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Frequently Asked Questions

About MarketBeat

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.

MarketBeat publishes a daily investment newsletter to more than 5,000,000 subscribers, and its network of financial news websites attracts more than 15 million visitors each month. MarketBeat has received numerous awards from organizations including the American Association of Individual Investors, Downtown Sioux Falls Inc., Entrepreneur Magazine, The Financial Times, Inc. Magazine, Prairie Business, and the Sioux Falls Area Chamber of Commerce.

The MarketBeat website, MarketBeat Daily Ratings newsletter, MarketBeat CryptoBeat newsletter, DividendStocks.com newsletter, InsiderTrades.com newsletter, Earnings360 newsletter, Early Bird newsletter, and MarketBeat mobile app are free services. MarketBeat All Access is available for $399.00 per year.

MarketBeat covers most major stocks in the United States, the United Kingdom, and Canada.

Yes. MarketBeat is accredited by the Better Business Bureau. MarketBeat has also been independently verified by SafeSiteCertified and PrivacyVerified.

You can reset your MarketBeat password using the forgot password page.

You can contact us via email at . You can also contact us using the form on our contact page.

Watchlist & Alerts

To add a stock, there are 3 ways:

Select Add A Holding Button

  1. Navigate to the My MarketBeat Page.
  2. Select the appropriate Asset Type.
    Note: The most common Asset Type is Stock/ETF selected by default and will be tied to an actual stock. Manual Asset is not tied to any stock and is simply for manually tracked and updated holdings.
  3. Search for and choose your Stock/ETF (or other type) as selected.
    Note: Make sure to select the appropriate dropdown search result which appears.
  4. Enter your number of shares held (positive numbers).
  5. Avg. Cost Basis is filled with the current stock price. You may change this if stocks were bought previously at a different price.
  6. Select the Watchlist you would like to add the stock to.
  7. Enable any alerts you wish for this specific holding.
  8. Enter any notes you wish.
  9. Select Add Holding.

Browse to a Stock Profile Page

  1. Select the green Add button under the stock price.
  2. The stock is added to your default watchlist at the current price with no holdings.
  3. Browse to your My MarketBeat watchlist to see the newly added stock.
  4. Select the Edit button (pencil button under settings ) next to the new holding to update Holding Value/Alerts/etc.

Bulk Insert

  1. Navigate to the My MarketBeat Page.
  2. At the bottom of your My MarketBeat watchlist, select the Import Portfolio (CSV) button.
  3. Choose a file to upload.
  4. Select the columns to import and which watchlist to add the stocks to.
  5. Click the Import Into Watchlist button.
To remove a stock, there are 3 ways:
  • On the My MarketBeat Page, Select the trashcan button next to the holding on your watchlist.
  • On the My MarketBeat Page, Select the purple bulk action checkbox next to each stock you'd like to remove, then choose Delete These Holdings from Select a Bulk Action and click Apply Bulk Action.
  • Browse to the Stock Profile page and select the red Remove button under the stock price.
  1. Log in to MarketBeat.
  2. Browse to your My MarketBeat Watchlist: at the bottom, select button Import Portfolio From Brokerage.
  3. A popup appears, 'MarketBeat uses Plaid to connect your account'.
  4. Click 'Continue' on the popup.
  5. Follow proceeding prompts to select/add your bank.
    • Please note: Each brokerage may have additional instructions or restrictions that are important to read.
  6. Once added, a new watchlist titled 'Brokerage Import from _______ Last Sync: _______ ' appears.
    • Please note: This watchlist is synced to your brokerage. Edits to holdings on this watchlist may be overwritten by updates from your brokerage.
  7. Repeat steps 1-6 for additional brokerages.
  1. Log in to MarketBeat.
  2. Browse to your My MarketBeat Watchlist: at the top of your linked watchlist, select the trashcan button
  3. On the Linked Brokerages page, select the trashcan button next to the brokerage you want to unlink.
  4. Your selected brokerage is now unlinked.
  5. OPTIONAL: To also delete the watchlist from your watchlists, navigate back to your My MarketBeat page.
  6. Find the appropriate, now unlinked, brokerage account watchlist and select the trashcan button above the watchlist.
  7. A 'DELETE ALL' confirmation page appears.
  8. Populate the confirmation page and select the 'DELETE ALL' button.
  9. Your linked brokerage is now both unlinked and deleted from your watchlists.
  10. Repeat steps 1-8 for additional brokerages.
  1. Log in to MarketBeat.
  2. Browse to your My MarketBeat Watchlist: select menu header My MarketBeat.
  3. Select the pencil icon next to the holding you wish to modify.
  4. To update multiple holdings, please see below.
  5. Enable/Disable the checkboxes as appropriate.
  6. Select Update Holding.

To modify multiple alerts:

  1. Browse to the My Alerts section:
    1. My MarketBeat menu header
    2. Account Settings section
    3. My Email and SMS Alerts tab
  2. Navigate to the lower half of this page to see appropriate settings.
    • Bulk Actions dropdown will affect your entire watchlist.
    • Select the appropriate action in the dropdown and select the Perform Action button.
    • Earliest Alert Time will affect both email and SMS alerts.
    • Alert Types will enable/disable alerts of all the checked/unchecked type for your entire watchlist.
  3. Make all your updates and then select the Save Preferences button below.
  1. Browse to the My Alerts section:
    1. My MarketBeat menu header
    2. Account Settings section
    3. My Email and SMS Alerts tab
  2. Navigate to the lower half of this page to see appropriate settings.
    • Bulk Actions dropdown will affect your entire watchlist.
    • Select the appropriate action in the dropdown and select the Perform Action button.
    • Earliest Alert Time will affect both email and SMS alerts.
    • Alert Types will enable/disable alerts of all the checked/unchecked type for your entire watchlist.
  3. Make all your updates and then select the Save Preferences button below.

Subscriptions & Products

Products

MarketBeat All Access is our premier research platform that includes our daily newsletter, our premium Sunday market preview, 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, trending stock lists, proprietary brokerage rankings, extended data export tools and much more. You will also get access to our full database of more than 1 million analyst recommendations, our proprietary broker performance and accuracy ratings and other exclusive benefits.

MarketBeat Daily Premium is the last stock market newsletter that you will ever need. Delivered 30 minutes before the market opens, MarketBeat Daily premium provides actionable news, analyst upgrades and downgrades, dividend payout changes, insider buying and selling disclosures, earnings reports and technical data. Your daily edition of MarketBeat Daily is personalized to your My MarketBeat stock portfolio and watchlist, ensuring you have the latest information for the stocks that you care about the most. You can also choose to receive email or SMS alerts for your stocks so that you don't miss major shifts in the market. Finally, your daily newsletter contains a summary of key analyst ratings, earnings and dividend announcements, insider transactions of the day. MarketBeat Daily Premium is included as part of MarketBeat All Access.

Yes. With MarketBeat All Access, you have the ability to create a watchlist and enable email or SMS instant alerts for stocks that you’re following. When we are made aware of a ratings change, a dividend announcement, an earnings announcement, a guidance update or an insider trade for a stock that you’re following, we’ll send you a brief email or SMS text message with the information. Free subscribers are limited to adding five stocks to their watchlist.

Newsletters

MarketBeat Daily is delivered at 9:00 AM Eastern and 5:00 PM Eastern, Monday through Friday. MarketBeat Daily Ratings is sent each weekday after all MarketBeat All Access subscribers receive their newsletters. A weekly wrapup edition of MarketBeat Daily is sent on Saturday mornings, and a weekly preview edition of MarketBeat daily is sent on Sunday afternoons.

  1. Log in to MarketBeat.
  2. Browse to your Subscription Page:
    1. My MarketBeat menu header
    2. Account Settings section
    3. My Subscriptions tab
  3. Any available free subscription will have a Select Here To Subscribe link next to it that can be selected to subscribe.
  4. Premium services are located in the lower section with the appropriate links to subscribe.

Subscriptions

MarketBeat accepts all major credit cards (Visa, MasterCard, American Express, Discover, and Diner’s Club), as well as Visa and MasterCard debit cards. MarketBeat also accepts payment via PayPal, Apple Pay, and Google Pay.

  1. Log in to MarketBeat.
  2. Browse to your Subscription Page:
    1. My MarketBeat menu header
    2. Account Settings section
    3. My Subscriptions tab

This page will give you an overview of your subscriptions.

  • Manage Your Subscription or Cancel This Subscription will appear next to your active subscriptions.
  • You may select the Manage your mailing preferences here or the Manage Your Subscription links to take you to a more detailed page which will show all the available free subscriptions:
    • Enter your email at the top of this detailed subpage, check or uncheck any appropriate boxes below, and then select Update Mailing Preferences.
    • To manage your paid subscriptions, select manage your account here at the bottom of the page under the buttons.
    • If you would like to unsubscribe from all emails, make sure your email address is entered at the top and then select Unsubscribe from All Emails.
    • To leave this page, select the back button on your browser or select Stay Subscribed.

If you are in any way unsatisfied with any of our products during the first 30 days of your service, we will provide you a full refund, no questions asked.

If you are a subscriber to MarketBeat All Access and wish to cancel your premium subscription, cancel your subscription on this page. If you are a free subscriber and wish to stop receiving email from MarketBeat, you can manage your mailing preferences or unsubscribe.

MarketBeat Data

MarketBeat uses the average return on investment of a research firm's "buy" and "strong buy" recommendations over the last five years to determine a firm's rating. The firms with the best-performing recommendations receive a five-star rating. Firms that have issued fewer than ten tracked research notes in the last five years will not be ranked.

MarketBeat makes use of more than thirty different data sources to compile its ratings database. Many brokers report their ratings to MarketBeat directly. We also track equities research notes using various private data-feeds and public media mentions. MarketBeat keeps track of more than 125,000 ratings changes each year and offers the most comprehensive coverage of stock ratings available.

The gap of time between when a research note is published and when it's broadly available online can vary from broker to broker. Because we make use of dozens of data-sources, we can generally report on ratings before they are broadly recognized by the market and before they are widely reported in the financial news media.

Yes. MarketBeat All Access subscribers can export table data from the MarketBeat website to excel or CSV format. There is also a dedicated "export data" page that allows users to export up to 6 months of recent dividend, earnings, insider trading, and ratings data.

Our MarketRank evaluates every stock across seven distinct categories: Analyst's Opinion, Short Interest, Dividend Strength, Sustainability & ESG, News and Social Media Coverage, Company Ownership, and Earnings and Valuation. This comprehensive approach ensures a holistic view of a company's standing in the market. MarketRank is calculated by averaging the scores of available categories, with additional emphasis placed on analysis and valuation to reflect their critical importance. This weighted average is then compared against others to determine each company's rank.

All companies listed on MarketBeat.com have their rank updated in real-time, reflecting changes in category data throughout the trading day. This system provides investors with timely information, allowing for informed decisions based on specific categories of interest or the overall rank of each company.


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