Wall Street Research for Individual Investors
Tom Lee's data-driven research — independent, institutional-grade, and now available directly to individual investors.
- ✓ Near-daily macro strategy from Tom Lee & team
- ✓ Real-time macro market alerts
- ✓ Curated stock lists and sector allocation tools
- ✓ Live webinars (macro)
- ✓ Everything in Macro
- ✓ Everything in Crypto
- ✓ Best value for members who want both research streams
- ✓ Near-daily crypto strategy from Fundstrat team
- ✓ Real-time crypto market alerts
- ✓ Curated crypto picks and crypto equities lists
- ✓ Live webinars (crypto)
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| Free Create Free Account | Macro Start Free Trial | Pro Start Free Trial | Crypto Start Free Trial | |
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| Macro Reports | ||||
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Macro Minute Video Tom Lee · Near-daily
A concise video update from Tom Lee covering key market data, macro moves, and clear near-term
takeaways.
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— | ✓ | ✓ | — |
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First Word Tom Lee · Near-daily
Tom Lee's flagship macro analysis — data-driven, actionable insights on the most important
market developments.
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— | ✓ | ✓ | — |
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Technical Strategy Report & Video
Mark Newton · Daily
Daily video and report from Mark Newton highlighting technically-attractive setups and key
levels to watch.
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— | ✓ | ✓ | — |
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Earnings Daily
Fundstrat Team · Daily during earnings season
One-stop-shop for earnings season metrics — growth, sales, and surprise trends by sector.
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— | ✓ | ✓ | — |
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Your Weekly Roadmap
Fundstrat Team · Weekly
Weekly summary of upcoming market events and updates on Fundstrat's key investment theses to set
up the week ahead.
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— | ✓ | ✓ | — |
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First to Market Fundstrat Team · Daily
Daily pre-market briefing covering the most important developments across equities, macro, and
geopolitics before the opening bell.
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— | ✓ | ✓ | — |
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Signal From Noise
Fundstrat Team · Biweekly (Saturday)
Timely market themes and sectors with corresponding stocks, cutting through day-to-day noise for
a distinct perspective.
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✓ | ✓ | ✓ | ✓ |
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US Policy Tom Block · Semi-Weekly
Weekly update on developments in Washington DC and how policy shifts may impact Wall Street.
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— | ✓ | ✓ | — |
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Fed Watch
Alexa Sinsheimer & Max Motz · On FOMC events
Analysis on FOMC decisions and Fed communications, published on FOMC event dates.
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— | ✓ | ✓ | — |
| Crypto Reports | ||||
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Crypto Comments Video
Sean Farrell · Near-daily
Quick-hitting videos on the latest crypto market developments, actionable opportunities, and
near-term catalysts.
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— | — | ✓ | ✓ |
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Crypto Deep Research
Fundstrat Crypto Team · Periodic
In-depth reports on leading protocols, companies, and funds — technology, market positioning,
and risk.
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— | — | ✓ | ✓ |
| Market Alerts | ||||
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⚡ Macro FlashInsights
Real-time actionable alerts on macro and equity market developments.
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— | ✓ | ✓ | — |
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⚡ Crypto FlashInsights
Real-time alerts on crypto market events and relevant macro developments.
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— | — | ✓ | ✓ |
| Stock Lists & Allocation Tools | ||||
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Fundstrat Large-Cap Top Ideas
Rebalanced monthly
Actionable ideas drawn from Fundstrat's evidence-based research, blending top-down macro
analysis with bottom-up stock selection.
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— | ✓ | ✓ | — |
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Fundstrat SMID-Cap Top Ideas
Rebalanced monthly
A small- and mid-cap stock list applying Fundstrat's proprietary top-down and bottom-up
framework.
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— | ✓ | ✓ | — |
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Fundstrat Sector Allocation
Rebalanced monthly
A flexible sector-based allocation guide for ETF or stock investors.
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— | ✓ | ✓ | — |
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Upticks
Rebalanced at analyst's discretion
Our most tactical stock list, built 100% from technical signals and timing tools.
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— | ✓ | ✓ | — |
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Crypto Core Strategy
Rebalanced at analyst's discretion
A crypto allocation strategy that adjusts exposure across bitcoin, stablecoins, and select
altcoins.
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— | — | ✓ | ✓ |
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Crypto Equities Portfolio
Rebalanced at analyst's discretion
A model portfolio allocating across crypto-linked equities and spot token ETFs — spanning
Bitcoin miners, financial services, and digital asset treasuries.
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— | — | ✓ | ✓ |
| Webinars | ||||
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Macro Update & Top Ideas Webinar
Tom Lee & Mark Newton · Monthly
Interactive monthly webinar — top stock ideas, market outlook, and member Q&A with Tom Lee
and Mark Newton.
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— | ✓ | ✓ | — |
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Live Stock Analysis Webinar
Mark Newton · Monthly
A live webinar featuring analysis on member-submitted stocks and questions.
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— | ✓ | ✓ | — |
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Crypto Market Update Webinar
Sean Farrell & Mark Newton · Monthly
Comprehensive monthly webinar blending technical and fundamental insights across the major
digital assets.
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— | — | ✓ | ✓ |
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Macro Guest Webinars / Fireside Chats
Fundstrat Network · Ad hoc
Seminars with leaders across tech, policy, and markets. Recent guests include Dan Ives and
Anirudh Devgan.
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— | ✓ | ✓ | — |
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Market Outlook Tom Lee · Annual
Tom Lee's annual presentation — full macro thesis, favored sectors, top ideas, and key risks for
the year ahead.
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— | ✓ | ✓ | — |
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Technical Outlook Mark Newton · Annual
Mark Newton's annual technical market outlook — sector positioning, key levels, and chart
signals for the year ahead.
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— | ✓ | ✓ | — |
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Crypto Outlook Webinar
Sean Farrell · Annual
Annual webinar exploring the crypto market outlook and in-depth research from the Fundstrat
crypto team.
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— | — | ✓ | ✓ |
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Crypto Guest Webinars / Fireside Chats
Fundstrat Network · Ad hoc
Exclusive seminars with leaders across crypto and policy. Recent guests include Barry Silbert
and Anthony Scaramucci.
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— | — | ✓ | ✓ |
| Tools & Community Features | ||||
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Snapshot Newsletter
Fundstrat's free weekly newsletter. Key market insights, data points worth watching, and the
team's read on what matters — delivered to your inbox every week.
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✓ | ✓ | ✓ | ✓ |
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Community Webinars & Events
Free community-facing webinars and events across macro and crypto — open to all Fundstrat Direct
account holders.
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✓ | ✓ | ✓ | ✓ |
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Watchlist
Follow tickers and get notified the moment Fundstrat publishes on a stock you're tracking.
Real-time prices, charts, sector heatmap, and custom price alerts included.
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✓ | ✓ | ✓ | ✓ |
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Fundstrat Academy
Educational modules and articles covering market fundamentals, technical analysis, and
Fundstrat's research methodology. Learn how to read the market the way our analysts do.
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✓ | ✓ | ✓ | ✓ |
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Portfolio Tracker
Track your portfolio vs. the S&P 500 in real time. Holdings map, winners/losers, sector
breakdown, and AI-powered import from brokerage screenshots.
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✓ | ✓ | ✓ | ✓ |
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Market Heatmap
Interactive sector and market performance visualization — see what's moving at a glance.
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✓ | ✓ | ✓ | ✓ |
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Mobile App
Full access to research, tools, and alerts on iOS and Android.
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✓ | ✓ | ✓ | ✓ |
Buying for someone else?
Tom Lee's Macro Minute Video
An inside look at what members receive before the opening bell — Tom Lee's near-daily, evidence-based market read. Typically under 10 minutes.
Don't take our word for it.
Join thousands of investors who rely on Tom Lee's research to navigate the market.
I've managed my own investments for years but have NEVER had the success I'm having now since becoming a Fundstat Direct subscriber. I'm almost 3-years in and my results thus far have been excellent. Plus, I've learned so much about investing from a macro and technical perspective from Tom, Mark, and team. I'm a super satisfied subscriber!
Even with 50+ years of Stock Market investing, I learn something new and important each time Tom speaks. The FSI decision to add technical analysis to the platform is a huge help in making timely stock decisions. Since joining over 2 years ago my returns have greatly exceeded the market — Thanks
Tom Lee and his group are the best. I've used 3 or 4 different companies in the past and none of them come close to providing the information and actionable ideas of Fundstrat. If the price seems excessive, I can assure you it's not. I quickly paid for my yearly subscription with one or two trades.
Of all of my market subscriptions, and daily analysis commentary I consume, this service is my top pick of all of them. No marketing just facts. Tom's clarity of thought and common sense explanations of the forces driving the market, helps me stay with a cool head. FSInsights is critical to keeping me on track for better than S&P returns.
Tom's insights are one of a kind. His analytical skills are solid, he combines data with fundamentals and technical views. I look forward to his daily emails and do not trade or invest without knowing his views!
The most insightful, reasoned, and researched of any service I have ever subscribed to — bar none.
I've been a follower of Tom Lee and his work for awhile now. I have used other research companies to help me with my investing journey and find Fundstrat to be one of the best out there. They keep me informed of everything market/economy related. I wake up each day, make a cup of coffee and settle in and log into FS Insight to get my daily knowledge.
Best financial decision I have ever made! Great insights. Continuous updates keeps me informed and confident as I enter retirement. Glad I found Tom, Mark and the great team at FS Insight.
I've been using FS Insight for a little over a year and I'm continually impressed by the quality of their market analysis. Mark is simply amazing with his technical analysis—his expertise and positive aura make his daily market outlooks a must-read for me. Tom's long term forecasts across Equity, Commodity, and Crypto markets have been incredibly helpful in diversifying my portfolio. Sean's updates on holdings shifts in the crypto space are useful to make timely decisions.
I've used many services over the years, and FS Insight, led by Tom and Mark, is by far the best. Their insights have been invaluable for my major decisions, consistently proving accurate more often than not. The depth of their research and analysis is unmatched, providing the same quality of information that major banks and hedge funds rely on. I wholeheartedly recommend FS Insight to anyone looking for top-tier investment guidance—it's the best service I'm aware of.
Tom Lee is consistently the best in the business. His mission is simple and noble: to help retail investors have a leveled playing field via access to high quality research. He shows up everyday for his clients and lives up to his promise. If there is one subscription to have, it's Tom's.
Tom Lee and the Fundstrat crew offer the best investing and trading insight around! One of my favorite aspects of their service is how Tom helps you make sense of all the economic data that gets released every week. He makes the data easy to understand which I really appreciate.