70 STEPS

1. Welcome! In Part 1 of your Chaikin Test Drive, we’ll explore the Power Gauge Rating page and My Chaikin tools—helping you navigate the site, track stocks, and manage your lists and alerts.

2. At the top of the page is the navigation menu, with the search bar, navigation buttons, links to the Help Center, plus options to manage your account and log out.

3. Use the top navigation buttons to explore different areas of your subscription.

4. Above the navigation buttons, you’ll find the search bar.

5. Here you can search keywords, stocks, or ETFs to find matching stocks or articles in our system.

6. Click the X to close the search menu.

7. Let’s take a look at the Power Gauge Rating page. When you search for a stock, this is the page that opens.

8. On the Power Gauge Rating page, enter a ticker in the Search Symbols box and select the matching stock or use the search bar at the top of the page.

9. This will display the stock’s information in the workspace on the right.

10. All the way to the right, you’ll see the overall Power Gauge Rating—the core of Chaikin Analytics. It combines 20 factors across financials, earnings, technicals, and expert sentiment into a simple bullish-to-bearish score.

11. Click the italic ‘i’ to see more details about what the rating means.

12. Look deeper into the Power Gauge by selecting Financials, Earnings, Technicals, or Experts. Click any factor to expand it.

13. Once clicked the chosen section will expand, showing the stock’s positive and negative attributes.

14. In the center, you’ll see the Chaikin Chart with our proprietary indicators.

15. The top chart shows the historical price trend. (Represented here in red.) The blue line is the long-term trend, and the colored bar below shows the historical Power Gauge rating.

16. Next is Chaikin Money Flow, a proxy for institutional investor interest that reveals sentiment and perception of a stock among these investors.

17. Next is Overbought/Oversold, which gauges if a stock’s price is unusually high or low for its range. Rated 1–100, 70+ is overbought and 30 or below is oversold."

18. Last is Relative Strength, which compares a stock’s performance to the S&P 500 on a 1–100 scale. An RS of 65 means it’s outperformed 65% of the market, signaling possible sentiment shifts.

19. Want more advanced charting? Click the Advanced Chart button at the top to open a customizable chart.

20. This chart view lets you quickly analyze stocks, customize indicators, review past buy/sell signals, and access an upgraded version of our legacy charting workspace.

21. On the left is a quick access view, similar to the simple chart. By default, it shows your most recently viewed tickers.

22. Click the drop-down menu at the top to view stocks from your custom watchlists or Chaikin’s pre-curated lists or use the search bar to search for individual stocks.

23. At the top, access key info like Power Gauge rating, Chaikin Checklist, Industry Rating, and price movement.

24. Click Chart to switch from mountain view to traditional OHLC, Chaikin OHLC, or to add a volume chart.

25. Click Indicators to toggle Keltner Channels, LT Trend Line, Money Flow, Overbought/Oversold, Relative Strength, or add the 21-Day ATR.

26. Click Events to highlight EPS info and see Chaikin buy/sell signals marked on the chart at their occurrence. Note: Buy/Sell signals are only available to Smart Money Trader subscribers.

27. On the right, see stock performance details for the selected day, including open, high, low, close, money flow, relative strength, and weekly rating.

28. In the center, view your customized chart with any Chaikin indicators or events you’ve selected.

29. Click Exit Advanced Chart to return to the standard view.

30. Back on the main page is the Chaikin Pre-Trade Checklist, a premium tool that quickly shows if a stock meets Chaikin’s bullish criteria using key technical and fundamental indicators. (We saw a preview of this in the advanced chart.)

31. If there’s an article you have access to about this stock, you’ll see it here in the Articles mentioning section.

32. Recent alerts within the last 5 days—like rating changes or buy/sell signals (for Smart Money Trader subscribers)—will appear here.

33. Quick Stats are next, showing dividends, performance, and other key metrics.

34. An overview of the stock’s sector and industry is shown on the right.

35. A bit lower, you’ll see a preview of our Discovery Engine—type in a ticker to find stocks with similar traits.

36. Next, you’ll see a list of ETFs that hold this stock.

37. Lastly, any Hotlists containing this stock appear at the bottom—lists of stocks or ETFs curated by Chaikin Analytics using specific criteria.

38. Now, let’s look at the My Chaikin page—where you can create custom lists and set up email alerts.

39. The My Chaikin page helps you track the stocks and ETFs that matter most to you. This is where you can create your own custom lists. At first, you'll be brought to the Dashboard.

40. To create a custom list, click the Create List button.

41. There, you’ll have the option to import your list from a CSV file.

42. You’ll name the list, import the file, and select the column where your tickers are located.

43. Or, create a list manually by entering tickers one at a time.

44. Name the list and enter the tickers, separating them with commas or placing each on a new line to keep them organized.

45. Click Finish to complete the process, and your new list will appear in your Watchlists.

46. The List Monitor lets you quickly see your key stock lists, along with their movement and Power Gauge ratings.

47. Click the dropdown to choose which list appears here.

48. On the right, you’ll see an overview of the current markets.

49. Below that is the Sector Tracker, where you can track sectors by movement and Power Gauge rating strength.

50. Now, let’s look at the All Lists view.

51. This view shows all lists, including ones you’ve created and Chaikin-curated lists.

52. On the left, choose from your Watchlists, Chaikin Hotlists, Publication Bonuses, and more.

53. Use this menu to find your publication bonus lists. These lists are tied directly to your newsletter subscriptions and reflect the strategy or guidance of the analyst behind the service. They are typically updated daily.

54. You can also filter your results by performance and Power Bar rating.

55. Use the Email Alerts toggle to turn on alerts and get notified when stocks in this list change.

56. Click the gear icon to manage which alerts you receive.

57. These alerts range from ratings changes (available to any PowerGauge Pro subscriber) to buy/sell signals (exclusive to Smart Money Trader).

58. Clicking on a list will take you to the Health Check for that list.

59. The Health Check dashboard provides a complete performance summary for any list in your account. It’s a key tool for Pro members, allowing you to quickly assess trends, alerts, and upcoming events across your stocks at a glance.

60. Here you will find a breakdown of the stocks within a group by Bullish, Neutral, and Bearish Power Gauge Ratings

61. Any recent alerts, both bullish and bearish.

62. Yesterday's Top Movers, a stock performance overview.

63. The Industry Exposure section looks at the aggregate Power Gauge Ratings of stocks in the company’s Industry Group and assigns a rating from Strong to Weak. All of the industries of the stocks within your list are rated here.

64. Upcoming Earnings Activity — shows any earnings announcements scheduled over the next week or month for the stocks in your list.

65. View more detailed insights on these Health Check indicators by clicking the tabs here.

66. This section lets you view the performance and Power Gauge Rating of the stocks in your list, as well as edit or remove them.

67. To delete a stock from your custom list, click the Remove button in the corresponding column.

68. That wraps up this section! Next, we’ll head into the Legacy Analytics platform, where you’ll unlock advanced tools like the Discovery Engine and Screener.

69. Thanks for joining our Chaikin Analytics Open House!
We covered ratings, charts, discovery tools, screeners, and lists. Use these tools to spot opportunities, track stocks, and invest with confidence!

70. Need more help? Call us at 877-978-6257 or Email us at [email protected]. You can also Visit our Help Center anytime for step-by-step guides and FAQs.

Thank you again for joining us and have a good day!

13 STEPS

1. Welcome to Part 2 of your Chaikin Test Drive! In this section, we’ll tour the Legacy Analytics Platform.

2. While most features are available on the main platform we’ve been reviewing, some advanced capabilities of the Discovery Engine and Screener are only accessible in the Analytics platform.

3. Once in Analytics, use the top navigation bar to find pages. We’ll skip Dashboard and Workspace, since these are upgraded on the main site and only show an older versions of our ratings and charts.

4. Click into the Discovery Engine for maximum insights. Enter a ticker to find stocks with similar traits or setups, and use it to spot potential swaps for Bearish-rated stocks.

5. Type in the box here and select the matching ticker symbol to generate results.

6. Now let’s try out the Screener to filter stocks based on your chosen criteria.

7. On the left, you’ll see screener criteria ranging from Power Gauge Rating to dividends.

8. Click the folder at the top of the list to access Preset Screens which are ready-made filters to explore strategies without starting from scratch, or you can create your own screeners to store here.

9. Click the screen you want, adjust criteria as needed, then hit Get Results to run it.

10. Your generated results will appear on the right, ready for you to compare.

11. When you’re finished in the legacy platform, click Back to Publications at the top to return to the main website.

12. Thanks for joining our Chaikin Analytics Open House!
We covered ratings, charts, discovery tools, screeners, and lists. Use these tools to spot opportunities, track stocks, and invest with confidence!

13. Need more help? Call us at 877-978-6257 or Email us at [email protected]. You can also Visit our Help Center anytime for step-by-step guides and FAQs.

Thank you again for joining us and have a good day!

98 STEPS

1. Welcome! For 30 days, explore Power Gauge Investor, Smart Money Trader, and Power Profits — all with Power Gauge PRO. This guide shows you how to navigate the site and use your tools.

2. When you log in, the first page you’ll see is My Publications. Here you’ll find all newsletters you have access to—including your free Powerfeed daily e-letter and the monthly Market Insights.

3. At the top of the page is the navigation menu, with the search bar, navigation buttons, links to the Help Center, plus options to manage your account and log out.

4. Use the top navigation buttons to explore different areas of your subscription.

5. Above the navigation buttons, you’ll find the search bar.

6. Here you can search keywords, stocks, or ETFs to find matching stocks or articles in our system.

7. Click the X to close the search menu.

8. Back on the My Publications page, you’ll see your new newsletters listed under Marc’s picture.

9. Click the newsletter title to open it and view its reports.

10. After opening a newsletter, you’ll see its overview page with all reports, FAQs, and features. All newsletter pages look the same — only the information inside differs.

11. On the left, you’ll see the newsletter overview section, which provides insights into the goals and strategies of the newsletter.

12. Below that, you’ll find the publishing schedule, including the release dates for the current and upcoming issues.

13. And quick links to the Welcome Letter, FAQ, and Portfolio. The Welcome Letter introduces your subscription, while the FAQ covers common questions like exit strategies and allocation guides.

14. Monthly issues and updates appear here, following the schedule on the left. This is where you’ll find the most up-to-date research and recommendations.

15. Below your monthly issues and stock updates are special reports, covering key trends and topics. You’ll also find any bonuses tied to your subscription, such as masterclasses and trainings.

16. Clicking ‘View All’ lets you see the full archive of reports.

17. Use the Issues & More tab to easily find reports, videos, and updates.

18. Use the filters on the left to sort by analyst, product, or content type.

19. Click the Save button to bookmark an article or video for easy access later.

20. View saved items by toggling the ‘Saved Articles Only’ switch on.

21. Next, let’s take a look at our portfolios.

22. The portfolio page tracks all stocks and ETFs in our newsletter model portfolios. By default, all portfolios appear, and you can scroll up or down to view them.

23. Click ‘Select a Portfolio to View’ to choose an individual publication’s newsletter.

24. The portfolio shows the ticker, recommendation date, reference price, latest close, dividends per share, total return with dividends, current recommendation, and any stop loss.

25. At the bottom of each newsletter’s portfolios, you’ll find a notes section outlining stop-loss details and other important information related to those portfolios.

26. Now, let’s explore the Power Gauge Rating page.

27. On the Power Gauge Rating page, enter a ticker in the Search Symbols box and select the matching stock.

28. This will display the stock’s information in the workspace on the right.

29. All the way to the right, you’ll see the overall Power Gauge Rating—the core of Chaikin Analytics. It combines 20 factors across financials, earnings, technicals, and expert sentiment into a simple bullish-to-bearish score.

30. Click the italic ‘i’ to see more details about what the rating means.

31. Look deeper into the Power Gauge by selecting Financials, Earnings, Technicals, or Experts. Click any factor to expand it.

32. Once clicked the chosen section will expand, showing the stock’s positive and negative attributes.

33. In the center, you’ll see the Chaikin Chart with our proprietary indicators.

34. The top chart shows the historical price trend. (Represented here in red.) The blue line is the long-term trend, and the colored bar below shows the historical Power Gauge rating.

35. Next is Chaikin Money Flow, a proxy for institutional investor interest that reveals sentiment and perception of a stock among these investors.

36. Next is Overbought/Oversold, which gauges if a stock’s price is unusually high or low for its range. Rated 1–100, 70+ is overbought and 30 or below is oversold."

37. Last is Relative Strength, which compares a stock’s performance to the S&P 500 on a 1–100 scale. An RS of 65 means it’s outperformed 65% of the market, signaling possible sentiment shifts.

38. Want more advanced charting? Click the Advanced Chart button at the top to open a customizable chart.

39. This chart view lets you quickly analyze stocks, customize indicators, review past buy/sell signals, and access an upgraded version of our legacy charting workspace.

40. On the left is a quick access view, similar to the simple chart. By default, it shows your most recently viewed tickers.

41. Click the drop-down menu at the top to view stocks from your custom watchlists or Chaikin’s pre-curated lists or use the search bar to search for individual stocks.

42. At the top, access key info like Power Gauge rating, Chaikin Checklist, Industry Rating, and price movement.

43. Click Chart to switch from mountain view to traditional OHLC, Chaikin OHLC, or to add a volume chart.

44. Click Indicators to toggle Keltner Channels, LT Trend Line, Money Flow, Overbought/Oversold, Relative Strength, or add the 21-Day ATR.

45. Click Events to highlight EPS info and see Chaikin buy/sell signals marked on the chart at their occurrence. Note: Buy/Sell signals are only available to Smart Money Trader subscribers.

46. On the right, see stock performance details for the selected day, including open, high, low, close, money flow, relative strength, and weekly rating.

47. In the center, view your customized chart with any Chaikin indicators or events you’ve selected.

48. Click Exit Advanced Chart to return to the standard view.

49. Back on the main page is the Chaikin Pre-Trade Checklist, a premium tool that quickly shows if a stock meets Chaikin’s bullish criteria using key technical and fundamental indicators. (We saw a preview of this in the advanced chart.)

50. If there’s an article you have access to about this stock, you’ll see it here in the Articles mentioning section.

51. Recent alerts within the last 5 days—like rating changes or buy/sell signals (for Smart Money Trader subscribers)—will appear here.

52. Quick Stats are next, showing dividends, performance, and other key metrics.

53. An overview of the stock’s sector and industry is shown on the right.

54. A bit lower, you’ll see a preview of our Discovery Engine—type in a ticker to find stocks with similar traits.

55. Next, you’ll see a list of ETFs that hold this stock.

56. Lastly, any Hotlists containing this stock appear at the bottom—lists of stocks or ETFs curated by Chaikin Analytics using specific criteria.

57. Now, let’s look at the My Chaikin page—where you can create custom lists and set up email alerts.

58. The My Chaikin page helps you track the stocks and ETFs that matter most to you. This is where you can create your own custom lists. At first, you'll be brought to the Dashboard.

59. To create a custom list, click the Create List button.

60. There, you’ll have the option to import your list from a CSV file.

61. You’ll name the list, import the file, and select the column where your tickers are located.

62. Or, create a list manually by entering tickers one at a time.

63. Name the list and enter the tickers, separating them with commas or placing each on a new line to keep them organized.

64. Click Finish to complete the process, and your new list will appear in your Watchlists.

65. The List Monitor lets you quickly see your key stock lists, along with their movement and Power Gauge ratings.

66. Click the dropdown to choose which list appears here.

67. On the right, you’ll see an overview of the current markets.

68. Below that is the Sector Tracker, where you can track sectors by movement and Power Gauge rating strength.

69. Now, let’s look at the All Lists view.

70. This view shows all lists, including ones you’ve created and Chaikin-curated lists.

71. On the left, choose from your Watchlists, Chaikin Hotlists, Publication Bonuses, and more.

72. Use this menu to find your publication bonus lists. These lists are tied directly to your newsletter subscriptions and reflect the strategy or guidance of the analyst behind the service. They are typically updated daily.

73. You can also filter your results by performance and Power Bar rating.

74. Use the Email Alerts toggle to turn on alerts and get notified when stocks in this list change.

75. Click the gear icon to manage which alerts you receive.

76. These alerts range from ratings changes (available to any PowerGauge Pro subscriber) to buy/sell signals (exclusive to Smart Money Trader).

77. Clicking on a list will take you to the Health Check for that list.

78. The Health Check dashboard provides a complete performance summary for any list in your account. It’s a key tool for Pro members, allowing you to quickly assess trends, alerts, and upcoming events across your stocks at a glance.

79. Here you will find a breakdown of the stocks within a group by Bullish, Neutral, and Bearish Power Gauge Ratings

80. Any recent alerts, both bullish and bearish.

81. Yesterday's Top Movers, a stock performance overview.

82. The Industry Exposure section looks at the aggregate Power Gauge Ratings of stocks in the company’s Industry Group and assigns a rating from Strong to Weak. All of the industries of the stocks within your list are rated here.

83. Upcoming Earnings Activity — shows any earnings announcements scheduled over the next week or month for the stocks in your list.

84. View more detailed insights on these Health Check indicators by clicking the tabs here.

85. This section lets you view the performance and Power Gauge Rating of the stocks in your list, as well as edit or remove them.

86. To delete a stock from your custom list, click the Remove button in the corresponding column.

87. Now let’s click into our legacy platform. While most features are available on the main platform we’ve been reviewing, some advanced capabilities of the Discovery Engine and Screener are only accessible in the Analytics platform.

88. Once in Analytics, use the top navigation bar to find the correct page. We’ll skip Dashboard and Workspace here, since these are already covered in detail on the main website.

89. Click into the Discovery Engine for maximum insights. Enter a ticker to find stocks with similar traits or setups, and use it to spot potential swaps for Bearish-rated stocks.

90. Type in the box here and select the matching ticker symbol to generate results.

91. Now let’s try out the Screener to filter stocks based on your chosen criteria.

92. On the left, you’ll see screener criteria ranging from Power Gauge Rating to dividends.

93. Click the folder at the top of the list to access Preset Screens which are ready-made filters to explore strategies without starting from scratch, or you can create your own screeners to store here.

94. Click the screen you want, adjust criteria as needed, then hit Get Results to run it.

95. Your generated results will appear on the right, ready for you to compare.

96. When you’re finished in the legacy platform, click Back to Publications at the top to return to the main website.

97. Thanks for joining our Chaikin Analytics Open House!
We covered ratings, charts, discovery tools, screeners, and lists. Use these tools to spot opportunities, track stocks, and invest with confidence!

98. Need more help? Call us at 877-978-6257 or Email us at [email protected]. You can also Visit our Help Center anytime for step-by-step guides and FAQs.

Thank you again for joining us and have a good day!