concentrated high-conviction ideas.
• Market Insights Monthly macro-focused subscription publication covering market overview, industry and ETF analysis, earnings ideas, and deep dives on stocks with guidance on applying the Power Gauge. Targets investors seeking top-down market context.
• Smart Money Trader Monthly subscription publication that leverages the Chaikin Money Flow indicator and proprietary buy signals to uncover opportunities exhibiting hallmarks of institutional 'smart money' buying activity. Targets traders following institutional flows.
• Power Portfolio Monthly managed blended portfolio subscription of stocks and ETFs, quarterly rebalanced, built by Chief Market Strategist Pete Carmasino using a rules-based discretionary formula designed to beat the S&P 500 with reduced risk. Targets investors seeking a turnkey portfolio service.
• Breakthrough Investor Monthly subscription publication diving into intersections between technology and unexpected companies, focused on earnings quality. Uses the Power Gauge to identify companies leveraging technology to grow profits. Edited by senior analyst Joe Austin. Targets tech-focused investors.
• NextGen Investor (AI-Powered Time Machine) Monthly subscription publication built on the first AI-powered addition to the Power Gauge. Uses a 'Time Machine' approach that compares current stock profiles to historical market winners to identify next-generation investment opportunities. Includes a model portfolio, discovery lab, and market insights. Edited by Joe Austin.

Quantifiable outcome

• Micron Technology (MU) surged 493% since Power Gauge 'bullish' flip — from June 2025 to May 2026
• +6 more outcomes

Named customers4 records

Segments3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature5 records

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Trade Ideas: AI-driven stock scanning and idea-generation platform for active traders, with proprietary real-time scanning algorithms. A direct peer in the quantitative stock-idea and self-directed-investor space, increasingly overlapping with Chaikin as it launches AI-powered products.
• Seeking Alpha: Crowdsourced and analyst-driven investment research platform with a premium subscription tier offering quantitative stock ratings, author-driven picks, and model portfolios. A direct competitor on stock-rating methodology and self-directed investor targeting.
• Zacks Investment Research: Long-established stock ranking and equity research provider selling premium subscriptions, model portfolios, and stock-picking services. A direct competitor offering proprietary quantitative-style ratings (the Zacks Rank) comparable in concept to Chaikin's Power Gauge.
• Stansberry Research: Subscription-based investment research and newsletter publisher offering trading recommendations and market analysis. A direct peer operating the same business model and is also owned by Chaikin Analytics' parent, MarketWise — sharing distribution infrastructure and overlapping customer bases.
• Brownstone Research: Paid investment newsletter publisher focused on thematic recommendations (notably tech/disruptive innovation). A direct peer under the same MarketWise umbrella as Chaikin Analytics, with a near-identical subscription publication model and cross-promotional distribution.

Broad incumbents

• The Motley Fool: Large consumer-facing investment research and advice subscription service with multiple premium products, podcasts, and a VIP portfolio offering. Operates in the same retail-investor subscription research category as Chaikin Analytics but at significantly greater scale and brand recognition.
• Morningstar: Global investment research and data firm offering stock ratings (star ratings), analyst reports, and premium subscription services for individual investors. A broader incumbent competing across multiple investor segments with quantitative-style ratings similar in spirit to the Power Gauge.
• TheStreet: Financial media and investment research site offering subscription services, stock picks, and model portfolios, originally founded by Jim Cramer. Comparable as a subscription financial research service with both free content and paid premium tiers targeting retail investors.
• Argus Research: Institutional-quality equity research firm offering individual investor access to analyst reports, model portfolios, and stock ratings. Comparable in providing systematic, ratings-driven investment advice and targeting both institutional and retail customers.

Emerging players

• TipRanks: Data and analytics platform that tracks and ranks analyst recommendations and financial blogger performance. An emerging player in the stock-rating and investment-research subscription space with overlapping capabilities around ratings transparency and self-directed investor tooling.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/chaikintools
• Facebookfacebook.com/ChaikinPowerTools
• LinkedInlinkedin.com/company/chaikin-analytics-llc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds7 records

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Chaikin Analytics