SMS Market Alerts
Timely, actionable trade ideas delivered as plain-text messages — no app required.
Our analysts monitor U.S. equities, ETFs, and major indices around the clock. When our research identifies an opportunity that meets our criteria, subscribers receive a concise alert containing the ticker, directional bias, entry zone, suggested stop, target levels, and a one-line rationale. Follow-up messages track the position through exit or invalidation.
- Average of 3–8 alerts per week, scaled to market conditions
- Every alert includes entry, stop, and target levels
- Position updates until the idea is closed
- Message & data rates may apply; reply STOP to opt out anytime
Sample Alert Format
ANDBANC ALERT · 09:42 ET
BUY ZONE — ACME Corp (ACME) $48.20–$49.10. Stop: $46.80. Targets: $52.50 / $55.00.
Rationale: Breakout above 6-week base on 2× average volume; sector relative strength improving. Risk: ~1.8% of position value. Not suitable for all investors.
Hypothetical example for illustration only. Not a recommendation. See full disclosures below.
Portfolio Management
Discretionary management of diversified portfolios built from individual securities, ETFs, and cash equivalents. We construct, monitor, and rebalance allocations against a written investment policy statement reflecting your objectives, time horizon, liquidity needs, and risk tolerance. Holdings are reviewed continuously and rebalanced at least quarterly.
Equity & ETF Strategies
Long-biased and tactical strategies across U.S. large-, mid-, and small-cap equities, sector ETFs, and broad index funds. Coverage includes swing ideas (days to weeks) and core positions (months to years), each tagged with conviction level and suggested maximum portfolio weight.
Options Strategy Insights
Defined-risk options structures — covered calls, cash-secured puts, vertical spreads, and collars — presented with maximum risk, breakeven, and probability context. We do not publish uncovered short options or other undefined-risk trades in the SMS program.
Cryptocurrency Analysis
Research coverage of major digital assets (e.g., BTC, ETH) and the broader crypto market structure: trend analysis, on-chain and derivatives metrics, regulatory developments, and cycle positioning. Alerts include explicit sizing guidance given elevated volatility. Digital assets are highly speculative and may not be suitable for all investors.
Fixed Income & Income Strategies
Guidance on laddered Treasuries, investment-grade credit, municipal exposure, and dividend-growth equities for income-oriented subscribers. Duration and credit-quality tilts are reviewed as the rate environment evolves.
Research & Daily Briefings
A pre-market briefing each trading day — overnight macro moves, earnings calendar, key technical levels, and the day’s watchlist — plus a post-close recap. Weekly deep-dives examine sector rotation, valuation, and positioning data.
Retirement & Wealth Planning
Goal-based planning covering retirement-income modeling, tax-aware asset location, education funding (529 plans), and beneficiary and estate coordination with your tax and legal professionals. Plans are stress-tested and reviewed on a regular cadence.
Risk Management & Hedging
Portfolio-level drawdown controls, position-sizing frameworks, and hedging overlays using index puts or inverse exposure when warranted. Every recommendation states its invalidation level before entry — protecting capital is our first objective.
Investment Consulting
Project-based consulting for individuals, families, and small institutions: portfolio audits, manager selection, fee benchmarking, and investment-policy design. Engagements are scoped in writing with a fixed or hourly fee disclosed in advance.
Not Sure Which Service Fits?
Tell us about your goals and we will point you to the right plan — no obligation.
Talk to Our Team