Turn Market Analysis Into a Repeatable Process.
Market Scholars tools turn the frameworks taught in our live classes into practical, repeatable workflows. Identify leadership, narrow the opportunity set, compare candidates, and follow decisions as they move into a portfolio.
Built for Better Decisions
The goal is not to replace judgment with another indicator. Market Scholars tools organize information, make comparisons easier, and help apply the frameworks taught in the classes more consistently.
Organize the Market
Reduce a large investment universe into more useful comparisons of sectors, styles, securities, and opportunities.
Support Repeatable Decisions
Use the same structured processes week after week instead of rebuilding an analysis from scratch every time market conditions change.
Connect Education to Application
Several tools are integrated directly into Market Scholars classes so members can see how the analysis becomes an actual portfolio decision.
Explore the Tools by Class and Workflow
These are not one universal sequence. Each tool belongs to a specific class or Market Outlook framework, with its own rankings, rules, and portfolio application.
Connect Market Conditions to Portfolio Allocation
The ETF Allocator is being built to turn the class's ranking, allocation, and rebalancing framework into a clearer weekly portfolio process.
ETF Allocator
Coming SoonThe ETF Allocator evaluates a diversified universe of broad-market, sector, factor, international, fixed-income, and thematic ETFs. It connects relative leadership and risk characteristics with the current Market Cycle Roadmap environment, then compares the adopted portfolio with a proposed allocation and highlights only meaningful changes.
The tool applies policy ranges and minimum-change rules so small drifts do not automatically become unnecessary trades. Data collection and validation will continue through the end of August before the allocator is released as an active member tool.
Move From Sector Leadership to Stock Candidates
The Sector Selector and Stock Selector work together to apply the class's Rule of Thirds across sectors, industries, and stocks.
Sector Selector
PremiumWeekly Weighted Aggregate Returns (WAR) scores reveal how sector leadership is rotating. The class focuses on the top third of the rankings, currently the top four sectors, before moving deeper into industry and stock selection.
Stock Selector
PremiumThe Stock Selector ranks the Market Scholars 1000 by technical WAR score, color-codes the top, middle, and bottom thirds, and builds a focused watch list of stocks whose sector, industry, and stock rankings all qualify.
Find Leadership Across Nine Investing Factors
The Factor Selector narrows the market by style leadership before the class evaluates individual candidates and manages its 25-stock portfolio.
Factor Selector
PremiumThe Factor Selector ranks nine factor ETFs with a Weighted Aggregate Returns (WAR) score built from one-, three-, and six-month performance. Weekly rankings, factor history, and factor-level stock lists help members focus on the strongest styles and build a more targeted watch list.
Position Size Calculator
PremiumTranslate account size and trade-risk assumptions into a repeatable position-sizing decision. The calculator supports the risk-management work that follows candidate selection.
Follow Trades Beyond the Initial Idea
The Market Outlook process continues after an idea is introduced, with one organized place to follow active trades and their management.
Market Outlook Live Trade Tracker
Foundation+The Live Trade Tracker provides an organized view of the trades generated through the Market Outlook process so members can follow positions and trade management in one place.
Support Long-Term Dividend Investing
Not every Market Scholars tool is built around active trading. Some support the ongoing work of building and tracking a long-term investment portfolio.
DRIP Tracker
PremiumThe DRIP Tracker spreadsheet is designed for long-term dividend growth investors who want a structured way to follow dividend reinvestment and portfolio progress over time.
The tracker provides a practical way to keep the focus on reinvestment and the longer-term compounding process rather than treating dividend investing as a series of isolated transactions.
Tools Work Best With the Education Behind Them
Market Scholars tools are designed to reinforce the education, not replace it. Members learn why an input matters, how the tool organizes it, and how that information fits into an investment or trading decision.
Choose the Membership That Fits You
Foundation members and higher can use the Market Outlook Live Trade Tracker. Premium membership adds the class-integrated selectors, calculators, and portfolio tools used across the live class workflows shown above. The ETF Allocator remains in validation and is not yet part of active member access.