Wall Street Research for Individual Investors
Tom Lee's data-driven research — independent, institutional-grade, and now available directly to individual investors.
- ✓ Near-daily macro strategy from Tom Lee & team
- ✓ Real-time macro market alerts
- ✓ Curated stock lists and sector allocation tools
- ✓ Live webinars (macro)
- ✓ Everything in Macro
- ✓ Everything in Crypto
- ✓ Best value for members who want both research streams
- ✓ Near-daily crypto strategy from Fundstrat team
- ✓ Real-time crypto market alerts
- ✓ Curated crypto picks and crypto equities lists
- ✓ Live webinars (crypto)
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| Free Create Free Account | Macro Start Free Trial | Pro Start Free Trial | Crypto Start Free Trial | |
|---|---|---|---|---|
| Macro Reports | ||||
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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.
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— | ✓ | ✓ | — |
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First Word Tom Lee · Near-daily
Tom Lee's flagship macro analysis — data-driven, actionable insights on the most important
market developments.
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— | ✓ | ✓ | — |
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Technical Strategy Report & Video
Mark Newton · Daily
Daily video and report from Mark Newton highlighting technically-attractive setups and key
levels to watch.
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— | ✓ | ✓ | — |
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Earnings Daily
Fundstrat Team · Daily during earnings season
One-stop-shop for earnings season metrics — growth, sales, and surprise trends by sector.
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— | ✓ | ✓ | — |
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Your Weekly Roadmap
Fundstrat Team · Weekly
Weekly summary of upcoming market events and updates on Fundstrat's key investment theses to set
up the week ahead.
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— | ✓ | ✓ | — |
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First to Market Fundstrat Team · Daily
Daily pre-market briefing covering the most important developments across equities, macro, and
geopolitics before the opening bell.
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— | ✓ | ✓ | — |
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Signal From Noise
Fundstrat Team · Biweekly (Saturday)
Timely market themes and sectors with corresponding stocks, cutting through day-to-day noise for
a distinct perspective.
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✓ | ✓ | ✓ | ✓ |
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US Policy Tom Block · Semi-Weekly
Weekly update on developments in Washington DC and how policy shifts may impact Wall Street.
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— | ✓ | ✓ | — |
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Fed Watch
Alexa Sinsheimer & Max Motz · On FOMC events
Analysis on FOMC decisions and Fed communications, published on FOMC event dates.
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— | ✓ | ✓ | — |
| Crypto Reports | ||||
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Crypto Comments Video
Sean Farrell · Near-daily
Quick-hitting videos on the latest crypto market developments, actionable opportunities, and
near-term catalysts.
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— | — | ✓ | ✓ |
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Crypto Deep Research
Fundstrat Crypto Team · Periodic
In-depth reports on leading protocols, companies, and funds — technology, market positioning,
and risk.
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— | — | ✓ | ✓ |
| Market Alerts | ||||
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⚡ Macro FlashInsights
Real-time actionable alerts on macro and equity market developments.
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— | ✓ | ✓ | — |
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⚡ Crypto FlashInsights
Real-time alerts on crypto market events and relevant macro developments.
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— | — | ✓ | ✓ |
| Stock Lists & Allocation Tools | ||||
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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.
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— | ✓ | ✓ | — |
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Fundstrat SMID-Cap Top Ideas
Rebalanced monthly
A small- and mid-cap stock list applying Fundstrat's proprietary top-down and bottom-up
framework.
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— | ✓ | ✓ | — |
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Fundstrat Sector Allocation
Rebalanced monthly
A flexible sector-based allocation guide for ETF or stock investors.
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— | ✓ | ✓ | — |
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Upticks
Rebalanced at analyst's discretion
Our most tactical stock list, built 100% from technical signals and timing tools.
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— | ✓ | ✓ | — |
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Crypto Core Strategy
Rebalanced at analyst's discretion
A crypto allocation strategy that adjusts exposure across bitcoin, stablecoins, and select
altcoins.
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— | — | ✓ | ✓ |
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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.
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— | — | ✓ | ✓ |
| Webinars | ||||
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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.
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— | ✓ | ✓ | — |
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Live Stock Analysis Webinar
Mark Newton · Monthly
A live webinar featuring analysis on member-submitted stocks and questions.
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— | ✓ | ✓ | — |
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Crypto Market Update Webinar
Sean Farrell & Mark Newton · Monthly
Comprehensive monthly webinar blending technical and fundamental insights across the major
digital assets.
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— | — | ✓ | ✓ |
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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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— | ✓ | ✓ | — |
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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.
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— | ✓ | ✓ | — |
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Technical Outlook Mark Newton · Annual
Mark Newton's annual technical market outlook — sector positioning, key levels, and chart
signals for the year ahead.
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— | ✓ | ✓ | — |
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Crypto Outlook Webinar
Sean Farrell · Annual
Annual webinar exploring the crypto market outlook and in-depth research from the Fundstrat
crypto team.
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— | — | ✓ | ✓ |
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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.
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— | — | ✓ | ✓ |
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Free Webinars
Community webinars and events across macro and crypto — open to all Fundstrat Direct
account holders.
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✓ | ✓ | ✓ | ✓ |
| Tools & Community Features | ||||
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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.
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✓ | ✓ | ✓ | ✓ |
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Community Webinars & Events
Free community-facing webinars and events across macro and crypto — open to all Fundstrat Direct
account holders.
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✓ | ✓ | ✓ | ✓ |
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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.
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✓ | ✓ | ✓ | ✓ |
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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.
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✓ | ✓ | ✓ | ✓ |
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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.
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✓ | ✓ | ✓ | ✓ |
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Market Heatmap
Interactive sector and market performance visualization — see what's moving at a glance.
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✓ | ✓ | ✓ | ✓ |
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Mobile App
Full access to research, tools, and alerts on iOS and Android.
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✓ | ✓ | ✓ | ✓ |
Buying for someone else?
Tom Lee's Macro Minute Video
An inside look at what members receive before the opening bell — Tom Lee's near-daily, evidence-based market read. 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.
Tom Lee and Fundrast team are the best in the game!
June 5th 2026... I just read a very informative and organized "First Word" post from Tom Lee this afternoon... at Fundstrat ... it gave me a good overview of relevant data I need to position myself in the marketplace ... I like the format Tom ... I think it was one of your best ...
Great team with very smart pros giving ideas and suggestions at the right time. Every week Tom and his team analyze the economy, the markets, the trends of the diferente sectors incorporating fundamental and technical analysis for tactical and long term strategies
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.
Fundstrat has been incredibly helpful for me as a retail investor, especially in the digital asset and blockchain space. Their research helps me see the bigger picture, separate fear and speculation from facts, and make more informed …More
Tom Lee almost never makes appearances and when he does are vague and shorts. When related to crypto and when you paying for the complete monthly subscription Tom’s predictions are far to real making us believe that and big losses.
Refreshing to hear real data and observations , thus take-aways, from that data. Meaningful and comforting insights!
FS team is most dependable source
FS team is most dependable source
Refreshing to hear real data and observations , thus take-aways, from that data. Meaningful and comforting insights!
Tom Lee almost never makes appearances and when he does are vague and shorts. When related to crypto and when you paying for the complete monthly subscription Tom’s predictions are far to real making us believe that and big losses.
Fundstrat has been incredibly helpful for me as a retail investor, especially in the digital asset and blockchain space. Their research helps me see the bigger picture, separate fear and speculation from facts, and make more informed investment decisions. I really appreciate the depth and quality of their insights—it feels like the kind of information serious investors, fund managers, and institutional market participants would value, while still being useful for motivated retail investors who want to keep learning. I especially want to give a shout-out to Sean Farrell and Mark Newton, two incredibly smart and talented analysts whose clarity, depth, and perspective I really appreciate. And of course, I always enjoy listening to Tom Lee share his insights in interviews online and on television. His big-picture perspective is one of the reasons I started paying closer attention to Fundstrat in the first place. Thank you to the entire Fundstrat team for the excellent work, thoughtful research, and consistent guidance. Keep up the excellent work!
Can’t say enough about Tom, Mark and the FD team. Have learned so much about using both Macro and momentum fundamentals with the technical analysis I enjoy so much. Being prepared for changes in the market and great analysis have lead to …More
I have found Sean's analysis and explanations incredibly helpful...and timely! His posts are a "must read" for me.
Tom Lee and Mark Newton somehow get it right when others don’t. Also both back up their opinions with evidence. You really can’t ask for more when your retirement is at risk. …More
If you are in touch with the markets, Tom and Mark guidance is priceless. Their knowledge and commitment is invaluable. At the end of the day is one’s choice.
Tom's insight s amazing. He sees through the fog of war, the opression of naysayers and perverse market actions to calm me in times of stress and guide ms on the path to success. He's great!
Tom and Mark bring up some very smart and common sense points! These guys are the best in the Industry!