Our Services
A complete research platform for active allocation.
TA Capital Research delivers independent, discretionary research and live allocation models to help investors identify leadership, manage risk, and make disciplined allocation decisions across market cycles.
Our services combine systematic technical analysis with live execution, portfolio transparency, and ongoing client access — from daily market prep and breakout alerts to actively managed discretionary models and monthly strategy calls.
At A Glance
Research & Insights
A structured, repeatable view of the market.
Our reports provide a structured, repeatable view of market conditions across asset classes, sectors, styles, regions, and more. Built on a consistent technical framework, each report helps clients:
- i.Track leadership shifts across sectors, styles, and regions.
- ii.Assess risk across markets and portfolios.
- iii.Identify emerging leadership trends.
TA Market Prep
Published during pre-market, TA Market Prep is designed to prepare clients for the upcoming trading session. Each edition includes analysis across major equity indices, individual equities, bonds, commodities, and crypto — plus the TA Breakout Watchlist.
Approximately 30–40 charts each morning — a concise, visual snapshot of market structure, trend direction, and key levels across asset classes.
TA Sector Rotation
A deep dive into relative strength and weakness across the 11 S&P 500 sectors, both relative to the broader market and on a stand-alone basis.
- Sector-to-S&P relative performance
- Trend structure and momentum within each sector
- Identification of emerging and fading sector leadership
TA Style & Factor
Helps clients understand the evolving structure of equity markets and refine positioning beyond simple index exposure.
- Relative performance trends
- Key inflection points and regime shifts
- Strength and deterioration across styles and factors
TA Global Leadership
Analyzes the relative strength and technical structure of major international equity markets versus global benchmarks.
- Leadership and lagging trends across developed and emerging markets
- Shifts in global equity momentum
- Regional and country-level opportunities
TA State of the Market
A comprehensive view of current market structure across indices, sectors, industries, styles, factors, and macro conditions — what’s driving leadership, where participation is strengthening or weakening, and how these dynamics are evolving in real time.
- Equity market regime and trend structure across major indices
- Sector and industry leadership, including relative strength and participation
- Style and factor shifts across key risk exposures
- Macro conditions across rates, commodities, currencies, and credit
- Key inflection points, divergences, and forward-looking risk signals
Bespoke & Client-Focused Research
Bespoke research for clients seeking deeper insight into specific areas of the market — applying our technical framework to client-defined questions, portfolios, sectors, asset classes, or strategic objectives. Designed to complement existing workflows with targeted analysis that aligns directly with each client’s investment process.
Discretionary Models
Research translated into real-time positioning.
Fully transparent, actively managed, and built on the same technical framework as our reports — our models demonstrate how our insights apply in practice.
TA Alpha
A dynamic model designed to capture short- to medium-term opportunities across asset classes. The strategy adapts to changing conditions, shifting exposure based on trend strength, relative performance, and risk environment — built for investors seeking capital appreciation through active, research-driven positioning.
TA Sector
A tactical equity strategy that times exposure to the strongest-performing U.S. sectors as momentum builds — and reduces or eliminates exposure as risk rises. Using relative strength and trend analysis across the 11 S&P 500 sectors, the model concentrates in sectors showing sustained leadership while actively managing risk through changing conditions.
TA Global
A globally diversified strategy that times exposure to international markets as leadership builds and momentum accelerates — reducing or eliminating exposure as risk rises. The model allocates based on relative strength versus global benchmarks, actively managing risk as conditions evolve across market cycles.
Client Tools & Access
Direct access to how we see the market.
Beyond our core research and models, these tools let clients engage with our framework, track opportunities, and interact directly with our team.
TA QuickScan Portal
A concise, real-time view of key securities, helping clients quickly assess positioning and confirm ideas.
- Ticker & Description — identify the company or ETF
- Our Outlook — bullish, neutral, or cautious
- Sector & Industry — where it sits in the market
- Sector Leadership vs. S&P 500 — leading or lagging
- Chart Link — direct annotated charts with the levels we’re monitoring
TA QuickScan Portal — Example Output
TA Alerts
Automated breakout alerts identify high-probability setups across multiple market layers, derived directly from our research.
- TA Equity Alerts — tactical, stock-level breakouts based on our technical framework
- Sectors — emerging sector leadership derived from TA Sector Rotation
- Style & Factor — cap tiers, growth vs. value, and factor leadership, derived from TA Style & Factor
- Global Markets — structural leadership trends derived from TA Global Leadership
TA Equity Alerts are the only alert type with tracked historical performance, and highlight actionable, short-term opportunities; sector, style/factor, and global alerts provide a research-driven view of broader market structure and leadership.
Chart Requests
Submit requests for customized charts and visual analysis at any time — exploring market structure, trends, and technical patterns tailored to your specific interests or portfolio.
Monthly Strategy Calls
Direct access to our thinking in a live, interactive setting. Each session covers the current market environment, key themes across sectors and global markets, and how we’re interpreting evolving trends — with time for client questions in real time.
Get started with TA Capital Research.
Explore our plans or start a free trial to see how our research, models, and tools support your allocation decisions.
Start Your Free Trial