SentimenTrader
SentimenTrader, operated by Sundial Capital Research, Inc., is a subscription-based investment research platform serving professional and retail traders with 2,800+ sentiment and quantitative indicators, a proprietary backtesting engine, and AI-augmented stock scanners, distributed via self-serve digital subscription.
- Company typePrivate
- Founded2001
- HeadquartersBlaine, United States
- Headcount1–10
- GTM typeB2C
- OfferingSoftware
What SentimenTrader does
SentimenTrader, operated by Sundial Capital Research, Inc. and headquartered in Blaine, Minnesota, is a subscription-based investment research and analytics firm founded in 2001. The firm applies mass-psychology-driven sentiment analysis to U.S. capital markets, packaging it as a digital platform with 2,800+ classic and proprietary indicators, proprietary composite models (Smart Money / Dumb Money Confidence, Macro Index Model, Bear Market Probability Model, Absolute and Relative Trend Scores), a no-code backtesting engine, correlation and seasonality tools, smart stock and option scanners, 50+ pre-built trading strategies, and a recently introduced AI-augmented product line (AI Stock Scanner, PortfolioEdge). It also exposes its dataset and indicators through an Indicators & Data API for developers and offers free resources (Simple Backtest Calculator, Seasonality Calculator, Kelly Criterion Calculator, Sentiment Geo Map) as top-of-funnel acquisition tools.
The firm's go-to-market is product-led self-serve: a 30-day free trial converts users into auto-renewing monthly or annual subscriptions billed under "Sundial Capital Research," supported by a free weekend newsletter, a bi-monthly "Smart Money Edge" webinar, an active social presence, and recurring earned media in Bloomberg, Barron's, MarketWatch, BNN Bloomberg, and Charles Schwab educational material. Customer segments span professional and institutional traders, retail/self-directed investors, RIAs and wealth managers, financial journalists, and beginner investors. The company is founder-led by Jason Goepfert with a 10-20 person team that includes senior analysts Dean Christians CMT and Jay Kaeppel plus CIO Hao Hu, and has operated profitably as a private, bootstrapped business for nearly 25 years with no disclosed external funding.
Revenue derives almost entirely from recurring subscription fees, with secondary optionality from API monetization, enterprise research citations, co-developed custom indicators, and adjacent sub-brands such as Alpha Edge Media in the digital-asset vertical. The business model is asset-light, geographically global via the web, and dependent on continued content output, indicator innovation, and brand trust built over two and a half decades.
SentimenTrader firmographics
Firmographics- Name
- SentimenTrader
- Legal name
- Sundial Capital Research, Inc.
- Website
- https://sentimentrader.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- SentimenTrader, operated by Sundial Capital Research, Inc., is a subscription-based investment research platform serving professional and retail traders with 2,800+ sentiment and quantitative indicators, a proprietary backtesting engine, and AI-augmented stock scanners, distributed via self-serve digital subscription.
- Ownership category
- akta.pro rank
SentimenTrader industry classification
Industry- Product category
- Investment Research and Market Analytics Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Strategy & Thematic Research (FSACAGAG)
Keywords
Where SentimenTrader is headquartered
LocationHeadquarters
- HQ city
- Blaine
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
SentimenTrader business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription Revenue: Paid subscription service providing access to proprietary indicators, charts, backtesting tools, research reports, and trading strategies. Subscriptions are auto-renewing (30 days for monthly, 365 days for yearly) with charges appearing under 'Sundial Capital Research' on credit card statements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | 30-day free trial access to research, analysis and tools |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
SentimenTrader product offering
Product offeringCore offering
SentimenTrader is a subscription-based investment research and analytics platform that delivers 2,800+ proprietary and classic market indicators, a no-code backtesting engine, stock and option scanners, and pre-built trading strategies. Subscribers also receive daily research reports, weekly market recaps, monthly webinars, and access to programmatic Indicators & Data APIs, with a 30-day free trial converting into auto-renewing monthly or annual subscriptions billed under 'Sundial Capital Research.'
Product overview
SentimenTrader, operated by Sundial Capital Research Inc., is a subscription-based investment research and analytics platform founded in 2001. The platform operates on a unified architecture combining a core SentimenTrader Platform with modular add-ons including the Backtest Engine, My Trading Toolkit, Indicators & Data API, Smart Stock/Option Scanners, and 50+ Trading Strategies. The technology-driven product line includes PortfolioEdge (AI Stock Scanner) and Index Trading Strategies, powered by a proprietary backtesting engine processing 2800+ indicators. Free resources include backtest, seasonality, and Kelly Criterion calculators. Additional offerings include the ModelEdge Report and Smart Money/Dumb Money Confidence indicators. The company also operates the SentimenTrader Free Newsletter delivering weekly market recaps and research.
Differentiator
Problem solved
Functional benefit
Products and services
- SentimenTrader Platform Full-suite subscription investment research and trading analytics platform combining market sentiment analysis, 2,800+ classic and proprietary indicators, technical charts, backtesting tools, scanners, and quantitative research for individual and professional traders.
- Indicators & Data API Programmatic API providing access to SentimenTrader's 2,800+ proprietary indicators and charts plus market data, allowing developers and subscribers to integrate the firm's quantitative analysis into their own applications.
- Market Data API API product providing access to SentimenTrader market data for programmatic integration, enabling automated use of the firm's market intelligence in external applications.
- PortfolioEdge AI and machine learning-driven product for systematic stock selection and portfolio optimization, representing SentimenTrader's technology-driven offering beyond the core sentiment platform.
- AI Stock Scanner AI-driven stock screening tool that uses machine learning and SentimenTrader's proprietary indicators to identify trading opportunities for subscribers.
- ModelEdge Report Research report product written by Senior Research Analyst Dean Christians, applying quantitative coding to design custom trading signals and models using an evidence-based approach to market analysis.
- David S&P 500 Aggregate Baskets Indicator Custom proprietary indicator identifying oversold S&P 500 stocks using specific technical criteria (two-week price decline and 2-period RSI below 10), developed in collaboration with professional advisor Robert David and made available to all SentimenTrader subscribers.
- Simple Backtest Calculator Free, no-code backtesting tool that lets users evaluate simple trading strategies against historical data without requiring a full SentimenTrader subscription.
- Simple Seasonality Calculator Free tool for analyzing historical seasonal patterns in market data to surface recurring trends and time-of-year effects for traders.
- The Kelly Criterion Calculator Free calculator that applies the Kelly Criterion to determine optimal position sizing for risk management in trading strategies.
- Sentiment Geo Map Free visual mapping tool that displays the geographic distribution of market sentiment indicators, allowing users to see regional sentiment patterns.
- Alpha Edge Media Digital newsletter and media sub-brand under Aether Holdings covering digital assets, expanded through acquisitions of 21Bitcoin.xyz, WhaleTales, and AltcoinInvesting.co.
Quantifiable outcome
- GLD rebounded 89% of the time after extreme bearish sentiment, with median returns of 10.1% over 12 months
- +4 more outcomes
Companies that use SentimenTrader
Customer profileNamed customers10 records
Segments5 records
Ideal customer profiles5 records
SentimenTrader technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability3 records
Feature7 records
SentimenTrader partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights6 records
SentimenTrader competitors and assessment
Company assessmentDirect peers
- Seeking Alpha: Subscription investment research and crowd-analysis platform with premium tiers, Quant ratings, and author-driven research. Comparable as a content-plus-tools research subscription monetized through self-directed retail and advisor subscribers.
- Hedgeye Risk Management: Subscription investment research firm built around proprietary quantitative models, sentiment, and macro-process indicators. Comparable as a paid research platform emphasizing behavioral sentiment, macro signals, and quantitative process — a very direct analog to SentimenTrader's GTM.
- StockCharts.com: Long-running subscription charting and technical-analysis service focused on breadth, seasonality, and indicator-driven decision support. Highly comparable to SentimenTrader's indicator-and-backtesting core, with a similar professional/retail trader audience and tiered subscription model.
- TradingView: Subscription-based charting, technical analysis, and backtesting platform with community- and pro-tier pricing. Closest direct competitor to SentimenTrader because it serves the same retail-to-pro trader segment with overlapping indicators, backtesting, and screening tools.
- Zacks Investment Research: Subscription quant-driven equity research and ranking service with proprietary earnings/Score models for active investors. Comparable as a paid research subscription aimed at self-directed investors, with overlapping use cases in stock screening and model portfolios.
- Dorsey, Wright & Associates (MarketWise): Subscription technical-research firm focused on relative strength, point-and-figure, and breadth-based market analysis. Highly comparable to SentimenTrader's sentiment-and-breadth indicator philosophy and professional/retail subscription GTM.
Broad incumbents
- The Motley Fool: Subscription investment advisory and research service with premium tiers (Stock Advisor, Rule Breakers) for retail investors. Comparable as a long-tenured subscription research brand targeting self-directed investors with proprietary stock-selection frameworks.
- Morningstar: Large, established investment research and portfolio analytics provider with subscription offerings (Morningstar Investor, Advisor Workstation). Comparable as a multi-product research subscription platform serving retail and institutional investors with overlapping quant/fundamental analytics.
- Investors Business Daily (IBD): Subscription research service offering market analysis, stock screens, and proprietary ratings (CAN SLIM, Relative Strength) for active investors. Comparable as a long-running subscription research brand serving self-directed retail with proprietary indicators and screens.
Emerging players
- Real Vision: Subscription research and video content platform featuring professional analysts and macro/sentiment commentary. Comparable as a paid research subscription mixing quant, sentiment, and macro views for sophisticated retail and pro investors.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
SentimenTrader social profiles
Digital presenceSentimenTrader financial estimates
Financial estimateRevenue estimate
Valuation estimate
SentimenTrader leadership team
Management profileNumber of profiles
Profiles5 records
SentimenTrader funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SentimenTrader M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SentimenTrader
What does SentimenTrader do?
SentimenTrader is a subscription-based investment research and analytics platform that delivers 2,800+ proprietary and classic market indicators, a no-code backtesting engine, stock and option scanners, and pre-built trading strategies. Subscribers also receive daily research reports, weekly market recaps, monthly webinars, and access to programmatic Indicators & Data APIs, with a 30-day free trial converting into auto-renewing monthly or annual subscriptions billed under 'Sundial Capital Research.'
Is SentimenTrader a public or private company?
SentimenTrader is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SentimenTrader founded?
SentimenTrader was founded in 2001. It employs 1 to 10 people.
Where is SentimenTrader based?
SentimenTrader is headquartered in Blaine, United States, in the North America region.
How does SentimenTrader make money?
One revenue line is on record: subscription Revenue.
Who are SentimenTrader's main competitors?
Direct peers on record are Seeking Alpha, Hedgeye Risk Management, StockCharts.com, TradingView, Zacks Investment Research and Dorsey, Wright & Associates (MarketWise). Broad incumbents are The Motley Fool, Morningstar and Investors Business Daily (IBD). Real Vision is listed as an emerging player.
Does SentimenTrader have an API?
Yes. SentimenTrader offers a Market Data API and Indicators API that allows subscribers to access proprietary indicators and market data programmatically. The platform provides data source for their extensive suite of 2800+ classic and proprietary indicators and charts. Users can access all quantitative analysis tools and indicators at their fingertips to enhance their strategies. Developer documentation is at sentimentrader.com/indicator-api.
What industry is SentimenTrader in?
SentimenTrader's product category is Investment Research and Market Analytics Software. Its primary akta.pro industry code is FSACAGAG, Strategy & Thematic Research. Its NAICS code is 523940 and its SIC code is 6282.