Running TickerWhale as a service, Research Tools

TickerWhale Agency Implementation, Building Quantitative Research Services

Learn how to deliver quantitative equity research as a productized service using TickerWhale's nightly price targets, composite scoring, and Willy research assistant. This course teaches agencies how to structure retainer packages around daily market briefs, custom stock baskets, and analyst-grade commentary that clients can't access independently.

Open the decision record for TickerWhale

What does running TickerWhale for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Vendor cost basis: free tier for evaluation; $20/month or $99/yr founder pricing (renews at the same $99/yr) if Pro model price targets are needed. Setup complexity is low and time to value is hours. Client-facing service pricing is not modeled from this data.
Time to first value
Not published
Payback
Not modeled
Guided implementation
8 hours

Is TickerWhale worth running as a client service?

TickerWhale supplies a scored, sourced daily equity research feed with nightly model price targets on the paid tier, and its low setup complexity and hours-to-value profile support a managed research service. What remains unknown is what an agency can charge clients, since no market rate, labor cost or volume data is supplied here; ROI is not modeled.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • TickerWhale free account (required to access scores, brief, themes and Willy questions)
  • Dedicated email address for daily Market Brief delivery
  • Payment method for the paid tier if nightly model price targets are required
  • TradingView account for chart-level context alongside TickerWhale scores
  • Per-client ticker basket lists to track and receive refreshed news on

People and inputs

  • A research workflow owner who reads the composite TickerWhale Score across quality, value, technical, risk and sentiment
  • A writer or analyst to turn the Market Brief and Technical Pulse into client-facing notes
  • A tracking sheet mapping clients to baskets, sector/theme filters and Brief delivery, since there is no agency dashboard
  • Time to validate the free tier's coverage against each client's held or covered names before upgrading

Included with the course

7 working documents for delivering this service.

  • TickerWhale Retainer Service Menu (3-tier pricing)template
  • Daily Market Brief Customization Checklistchecklist
  • Client Basket Setup and News Refresh SOPsop
  • TickerWhale Score Explanation Worksheet for Clientsworksheet
  • Willy Research Assistant Prompt Libraryguide
  • Monthly Composite Score Trend Report Templatetemplate
  • Theme-Based Portfolio Screening Workflowsop

Listed by name. These documents are not yet published as individual downloads.