Plans
Choose your level of access.
Every plan includes a free trial with full access to research, discretionary models, and alerts — no limitations, and no charge until the trial ends.
Every Plan Includes
Free trial — no limitations on access
No charge until the trial ends
Cancel anytime, trial or active client
Plan Comparison
What’s included at each level.
| Investor | Professional | Institutional | |
|---|---|---|---|
| Research Reports | |||
| TA Market Prep | ✓ | ✓ | ✓ |
| TA Sector Rotation | ✓ | ✓ | ✓ |
| TA Style & Factor | ✓ | ✓ | ✓ |
| TA Global Leadership | – | ✓ | ✓ |
| TA State of the Market | – | ✓ | ✓ |
| TA Alerts | |||
| Equities | ✓ | ✓ | ✓ |
| Style & Factor | ✓ | ✓ | ✓ |
| Sectors | – | ✓ | ✓ |
| Global | – | ✓ | ✓ |
| Discretionary Models | |||
| TA Alpha | ✓ | ✓ | ✓ |
| TA Sector | – | ✓ | ✓ |
| TA Global | – | ✓ | ✓ |
| Tools & Support | |||
| Chart Requests | ✓ | ✓ | ✓ |
| TA QuickScan Portal | – | ✓ | ✓ |
| Monthly Strategy Calls | – | ✓ | ✓ |
| Bespoke Research | – | – | ✓ |
| Multiple Users | – | – | ✓ |
Pricing
Free 7-day trial included.
Investor
$299/month
Core research, tactical insights, and model-driven positioning to help investors identify opportunities and manage market exposure.
Access our sector and factor frameworks, flagship model, and chart requests to support your positioning and decision-making.
Start Free Trial
Professional
$599/month
A complete tactical research platform for advisors, portfolio managers, and investment professionals.
Access our full research ecosystem, portfolio models, allocation signals, and direct strategy discussions to enhance investment decisions.
Start Free Trial
Institutional
Contact for pricing
A firm-wide research license designed for investment teams, advisors, and institutional environments.
Includes multi-user access, internal distribution rights, and bespoke research — enabling seamless integration across portfolios, analysts, and decision-making workflows.
Contact For Pricing
Free 14-day trial included.
Investor
$2,999/year
2 months free
Core research, tactical insights, and model-driven positioning to help investors identify opportunities and manage market exposure.
Access our sector and factor frameworks, flagship model, and chart requests to support your positioning and decision-making.
Start Free Trial
Professional
$5,999/year
2 months free
A complete tactical research platform for advisors, portfolio managers, and investment professionals.
Access our full research ecosystem, portfolio models, allocation signals, and direct strategy discussions to enhance investment decisions.
Start Free Trial
Institutional
Contact for pricing
A firm-wide research license designed for investment teams, advisors, and institutional environments.
Includes multi-user access, internal distribution rights, and bespoke research — enabling seamless integration across portfolios, analysts, and decision-making workflows.
Contact For Pricing
Frequently Asked Questions
Plan & billing questions.
Yes. Once you sign up for your trial, you’ll receive a personal confirmation email from our team at ClientSupport@TACapitalResearch.com within 24 hours. If you don’t see it, check your spam folder — or feel free to reach out directly.
Full access to the plan you choose — reports, models, alerts, and more. No limitations.
Yes. You can cancel anytime during the trial or as an active client.
No. Your client fee will not be processed until your trial period ends.