TA Capital Research — Outperformance Begins Here

Institutional-Grade Research — Without the Headache of AUM Fees

TA Capital Research is an independent investment research firm trusted by investors, advisors, and institutions around the world. We exist to empower your decisions with actionable, high-conviction analysis — helping you navigate the financial markets with clarity, confidence, and control. We guide clients through every shift within the financial markets, all while saving you tens of thousands of dollars in costly AUM fees.

We analyze hundreds of charts across all major asset classes every day, identifying opportunities and market shifts as they unfold. Whether you manage your own capital, oversee client portfolios, or run a firm, we serve as your virtual research desk — delivering real-time insights and tactical guidance so you stay ahead of every market move.

Our research goes beyond data — it’s a framework for action. We combine tactical signals, rotational strategies, and real-time monitoring to give you a clear path through complex markets, so every decision is grounded in insight, not guesswork.

Our research continues to outperform

Top Chart Alerts in November

  • Rivian Automotive, Inc | $RIVN
    • Long
    • Triggered November 28: Triangle breakout
    • 38.78% potential profit
  • Oklo, Inc | $OKLO
    • Short
    • Triggered November 4: Pivot breakout
    • 32.90% potential profit
  • Roblox Corporation | $RBLX
    • Long
    • Triggered November 3: Pivot breakout
    • 22.94% potential profit

Our Portfolios Year-to-Date

Portfolio
2026 Peformance (through 1/9/2026)
Relative to the S&P 500
S&P 500
+1.76%
TA Alpha
+8.01%
Outperforming by +6.25%
TA Global
+2.56%
Outperforming by +0.80%
TA Sector
+2.55%
Outperforming by +0.79%

Our Clients

Individual Investors
Take Control of Your Portfolio

  • Take control of your portfolio with professional-grade research built for individual investors. Our detailed analysis, portfolios, and real-time breakout alerts give you the insight to spot high-probability setups, follow market leadership, and navigate volatility with confidence and clarity.

Investment Professionals (advisors, portfolio managers, etc)
Research Support for Investment Professionals

  • Elevate your investment process with institutional-grade research. Our technical analysis, sector rotation studies, and macro insights help advisors, portfolio managers, and strategists anticipate market leadership shifts, optimize asset allocation, and provide clients with informed, high-conviction guidance.

Institutions (RIAs, Hedge Funds, Family Offices)
Institutional-Grade Research Without the Analyst Overheard

  • Access institutional-grade research designed to empower CIOs, asset managers, and research teams to navigate market cycles with precision. From global and sector analysis to style & factor research, our insights help guide allocation decisions, manage risk, and stay aligned with structural leadership trends. We act as your independent research partner — fully integrated into your process and by your side through every market swing.

Our Clients Receive

In-Depth Research

  • Daily:
    TA Market Prep
  • Weekly:
    TA Risk & Allocation
    TA Sector Rotation
  • Monthly:
    TA Global Leadership
    TA Style & Factor
    TA Breadth & Sentiment
    TA Industry Scope

Premier Support

  • Priority Response Times
  • Direct Access to Our Team
  • Daily Research & Watchlists
  • Real-Time Market Alerts
  • Bespoke Research

Access To Our Portfolios

  • TA Alpha
  • TA Sector
  • TA Global

TA Capital Research Newsletter

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Frequently Asked Questions

  1. How do I receive access to the TA Capital Research portfolios?
    • We offer access to 3 actively-managed portfolios, and accessibility is dependent on the plan you choose. Visit Plans for a full breakdown.
  2. Can I request specific analysis?
    • Our Premium clients receive unlimited chart requests. We promptly review chart requests, and provide our in-depth analysis. Our Elite clients also receive unlimited chart requests, but these clients also have access to our Bespoke Research — tailored research with chart analysis, relative strength analysis, visuals, etc.
  3. Is there a trial period for TA Capital Research?
    • Yes, each of our plans offer an initial free trial. For details, please visit Plans
  4. How can TA Capital Research support my firm’s investment strategy?
    • Our research provides actionable technical analysis and macro context to help firms navigate market leadership, style and sector rotation, and key inflection points. Portfolio managers, advisors, and institutions use our reports to refine allocation, manage risk, and stay aligned with evolving trends. Our Elite clients also have access to our Bespoke Research, so we are able to provide tailored, in-depth analysis to any specific part of the market. We operate as your independent, high-conviction research desk — built to support your strategy through every market cycle.

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TA Capital Research – Outperformance Begins Here

“Seek first the kingdom of God” – Matthew 6:33