Market Matters

What Market Matters does

Market Matters (operated by MarketMatters Pty Limited) is an Australian subscription-based stock market research and advisory service founded in 2013 and headquartered in North Sydney. The company serves Australian retail investors seeking professional-grade ASX-focused analysis, operating under Australian Financial Services Licence (AFSL 488798). It distributes content via its website, mobile apps (iOS and Android), podcasts, videos, and email newsletters, and offers a 14-day free trial that converts to a paid subscription membership.

The product surface comprises three daily publications (Morning Report, Afternoon Report, Weekend Report), real-time SMS trade alerts, six themed managed portfolios (Active Growth, Active Income, Emerging Companies, International Equities, Core ETF, and Shawn's Trade Ideas), and an interactive Q&A platform. Execution and bespoke services are enabled through third-party partnerships: members can invest directly in Market Matters portfolios via 'Market Matters Invest Direct' (InvestSMART Funds Management) and 'Market Matters Invest' (OpenInvest Limited), while bespoke portfolio management is offered through Market Partners. Named expertise within the team includes James Gerrish (Market Analyst) and the portfolio manager referenced as 'Shawn'. Headcount is in the 1-10 employee band.

Revenue is generated through recurring subscription fees against the freemium 14-day trial entry point, with supplemental monetization from bespoke portfolio management services via Market Partners. Indirect revenue also flows from partner execution integrations with InvestSMART and OpenInvest, where members transact on Market Matters-recommended portfolios through licensed third-party platforms. No revenue, ARR, or funding figures are publicly disclosed.

Name

Market Matters

Legal name

MarketMatters Pty Limited

Website

https://marketmatters.com.au

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Market Matters (MarketMatters Pty Limited) is an Australian subscription-based ASX-focused stock market research and advisory service, founded 2013 and headquartered in North Sydney, serving retail investors with daily reports, SMS alerts, six themed portfolios, and a Q&A platform under AFSL 488798.

Ownership category

akta.pro rank

Product category

Investment Research & Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

Keywords

• Stock market research
• Investment advisory services
• Portfolio recommendations
• Trading alerts
• Market analysis reports

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Membership Subscriptions: Subscription-based membership providing access to daily market reports, real-time trade alerts, portfolio recommendations, Q&A services, and comprehensive company analysis. The service uses a freemium model with a 14-day free trial leading to paid subscription.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Market Matters provides subscription-based Australian stock market research and advisory services to retail investors, including daily morning, afternoon and weekend reports, real-time SMS trade alerts, six managed portfolio recommendations (Active Growth, Active Income, Emerging Companies, International Equities, Core ETF, and Shawn's Trade Ideas), interactive Q&A with professional money managers, and managed investment products administered through licensed partners. The service operates on a freemium 14-day trial converting to paid membership tiers under Australian Financial Services Licence 488798.

Product overview

Market Matters is a subscription-based investment advice platform offering Australian stock market research, analysis, and portfolio recommendations. The service provides a unified platform comprising daily market reports (Morning, Afternoon, Weekend), real-time trade alerts, and access to six distinct managed portfolios (Active Growth, Active Income, Emerging Companies, International Equities, Core ETF, and Shawn's Trade Ideas). Members receive Q&A interaction with analysts, video content, podcasts, and market commentary. The platform also offers mobile applications and direct investment services through partner administrators. The service operates on a tiered membership model with a 14-day free trial available.

Differentiator

Problem solved

Functional benefit

Brands

• Market Matters Growth Portfolio: Active growth-focused investment portfolio recommended by Market Matters
• Market Matters Income Portfolio
• Market Matters Emerging Companies Portfolio
• Market Matters International Equities Portfolio
• Market Matters Core ETF Portfolio
• Shawn's Trade Ideas
• Market Matters Invest
• Market Matters Morning Report
• Market Matters Afternoon Report
• Market Matters Weekend Report

Products and services

• Morning Report Daily morning market report providing analysis and commentary on Australian stock market activity, sector performance, and investment opportunities for retail investors.
• Afternoon Report Daily afternoon market report covering end-of-day market summary, key movers, and actionable insights for Australian equities.
• Weekend Report Weekly comprehensive market analysis with Q&A section and forward-looking investment commentary for Australian stock market participants.
• Real-time SMS Alerts Real-time SMS trade alerts notifying members of buy/sell opportunities and portfolio changes for Australian equities.
• Active Growth Portfolio Growth-oriented investment portfolio focusing on capital appreciation through Australian equities, cited at approximately 10.51% one-year return.
• Active Income Portfolio Income-focused investment portfolio targeting dividend yields and regular income distributions from Australian securities.
• Emerging Companies Portfolio Higher-risk portfolio investing in smaller-cap Australian companies with growth potential.
• International Equities Portfolio Portfolio providing exposure to international markets and global investment opportunities outside Australia.
• Core ETF Portfolio Portfolio utilizing exchange-traded funds for diversified market exposure with lower individual stock risk.
• Shawn's Trade Ideas Active trading-focused portfolio with short-term trade recommendations and tactical positioning ideas for Australian markets.
• Market Matters Q&A Interactive question-and-answer platform where members submit investment queries and receive expert responses from professional money managers.
• Smart Phone App Mobile application for iOS and Android providing members access to reports, alerts, portfolio tracking, and notifications on the go.
• Market Matters Invest Direct Direct investment service promoted by MarketMatters Pty Ltd and administered by InvestSMART Funds Management Limited, offering professionally managed accounts (ARSN 620 030 382).
• Market Matters Invest Investment service administered by OpenInvest Limited via the OpenInvest Portfolio Service (ARSN 628 156 052), providing managed investment solutions.
• Bespoke Portfolio Management Customized portfolio management service via Market Partners for individual investors requiring personalized investment strategies.

Segments2 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Market PartnersminorChannel Partner/ Reseller/ DistributorProvides bespoke portfolio management services referenced on the Market Matters website, offering personalized portfolio management for investors.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Motley Fool Australia: Australian subscription-based retail investment research and recommendation service directly competing with Market Matters on ASX-focused stock picks, model portfolios, and premium memberships.
• Livewire Markets: Australian investment research and expert commentary platform offering paid subscriptions for retail investor content, portfolio ideas, and analyst insights — closely aligned to Market Matters' daily-report, Q&A model.
• Eureka Report (Morgans): Long-running Australian subscription investment research service providing daily market reports, stock recommendations, and portfolio ideas to retail investors, comparable in format and audience to Market Matters.
• Switzer Daily: Australian subscription financial news, investment advice, and stock recommendation service targeting retail investors, sharing similar content-led, membership-based business model.

Emerging players

• Fat Tail Daily: Australian subscription investment newsletter focused on ASX stock recommendations and macro themes; smaller scale than Market Matters but directly competing for the same retail subscriber dollar.
• Hubbplus: Australian subscription investment research service providing stock recommendations, market commentary, and portfolio ideas to retail investors — smaller, niche competitor in the same ASX research segment.

Broad incumbents

• Morningstar Australia: Established global investment research firm with a large Australian presence offering research, fund analytics, and portfolio tools to retail and institutional investors — broader portfolio but overlapping audience.
• Stockspot: Australian robo-advisor and managed portfolio platform that combines automated portfolio construction with investment research for retail investors — adjacent business model with overlapping audience.
• InvestSMART: Australian low-cost investing platform and fund manager; also the administering partner for Market Matters Invest Direct, making it a hybrid peer/channel partner sharing retail investor access.
• SelfWealth: Australian retail investing platform offering share trading and increasingly investment research/portfolio insights; competes for the same retail investor audience with research as a secondary feature.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/marketmatters1
• YouTubeyoutube.com/channel/UCusS30RQi2jDuA0iCF1H1VA?feature=watch
• Facebookfacebook.com/marketmatters1?ref=hl
• LinkedInlinkedin.com/company/market-matters

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

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 Market Matters