How do I employ AAS in my Investment Decision Process?
See How to Use AAS

What is the “AAS Rating Score?”
The AAS Rating Score is the foundation of our analysis and one of two components that sets AAS apart from other subscription-based services. AAS utilizes a weighted Alpha which is adjusted for price persistence and volatility using proprietary formulas and software. Similar to normal alpha rankings, equities with higher AAS Rating Scores are preferred over lower scores.

How does AAS generate its Buy Recommendations?
The equities in the AAS Report are sorted by the AAS Rating Score. This score is derived from a proprietary ranking formula focused on each equity or mutual funds time-weighted alpha factor adjusted for price persistence and volatility. This method seeks to identify those equities which are delivering the highest adjusted returns within each group. After ranking, a compound buy rule is then applied that takes into consideration the short-term trend of the various equities as well as the AAS Rating Score. The AAS Buy Recommendation is then subjected to further confirmation by two independent technical analytics which must support the decision to place the security on a Buy status. If the AAS Rating Score is not confirmed by the technical analysis, the AAS Buy Recommendation box on the AAS Report is left blank.

What is the “Last Buy without a Sell over the Last 60 Days?”
This is the most recent AAS Buy Recommendation date for a security over the last 60 days without that same security experiencing a subsequent sell signal. Due to the various risk tolerances and investment objectives of our subscribers, it’s impossible to write a sell formula that would be applicable to everyone. As a result, AAS does not publish sell recommendations. However, we can indicate in our analysis the last time that there was an AAS Buy Recommendation without a subsequent sell signal. This information combined with the AAS Buy Frequency over the Last 60 Days can be used to determine the strength of trend for the corresponding security.

When do I place a Buy order for a stock or fund?
All AAS Buy Recommendations generated by AAS are intended to be executed on the day that the report is published. A stock or fund can have an AAS Buy Recommendation for several days or weeks in a row. If you missed the initial AAS Buy Recommendation but the security is still a recommended Buy, then feel free to place the order.

What does it mean when a stock or fund I purchased is no longer an AAS Recommended Buy?
If you currently own a stock or fund that was an AAS Recommended Buy but now is not, you can interpret that as a Hold signal. Because it must pass through two independent technical analytics, in addition to having an acceptable AAS Rating Score, very rarely does a stock or fund have an AAS Buy Recommendation consecutively over weeks and months. Even those securities with the highest AAS Buy Frequency Over the Last 60 Days have an occasional period when they don’t pass the analytics. Don’t overreact. Keep a watchful eye on the fund or stock as well as the Sell Limit Watch and determine for yourself if the security is experiencing normal volatility or if it’s time to sell. Remember, the decision to sell a security is up the subscriber, AAS does not provide sell recommendations.

Why doesn’t AAS provide Sell Recommendations?
Our subscribers all have different risk tolerances, so creating a sell formula that is applicable to everyone is impossible. However, we have included a column called Sell Limit Watch. This value is updated along with the rest of the data and is designed to be a helpful tool when deciding when to sell a fund or security. If the current closing price of the security falls below the Sell Limit Watch that is a very good indicator that it’s time to sell. The sale of a fund or security is up to the discretion of the subscriber. Please do not assume that AAS will indicate when you should sell.

Can I validate the analysis provided by AAS?
We’re glad you asked! Of course you can validate our analysis and we hope that you do. One of the reasons we’re including an archive page is so that subscribers can view past AAS analysis, select securities with high AAS Rating Scores and AAS Buy Recommendations, and compare the securities’ price at that point with the price at another point in time. Calculating past performance is up to the subscriber and their formula of choice. To facilitate the validation of our analysis, we’ve included a tool on the Research page enabling subscribers to insert a symbol and view performance information over various time periods. Also, please remember that past performance is not a guarantee of future results.

How much does an Alpha Advisor Service (AAS) subscription cost?
AAS offers three levels of subscription. The Silver Subscription is priced at $19.99 per month, while the Gold Subscription is $29.99 per month. The Platinum Subscription is $49.99 per month.

Can I upgrade from a monthly to a yearly subscription?
No, AAS prefers that your subscription remain monthly. Subscriptions will be automatically renewed each month unless cancelled by you.

Can I upgrade from the Silver to the Gold subscription? Or from the Gold to the Platinum?
Yes, you can easily upgrade your AAS subscription. Contact AAS and we’ll take care of that for you.

What does automatic-renewal of my subscription mean?
AAS charges its subscribers based on monthly subscriptions. Unless you cancel your AAS Subscription, it will be automatically carried over to the next month and your credit card will automatically be charged the specified amount for the subscription that you have selected.

What do I get with my AAS subscription?
With an AAS subscription you have access to a wealth of professional market analysis enabling you to quickly gauge the market and make informed decisions regarding asset allocation.

Can AAS portfolios be used in a 401(k) or an IRA?
Yes, but obviously it depends on whether your 401(k) or IRA accepts certain funds and securities.

As a new subscriber, what do I do with my portfolios?
AAS recommends that you “phase-in” your portfolio assets over several days or weeks. You should first get comfortable with AAS and how to best utilize it personally. Decide which market segments appeal to you, and then begin to select several equities from those segments. Only after you have developed proficiency using AAS should you begin to apply it to your portfolio. Remember that investing isn’t a race; use our service at your own pace.

Can I utilize AAS to mange my own clients’ portfolios?
Yes, you can utilize our market analysis to manage your clients’ portfolios.

Does AAS offer a client / subscriber referral program?
No, not at this time.

How and when do I receive AAS analysis?
We have designed this website so that our subscribers can log in and view AAS analysis at their leisure. Due to the complexity and nature of the data we are analyzing, we will strive to make the data viewable by 10:00 am EST each Tuesday and Thursday that the New York Stock Exchange is open. This gives us the time needed to verify our data and review the analytics, and it gives the subscriber the time needed to digest the data and make any decisions well before the closing bell. Since the data used is from the previous business day, any AAS Buy Recommendations should be executed on the day that the report is generated.

Do I need any software or programs to view the AAS Report?
Other than a computer and an internet connection, the only software you will need is Adobe Reader 7.0. If you don’t have this software, you can download it for free by clicking here.

Why can’t I print my AAS analysis?
In an effort to prevent unlawful distribution, we have decided to secure the AAS analysis. You may, however, print sample analysis and any archived reports we list on this website.

How do I cancel my AAS subscription?
We hope that you wouldn’t, but if you are unhappy with the service, you can cancel at any time. Simply contact AAS and we’ll take care of that for you. Since you are charged on a monthly basis, your subscription will remain active until the next billing period. AAS does not refund any subscriptions for any reasons.