Fee guidance

Rates

Fee guidance for momentum mapping reviews, earnings watches, and related briefings.

Fees reflect scope, universe size, and turnaround. Figures below are starting points in GBP, excluding VAT where applicable. Complex multi-exchange universes or rushed timelines are quoted separately.

Momentum Mapping Review

From £2,400

Full relative-strength and volume confirmation study, written briefing, and ~75-minute walkthrough. Includes one clarification call within ten business days.

Earnings Season Watch

From £1,450

Pre-season shortlist plus one mid-season update for a defined reporting window. Additional updates priced on request.

Portfolio Positioning Session

From £950

Ninety-minute working session on your holdings list with an annotated note within 48 hours.

Sector Rotation Brief

From £780

Single-theme written brief on leadership shifts among small-cap sectors, delivered within four business days.

What changes the fee

  • Universe size above roughly 120 names after liquidity filters
  • Coverage across more than two exchanges
  • Same-week delivery when capacity allows
  • Repeat quarterly retainers (quoted as a package after the first review)

How to proceed

Send an enquiry with your universe notes and preferred engagement. We confirm a fee in writing before work begins. Deposits and cancellation terms are set out on our refunds page.