Wall Street Research for Individual Investors
Tom Lee's data-driven research — independent, institutional-grade, and now available directly to individual investors.
What does a Fundstrat Direct membership include?
Direct access to Tom Lee's research, real-time alerts, stock lists and live webinars. Pick Macro (U.S. stocks), Crypto, or Pro (both). Free trial included.
Annual plans
is included with every annual plan.
- ✓
Fundstrat AI included
- ✓ Near-daily macro strategy from Tom Lee & team
- ✓ Real-time macro market alerts
- ✓ Curated stock lists and sector allocation tools
- ✓ Live webinars (macro)
- ✓ Fundstrat AI Desk — ask the markets anything
- ✓ AI charts & stock scoring benchmarked against Mark Newton's model
- ✓
Fundstrat AI included
- ✓ Everything in Macro
- ✓ Everything in Crypto
- ✓ AI insights on your portfolios, stocks & investment activity
- ✓ Stock scoring benchmarked against Mark Newton's model
- ✓ Fundstrat AI Desk — ask the markets anything
- ✓ AI charts, chartbooks & automated client communications
- ✓
Fundstrat AI included
- ✓ Near-daily crypto strategy from Fundstrat team
- ✓ Real-time crypto market alerts
- ✓ Curated crypto picks and crypto equities lists
- ✓ Live webinars (crypto)
- ✓ Fundstrat AI Desk — ask the markets anything
- ✓ AI charts, chartbooks & automated client communications
Monthly plans
- ✓ Everything in Macro
- ✓ AI insights on your portfolios, stocks & investment activity
- ✓ Stock scoring benchmarked against Mark Newton's model
- ✓ Fundstrat AI Desk — ask the markets anything
- ✓ AI charts, chartbooks & automated client communications
- ✓ Everything in Pro (Macro + Crypto)
- ✓ AI insights on your portfolios, stocks & investment activity
- ✓ Stock scoring benchmarked against Mark Newton's model
- ✓ Fundstrat AI Desk — ask the markets anything
- ✓ AI charts, chartbooks & automated client communications
- ✓ Built on the latest frontier AI models from Anthropic and other leading labs
- ✓ Everything in Crypto
- ✓ AI insights on your portfolios, holdings & investment activity
- ✓ Fundstrat AI Desk — ask the markets anything
- ✓ AI charts, chartbooks & automated client communications
Compare plans
| Free Create Free Account | Macro Start Free Trial | Pro Start Free Trial | Crypto Start Free Trial | |
|---|---|---|---|---|
| Macro Reports | ||||
|
Macro Minute Video Tom Lee · Near-daily
A concise video update from Tom Lee covering key market data, macro moves, and clear near-term
takeaways.
|
— | ✓ | ✓ | — |
|
First Word Tom Lee · Near-daily
Tom Lee's flagship macro analysis — data-driven, actionable insights on the most important
market developments.
|
— | ✓ | ✓ | — |
|
Daily Technical Analysis
Mark Newton · Daily
Daily video and report from Mark Newton highlighting technically-attractive setups and key
levels to watch.
|
— | ✓ | ✓ | — |
|
Earnings Daily
Fundstrat Direct Team · Daily during earnings season
One-stop-shop for earnings season metrics — growth, sales, and surprise trends by sector.
|
— | ✓ | ✓ | — |
|
Your Weekly Roadmap
Hardika Singh · Kent Fung · Weekly
Weekly summary of upcoming market events and updates on Fundstrat's key investment theses to set
up the week ahead.
|
— | ✓ | ✓ | — |
|
First to Market Hardika Singh · Kent Fung · Daily
Daily pre-market briefing covering the most important developments across equities, macro, and
geopolitics before the opening bell.
|
— | ✓ | ✓ | — |
|
Signal From Noise
Hardika Singh · Kent Fung · Bi-weekly
Timely market themes and sectors with corresponding stocks, cutting through day-to-day noise for
a distinct perspective.
|
✓ | ✓ | ✓ | ✓ |
|
U.S. Policy Tom Block · Weekly
Weekly update on developments in Washington DC and how policy shifts may impact Wall Street.
|
— | ✓ | ✓ | — |
|
Fed Watch
Alexa Sinsheimer · Max Motz · Around every FOMC
Analysis on FOMC decisions and Fed communications, published on FOMC event dates.
|
— | ✓ | ✓ | — |
| Crypto Reports | ||||
|
Digital Asset Strategy
Sean Farrell · Nightly
Quick-hitting videos on the latest crypto market developments, actionable opportunities, and
near-term catalysts.
|
— | — | ✓ | ✓ |
|
Crypto Deep Research
Fundstrat Crypto Team · Periodic
In-depth reports on leading protocols, companies, and funds — technology, market positioning,
and risk.
|
— | — | ✓ | ✓ |
| Market Alerts | ||||
|
⚡ Macro FlashInsights
Real-time actionable alerts on macro and equity market developments.
|
— | ✓ | ✓ | — |
|
⚡ Crypto FlashInsights
Real-time alerts on crypto market events and relevant macro developments.
|
— | — | ✓ | ✓ |
| Stock Lists & Allocation Tools | ||||
|
Fundstrat Large-Cap Top Ideas
Rebalanced monthly
Actionable ideas drawn from Fundstrat's evidence-based research, blending top-down macro
analysis with bottom-up stock selection.
|
— | ✓ | ✓ | — |
|
Fundstrat SMID-Cap Top Ideas
Rebalanced monthly
A small- and mid-cap stock list applying Fundstrat's proprietary top-down and bottom-up
framework.
|
— | ✓ | ✓ | — |
|
Fundstrat Sector Allocation
Rebalanced monthly
A flexible sector-based allocation guide for ETF or stock investors.
|
— | ✓ | ✓ | — |
|
Upticks
Rebalanced at analyst's discretion
Our most tactical stock list, built 100% from technical signals and timing tools.
|
— | ✓ | ✓ | — |
|
Crypto Core Strategy
Rebalanced at analyst's discretion
A crypto allocation strategy that adjusts exposure across bitcoin, stablecoins, and select
altcoins.
|
— | — | ✓ | ✓ |
|
Crypto Equities Portfolio
Rebalanced at analyst's discretion
A model portfolio allocating across crypto-linked equities and spot token ETFs — spanning
Bitcoin miners, financial services, and digital asset treasuries.
|
— | — | ✓ | ✓ |
| Webinars | ||||
|
Macro Update & Top Ideas Webinar
Tom Lee & Mark Newton · Monthly
Interactive monthly webinar — top stock ideas, market outlook, and member Q&A with Tom Lee
and Mark Newton.
|
— | ✓ | ✓ | — |
|
Live Stock Analysis Webinar
Mark Newton · Monthly
A live webinar featuring analysis on member-submitted stocks and questions.
|
— | ✓ | ✓ | — |
|
Crypto Market Update Webinar
Sean Farrell & Mark Newton · Monthly
Comprehensive monthly webinar blending technical and fundamental insights across the major
digital assets.
|
— | — | ✓ | ✓ |
|
Macro Guest Webinars / Fireside Chats
Fundstrat Network · Ad hoc
Seminars with leaders across tech, policy, and markets. Recent guests include Dan Ives and
Anirudh Devgan.
|
— | ✓ | ✓ | — |
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Market Outlook Tom Lee · Annual
Tom Lee's annual presentation — full macro thesis, favored sectors, top ideas, and key risks for
the year ahead.
|
— | ✓ | ✓ | — |
|
Technical Outlook Mark Newton · Annual
Mark Newton's annual technical market outlook — sector positioning, key levels, and chart
signals for the year ahead.
|
— | ✓ | ✓ | — |
|
Crypto Outlook Webinar
Sean Farrell · Annual
Annual webinar exploring the crypto market outlook and in-depth research from the Fundstrat
crypto team.
|
— | — | ✓ | ✓ |
|
Crypto Guest Webinars / Fireside Chats
Fundstrat Network · Ad hoc
Exclusive seminars with leaders across crypto and policy. Recent guests include Barry Silbert
and Anthony Scaramucci.
|
— | — | ✓ | ✓ |
| Tools & Community Features | ||||
|
Snapshot Newsletter
Fundstrat's free weekly newsletter. Key market insights, data points worth watching, and the
team's read on what matters — delivered to your inbox every week.
|
✓ | ✓ | ✓ | ✓ |
|
Community Webinars & Events
Free community-facing webinars and events across macro and crypto — open to all Fundstrat Direct
account holders.
|
✓ | ✓ | ✓ | ✓ |
|
Watchlist
Follow tickers and get notified the moment Fundstrat publishes on a stock you're tracking.
Real-time prices, charts, sector heatmap, and custom price alerts included.
|
✓ | ✓ | ✓ | ✓ |
|
Fundstrat Academy
Educational modules and articles covering market fundamentals, technical analysis, and
Fundstrat's research methodology. Learn how to read the market the way our analysts do.
|
✓ | ✓ | ✓ | ✓ |
|
Portfolio Tracker
Track your portfolio vs. the S&P 500 in real time. Holdings map, winners/losers, sector
breakdown, and AI-powered import from brokerage screenshots.
|
✓ | ✓ | ✓ | ✓ |
|
Market Heatmap
Interactive sector and market performance visualization — see what's moving at a glance.
|
✓ | ✓ | ✓ | ✓ |
|
Mobile App
Full access to research, tools, and alerts on iOS and Android.
|
✓ | ✓ | ✓ | ✓ |
Buying for someone else?
Tom Lee's Macro Minute Video
An inside look at what members receive — Tom Lee's near-daily, evidence-based market read, recorded after the close. Typically under 10 minutes.
Don't take our word for it.
Join thousands of investors who rely on Tom Lee's research to navigate the market.
Incredible analysis backed up with solid data. I sincerely appreciate your team's work and for educating people. Love it. Cheers
Fundstrat provides the research to enable investors to build a solid and successful portfolio.
Very well grounded technical outlook. Thoroughly explained with clear guidance for individual investors.
GREAT TIMLY INSIGHTS
Always calm and providing factual insight.
I am relatively new to the U.S. equity market, having started in 2021 after previously being an active investor at Asia market. I have never seen such professional analysis until I tried Fundstrat Direct. When I first started in 2021, I tried to do as much of my own research as possible, but it was difficult to fully digest. Since starting my trial subscription with Fundstrat Direct recently, I have found their research to be incredibly helpful. They provide active updates and analyze exactly what is happening during market hours. While the subscription is a bit expensive for me, their insights have truly given me the confidence to maintain my portfolio based on their advice. If they could give some good deal at BlackFriday, I’ll definitely subscribe it as a member.
You can't beat this service. Excellent research and advice. They point out which sectors to focus on and which stocks within those sectors. I've tried different services and this is the best! Highly recommend.
Love these guys
Mark and Tom have very different approaches to forecasting market directions and timing but together they cover both macro and micro. I couldn't imagine managing my own money without them
Best market strategist over the past five years timely analysis and provides all the data to support his opinions
Indispensable insights. I’ve been a subscriber for 5 years. Tom Lee, Mark Newton and the whole team share well laid out and detailed information about the markets.
exceptionsl info and advice
FS Insight family : YOU GUYS ARE SIMPLY THE BEST IN THE BUSINESS. Your organisation democratises the market space ,hence allow me a place in it .You inform and educate with time tested facts and figures, which soots the frail nerves engendered by the chaotic world of investment. Tom Lee,Mark Newton,Sean Farrell, Tom Brocker,Ken Xuan, and the rest of the team I profer "THANKS".
Mr Tom Lee and Mr. Mark Newton present a reasoned analysis of the markets trends and specific stock suggestions within several groups that are followed diligently. Followup daily during the week-days.
Great service!!
Mr Tom Lee and Mr. Mark Newton present a reasoned analysis of the markets trends and specific stock suggestions within several groups that are followed digently.
Mr Tom Lee and Mr. Mark Newton present a reasoned analysis of the markets trends and specific stock suggestions within several groups that are followed digently.
Member reviews shown are not compensated. They reflect the individual experiences of the members quoted, may not be representative of the experience of other members, and are not a guarantee of future results. Investing involves risk, and nothing herein is investment advice.
Frequently asked questions
What's the difference between Macro, Crypto and Pro?
Macro covers stocks and the U.S. market: near-daily macro strategy from Tom Lee and team, real-time macro market alerts, curated stock lists and sector allocation tools, and live macro webinars.
Crypto covers digital assets: near-daily crypto strategy from the Fundstrat team, real-time crypto market alerts, curated crypto picks and crypto equities lists, and live crypto webinars.
Pro includes everything in Macro and everything in Crypto, at a lower price than buying both separately.
Any plan can add Fundstrat AI for AI insights on your portfolios and holdings, charts on command, and scoring benchmarked against our models.
How long is the free trial?
All plans include a 30-day free trial for new members.
Can I cancel at any time?
Yes, you may cancel your subscription at any point in time without any restrictions whatsoever. You can do that in the Subscriptions tab under the Account Settings page. To access Account Settings, scroll to the bottom of any page and click on the Account Settings link.
If you click on the 'Cancel Now' button then you won't be billed for the next billing cycle and you will retain access to all past and future members-only content made available for your plan. You will lose access to all members-only content on the first day of the next billing cycle. After that, you can reactivate your subscription at your convenience on the Our Services page.
What happens if I would like to upgrade or downgrade my subscription?
You can upgrade or downgrade your subscription at any time by following these simple steps:
- Make sure you are logged in.
- Navigate to the Our Services page and select your new plan.
- The site will take you to the Checkout page where your new totals will be displayed.
- If you still wish to modify your subscription, just complete the checkout process.
Any surplus amount will be prorated towards your new plan.
Can I pay with cryptocurrencies?
Yes! We accept cryptocurrencies via BitPay. You can select the BitPay option on the checkout page.
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