Welcome to Fundstrat Direct!
Your personal research team, on demand. Here is how to get the most out of Fundstrat AI.
Welcome to Fundstrat AI
Your personal research team, on demand. Chat with the markets, generate institutional-quality charts from a sentence, and wake up to research briefings built on the same Fundstrat research that banks and hedge funds pay for.
Get started in three steps
- Open Fundstrat AI from the launcher in the member-area sidebar.
- Ask your first question in the AI Desk, in plain English.
- Set up your daily briefing and add your holdings so the insights are about your portfolio.
Your Fundstrat AI launcher will appear in the member-area sidebar. If you don’t see it yet, write to us below and we’ll get you set up.
AI Desk: Ask Anything. Get Answers Instantly.
Chat about markets like you’d chat with an analyst — it’s like having Tom Lee, Mark Newton, and Ken Xuan on speed dial, 24/7. Ask a question in plain English and get an answer backed by charts and supporting analysis in seconds. Try:
Not just ChatGPT with market data. Fundstrat AI is trained on Fundstrat’s research, proprietary models, and financial domain expertise — and it won’t make up answers. If the data doesn’t exist, it says so. Simple questions answer in seconds; complex ones in under a minute.
Chart Generator: Charts From a Sentence
Describe any chart in plain English and get an institutional-quality visual in 20–40 seconds — backed by Fundstrat’s proprietary data, exportable to PNG, PDF, and more.
Any Comparison
Stocks, indices, and crypto side by side — up to 10 series at once, with custom weighted baskets and backtests.
Any Timeframe
YTD, “the past 6 months,” specific dates, or entire history — it even understands “during the tech bubble.”
Real Technical & Macro Depth
SMA, EMA, RSI, MACD, Bollinger Bands, YoY/MoM transformations — plus GDP, CPI, yields, and other macro series.
Daily AI Research: Your Morning Brief, Written Overnight
A team of AI analysts monitors global markets, compiles the data, and writes your morning brief before you check your first email. Set it once. It runs forever.
Market Wrap
Daily index performance, market breadth, sector moves, top gainers and losers, and an AI-written read on the day’s sentiment.
Key Market Levels
Before the open: overnight Asia and Europe, FX, crypto, commodities, the full Treasury curve, and the VIX.
Sector Spotlight
All 11 sectors with rotation signals and thematic trends, integrated with Fundstrat’s latest sector research.
Economic Calendar
The week ahead in macro with consensus and prior readings, AI analysis of market-moving events, and Fundstrat’s own forecasts.
Portfolio Intelligence: Insights on Your Portfolio
Add your holdings and get instant insights across equities, macro, and crypto — viewed through the lens of Fundstrat’s latest research. Try:
Newton-Benchmarked Scoring
A stock scoring algorithm benchmarked against Mark Newton’s technical model — see how any name stacks up in seconds.
Price-Level Alerts
Set support and resistance annotations on your names and get alerted the moment they trigger.
Holdings Intelligence
Scheduled reports on your positions: best and worst performers, news on your names, technical signals, and upcoming earnings.
Reports, Chartbooks & Automations
Research Reports on Command
Ask for a written, cited report on any question — every key point grounded in Fundstrat research and verified sources.
Professional Chartbooks
Build from 100+ pre-built Fundstrat charts and Tom & Ken’s own templates — Weekly Annotated, Inflation, Labor, Sentiment, Macro Outlook.
Always Current
Charts are linked to live data, so your chartbooks and reports update automatically and arrive in your inbox on your schedule.
Event Triggers
Get a briefing automatically when it matters: the S&P moves ±2%, the VIX crosses 25, or an FOMC meeting concludes.
Fundstrat AI provides research and analytics to inform your decisions — it is not individualized investment advice.