Research by Potomac
A toolkit for advisors from actual money managers
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One monthly membership that provides access to everything we do. Start a commitment free 30-day trial, then $399 a month. Cancel any time.
Scanning Reports
Monthly Chart Book
Sector Deep Dives
Intermarket Analysis
Mythbusters and more
About the Research
We designed Research by Potomac specifically for Financial Advisors, covering markets from the lens of being Technical, Tactical, and Quantitative.
No confusing tiers, fake discounts, or attempts to bait you into signing up for a year.
“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
Full Subscriber Benefits
“We believe in probability, not prediction.” – Dan Russo, CMT
01.
Scanning Reports
Weekly scans of stocks and ETFs across different categories (Broad Market, Sectors, Global Regions, Countries, etc.)
02.
Sector Deep Dives
A twice a week in-depth look into one of the eleven sectors of the S&P 500.
03.
Chart Book
A monthly recap of what we’re seeing across the industry, delivered in an annotated PDF Chart Book for easy reference.
04.
Small Cap Ideas
A look at opportunities within the small cap space, presented mid-week.
05.
Intermarket Analysis
A weekly note that analyzes important Intermarket relationships. Is the environment currently Risk-On or Risk-Off?
06.
Mythbusters
Quantitative tests to examine and dissect technical analysis lore. Fewer explosions than the eponymous television show, probably.
07.
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?
08.
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.
09.
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.
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