Frequently Asked Questions

This feature, exclusively for Pro Members, allows you to view key premium information for up to six markets in a grid format.

• Full Global Market Watch trend view (Daily / Weekly / Monthly / Quarterly / Yearly)
• Nearest Reversal points (Daily / Weekly / Monthly)
• Condensed Array graphs (Daily / Weekly / Monthly)
• Auto-generated technical Analysis chart
• Please keep in mind – you MUST BE A PRO MEMBER to use this feature, and you MUST HAVE A PREMIUM MARKET SUBSCRIPTION for each Covered Market you want to include into your Grid View. Once you select your Premium Market Subscriptions to display in the Grid View, it remains saved in there until / unless you remove or replace them, or if your Premium Market Subscription ends.

Market Access Credits (MACs) can only be used to buy Snapshot reports. See "What is a "Snapshot Report"? in our General FAQ's.

The current number of MACs required for a snapshot report depends on the type:

Summary Snapshot Report – 1 MAC
Detailed Snapshot Report – 2 MACs
Premium Snapshot Report – 3 MACs

Your membership (Basic, Plus or Pro) will determine what level snapshot report you are able to purchase. The Snapshot reports provide all the information a market subscription does, but only what is current as of the time you purchase the snapshot report. Although the report will be stored in your account (My Markets>Snapshot Reports) for future reference, it does not provide continuous access to that market’s analysis. For markets you wish to follow on an ongoing basis we offer market subscriptions (but you cannot use MACs to add market subscriptions to your membership, that is a recurring purchase that is charged to your credit card in addition to your site membership).

To purchase MACs, please go to the Purchase page (top menu bar). The current pricing for one MAC cost US $3, but the more you buy the more you save. However, please note that unused MACs are non-refundable and cannot be used towards Socrates membership fees or market subscription fees. 

If you are a new customer, please go to the Register a New Account page (there’s also a link to do this in the top of the page).  If you already have an account, but your membership has expired, please go to the Login page, sign into your account and go to the Purchase section to pick the membership package the makes sense for you.

You'll need to have your credit card ready as this will be used for the monthly membership fee, along with any additional purchases you may make to add Market Subscriptions and/or Market Access Credits to your membership account.

Please Note: We are not a financial services or management firm. We do not offer individualized financial advice or services. The Services we provide (as defined in our Terms and Conditions of Use) are made available “as is”, and are for educational purposes only. No representation, warranty or guarantee is being made with regard to any of the Services, or that any financial result will or is likely to be achieved by users / members of the Services. Financial investments and trades are risky and can result in significant financial loss – we highly encourage all users / members of our Services to research multiple sources of information, and to consult a reputable financial services professional regarding your personal situation and any particular investment or trade. Please see our full Disclaimer as well as our Terms and Conditions of Use.

The standard version of the Socrates Platform is designed for individual members (as opposed to institutions or organizations). Upon commercial launch in 2017, the standard version offered only one membership level (referred to as the "standard membership level"). There are now multiple membership packages available, allowing members to upgrade, downgrade or cancel at any time. Click Here to learn more about the membership packages and pricing.

Please Note: We are not a financial services or management firm. We do not offer individualized financial advice or services. The Services we provide (as defined in our Terms and Conditions of Use) are made available “as is”, and are for educational purposes only. No representation, warranty or guarantee is being made with regard to any of the Services, or that any financial result will or is likely to be achieved by users / members of the Services. Financial investments and trades are risky and can result in significant financial loss – we highly encourage all users / members of our Services to research multiple sources of information, and to consult a reputable financial services professional regarding your personal situation and any particular investment or trade. Please see our full Disclaimer as well as our Terms and Conditions of Use.

Socrates Platform membership packages are designed to enable users to pick the level of access that meets their needs and budget. When you click to Register a New Account, you’ll be presented with current pricing along with a description of each membership package that is available at that time. Memberships are billed on a month-to-month basis to your credit card, and members can upgrade, downgrade, or cancel at any time. Click Here to learn more about our membership packages and pricing.

Please Note: We are not a financial services or management firm. We do not offer individualized financial advice or services. The Services we provide (as defined in our Terms and Conditions of Use) are made available “as is”, and are for educational purposes only. No representation, warranty or guarantee is being made with regard to any of the Services, or that any financial result will or is likely to be achieved by users / members of the Services. Financial investments and trades are risky and can result in significant financial loss – we highly encourage all users / members of our Services to research multiple sources of information, and to consult a reputable financial services professional regarding your personal situation and any particular investment or trade. Please see our full Disclaimer as well as our Terms and Conditions of Use.

The Socrates Platform allows members to research hundreds of financial instruments around the world – including top indices, stocks, exchange-traded funds (ETFs), commodities, bonds, and currencies. We call these "Covered Markets". It is important to understand, given our unique focus on price history, cyclical patterns and trends, we do not cover every available financial instrument, index or exchange.  You aren't likely to find mini-futures, options, penny stocks, initial public offerings (IPO's), or otherwise on the Socrates Platform. While we may make some exceptions, we generally look to cover instruments that have at least a few years worth of trading activity, typically on prominent exchanges around the world - this gives us enough data to produce results at a minimum on Daily price, Weekly price and Monthly price time periods.  The longer an instrument is publicly traded, the more data our artificial intelligence models have to identify patterns and trends.

Note you may see reference to financial “instrument” or “security” – it is one in the same with Covered Market for the purpose of the Socrates Platform.

Check the full list of current Covered Markets here.

Please Note: We are not a financial services or management firm. We do not offer individualized financial advice or services. The Services we provide (as defined in our Terms and Conditions of Use) are made available “as is”, and are for educational purposes only. No representation, warranty or guarantee is being made with regard to any of the Services, or that any financial result will or is likely to be achieved by users / members of the Services. Financial investments and trades are risky and can result in significant financial loss – we highly encourage all users / members of our Services to research multiple sources of information, and to consult a reputable financial services professional regarding your personal situation and any particular investment or trade. Please see our full Disclaimer as well as our Terms and Conditions of Use.

Our proprietary models and artificial intelligence engine generate three types of text analysis on all Covered Markets:

• Summary Analysis: provides high level insights on a Covered Market in a manner intended to help investors of all levels supplement their research by sharing how our models see potential market behavior over time. Summary Analysis is available to Basic, Plus and Pro Members via Summary Market Subscriptions (recurring) or Summary Snapshot Report (point-in-time).
• Detailed Analysis: designed for experienced / active investors looking for more detailed information on a Covered Market to supplement their research on mid-to-long-term strategies. Depending on market activity at a given time, our Detailed Analysis may reference select Reversals and/or other technical indicators and considerations for a Covered Market. Detailed Analysis is available to Plus and Pro Members via Detailed Market Subscriptions (recurring) or Detailed Snapshot Report (point-in-time).
• Premium Analysis: designed for experienced / active investors and traders looking to supplement their market research with the most comprehensive insights generated from our artificial intelligence engines. We expect these individuals are well versed in market volatility, liquidity, and associated risks with financial trades and investing. We also expect them to have a reasonably functional understanding of technical analysis and our proprietary models. Premium Analysis is accessed through our Premium Market Tools – an interface we've designed to bring together all of the key information available on the Socrates Platform (including full Daily, Weekly and Monthly Reversals and Arrays). Premium Analysis is available to Pro Members only, via Premium Market Subscriptions (recurring) or Premium Snapshot Report (point-in-time).

Please Note: We are not a financial services or management firm. We do not offer individualized financial advice or services. The Services we provide (as defined in our Terms and Conditions of Use) are made available “as is”, and are for educational purposes only. No representation, warranty or guarantee is being made with regard to any of the Services, or that any financial result will or is likely to be achieved by users / members of the Services. Financial investments and trades are risky and can result in significant financial loss – we highly encourage all users / members of our Services to research multiple sources of information, and to consult a reputable financial services professional regarding your personal situation and any particular investment or trade. Please see our full Disclaimer as well as our Terms and Conditions of Use.

Our Premium Market Tools (PMT) is an interface we've designed to bring together all of the key information available from the proprietary models and artificial intelligence on the Socrates Platform. Access to the PMT is only available for Pro Members, via a Premium Market Subscription (recurring) or a Premium Snapshot Report (point-in-time).

• Premium Analysis text
• Full Global Market Watch trend view
• Consolidated view of data and market indicators
• Reversal points with price chart (D/W/M)
• Forecast Array graphs (D/W/M)
• Technical Analysis chart

Please Note: We are not a financial services or management firm. We do not offer individualized financial advice or services. The Services we provide (as defined in our Terms and Conditions of Use) are made available “as is”, and are for educational purposes only. No representation, warranty or guarantee is being made with regard to any of the Services, or that any financial result will or is likely to be achieved by users / members of the Services. Financial investments and trades are risky and can result in significant financial loss – we highly encourage all users / members of our Services to research multiple sources of information, and to consult a reputable financial services professional regarding your personal situation and any particular investment or trade. Please see our full Disclaimer as well as our Terms and Conditions of Use.

Each night following the close of the Covered Markets in our system, we collect the end-of-day data from various third-party sources and update our market databases. We then compile this data and run it through our proprietary models, generating output for the Global Market Watch, Reversals and Forecast Arrays - which is then fed into our artificial intelligence engine that generates the different versions of text analysis across all of our Covered Markets (Summary Analysis, Detailed Analysis, Premium Analysis). Finally, the Socrates Platform is updated with all of this information throughout the course of that night, with the goal to have it available on the next applicable weekday (in which the Covered Market is open for trade). Like any company reliant on various third-party systems, technology providers, as well as large amounts of data from numerous sources and global exchanges around the world, there may be unplanned delays or errors that occur. While we do our best to avoid such occurrences, we cannot guarantee this will never happen.

Please Note: We are not a financial services or management firm. We do not offer individualized financial advice or services. The Services we provide (as defined in our Terms and Conditions of Use) are made available “as is”, and are for educational purposes only. No representation, warranty or guarantee is being made with regard to any of the Services, or that any financial result will or is likely to be achieved by users / members of the Services. Financial investments and trades are risky and can result in significant financial loss – we highly encourage all users / members of our Services to research multiple sources of information, and to consult a reputable financial services professional regarding your personal situation and any particular investment or trade. Please see our full Disclaimer as well as our Terms and Conditions of Use.

Market Subscriptions offer recurring access to our proprietary text analysis for a given Covered Market. Each Socrates Platform membership package comes with a set of included Market Subscriptions, but members can choose to add more to their account. We currently have three market subscription options to choose from:

• Summary Market Subscription: recurring access to our Summary Analysis for a given Covered Market (available to Basic, Plus and Pro Members)
• Detailed Market Subscription: recurring access to both Summary and Detailed Analysis for a given Covered Market (available to Plus and Pro Members only)
• Premium Market Subscription: recurring access to Summary, Detailed, Premium Analysis + Premium Market Tools for a given Covered Market (available to Pro Members only)

To add a Market Subscription to your membership, just click the “Purchase Analysis” link when viewing a Covered Market’s data in the Socrates Platform, and click “Add to Cart” the subscription type (Summary, Detailed or Premium) you would like to buy. Note: this only adds the market subscription to your cart – you must go to your cart and proceed all the way through checkout to complete the transaction and add the market subscription to your account. The other way to do this is to go to the Purchase page and search for the market to add to your cart.

Please Note: We are not a financial services or management firm. We do not offer individualized financial advice or services. The Services we provide (as defined in our Terms and Conditions of Use) are made available “as is”, and are for educational purposes only. No representation, warranty or guarantee is being made with regard to any of the Services, or that any financial result will or is likely to be achieved by users / members of the Services. Financial investments and trades are risky and can result in significant financial loss – we highly encourage all users / members of our Services to research multiple sources of information, and to consult a reputable financial services professional regarding your personal situation and any particular investment or trade. Please see our full Disclaimer as well as our Terms and Conditions of Use.

Snapshot Reports offer a point-in-time record of our proprietary text analysis for a given Covered Market. While the Market Subscriptions represent the best value to stay on top of the Covered Markets you regularly follow, Snapshot Reports allow you to “dive in” on a one-off basis for any Covered Market you don’t have a Market Subscription to, but want to research at that time. Members can only add Snapshot Reports to their account with Market Access Credits (MACs). Members must first purchase MACs using your credit card (see “What are Market Access Credits?”).

We currently have three Snapshot Report options to choose from:

• Summary Snapshot Report: our Summary Analysis published on a specified date for a Covered Market  (available to Basic, Plus and Pro Members)
• Detailed Snapshot Report: our Detailed Analysis published on a specified date for a Covered Market  (available to Plus and Pro Members only)
• Premium Snapshot Report: our Premium Analysis published on a specified date for a Covered Market  (available to Pro Members only)

When you add a Snapshot Report to your account, it will be stored for future reference in your “My Account” area.

Please Note: We are not a financial services or management firm. We do not offer individualized financial advice or services. The Services we provide (as defined in our Terms and Conditions of Use) are made available “as is”, and are for educational purposes only. No representation, warranty or guarantee is being made with regard to any of the Services, or that any financial result will or is likely to be achieved by users / members of the Services. Financial investments and trades are risky and can result in significant financial loss – we highly encourage all users / members of our Services to research multiple sources of information, and to consult a reputable financial services professional regarding your personal situation and any particular investment or trade. Please see our full Disclaimer as well as our Terms and Conditions of Use.

This is our proprietary pattern recognition model. The Global Market Watch (GMW) records price movement across all Covered Markets and identifies when/if there is a historical pattern potentially repeating itself, as well as when a new pattern might be forming. This produces a virtual “cheat sheet”, that is both color coded and includes a signal, such as “New Pattern Forming”, “New Lows Ahead”, “Temp High” and others. This is intended to give you a visual indication of most recent patterns our model has identified on a daily, weekly, monthly, quarterly or yearly basis – the GMW is a starting point, but you would need to further research potential opportunities of interest by reading our text analysis on a given Covered Market. And for those who have access to them, going even further and reviewing Reversals and Arrays. The GMW is not designed to be a tool to make investment or trade decisions on alone.  Read more about the Global Market Watch.

• Basic Members have access to Monthly, Quarterly and Yearly GMW for all Covered Markets
• Plus Members have access to Weekly, Monthly, Quarterly and Yearly GMW for all Covered Markets
• Pro Members have full access to the GMW across Daily, Weekly, Monthly, Quarterly and Yearly time periods for all Covered Markets

Please Note: We are not a financial services or management firm. We do not offer individualized financial advice or services. The Services we provide (as defined in our Terms and Conditions of Use) are made available “as is”, and are for educational purposes only. No representation, warranty or guarantee is being made with regard to any of the Services, or that any financial result will or is likely to be achieved by users / members of the Services. Financial investments and trades are risky and can result in significant financial loss – we highly encourage all users / members of our Services to research multiple sources of information, and to consult a reputable financial services professional regarding your personal situation and any particular investment or trade. Please see our full Disclaimer as well as our Terms and Conditions of Use.

The Reversal System is our proprietary price-based model. A Reversal is a price point generated by our model that reflects a potential pressure point in market price, and if enough pressure builds in either direction a Reversal point that is crossed or breached (on a closing basis) could signal a potential change in trend. 

Reversal points are generated each time a Covered Market produces a new isolated high or low on an intraday basis, and when a Reversal is crossed or breached on a closing basis it is considered "Elected". 

• A Reversal can only be Elected on a closing basis. 
• A Reversal cannot be Elected if the market closes precisely on the Reversal point – only if it crosses it.
• In the case of a (daily, weekly, monthly) Bullish Reversal, closing above the Reversal point on the same time level (e.g. daily, weekly, monthly) would Elect it. If the If the market should close above the Reversal point, then the downtrend may reverse into a bullish or increasing trend.  
• In the case of a (daily, weekly, monthly) Bearish Reversal, closing below the Reversal point on the same time level (e.g. daily, weekly, monthly) would Elect it. If the market should close below the Reversal point, then the uptrend may reverse into a bearish or declining trend.

Before determine potential trades, investments, or market entry or exit points, you need to take into account price levels, timing, volatility, and other considerations (market-specific, as well as macro environment along with other appropriate market research you or financial professionals may conduct on your behalf).
Not every Reversal is a market entry or exit point, and we do not recommend using it solely for this purpose. We recommend aligning Reversal (potential price) points with Arrays (potential timing) when you are researching investing or trading strategies with your financial advisor.

Read more about the Reversal System here.

Please Note: We are not a financial services or management firm. We do not offer individualized financial advice or services. The Services we provide (as defined in our Terms and Conditions of Use) are made available “as is”, and are for educational purposes only. No representation, warranty or guarantee is being made with regard to any of the Services, or that any financial result will or is likely to be achieved by users / members of the Services. Financial investments and trades are risky and can result in significant financial loss – we highly encourage all users / members of our Services to research multiple sources of information, and to consult a reputable financial services professional regarding your personal situation and any particular investment or trade. Please see our full Disclaimer as well as our Terms and Conditions of Use.

This is our proprietary time-based models. Arrays identify a potential timeframe for upcoming market turning points (highs or lows), as well as potentially important changes in trends and volatility. Each row in the Array table reflects an output of proprietary models – some have over 70 actual separate models behind the scenes. Each column reflects a time unit within the time period you are researching (e.g. daily, weekly, monthly). The size of a bar in each column and row increases based on the strength of the cycles behind the scenes. Our Forecast Arrays are sometimes referred to as Timing Arrays – or just the Arrays.  Read more about Forecast (Timing) Arrays here.

Please Note: We are not a financial services or management firm. We do not offer individualized financial advice or services. The Services we provide (as defined in our Terms and Conditions of Use) are made available “as is”, and are for educational purposes only. No representation, warranty or guarantee is being made with regard to any of the Services, or that any financial result will or is likely to be achieved by users / members of the Services. Financial investments and trades are risky and can result in significant financial loss – we highly encourage all users / members of our Services to research multiple sources of information, and to consult a reputable financial services professional regarding your personal situation and any particular investment or trade. Please see our full Disclaimer as well as our Terms and Conditions of Use.

Sometimes referred to as the Pi Cycle, the Economic Confidence Model (ECM) is a proprietary core model for comprehending the global economy and related business cycle. Focusing on global capital concentration, the ECM provides a long-term timeframe for potential shifts in confidence that could lead to notable economic events, as demonstrated over the course of history. Keep in mind the ECM does not track an individual security or market (and should not be used to define a specific investment or trade strategy). It is a macro-perspective to consider. Read more about the Economic Confidence Model here.

Please Note: We are not a financial services or management firm. We do not offer individualized financial advice or services. The Services we provide (as defined in our Terms and Conditions of Use) are made available “as is”, and are for educational purposes only. No representation, warranty or guarantee is being made with regard to any of the Services, or that any financial result will or is likely to be achieved by users / members of the Services. Financial investments and trades are risky and can result in significant financial loss – we highly encourage all users / members of our Services to research multiple sources of information, and to consult a reputable financial services professional regarding your personal situation and any particular investment or trade. Please see our full Disclaimer as well as our Terms and Conditions of Use.

Sorry, at this time, we do not offer refunds. We’ve priced and packaged our service in a way we believe provides ultimate flexibility to members – and we believe each membership package offers great relative value. In addition, our service is only charged on a monthly basis, and members can cancel at any time.

Please Note: We are not a financial services or management firm. We do not offer individualized financial advice or services. The Services we provide (as defined in our Terms and Conditions of Use) are made available “as is”, and are for educational purposes only. No representation, warranty or guarantee is being made with regard to any of the Services, or that any financial result will or is likely to be achieved by users / members of the Services. Financial investments and trades are risky and can result in significant financial loss – we highly encourage all users / members of our Services to research multiple sources of information, and to consult a reputable financial services professional regarding your personal situation and any particular investment or trade. Please see our full Disclaimer as well as our Terms and Conditions of Use.

Our contact information is listed on our Contact Us page. Our customer support team strives to provide timely, and helpful assistance to members. While our policy is to ensure coverage during normal business hours, you may see responses from us in odd-hours or weekends as well as we try our best to make members happy. This does not mean we are committing in any way to be “available” during odd-hours or weekends. Also important to note that our preferred communication method of support is via email. We aim to be as responsive as we can, and prioritize appropriately. We also intend to keep our Help Center (including these FAQ’s) updated to provide customers a resource to find answers to many common questions.

In order to keep our operating costs within reason, allowing us to grow and keep our products and services reasonably priced, we have to manage our resources and commitments appropriately. This is why we do not have standing commitments to support response time frames or error resolution time frames (this can vary greatly based on the nature of the support inquiry or error encountered), nor do we have dedicated phone support resources to answer questions in real-time. If we receive phone calls from customers, we will typically take a message and respond via email (also helps to have a record of correspondence). Finally, the only contact inquiries we support and respond to are those found on our Contact Us page. Please be mindful that there could very well be impostors out there – credit card fraud and identity theft are real, so please do not trust contact information or correspondence you receive from any third party or different source. Please only use the contact information and methods found on our website.

Please Note: We are not a financial services or management firm. We do not offer individualized financial advice or services. The Services we provide (as defined in our Terms and Conditions of Use) are made available “as is”, and are for educational purposes only. No representation, warranty or guarantee is being made with regard to any of the Services, or that any financial result will or is likely to be achieved by users / members of the Services. Financial investments and trades are risky and can result in significant financial loss – we highly encourage all users / members of our Services to research multiple sources of information, and to consult a reputable financial services professional regarding your personal situation and any particular investment or trade. Please see our full Disclaimer as well as our Terms and Conditions of Use.