Recommended Resources

Our Favorite Sites; Providing Investors with the Highest-Quality Content & Services


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Investors Intelligence

Founded in the early 1940s, for more than seven decades Investor's Intelligence has been a highly regarded source for analysis of market-internals, market timing, sector strength, investment trends, advisor sentiment, and many more key investment data sets. The world's top investment professionals have long relied on Investor's Intelligence' superb data presentation and accurate, quality analysis to inform their investment choices. The Investor's Intelligence website provides a robust selection of resources not just for stock and bond investors – but also for ETF, currency, and commodity investors.

ETFOptimize uses the Advisor Sentiment information and other data provided by Investor's Intelligence to populate custom data sets that are used by the algorithms in several of our high-performance strategies. We have a reciprocal relationship with Investor's Intelligence, and ETFOptimize users can get a free, 30-day trial subscription to two of Investor's Intelligence most popular services – the 1) "Advisor's Sentiment" weekly publication and the 2) "US Stocks Service."

To learn more details and take advantage of this Free Offer, select the Investor's Intelligence product in which you are interested from the individual links below:

'Advisor's Sentiment'

Every Wednesday morning since the 1960s, investors across the globe rush to view the latest I.I. Advisor's Sentiment analysis, which offers unique insights into the collective Bullish, Bearish, or Correction sentiment of hundreds of premier investment advisors (including ETFOptimize). The work of reading and assessing all this content provides you with a valuable summary of how investment advisors – as a group – see current and near-term market conditions – and what they are recommending to millions of their paying subscribers.

As a subscriber to the Advisor's Sentiment data, each week the fine folks at Investor's Intelligence will provide you with a sampling of outtakes from a variety of premium investment publications, each categorized into bullish, bearish, or correction camps.

Smart approach: Employ a contrarian methodology to the Advisor Sentiment data (not available anywhere else) to assist you in making key investment decisions, such as identifying when risk has increased to dangerous levels (with too many bullish advisors above a particular critical level we'll tell you about) or when the market is offering a very robust opportunity for profit (overly bearish sentiment from advisors following a selloff).

US Stocks Service

The US Stocks Service provides a complete pre-market analysis of the US stock market (including ETFs and ADRs) – with actionable trading ideas and entry, stop and limit targets, accompanied by the pertinent charts. Investor's Intelligence also provides several successful model portfolios to keep track of each position.

Portfolio123 is the world's premier stock screening, portfolio management, investment-strategy creation, and research website providing an unprecedented level of sophistication at a relatively low cost. ETFOptimize uses Portfolio123 to design, configure, and adjust all of our high-performance, ETF-based investment strategies.

We began building custom investment strategies on 'P123' in 2004, so we have a great deal of experience on the platform and can attest to its exceptional capabilities. If you are interested in building your own investment strategies and do not have advanced programming skills to code your ideas in R or another language, then Portfolio123 is likely the site you should use. Visit the Portfolio123 site to discover the exceptional capabilities that are available to sophisticated investors at a reasonable monthly subscription cost. Click here to continue...

Widely recognized as being the world's premier stock-charting website, is packed with all the features an expert chartist could desire. But no one should feel left out; the site's proprietors make charting easy for investors who are just getting started. features its famous Chart School that is flush with articles to provide everyone from beginner to pro with the specific background and detail information they are looking for (including the formulas for every indicator you can imagine), dozens of Free Blog Articles daily, and a plethora of Free Technical Analysis Tools for you to try. If you have a need related to creating a technical chart, is the site we recommend...

Financial Visualizations (aka has provided – on a single page – all the core information you could desire about any particular stock.  FinViz offers you – all on one page – your choice of daily, weekly, or monthly technical chart views, accompanied by 144 items of fundamental and technical data, including Market Cap, Sales, Income, Cash/share, Dividend %, PE ratio, Price/Sales ratio, Debt/Equity, EPS (TTM) EPS (Next Year), Sales Q/Q, ROA, ROE, ROI, Gross Margin, Short ratio, Avg. Volume, Performance Week, Perf Month, Average True Range... Well, you get the idea...Then, FinViz also provides you with each company's related News Headlines (w/links) for the last six months and all Insider Trading details for the past year. All you could want in a single page – Visit FinViz...


Seeking Alpha is the world's only website for true crowd-sourced investment information. Each day, hundreds of individuals with something to say about a stock, the market, or a particular investment approach submit articles to the Seeking Alpha platform. Each report is reviewed by the SA editors for appropriateness and to ensure the articles meet specific guidelines for format and tone. The result is a rainbow of valuable investment opinions from a wide range of individuals – everything from big-name experts with many decades of experience to the weekend warrior with a best-effort analysis of their preferred equity. This variety makes Seeking Alpha a worthwhile regular source of information for investors. You may even see an occasional article from ETFOptimize on the Seeking Alpha platform!



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