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Research by Potomac

A toolkit for advisors from actual money managers

An Essential Toolkit

Designed specifically for Financial Advisors, covering markets from the lens of being Technical, Tactical, and Quantitative.

Free 30-Day Trial

Cancel at any time during the month, and you will not be rebilled while you enjoy the Research for the rest of the month.

Luck is not an Investment Strategy. 

Every advisor faces risk of the unknown.

“By opening up our own research process to advisors, Potomac can shed some light on what is moving the markets. We share insights that come directly from our Investment Committee—the same people making decisions about our own investments.” – Manish Khatta, CIO

What We Offer

We don’t believe in tiers, variable pricing, or misleading cancellation language.

Free Daily Note

Not ready to start a free trial? Grab our free daily note to see what this is all about. You’ll get a daily look at broad market sectors, global regions, and more.

Full Membership

No confusing tiers, fake discounts, or attempts to bait you into signing up for a year. Start a commitment free 30-day trial, then $399 a month. Cancel any time.

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Scanning Reports

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Monthly Chart Book

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Sector Deep Dives

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Intermarket Analysis

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Mythbusters and more

Full Subscriber Benefits

“We believe in probability, not prediction.” – Dan Russo, CMT

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Scanning Reports

Weekly scans of stocks and ETFs across different categories (Broad Market, Sectors, Global Regions, Countries, etc.)

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Sector Deep Dives

A twice a week in-depth look into one of the eleven sectors of the S&P 500.

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Chart Book

A monthly recap of what we’re seeing across the industry, delivered in an annotated PDF Chart Book for easy reference.

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Small Cap Ideas

A look at opportunities within the small cap space, presented mid-week.

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Intermarket Analysis

A weekly note that analyzes important Intermarket relationships. Is the environment currently Risk-On or Risk-Off?

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Mythbusters

Quantitative tests to examine and dissect technical analysis lore. Fewer explosions than the eponymous television show, probably.

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Know What You Own

A monthly deep dive into popular mutual funds and ETFs. Do you know what you hold within your portfolio beyond the name?

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Conference Calls

A recorded monthly conference call reviewing the best charts, what has our attention, and what to look forward to in the month ahead.

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Exclusive Content

Video and audio content exclusive to our subscriber audience not shared on our public channels. Featuring our Research Team and special guests.

The Team

Our people give us the drive, the experience, and the passion to bring you an unparalled RIA experience.

The Daily Note

A glimpse at our daily Market Research; see what we see each morning.

Somewhere  in Between

Somewhere
in Between

Bulls look for breakouts from resistance in High Beta/Low Vol, Discretionary/Staples, some degree of stabilization in both Lumber/Gold and Copper/Gold, and an oversold print in the RSI of High Yield Credit Spreads.

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Heavy Metal

Heavy
Metal

The relative performance of metals-related stocks could be signaling either continued strength or a pause in the downtrend.

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Losing Streaks

Losing
Streaks

The losing streaks for U.S. and global equity markets continue to expand, and it is hard to make a compelling case for the asset class.

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