Help & How-To Videos

Question 1

Introduction & Homepage

New Member Checklist

After you create an account, we have a checklist that guides you through different portions of the website and account setup. This video will walk you through that checklist.

Question 2

Introduction & Homepage

How to Log In/Out

How to log in and out.

Question 3

Introduction & Homepage

Home Page

MarketBeat empowers individual investors to make better trading decisions by providing real-time financial data and objective market analysis. Whether you’re looking for analyst ratings, corporate buybacks, dividends, earnings, economic reports, financials, insider trades, IPOs, SEC filings or stock splits, MarketBeat has the objective information you need to analyze any stock.

Question 4

My MarketBeat

This video provides an overview of the My MarketBeat portfolio. Learn how to add or delete a stock, create a watchlist, view additional tabs, customizations you are able to make and more.

Question 5

My MarketBeat

Additional Tabs on My MarketBeat

This video provides an overview of the advanced features and reports available under 'My MarketBeat' additional tabs.

Question 6

Feature Highlights

All Access Pass Overview

MarketBeat All Access is our premier research platform for investors and includes MarketBeat Daily Premium, portfolio monitoring tools (My MarketBeat), MarketBeat's full suite of research tools and stock screeners, a real-time news feed, email, and SMS alerts, the MarketBeat Idea Engine, proprietary brokerage rankings, extended data export tools and much more. You'll also get access to our full database of more than 1,000,000 analyst recommendations, our proprietary broker performance and accuracy ratings, and many other exclusive benefits.

Question 7

Feature Highlights

Brokerage Syncing

This video will show you how to sync your brokerage account to your 'My MarketBeat' account. By following the instructions in this video, you should be able to securely connect your financial accounts in seconds. We will show you how to add more brokerages and also how to delete them.

Question 8

Feature Highlights

Momentum Alerts

MarketBeat Momentum Alerts helps investors identify short-term trading opportunities based off trading momentum, market sentiment and specific financial triggers. Subscribers will receive 3-5 trading ideas each month via email depending on market activity.

Question 9

Feature Highlights

MarketBeat All Access Pass

MarketBeat All Access includes all of the great features of MarketBeat Daily Premium, plus advanced research tools, stock screeners, a live news feed, top-ranked and trending stocks, proprietary research reports and extended data export tools.

Question 10

Feature Highlights

MarketBeat Daily Premium

MarketBeat Daily Premium is the last financial news source you will ever need. It's a feature-rich, information-packed newsletter and research tool that will provide you with actionable news and information about the stocks that matter to you the most. Your daily edition will contain a full rundown of each day's top news headlines, analyst recommendations, dividend declarations, earnings announcements, updates to earnings guidance, insider trades and more. You will also be able to receive email and SMS breaking news alerts for your stocks and get access to our award-winning portfolio monitoring tool, My MarketBeat. Your daily newsletter will also contain the latest "Buy" and "Sell" recommendations from top-ranked analysts with proven track records of success.

Question 11

Feature Highlights

Trending Reports

Premium reports, priority delivery, priority support, exporting.

Question 12

Newsletters

CryptoBeat Newsletter

MarketBeat CryptoBeat allows you to monitor your cryptocurrency portfolio with an easy-to-use web interface and sends you a daily report of your holdings prices. You will also receive a concise daily summary of cryptocurrency news and market trends.

Question 13

Newsletters

Daily Ratings Newsletter

MarketBeat Daily Ratings provides a concise daily summary of analyst upgrades, downgrades and new coverage. With your free subscription, we'll also send you top market headlines and news for stocks on your My MarketBeat watchlist.

Question 14

Newsletters

Dividends & Dividends Newsletter

The DividendStocks.com Newsletter provides a concise daily summary of stocks that are about to go ex-dividend as well as new dividend announcements. You will also receive news about dividend-paying stocks and our list of dividend stock ideas.

Question 15

Newsletters

Early Bird & Night Owl Newsletter

The Early Bird & Night Owl is a daily email newsletter that covers the top stories that will impact the stock market each day. Read your copy every morning at 7:00 AM Eastern so that you can catch the worm when the market opens.

Question 16

Newsletters

Insider Trades & Insider Trades Newsletter

We all like having inside information. But much of the time, what’s passed off as inside information, is just idle gossip. In other cases, we know that having inside information is really a way for an organization to profit from delivering what is viewed as premium content. Still, the basic idea behind inside information is that you are getting information that the general public does not have. Insider trading is the action of buying or selling (“trading”) a security based on material information that is not available to the public. Although generally assumed to be illegal, there are times when insider trading can be legal.

Question 17

Alerts, Ratings, Earnings

Alerts

Receive an email or SMS alert whenever one of your stocks receives a ratings change, announces a dividend, announces earnings, has insider trading activity or has other important news.

Question 18

Alerts, Ratings, Earnings

Analyst Ratings and Price Targets Overview

Terms like “Buy”, “Sell”, and “Hold” are synonymous with financial analysts’ reports, yet very few people have a clear understanding of what they are and the best way to use them for value generation in the stock market. The terms are usually the result of thorough investigations carried out by brokerage firms and analysts as they look to make it easy for investors to make informed decisions about investments. Analysts' ratings range from a simple buy, sell or hold to an equal-weight, overweight or outperform. Many brokerage firms rate a stock on a scale of one to five stars, with five being the highest rating. The ratings are assigned depending on the kind of earnings the company has reported or what it is expected to report as well as on valuations and stock price.

Question 19

Alerts, Ratings, Earnings

Earnings

Earnings reports are part of the legal requirements that publicly held companies must meet to disclose their company’s performance. These are typically issued quarterly and are part of what investors call the “earnings season”. These reports are a subset of a company’s 10-Q filing and contain items such as net income, earnings per share (EPS), earnings from continuing operations, and net revenue/sales. You will usually hear things about how the company performed relative to their top line and bottom line numbers. These numbers can be found directly in their earnings report.

Question 20

News, Slideshows, Charting, Reports, IPOs / etc

Advanced Charting

In this video, we give you a brief walkthrough of MarketBeat's advanced charting feature, located under the "Charts" tab of any stock.

Question 21

News, Slideshows, Charting, Reports, IPOs / etc

IPOs, Lockout Dates & Quiet Periods

All about the IPO process

Question 22

News, Slideshows, Charting, Reports, IPOs / etc

Market Data Reports

Under the "Market Data" menu header, we have a variety of reports. These reports include topics such as: Commodities, Crypto, Forex, Indices, High/Lows, Beta, Gainers/Decliners, Gaps, PE, Value Stocks, Active Stocks, Options, Short Interest, and Sector Performance.

Question 23

News, Slideshows, Charting, Reports, IPOs / etc