Frequently Asked Questions

Most MarketBeat tools and newsletters are completely free to use. This includes the MarketBeat website, MarketBeat Daily Ratings, MarketBeat CryptoBeat, DividendStocks.com, InsiderTrades.com, Earnings360, and Early Bird newsletters.

For investors who want more advanced research tools, real-time alerts, data exports, and an ad-free experience, MarketBeat offers a premium membership called MarketBeat All Access, which costs $249 per year. MarketBeat All Access includes our full suite of research tools, advanced stock screeners, SMS and email alerts, portfolio tracking, trend reports, and unlimited data exports.

MarketBeat provides data and analysis for thousands of publicly traded companies across the United States, Canada, and the United Kingdom. This includes stocks listed on major exchanges such as the NYSE, NASDAQ, OTCMKTS, TSX,  and LSE.

Investors in other countries can still use MarketBeat’s tools, but our real-time market data and research coverage focus primarily on North American and U.K. markets.

Yes. MarketBeat is accredited by the Better Business Bureau (BBB) and meets the BBB’s standards for transparency, honesty, and responsible business practices. MarketBeat has also been independently verified by SafeSiteCertified and PrivacyVerified, confirming that our website and data handling meet industry standards for security and privacy compliance.

Millions of investors use MarketBeat’s research tools and newsletters each month, and our company has earned recognition from organizations such as Entrepreneur Magazine, The Financial Times, and Inc. Magazine for growth and reliability in financial publishing.

You can reset your MarketBeat password by visiting our Forgot Password page and entering the email address associated with your account. We’ll send you a secure link to create a new password.

If you don’t receive the email within a few minutes, check your spam or promotions folder, or make sure you’re using the same email address you originally used to subscribe to MarketBeat.

If you still can’t access your account, you can contact our support team and we’ll be happy to help.

To permanently delete your MarketBeat account, contact our support team at contact@marketbeat.com and request account deletion. Once your request is processed, your account information and subscription settings will be removed from our system. You may be asked to confirm your email address to verify ownership of the account.

You can contact MarketBeat by emailing contact@marketbeat.com or by using the support form on our Contact page. Our South Dakota–based team responds to most questions within one business day.

If you experience a problem with your MarketBeat account, subscription, or data, the best way to get help is to contact our support team. You can reach us anytime by emailing contact@marketbeat.com or by using the support form on our contact page. Our U.S.-based team typically responds within one business day.

If your issue is related to newsletter delivery, subscription management, or alert settings, you may also find answers in the My Subscriptions and My Alerts sections of your account.

No. MarketBeat is not a brokerage and does not execute trades. MarketBeat is a financial media and research platform that provides market data, stock ratings, portfolio tools, and investment research to help investors stay informed. You can track your holdings and receive alerts on MarketBeat, but all trading activity must be completed through your own brokerage account.

Yes. The My MarketBeat watchlist is free to use, and free subscribers can add up to ten stocks to their watchlist. MarketBeat All Access members can create unlimited watchlists and track an unlimited number of stocks.

You can add stocks to your MarketBeat watchlist in three ways: from My MarketBeat, from a stock profile page, or by importing a CSV file.

1. Add a holding from My MarketBeat
   1. Log in and go to My MarketBeat.
      
   2. Click Add a Holding.
      
   3. Choose the Asset Type:
      • Stock/ETF — for a specific stock or ETF.
      • Manual Asset — for a custom position that isn’t tied to a symbol.
        
   4. Start typing the company name or ticker symbol and select it from the dropdown.
      
   5. Enter the Number of Shares you own.
   6. Review or update the Average Cost Basis (pre-filled with the current price).
   7. Choose which Watchlist to add it to.
      
   8. Turn on any alerts you want for that holding.
   9. (Optional) Add any notes you want to remember.
   10. Click Add Holding.
       
2. Add from a stock profile page
   
   1. Go to the stock’s profile page on MarketBeat.  For Example: Apple (AAPL)
   2. Click the  Add button in the stock header.
      

      

      

   3. If you are a free subscriber, the stock will be added to your default watchlist.
   4. If you are a premium subscriber, you will need to select the watchlist to add the stock to and then click "Add to Watchlist. 
      
   5. To edit details, go to My MarketBeat, find the holding, and click the Edit (pencil) icon to update shares, cost basis, alerts, or notes
3. Bulk add using a CSV import
   
   1. Go to My MarketBeat.
   2. At the bottom of your watchlist, click Import Portfolio (CSV).
      
   3. Take note of the upload instructions on the page. 
   4. Upload your CSV file.
   5. Map your columns (e.g., ticker, shares, cost basis) to the fields MarketBeat provides.
   6. Choose which Watchlist you want to import the data into.
   7. Click Import Into Watchlist to add all holdings at once.

You can remove a stock from your watchlist in three different ways: directly from My MarketBeat, in bulk, or from the stock’s profile page.

1. Remove a single holding from My MarketBeat
   1. Log in and go to My MarketBeat.
   2. Find the holding you want to delete.
   3. Click the trashcan icon next to that stock.
      
   4. Confirm that you want to delete the holding.
      
2. Remove multiple holdings at once (bulk delete)
   
   1. Go to My MarketBeat.
   2. Check checkbox next to each stock you want to remove.
      
   3. From the Bulk Action dropdown, choose Delete These Holdings.
      
      
   4. Click Apply  to remove all selected stocks.
   5. Confirm that you want to delete the selected holdings.
      
3. Remove a stock from its profile page
   1. Open the stock’s profile page.
   2. Click the  Remove button located in the stock header.
      
   3. The stock will be removed from your default watchlist.

You can sync your brokerage account with MarketBeat by connecting it through Plaid, a secure service used by many financial institutions. Connecting your brokerage lets MarketBeat automatically import your holdings and keep them updated.

1. Start the brokerage import
1. Log in to MarketBeat.
2. Go to your My MarketBeat watchlist.
3. Click the Import Portfolio From Brokerage button.
   
2. Connect your brokerage using Plaid
1. A popup will appear initialize the sync between MarketBeat and Plaid to securely connect your account.
2. Click Continue.
3. Select your bank or brokerage from the list, or use the search bar to find it.
4. Follow the prompts to log in and authorize the connection.
5. Some brokerages may require additional verification steps—be sure to read any instructions carefully.
3. View your synced portfolio
1. Once connected, MarketBeat will create a new watchlist titled: “Brokerage Import from [Broker Name] — Last Change: [Date/Time]”
2. This watchlist will stay up to date each time MarketBeat syncs your holdings.
3. Important: Because this watchlist syncs directly with your brokerage, any manual edits you make may be overwritten during the next sync.
4. Add additional brokerages
1. You can repeat this process to connect multiple brokerages and create separate synced watchlists for each account

1. Unlink the brokerage connection
1. Log in and go to My MarketBeat.
2. Find the watchlist created by your brokerage sync (for example, "Brokerage Import from Fidelity — Last Sync: …").
3. Click the Link Brokerage button (link icon) at the top of that watchlist.
   
4. Click the trashcan icon  in the Unlink column of the brokerage you want to disconnect.
5. The brokerage is now fully unlinked.
2. Fully remove the watchlist
   1. Return to My MarketBeat.
   2. Locate the watchlist associated with the now-unlinked brokerage.
   3. Click the Delete button  (Trash icon) above that watchlist.
      
   4. In the confirmation modal, type DELETE ALL to confirm you are ready to permanently remove the watchlist.
      
   5. Complete deletion by clicking the DELETE WATCHLIST button.

You can enable or update alerts for a specific stock from your My MarketBeat watchlist, or update alerts for multiple holdings at once using the My Alerts page.

Enable or edit alerts for a single holding

1. Log in to MarketBeat.
2. Go to your My MarketBeat watchlist.
3. Click the Edit Button (pencil icon) next to the holding you want to update.
   
4. A modal will open with the details about your holding.
5. Check or uncheck the alert options you want to enable or disable.
   
6. Select Update Holding to save your changes.
   

Modify alerts for multiple holdings (bulk alert management)

To modify alerts for multiple holdings, go to the My Alerts page.

Modify Alerts By Company 

The top of the My Alerts page will list each watchlist with its stocks.  For each stock, you can choose individual email, SMS, newsletter, and pricing alert preferences.

Modify Alerts By Event Type

Use the checkboxes under Alerts By Event Type to enable or disable entire alert categories for all holdings.

Time Settings

Adjust the Earliest Alert Time to set the earliest time alerts can be sent for both email and SMS notifications.

Bulk Enable or Disable Alerts

Use the Bulk Actions dropdown to enable or disable alerts across all watchlist, then select the Perform Action button.

You can turn all alerts on or off for your entire watchlist by using the My Alerts page in your account settings. This is useful if you're going on vacation or want to temporarily pause notifications.

1. Go to the My Alerts page.
2. Scroll to the bottom of the page to access Enable/Disable All alert settings.
3. Use the Bulk Actions dropdown to turn all alerts on or off for your entire watchlist, then select the Perform Action button.
   

MarketBeat All Access is our premium research platform designed for investors who want real-time data, advanced research tools, and personalized market insights. It includes daily and weekly newsletters, portfolio monitoring tools, in-depth stock screeners, a real-time news feed, and customizable email and SMS alerts.

MarketBeat All Access members also receive access to the MarketBeat Idea Engine, trending stock lists, proprietary brokerage rankings, extended data export tools, and MarketBeat’s complete database of more than one million analyst recommendations. This plan also unlocks our brokerage and analyst performance ratings along with additional exclusive research resources.

For a full comparison of all MarketBeat subscription levels and features, visit our Product Comparison page.

A MarketBeat All Access subscription unlocks MarketBeat’s full suite of research tools, premium data, and advanced portfolio features. All Access members can track unlimited stocks and watchlists, receive real-time email and SMS alerts, and access expanded analyst ratings, dividend, earnings, and insider transaction data.

All Access also includes MarketBeat Daily Premium, which is delivered before the market opens. Additional All Access tools include MarketBeat Idea Engine, proprietary broker performance ratings, trending stock lists, advanced screeners, and extended data export tools. These features provide a more comprehensive view of the market and help investors monitor the stocks they care about with greater depth and accuracy.

For a full comparison of all MarketBeat subscription levels, visit our Product Comparison page.

MarketBeat offers both email and SMS alerts that notify you when important events happen for the stocks you follow. MarketBeat All Access members can track unlimited stocks and receive instant alerts for ratings changes, dividend announcements, earnings results, guidance updates, insider transactions, and other market-moving events.

Free subscribers can also use alerts but are limited to adding up to ten stocks to their watchlist.

Yes. Free MarketBeat subscribers can add up to ten stocks to their watchlist. MarketBeat All Access members can add an unlimited number of stocks and create multiple watchlists.

MarketBeat sends several newsletters throughout the week. MarketBeat Daily Premium  (All Access only) is delivered at 9:00 AM Eastern and again at 5:00 PM Eastern, Monday through Friday. MarketBeat Daily Ratings is delivered each weekday after all MarketBeat All Access subscribers receive their newsletters. A weekly wrap-up edition of MarketBeat Daily is sent on Saturday mornings, and a weekly preview edition is delivered on Sunday afternoons.

You can subscribe to additional MarketBeat newsletters from your account settings. Free newsletters will display a subscription link, and premium newsletters include links to learn more or upgrade.

1. Go to your My Subscriptions page. 
2. Any free newsletters you are not subscribed to will display a "Subscribe" button.
   
3. Any free newsletters you are subscribed to will display a  "Manage Subscription" button.
   
4. Premium newsletters  and products will have with links to learn more or subscribe.

MarketBeat Daily Premium is a pre-market newsletter that delivers personalized, actionable stock market information 30 minutes before the market opens. Each issue includes analyst upgrades and downgrades, dividend changes, earnings results, insider buying and selling, technical data, and other market-moving news.

Your newsletter is customized based on the stocks in your My MarketBeat portfolio and watchlist, ensuring you receive updates that are most relevant to your holdings. You can also enable email or SMS alerts so you never miss major developments affecting the companies you follow.

MarketBeat Daily Premium is included with a MarketBeat All Access subscription.

MarketBeat accepts all major credit cards, including Visa, MasterCard, American Express, and Discover, as well as Visa and MasterCard debit cards. We also support Apple Pay and Google Pay for qualifying devices and browsers.

You can manage all of your MarketBeat email subscriptions from the My Subscriptions page in your account settings. This includes updating mailing preferences, subscribing to additional newsletters, and unsubscribing from emails.

1. Log in to MarketBeat.
2. Go to your My Subscriptions page, which list all available subscription options.
3. To Manage Free Subscriptions
   1. Select the Manage Your Subscription button, which will bring you to the Mailing Preferences page.
      
   2. Enter your email address at the top of the page.
   3. Check or uncheck the boxes for the newsletters you want to receive.
   4. Select the Update Mailing Preferences button to save your changes.
4. To Manage MarketBeat All Access subscription
   1.  To subscribe, review the MarketBeat All Access information on the My Subscriptions page.
   2. To cancel an existing subscription, login to MarketBeat and visit our MarketBeat All Access Cancellation page.

MarketBeat offers a 30-day money-back guarantee on all paid products. If you are not satisfied for any reason within the first 30 days of your service, we will provide a full refund with no questions asked.

You can cancel your MarketBeat subscription in two ways, depending on whether you have a paid MarketBeat All Access membership or a free email subscription.

To cancel MarketBeat All Access:
Use the cancellation page linked in your account. Canceling your premium subscription will stop future billing and end access to All Access features at the end of your billing period.

To unsubscribe from free newsletters:
Go to your My Subscriptions page to update your mailing preferences, or select the Unsubscribe link included at the bottom of any MarketBeat email.

MarketBeat does not send unsolicited emails. All MarketBeat newsletters and alerts are sent only to users who signed up directly on our website or opted in through one of our partner websites. Every email we send includes an unsubscribe link that allows you to stop receiving messages at any time.

If you received an email and are unsure why, you may have subscribed in the past using your current email address. You can unsubscribe using the link at the bottom of any MarketBeat email. You can also manage your subscriptions and manage your alerts to customize what emails you receive.

MarketBeat sends emails only to individuals who have opted in through MarketBeat.com or through one of our partner websites. If you received an email from us, it is likely because you subscribed to one of our newsletters in the past or signed up for a free tool or report that included email delivery.

Every email we send includes an unsubscribe link at the bottom. You can stop emails at any time by selecting that link or by managing your preferences in your MarketBeat account.

MarketBeat calculates brokerage rankings by measuring the average return on investment generated by each research firm’s “buy” and “strong buy” recommendations over the past five years. Firms with the highest-performing recommendations receive a five-star rating. Only firms that have issued at least ten tracked research notes during this period are included in the rankings.

MarketBeat also tracks the performance of individual analysts within each brokerage firm. Analyst performance is evaluated using the same return-based methodology, allowing investors to see how well each analyst’s recommendations have performed over time.

MarketBeat compiles its stock ratings data from more than a dozen sources. Many brokerage firms provide their ratings to MarketBeat directly. We also track equity research reports using private data feeds, regulatory filings, and public media mentions. In total, MarketBeat monitors more than 110,000 ratings changes each year to provide broad and timely coverage of analyst recommendations.

The timing of analyst rating availability varies by brokerage firm. Some firms release research notes publicly right away, while others distribute them to clients before they appear online.

Because MarketBeat collects data from many different private and public sources, we are often able to publish new analyst ratings before they are widely reported by major financial news outlets. In most cases, rating changes appear on MarketBeat shortly after they are issued by the originating brokerage firm.

Yes. MarketBeat All Access subscribers can export most tables on the MarketBeat website to Excel or CSV format. A dedicated export page is also available, allowing users to download up to six months of recent dividend, earnings, insider trading, and ratings data.

MarketRank™ is MarketBeat’s scoring system that evaluates each stock across six key categories: analyst opinion, short interest, dividend strength,  news and social media sentiment, institutional ownership, and earnings and valuation. These category scores are averaged to create an overall MarketRank™, with additional weight placed on analysis and valuation due to their importance in long-term performance.

MarketRank™ updates in real time throughout the trading day as new data becomes available. This gives investors a current view of how a company is performing across individual categories or in its overall standing compared to other stocks.

MarketBeat sources its data from a wide range of reputable providers, including brokerage firms, regulatory filings, private data feeds, and public news and media sources. We strive to provide timely and accurate information by aggregating data from multiple independent channels and updating our platform throughout the trading day.

Because MarketBeat reports data exactly as it is issued by the originating firms and data providers, accuracy may occasionally depend on how quickly those sources publish or update their information. If you ever notice a discrepancy, our support team is happy to review it.

MarketBeat uses artificial intelligence to help generate summaries and streamline the presentation of certain types of content, but all financial information is sourced from trusted, verifiable data such as analyst ratings, news reports, regulatory filings, and financial statements. A.I. is not used to independently select or recommend stock ideas.

Stock ideas on MarketBeat are generated from key fundamental, sentiment, technical, and ownership factors identified in our datasets. A.I. may be used to summarize why a stock appears on a list, but the underlying signals and criteria come directly from MarketBeat’s data—not from A.I. decision-making.