MarketSmith
MarketSmith operates MarketSurge, a subscription-based stock research and charting platform for individual retail investors, offering 100+ technical indicators, pattern recognition, and proprietary ratings. The product is built and operated by Investor's Business Daily, a Dow Jones affiliate.
- Company typePrivate
- Founded2026
- HeadquartersLos Angeles, United States
- Headcount101–250
- GTM typeB2C
- OfferingSoftware
MarketSmith firmographics
Firmographics- Name
- MarketSmith
- Legal name
- Investor's Business Daily, LLC.
- Website
- https://marketsmith.investors.com
- Company type
- Private
- Founded year
- 2026
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- MarketSmith operates MarketSurge, a subscription-based stock research and charting platform for individual retail investors, offering 100+ technical indicators, pattern recognition, and proprietary ratings. The product is built and operated by Investor's Business Daily, a Dow Jones affiliate.
- Ownership category
- akta.pro rank
MarketSmith industry classification
Industry- Product category
- Stock Research and Charting Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)
- akta.pro secondary industry
- Quant Research & Systematic Strategies (FSACAGAF)
Keywords
Where MarketSmith is headquartered
LocationHeadquarters
- HQ city
- Los Angeles
- HQ country
- United States
- HQ region
- North America
Markets served
MarketSmith business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- Subscription Revenue: Monthly and annual subscription-based revenue model. Trial period converts to recurring monthly subscription. All premium features included with base subscription.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Trial - 30 days for $24.95 |
| Subscription | Monthly | Monthly - $149.95/month |
| Subscription | Annual | Annual - $1,499/year (Save $300) |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels10 records
MarketSmith product offering
Product offeringCore offering
MarketSmith operates MarketSurge, a subscription-based stock research and charting platform that delivers institutional-grade tools to individual investors, including 100+ technical indicators, automatic pattern recognition, customizable charts, proprietary 1-99 stock ratings, and the exclusive Growth 250 stock list. The platform is integrated with Dow Jones' data infrastructure and is accessible via web, iOS, and Android, bundled with free coaching, live webinars, and 300+ educational videos.
Product overview
MarketSurge is a single, unified stock research platform offered by Investor's Business Daily (IBD), a Dow Jones affiliate. The platform provides individual investors with professional-grade charting, technical analysis, and stock research tools. It is available as a subscription service with tiered pricing (Trial at $24.95/30 days, Monthly at $149.95/month, and Annual at $1,499/year). Key features include 100+ technical indicators, automatic pattern recognition, the Growth 250 proprietary stock list, and 1-99 proprietary ratings. The platform is accessible via web browser, iOS and Android mobile apps, with free coaching, live webinars, and 300+ educational videos included with membership.
Differentiator
Problem solved
Functional benefit
Brands
- Growth 250: Proprietary stocks list providing exclusive trade ideas and stock recommendations.
- Pattern Recognition
- MarketSurge Premium
Products and services
- MarketSurge A subscription-based professional stock research and charting platform by Investor's Business Daily that provides individual investors with institutional-grade tools, including 100+ technical indicators, customizable charts, automatic pattern recognition, proprietary 1-99 ratings, and the exclusive Growth 250 stock list, plus free coaching, live webinars, and 300+ educational videos.
Quantifiable outcome
- Saves hundreds of hours per year on research
Companies that use MarketSmith
Customer profileNamed customers4 records
Segments1 record
Ideal customer profiles1 record
MarketSmith technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability1 record
Feature6 records
MarketSmith partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Dow JonescoreMarketSurge was rebuilt and fully integrated into Dow Jones' world-class data infrastructure. This integration provides better performance, greater reliability, and faster time-to-market with future upgrades. The partnership enables institutional-grade data quality for individual investors.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
MarketSmith competitors and assessment
Company assessmentDirect peers
- StockCharts.com: Long-standing subscription-based charting and technical analysis service for individual investors. Competes directly with MarketSurge's charting, indicators, and educational content for the same retail trader persona.
- Finviz: Stock screening and heat-map platform popular with retail traders for fundamental and technical filtering. Overlaps with MarketSurge's screener, Growth 250 list, and entry/exit signal workflows.
- TipRanks: Investment research aggregation and analyst-tracking platform for retail and professional investors. Overlaps with MarketSurge's research, ratings, and trade-idea functionality.
- Seeking Alpha: Subscription investment research and crowdsourced analysis platform for self-directed investors. Competes with MarketSurge for retail investor mindshare on research, ratings, and trade ideas.
- TradingView: Leading retail charting and technical analysis platform with social/community features and a freemium model. Direct competitor to MarketSurge on charting, indicators, and screening, but with a much larger user community and broader asset coverage.
- Motley Fool: Subscription investment advisory and stock-picking service targeting individual investors. Comparable in GTM (subscription, educational content, premium tiers) and target market to MarketSurge.
Broad incumbents
- Bloomberg Terminal: Premier institutional financial data and analytics terminal at $1,000+/month. MarketSurge explicitly positions against this price point, making Bloomberg the aspirational incumbent that defines the professional-grade benchmark.
- Morningstar: Established investment research, ratings, and portfolio analytics provider serving both retail and institutional clients. Overlaps with MarketSurge's ratings and fundamental research offerings at a more premium tier.
- Yahoo Finance: Free financial data, news, and basic charting destination with massive retail reach. Establishes the price-sensitive baseline that MarketSurge must justify its premium subscription against.
Emerging players
- Koyfin: Emerging financial data and analytics platform offering institutional-grade dashboards to retail and professional investors at a lower price point than Bloomberg. Positions as a modern alternative to legacy terminals and overlaps with MarketSurge's accessibility thesis.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
MarketSmith social profiles
Digital presenceMarketSmith financial estimates
Financial estimateRevenue estimate
Valuation estimate
MarketSmith leadership team
Management profileNumber of profiles
MarketSmith funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MarketSmith 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 MarketSmith
What does MarketSmith do?
MarketSmith operates MarketSurge, a subscription-based stock research and charting platform that delivers institutional-grade tools to individual investors, including 100+ technical indicators, automatic pattern recognition, customizable charts, proprietary 1-99 stock ratings, and the exclusive Growth 250 stock list. The platform is integrated with Dow Jones' data infrastructure and is accessible via web, iOS, and Android, bundled with free coaching, live webinars, and 300+ educational videos.
Is MarketSmith a public or private company?
MarketSmith is a private company. It is classified as corporate owned and is currently operating.
When was MarketSmith founded?
MarketSmith was founded in 2026. It employs 101 to 250 people.
Where is MarketSmith based?
MarketSmith is headquartered in Los Angeles, United States, in the North America region.
How does MarketSmith make money?
One revenue line is on record: subscription Revenue.
Who are MarketSmith's main competitors?
Direct peers on record are StockCharts.com, Finviz, TipRanks, Seeking Alpha, TradingView and Motley Fool. Broad incumbents are Bloomberg Terminal, Morningstar and Yahoo Finance. Koyfin is listed as an emerging player.
Does MarketSmith have an API?
No public API is recorded for MarketSmith.
What industry is MarketSmith in?
MarketSmith's product category is Stock Research and Charting Software. Its primary akta.pro industry code is FSAAAAAO, Investor Education, Research & Portfolio Analytics Services (Retail), with a secondary code of FSACAGAF, Quant Research & Systematic Strategies. Its NAICS code is 523940 and its SIC code is 6282.