Chaikin Analytics
for iPad
User Guide
v1.3.4
Copyright © 2015 Chaikin Analytics, LLC - All Rights Reserved. Apple, the Apple logo, iPhone, iPad, iPad Mini, iTunes are trademarks of Apple Inc. App Store is a service mark of Apple Inc.
1
Contents
3
Chapter 1: Welcome
25
Chapter 5: Chaikin Power Gauge
6
Chapter 2: Getting Started
Sign In
Quick Start
29
Chapter 6: Alerts
Chapter 3: Watchlists
32
Chapter 7: Signals
36
Chapter 8: Reports
39
Chapter 9: Appendix
4Overview
7
8
9
10Overview
11
Main Controls
12
Alert View
13
Signals and Alerts Overview
14
List View
15
Selecting Lists
16
Custom Lists
17
Chapter 4: Charts
26Overview
27
How is it Computed?
28
Components & Factors
33Overview
34
Definitions
37
38
Portfolio Health Check
Chaikin Power Gauge Report
18Overview
19
List Navigation & Symbol Entry
20
Chart Sidebar
21
Chart Display
24
Chart Controls
Copyright © 2015 Chaikin Analytics, LLC - All Rights Reserved. Apple, the Apple logo, iPhone, iPad, iPad Mini, iTunes are trademarks of Apple Inc. App Store is a service mark of Apple Inc.
2
Welcome
Copyright © 2015 Chaikin Analytics, LLC - All Rights Reserved. Apple, the Apple logo, iPhone, iPad, iPad Mini, iTunes are trademarks of Apple Inc. App Store is a service mark of Apple Inc.
3
Welcome to Chaikin Analytics
Overview
Chaikin Analytics for iPad is a ground-breaking mobile stock research
platform which provides actionable information on U.S. equities that
enables you to make confident Buy/Sell decisions.
The service is oriented toward the needs of the serious investor. It can be
downloaded for free from Apple’s App Store, but requires a subscription
agreement to use it.
Stock market expert Marc Chaikin created these analytics based on his 45
years in the industry, with an eye toward reducing information overload
and a focus on making profitable investment decisions.
The core of the system is the Chaikin Power Gauge Rating™ - a
proprietary, independently backtested model which combines technical
and fundamental factors into a simple Bullish/Bearish rating. The system
also includes the charts and technical analytics Chaikin has long been
known for, such as Chaikin Money Flow and trading Signals.
Copyright © 2015 Chaikin Analytics, LLC - All Rights Reserved. Apple, the Apple logo, iPhone, iPad, iPad Mini, iTunes are trademarks of Apple Inc. App Store is a service mark of Apple Inc.
4
Welcome
Key Features
With Chaikin Analytics you can:
• Get reliable Chaikin Power Gauge Ratings on any stock or list.
• See ETF constituents, history, and technical analytics.
• Create unlimited custom watchlists.
• See actionable trading Signals and important Alerts for any list.
• Work with Industries, Indices - even the entire S&P 500.
• Swipe thru charts on any list, featuring industry-standard
Chaikin indicators.
• Download powerful research reports on over 5,000 U.S.
equities, or a Portfolio Health Check on the stocks you care
about.
Copyright © 2015 Chaikin Analytics, LLC - All Rights Reserved. Apple, the Apple logo, iPhone, iPad, iPad Mini, iTunes are trademarks of Apple Inc. App Store is a service mark of Apple Inc.
5
Getting Started
Copyright © 2015 Chaikin Analytics, LLC - All Rights Reserved. Apple, the Apple logo, iPhone, iPad, iPad Mini, iTunes are trademarks of Apple Inc. App Store is a service mark of Apple Inc.
6
Getting Started
Device Requirements
• Chaikin Analytics will run on an iPad 1 or above (including iPad
Mini) with iOS5 or later.
• Usage requires an Internet connection.
• WiFi is recommended for better performance.
• The app is designed for Landscape orientation.
Subscribe
• To subscribe visit www.chaikinanalytics.com/iPad
Sign-In Screen
• Sign in with your email and password.
• You may only be signed in on 1 device at a time.
• Tap “Reset Password” to receive a reminder
or to reset your password.
• In the app, under Settings, you can sign out and sign back in
as another user.
Copyright © 2015 Chaikin Analytics, LLC - All Rights Reserved. Apple, the Apple logo, iPhone, iPad, iPad Mini, iTunes are trademarks of Apple Inc. App Store is a service mark of Apple Inc.
7
Getting Started
Quick Start
1
4
Set Up your Watchlists.
Drill Down to Charts.
Enter stock symbols and tap “+” to
Tap a stock to drill down to a Chart.
add to your “My Stocks” list. Tap [Edit]
Swipe thru your whole list, or only
to delete stocks. Create up to 500
stocks with Signals or Alerts.
custom lists.
2
5
Make a Buy/Sell Decision.
Spot the Winners.
See Power Gauge components, check
Your stocks will be sorted by Chaikin
Trends, Indicators, Signals, and Rating
Power Gauge Rating. Green = good!
history to make a quick, confident
decision.
3
6
Focus on Actionable Events
Find Stocks Top-Down.
The List Selector shows industries,
See Buy/Sell Signals and Bullish/
Indices, and Chaikin HotLists - with
Bearish Alerts in your list.
Strongest lists on top. Easily find
Bullish stocks in strong Industries.
Copyright © 2015 Chaikin Analytics, LLC - All Rights Reserved. Apple, the Apple logo, iPhone, iPad, iPad Mini, iTunes are trademarks of Apple Inc. App Store is a service mark of Apple Inc.
8
Watchlists
Copyright © 2015 Chaikin Analytics, LLC - All Rights Reserved. Apple, the Apple logo, iPhone, iPad, iPad Mini, iTunes are trademarks of Apple Inc. App Store is a service mark of Apple Inc.
9
Watchlists
Overview
After you sign in, you will see an Alert View
showing active Buy & Sell Signals and important
Alerts for stocks in your default list. Initially, this
will be the system’s “My Stocks” list (AAPL, CMSA,
GOOG, MSFT) but you can edit this list, create
other custom lists, or set another list as your
default.
If you use another Chaikin app and sign in with the
same username and password, your My Stocks list
will be shared across devices.
You can select another list.
Or switch between Alerts, List or Panel views.
On these screens you can get quotes, drill down
to charts, or rotate the iPad for a Portfolio Health
Check on the list you’re viewing.
Copyright © 2015 Chaikin Analytics, LLC - All Rights Reserved. Apple, the Apple logo, iPhone, iPad, iPad Mini, iTunes are trademarks of Apple Inc. App Store is a service mark of Apple Inc.
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Watchlists
Main Controls
Select a View: Alerts, List, Panels
List Options - Rename this List, set it as your
Default or create a new Custom List
Power Bar - Shows number of Bullish/
Neutral/Bearish stocks in List
Current List - Select
another List
Symbol Entry: Select a stock to
quote, chart, or add to list
Refresh Quotes
Settings
Sort List: Alphabetically
or by Power Gauge Rating
Getting a Quote
Enter a symbol or company name to see
matching results. Tap a symbol to see a
Quick Quote,
to add to your current
list or
Chart.
Symbol Universe
Chaikin provides quotes, historical data, Power Gauge Ratings, and fundamentals on approximately 5,000 U.S. equities, including all
NYSE and NASDAQ listed stocks (except Bulletin Board and Pink Sheets). NYSE and NASDAQ ETFs have quotes, history, and technical analytics. ETFs have limited fundamentals and do not have Power Gauge Ratings. We provide constituents for long-only U.S. equity
ETFs. Quotes are 20 minutes delayed, updated once per minute during the trading day, and do not require an exchange agreement.
Copyright © 2015 Chaikin Analytics, LLC - All Rights Reserved. Apple, the Apple logo, iPhone, iPad, iPad Mini, iTunes are trademarks of Apple Inc. App Store is a service mark of Apple Inc.
11
Watchlists
Alert View
The Alert View includes List Shortcuts, a Watchlist, and
Alerts for the current list.
Daily Buy and Sell Signals trigger when certain technical
conditions are met, and are intended as actionable trading
opportunities.
Bullish and Bearish Alerts are important events that call
attention to specific stocks for a closer look. These include
Power Gauge Alerts, Price Trend Alerts, Earnings Surprises,
and Estimate Revisions.
List Shortcuts: Switch between My Stocks, the SP500, and
the “All Signals” hotlist, which contains stocks triggering a
Buy or Sell Signal today.
Watchlist: Power Gauge Rating, Ticker Symbol, Last,
Change, and Percent Change for all stocks in the active list.
The list will be sorted by Rating, from Very Bullish to Very
Bearish. Tap
to sort alphabetically, or tap
to sort by
Rating again.
Chart Drill-Down: Tap a stock in the Watchlist to loop
thru Charts on all stocks. Tap a stock in one of the 4 Alerts
sections (Buy Signals, Sell Signals, Bullish Alerts, Bearish
Alerts) to loop through only stocks in that section.
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Watchlists
Signals and Alerts Overview
Signal
Description
Oversold Buy/Sell
Stocks at potential short-term reversal points.
Momentum Breakout/Breakdown
Stocks which have broken out of a trading band with
momentum likely to continue.
Reversal Buy/Sell
Stocks reversing direction relative to the market, with
momentum likely to continue.
Money Flow Buy/Sell
Stocks with strong money flow and short-term momentum likely to continue.
Rel. Strength Buy/Sell
Stocks outperforming (or underperforming) the market,
with momentum likely to continue.
Rel. Strength Breakout/Breakdown
Strong (or weak) stocks which have started to outperform
(or underperform) the market.
Each Signal shows Effective Date and the stock’s closing price at the time of calculation.
Signals are stamped “Today” until the next closing market data is received, even on weekends and holidays.
Signals for Today are shown first, grouped alphabetically within Signal type, then Signals for the previous market day.
Alert
Description
Power Gauge Alert
Stocks whose Power Gauge Rating has become Bullish or Bearish as of a
result of the most recent update.
Price Trend Alert
Stocks which have crossed above or below their long-term average on a
closing basis as a result of the most recent update.
Earnings Surprise
Companies which have reported quarterly earnings different from the
analyst consensus estimate.
Estimate Revision
Companies whose consensus earnings estimate for the upcoming quarter
has changed (by at least $.02 or 2%).
Copyright © 2015 Chaikin Analytics, LLC - All Rights Reserved. Apple, the Apple logo, iPhone, iPad, iPad Mini, iTunes are trademarks of Apple Inc. App Store is a service mark of Apple Inc.
13
Watchlists
List View
The List View displays the following information for each stock.
Technical Rating
An indication of a stock’s technical
condition, determined as a weighted
sum of its position relative to its short
and long-term trends.
Active Signals
An indication of any Signals currently
triggered for the stock.
Filter By Signal
Select “All Signals Today”, or
show only stocks triggering a
specific Signal.
Panel View
Panel view shows the same information as List View, but in a more compact display.
Chart Drill-Down
Tap any stock to drill down to a Chart and swipe thru Charts on all stocks in the current list.
Copyright © 2015 Chaikin Analytics, LLC - All Rights Reserved. Apple, the Apple logo, iPhone, iPad, iPad Mini, iTunes are trademarks of Apple Inc. App Store is a service mark of Apple Inc.
14
Watchlists
Selecting Lists
To select a list for display:
1. Tap the current list name to pop up the List Selector.
2. Select from:
• User Lists - create up to 500 custom watchlists
• Industries - 62 groups provided by ZACKS® Investment
Research
• Indices - major indices including DOW30, NASDAQ100,
OEX100, & S&P 500
• ETFs – Long-Only U.S. equity ETFs, grouped by Sector
and Style.
• Chaikin HotLists - Important screened and curated lists
3. Sort lists either Strongest on top, or alphabetically. The
Power Bar shows the breakdown of Bullish/ Neutral/
Bearish stocks in a list.
Strongest lists are those with the highest percent of
Bullish stocks.
4. Tap a List to select it.
Charting an ETF
If you select an ETF list, you can chart the ETF’s
composite history by pressing
Copyright © 2015 Chaikin Analytics, LLC - All Rights Reserved. Apple, the Apple logo, iPhone, iPad, iPad Mini, iTunes are trademarks of Apple Inc. App Store is a service mark of Apple Inc.
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Watchlists
Custom Lists
You can create up to 500 custom Watchlists in Chaikin Analytics.
To Create a custom List:
1. Tap the List Options Button
2. Tap “Create New List”
3. Enter the list name
4. Tap “Create List”
To Edit a List:
1. Type a symbol or company name into the
Symbol Entry box.
2. Tap “+” to add to your list.
3. To delete symbols, either tap “Edit” or swipe a
row to reveal the DELETE button.
To set a List as your Default:
1. Tap “List Options.”
2. Then “Set as Default.”
This list will load when you sign in.
To Rename a List:
1. Tap “List Options.”
2. Tap “Rename” and enter new list name.
To Delete a List:
1. Tap “List Options.”
2. Tap “Delete List.”
You cannot delete your default list. Set another
list as your default first.
List Options
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16
Charts
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17
Charts
Overview
The Chaikin Analytics chart screen is designed to facilitate a quick, reliable Buy/Sell decision on a stock.
On this screen you will see the Chart Sidebar, Chart Controls and Chart Display.
Chart Controls
Time Frames
Chart Sidebar
Quote Area
Ratings
Expandable
Power Gauge
Historical Signals
Data Window
(drag left or right)
Chart Display
Fundamentals
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18
Charts
List Navigation & Symbol Entry
List Navigation
When you drill down from the Watchlist, your list remains active.
Swipe left or right on the chart to move through the list.
If you drilled down from a section in the Alert View (Buy Signals, Sell
Signals, Bullish Alerts, Bearish Alerts), or if you have filtered the List in
List View or Panel View, you’ll be swiping through those stocks only.
Changing Lists
If you select another list from the List Selector, your list will change,
and will display when you return to the Watchlist.
If you tap the stock’s Industry Group, your list will change, and you
can now swipe through stocks in this Industry.
Entering a Symbol
If you enter a symbol in your current list, you will “jump” to that stock.
If the symbol is not in your current list, you will see a Chart for that
symbol - just press DONE to return to your list.
Copyright © 2015 Chaikin Analytics, LLC - All Rights Reserved. Apple, the Apple logo, iPhone, iPad, iPad Mini, iTunes are trademarks of Apple Inc. App Store is a service mark of Apple Inc.
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Charts
Chart Sidebar
The Chart Sidebar shows a Quote Area, Ratings Area, and Fundamentals window.
Quote Area
Ratings Area
• Stock Symbol, Company Name.
• Expandable Power Gauge. Tap to see
• Industry Group. Tap to switch to this list.
Components.
• Info. Tap to see company description.
• Add To. Tap to add to any custom list.
Fundamentals
• Swipe for Performance, Earnings
and Ratios.
Tap a Component to see its Factors.
• Technical Rating
• Industry Rating
• Signals
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20
Charts
Chart Display
The Chaikin Analytics Chart display shows 5 slices of high-value indicators.
Price, Averages, Bands
• Price Bars.
• EMA21. 21-day Exponential Moving Average of closing price.
• Chaikin Bands. Computed as a percentage above and below EMA21.
• Chaikin Trend. 200-day Double-Exponential Moving Average.
How to use it
Chaikin Bands are an indication of a stock’s normal trading range.
When a stock hits a band, this is a potential decision point. If the
stock drops to a Lower Band and the Power Gauge is Bullish and
other factors in your decision process confirm, this can be a good
entry point for a stock you are looking to own. Conversely, if a stock
rallies to an Upper Band while the Power Gauge and other factors
are Bearish, you might consider taking profits.
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21
Charts
Chart Display
Chaikin Money Flow (CMF)
Chaikin Money Flow is a propriety measure of net
accumulation (green) or distribution (red). This is a simple,
effective way of including volume in your analysis, and has
become an industry-standard tool.
A stock which is closing high in its daily range on high
volume is considered to be under net accumulation, and
conversely a stock closing nearer its daily low on high
volume is considered to be under net distribution, as these
patterns may reflect institutional trading activity.
How to use it
CMF ranges from +100 to -100. A stock which closes at its high
21 days in a row will have a value of 100. A value of +25 or -25
is considered strong accumulation or distribution.
We have also found that strong “Money Flow Persistency” can
be a Bullish indication. A solid region of green Money Flow
over the preceding 6-month period is a useful supporting
factor along with a Bullish Power Gauge Rating (see Cigna (CI)
for 2013). Conversely, a solid region of red indicates strong
distribution.
Copyright © 2015 Chaikin Analytics, LLC - All Rights Reserved. Apple, the Apple logo, iPhone, iPad, iPad Mini, iTunes are trademarks of Apple Inc. App Store is a service mark of Apple Inc.
22
Charts
Chart Display
Overbought/Oversold (OB/OS)
This indicator provides a smoothed, scaled cyclical indication of
where a stock is in its normal trading range.
How to use it
When OB/OS drops below 30 then turns up, this can be a good entry
point when confirmed by the Power Gauge. A level of 70 is considered
Overbought.
Relative Strength
This indicator provides a consistently scaled indication of a stock’s
recent performance relative to the S&P 500. When the gradient gets
to green, this indicates the stock has been strongly outperforming the
market.
How to use it
Periods of very strong (or very weak) relative activity may
indicate an underlying shift in the market’s sentiment about a
stock which is not yet picked up in the Power Gauge rating.
Historical Power Gauge Rating
A ribbon of the stock’s Power Gauge Rating over time.
How to use it
The Chaikin Power Gauge is described in the following section.
ETFs do not currently get a Power Gauge Rating.
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23
Charts
Chart Controls
Time Frames
Toggle between 1 year daily and 5
year weekly chart.
Historical Signals
Toggle a Buy/Sell signal pair
historically on or off the chart.
Data Window
Tap a Chart, or press
to turn on a
data window, showing price and indicator values for a particular date. Drag
the window to move it. Tap the chart
or the icon again to turn it off.
Active Signals
An indication of which Signal or
Signals are currently triggered for this
stock. Tap to toggle on or off.
ETF Charts
Although they do not have Power Gauge Ratings, ETF charts have the
same technical analytics as stock charts and can be used to make informed
Buy/Sell decisions. Look for ETFs which have been above a rising long-term
trend, outperforming the market, with persisent Chaikin Money Flow. Then be
patient and wait for Oversold pullbacks.
More detail on ETF Charts can be found here.
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24
Chaikin Power Gauge Rating
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25
Chaikin Power Gauge Rating
Overview
The Chaikin Power Gauge Rating (PGR) is the core of the Chaikin Analytics system. It
combines 20 factors into a simple, reliable indication of a stock’s potential performance
relative to the market over the next 1-6 months, and is supported by 10 years of
independent backtesting.
The model looks at the following Components:
• Financial Metrics
• Earnings Performance
• Price/Volume Activity
• Expert Opinions.
The rating ranges from Very Bearish (likely to underperform) to Very Bullish (likely to
outperform).
VERY BEARISH
BEARISH
NEUTRAL
NEUTRAL
NEUTRAL
BULLISH
VERY BULLISH
How do I use it?
Since it includes so many key technical and fundamental metrics, the PGR can be an
important building block in a Buy/Sell evaluation. In short, the easiest way to benefit from
the PGR is: consider buying or holding Bullish stocks, and avoiding Bearish stocks.
Of course, any investment decision depends on many factors, including suitability
relative to your financial goals. The PGR should not be be used in isolation - you may
want to consider other factors such as Industry Group strength and timing, which Chaikin
Analytics Signals are designed to assist with.
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26
Chaikin Power Gauge Rating
How is it Computed?
Raw Power Gauge Rating
Before each trading day, a ‘raw’ Power Gauge is computed for all stocks in the system
which have at least one year of trading history and report earnings. Recent IPOs and ETFs
will not have a Power Gauge Rating.
Twenty factors are weighted and combined into a daily PGR value. The end-of-week
rating is stored as the historical value for the week.
Technical Overlay
A ‘technical overlay’ is applied, which may clip a Bullish or Bearish rating to “Neutral” if the
stock’s technical trend does not confirm the raw Power Gauge Rating.
A Bullish stock will be clipped to Neutral+ if it closes below its long-term
trend (200-day DEMA, the orange line on the Chart)
A Bearish stock will be clipped to Neutral- if it closes above its long-term
trend.
This acts as a ‘circuit-breaker’ to minimize risk in cases where trading activity may not yet be
reflected in the model.
Exception: A spike in short-term volume indicates a potential change in direction and will
remove the ‘circuit-breaker’, allowing the Power Gauge Rating to return to it’s normal value.
Rating Distributions
The model is designed so that in non-trending markets there will be a consistent
percentage of stocks with each rating at any given time. In strongly trending markets,
there may be more Bullish or Bearish stocks, due to the technical overlay.
Copyright © 2015 Chaikin Analytics, LLC - All Rights Reserved. Apple, the Apple logo, iPhone, iPad, iPad Mini, iTunes are trademarks of Apple Inc. App Store is a service mark of Apple Inc.
27
Chaikin Power Gauge Rating
Components & Factors
The following are the 20 Power Gauge Factors, grouped
into 4 top-level Components.
These can be seen by expanding the Power Gauge in the
Chart Sidebar.
Each Factor starts with a raw value which is normalized for
consistency across different types of stocks, then given a
1-100 score reflecting its relative rank within the comparison
universe (the Russell 3000 or Industry, depending on the
factor).
Factors are combined with a proprietary weighting system
into a raw rating, which is adjusted for strongly trending
stocks to arrive at a final Power Gauge Rating.
Factors have been selected for their predictive value and
lack of covariance.
Financial Metrics
Earnings Performance
Price/Volume Activity
Expert Opinions
LT Debt/Equity Ratio
Price to Book Value
Return on Equity
Price to Sales Ratio
Business Value
Earnings Growth
Earnings Surprise
Earnings Trend
Projected P/E Ratio
Earnings Consistency
Relative Strength vs Market
Chaikin Money Flow
Price Trend
Price Trend Rate-of-Change
Volume Trend
Earnings Estimate Revisions
Short Interest
Insider Activity
Analyst Opinions
Relative Strength vs Industry
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28
Alerts
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29
Alerts
Power Gauge Alerts
Power Gauge Ratings are generated before each trading day for
stocks which have become Bullish or Bearish as a result of the
daily update, generally by 7:30am EST. (Note: there is no Alert if a
Bullish stock moves to “Very Bullish” or a Bearish stock moves to
Very Bearish).
Date. The effective date of the alert – generally, the date
of calculation.
Price Trend Alerts
Price Trend Alerts are generated after each trading day for stocks
which have crossed above or below their long-term trend on
a closing basis as a result of the nightly update, generally by
11:30pm EST. This may also trigger a Power Gauge Alert. The
trend used is “Chaikin Trend” – a 200-day double-exponential
average – the orange line on Chaikin Analytics charts.
Date. The effective date of the Alert - the trading day
following the cross over.
Price. The closing price that triggered the Alert.
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30
Alerts
Earnings Surprises
Earnings Surprises can be a primary driver of volatile market activity.
Chaikin Analytics receives quarterly earnings announcements 5 times
during the trading day, and again at 1:15am after each trading day.
Stocks which report Earnings that differ from their consensus Estimate
generate an Earnings Surprise Alert.
We have found that stocks with Very Bearish Power Gauge ratings
are at higher risk for negative earnings surprises, and the converse is
true for Very Bullish ratings. You can use this fact to help position you
ahead of earnings announcements.
Date. Date of the earnings announcement.
Act. Actual reported quarterly EPS.
Est. Consensus estimate quarterly EPS.
Pct. Percent difference between Estimate and Actual.
Estimate Revisions
Changes in analyst Earnings Estimates can also be significant drivers
of market activity. Chaikin receives consensus quarterly estimates
after each weekday, and generates Estimate Revision Alerts when the
new estimate differs from the previous estimate by more than 2 cents
per share (or 2%).
Date. The date the Alert was calculated.
Old. Previous consensus earnings estimate for upcoming quarter.
New. New consensus earnings estimate for upcoming quarter.
Pct. Pct difference between Old and New estimate.
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31
Signals
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32
Signals
Overview
Chaikin Analytics provides 6 pairs of Buy/Sell Signals to
identify stocks with important patterns of trading activity.
While Power Gauge Ratings are designed to help you decide
which stocks to buy, Signals help you decide when.
We recommend using Signals in conjunction with Power
Gauge, Chart technicals, and Industry Ratings to arrive at a
fully informed Buy/Sell decision.
Signals are updated daily. If a Signal has not recently
triggered, and its conditions are met at the Close, the Signal
will be Active until the following Close.
Features
• See a Buy/Sell icon for any stock in a Watchlist.
• Filter a list to see only stocks with a specific Signal triggered.
• See Active and Historical Signals on a Chart.
Copyright © 2015 Chaikin Analytics, LLC - All Rights Reserved. Apple, the Apple logo, iPhone, iPad, iPad Mini, iTunes are trademarks of Apple Inc. App Store is a service mark of Apple Inc.
33
Signals
Definitions
The following are the Buy and Sell Signals in the Chaikin Analytics system. Signals are defined by a triggering event plus supporting
conditions. Key conditions are noted - other filter criteria are included to improve the effectiveness of each Signal.
Buy Signals
Oversold Buy
Sell Signals
Overbought Sell
• Stock makes a short-term low WHILE
• Stock makes a short-term high WHILE
• Price is Oversold
• Price is Overbought
• Power Gauge is BULLISH
• Power Gauge is BEARISH
Breakout Buy
Breakdown Sell
• Stock breaks out of its Upper Band WHILE
• Stock breaks down below its Lower Band WHILE
• Stock has been outperforming the market
• Stock has been underperforming the market
• Money Flow is strong
• Money Flow is weak
• Power Gauge is BULLISH
• Power Gauge is BEARISH
Reversal Buy
Reversal Sell
• Stock crosses over its short-term trend WHILE
• Stock crosses under its short-term trend WHILE
• Stock has been underperforming the market
• Stock has been outperforming the market and
• Power Gauge is BULLISH
• Power Gauge is BEARISH
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Signals
Definitions
Buy Signals
Money Flow Buy
Sell Signals
Money Flow Sell
• Stock crosses over a rising short-term trend WHILE
• Stock crosses under short-term trend WHILE
• Money Flow is positive
• Money Flow is negative
• Power Gauge is BULLISH
• Power Gauge is BEARISH
Relative Strength Buy
Relative Strength Sell
• Stock crosses over its short-term trend WHILE
• Stock crosses under its short-term trend WHILE
• OB/OS is rising
• OB/OS is falling
• Stock has been outperforming the market
• Stock has been underperforming the market
Relative Strength Breakout
Relative Strength Breakdown
• Relative Strength becomes strong WHILE
• Relative Strength becomes weak WHILE
• Close is above Chaikin Trend OR
• Close is below Chaikin Trend OR
• Power Gauge is BULLISH
• Power Gauge is BEARISH
Notes on Signal Calculations:
• Signals are computed after each trading day when new closing data is received, generally by 11:30pm EST each week night. They do not change intraday.
• Calculations are based on market data and Power Gauge Ratings at the time of calculation, and are valid until the next trading day’s closing data is received.
• Ratings are updated before the following open and may change after Signals are calculated.
• ETFs may only trigger Relative Strength Signals.
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Reports
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Reports
Portfolio Health Check
Rotate your iPad to portrait orientation (vertical) while displaying viewing any stock list to automatically
generate a Chaikin Portfolio Health Check report for that list. This can be your My Stocks list or any list in the
system.
Chaikin Portfolio Health Check is a weekly analysis tailored to your individual holdings that shows you where
your stock portfolio is headed in the next 3-6 months—a virtual watchdog that alerts you to key events in your
portfolio. The “Power Grid” shows you at a glance whether your stocks are in strong or weak Industry Groups,
and “Potential Swaps” gives you specific ideas for swapping weak for strong.
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Reports
Chaikin Power Gauge Report
Rotate your iPad to portrait orientation (vertical) while displaying a Chart to automatically
download a Chaikin Power Gauge Report for the current stock.
This PDF provides an easily understood interpretation of the Chaikin Power Gauge Rating
and all of its components, as well as other important technical and fundamental analytics.
Power Gauge and Portfolio Health Check Reports can be emailed or printed for offline
reading.
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Appendix
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Chaikin Analytics: RealTick Edition
The RealTick edition of Chaikin Analytics is specifically
designed for active investors who require access to fast and
detailed transaction capabilities. It offers the active investor
all the same rich functionality available in Chaikin Analytics
combined with the ability to transact over RealTick’s high
speed data network. By clicking on the RealTick button at
the top of Chaikin Analytics screen, the user will gateway to
the RealTick service from within Chaikin Analytics using an
embedded browser (see image). Once users have completed
their trades, they can easily toggle back to full screen
mode in Chaikin Analytics. Users must have valid RealTick
credentials to access RealTick’s real-time market data and
advanced execution management services.
The integration of Chaikin Analytics’ time tested analytics
with RealTick’s sophisticated trading tools provides the
active investor with a powerful toolset to uncover actionable
investment ideas and to transact quickly and reliably.
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Disclaimer
Chaikin Analytics (CA) is not registered as a securities broker-dealer or investment advisor either with the U.S. Securities and Exchange
Commission or with any state securities regulatory authority. CA does not recommend the purchase of any stock or advise on the suitability of any
trade or investment. The information presented is generic in nature and is not to be construed as an endorsement, recommendation, investment
advice or any offer or solicitation to buy or sell securities of any kind, but solely as information requiring further research as to suitability, accuracy
and appropriateness. Users bear sole responsibility for their own investment research and decisions. www.chaikinanalytics.com/disclaimer
Copyright © 2015 Chaikin Analytics, LLC - All Rights Reserved. Apple, the Apple logo, iPhone, iPad, iPad Mini, iTunes are trademarks of Apple Inc. App Store is a service mark of Apple Inc.
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End of User Guide
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