Keith Kaplan has built a career around bringing sophisticated financial technology to a wider audience. As the CEO of TradeSmith, a company recognized for its focus on quantitative research and data-driven tools for individual investors, he has spent years refining ways to analyze markets with precision and clarity. His work has appeared in respected financial publications and his background is rooted in developing software that helps ordinary people follow the same type of systematic thinking that has guided the most established institutions. At the center of his latest project is an approach called The Seasonality Investor, a research service designed to help people understand recurring historical patterns in stocks and navigate the market with a structured, educational framework.
The Seasonality Investor is not presented as a shortcut or a guaranteed path to profits. Rather, it is an educational and research-driven service, carefully built to highlight how certain stocks have historically shown repeating tendencies at specific points on the calendar. In financial terms, these repeating tendencies are often referred to as seasonality. Seasonality is a well-known phenomenon in economics and markets, observed when certain sectors or companies exhibit price patterns that recur around similar times of the year. For example, retailers often see stronger performance during holiday seasons, while other industries respond to product cycles or fiscal schedules. Kaplan and his team at TradeSmith have expanded this concept into a comprehensive framework that maps historical “green days” and “red days,” dates when select stocks have historically shown upward or downward tendencies. The system does not promise that history will always repeat, but it provides a structured lens for viewing potential opportunities in a way that is backed by decades of market data.
For the individual who is curious about expanding beyond traditional buy-and-hold investing, the service is positioned as a practical educational resource. It is designed for investors who want to understand how to integrate historical cycles into their own research process, without the need to track thousands of data points manually. TradeSmith’s quantitative research background is an essential foundation here. The company has built tools used by tens of thousands of individuals to track billions in portfolio value. The Seasonality Investor is the next iteration of that focus, providing members with structured insights based on more than thirty years of historical market information. The emphasis is not on speculation, but on research. It is meant for people who prefer to make decisions with data and who value seeing patterns laid out clearly, so they can decide for themselves how to apply those insights.
What makes this initiative unique is the combination of Keith Kaplan’s quant background and TradeSmith’s focus on accessibility. Large hedge funds and institutional players have long used quantitative strategies to identify repeating cycles and unusual patterns, but those insights have rarely been available to everyday investors. The Seasonality Investor narrows that gap. Members gain access to a calendar-oriented view of market opportunities, showing when certain companies have historically entered what the team calls a green zone or a red zone. A green zone is a period when a stock has often shown an upward historical tendency, while a red zone indicates recurring downward pressure. These observations are not predictions of the future but reflections of how the market has behaved in the past, presented in a way that is clear, digestible, and useful for educational purposes.
Kaplan himself has spoken frequently about the importance of looking at markets through the lens of when rather than why. While traditional analysis often focuses on the reasons behind price moves—earnings reports, new product launches, regulatory changes—seasonality research highlights the recurring dates that have historically aligned with performance shifts. The logic is that markets, like many aspects of human activity, are cyclical. Recognizing those cycles and understanding how they repeat does not guarantee success, but it can give an investor one more tool for managing expectations and timing. It is an approach rooted in quant analysis and statistical review rather than gut instinct or guesswork.
The target audience for The Seasonality Investor includes a wide spectrum of investors. It may appeal to those who are curious about adding short-term tactical research alongside long-term holdings, or to those who want an educational subscription that deepens their understanding of how market cycles can impact timing. It is especially relevant for people who prefer structured updates and clear examples rather than abstract theory. Subscribers receive insights delivered in plain language, supported by data that spans more than three decades of stock market history. For someone new to seasonality as a concept, the service provides the foundational context needed to grasp how cycles can be analyzed and used in practice. For someone more experienced, it offers a way to monitor new opportunities with less manual work, since the research is prepared and updated for them.
Another important dimension is transparency about risk. The Seasonality Investor is clear that markets carry uncertainty and that past performance is never a guarantee of future results. The idea is to educate and inform, not to promise outcomes. Kaplan emphasizes the value of using research responsibly, encouraging members to view seasonality analysis as one component of their broader decision-making. This alignment with responsible practices is crucial, especially in today’s environment where regulators and platforms expect financial education services to steer clear of exaggerated claims. TradeSmith presents the Seasonality Investor as a premium research product built on data and designed to help individuals think more critically about timing, patterns, and cycles.
The narrative also benefits from Kaplan’s professional credibility. TradeSmith has a track record of developing tools that are data-driven, algorithmically informed, and designed to remove emotional bias from investing. By focusing on quant research, the company gives users a framework that is objective rather than speculative. Kaplan has positioned himself not as a guru with promises, but as a technologist and researcher who wants to democratize access to structured market insights. That framing is what makes the service acceptable for investors who are cautious about hype but still want to stay informed about new ways of analyzing stocks.
At its core, The Seasonality Investor combines accessibility with depth. It distills thousands of data points into a form that individuals can apply without needing to be statisticians themselves. It emphasizes patterns that have recurred across decades, presented through a system that is updated monthly and delivered with supporting education. By making complex quant concepts approachable, it aligns with TradeSmith’s mission to empower investors with tools that are rooted in clarity and objectivity. And by offering a subscription model with transparent pricing and a money-back guarantee, it reduces barriers for those who want to explore seasonality as part of their market education.
The strength of The Seasonality Investor lies not in abstract theory but in how the service is structured for real-world use. Keith Kaplan and his team at TradeSmith designed it to be practical, systematic, and repeatable, giving members a way to view seasonality through organized research and regular updates. At its core, it is an educational service that combines algorithmic insights with an easy-to-follow routine. The emphasis is always on research first, education second, and decision-making left in the hands of the subscriber.
Each subscription year is built around a clear rhythm. Twice each month, members receive new stock research highlights. These are not random picks or speculative bets but examples drawn from the service’s seasonality framework. The idea is simple: identify where a historical green zone is approaching or where a red zone has historically occurred, then present that information in an accessible way. The language used is direct and factual, describing the recurring dates and patterns that have appeared in historical market data. Members can then study these reports to better understand how such cycles may influence their own approach. For those who want an added layer of analysis, the service also includes an optional monthly options idea, showing how options have historically been used as a complement to seasonal stock movements. These are positioned as educational illustrations rather than instructions, but they add dimension to the experience.
Another core component is the Seasonality Stock Screener. This tool allows members to conduct up to ten searches each month across a universe of roughly five thousand stocks. By entering a ticker, subscribers can see where that company has historically shown recurring green days or red days, how long those periods have lasted, and what the average historical move has been. It is a practical way for individuals to take control of the analysis without needing to build or backtest massive databases themselves. The screener is a bridge between institutional quant analysis and the everyday investor. It is built on the same foundation of thirty-plus years of historical market data, but it delivers results in a form that is simple to interpret.
The service also provides a model portfolio. This is not a collection of positions in the traditional sense, but a curated list of seasonality-based research examples. It shows which stocks are currently being highlighted by the system, when they are entering a green zone, and when the research suggests that the historical cycle may end. The portfolio acts as a reference point, giving members the context they need to compare ideas and track how the framework is being applied. It is updated regularly, and members receive alerts when new opportunities are identified or when research suggests that an existing cycle may be ending. This creates a rhythm of ongoing engagement, encouraging members to revisit their dashboards and emails frequently without overwhelming them with noise.
Education is another pillar. Kaplan emphasizes that the service is not just about signals but about understanding. To that end, every subscription includes access to a Seasonality Master Class. This is a set of tutorials and guides that walk members through the fundamentals of seasonal research. It covers what green days and red days mean, how to interpret them, and how to think about cycles in a responsible way. The Master Class also introduces options as a tool, explaining how they can potentially amplify movements but also require caution. The tone throughout is designed to be approachable and free of jargon, so that even those with limited market experience can feel comfortable. At the same time, more advanced readers benefit from seeing the logic of the system laid out step by step.
What makes The Seasonality Investor distinctive compared to general newsletters is the degree of data behind it. Kaplan’s team relies on more than thirty years of backtested market history to identify recurring patterns. That database forms the backbone of every recommendation, screener result, and portfolio update. The reliance on historical data does not mean certainty about the future, but it does mean that every observation is grounded in documented market behavior. Members are reminded often that past performance never guarantees future results. This emphasis on transparency is a defining characteristic of the service, ensuring it stays aligned with responsible advertising standards and with the reality of how markets function.
The routine is simple: members log in or check their inbox twice a month to see the newest research highlights. They may use the stock screener to explore companies they follow or discover new opportunities. They can review the model portfolio to understand what is being monitored and compare it with their own views. Along the way, they have access to the Master Class to deepen their education and to special reports that expand on the methodology. The goal is to provide a balance between structure and flexibility. Subscribers never feel pressured to act, but they have consistent resources to learn from and apply if they choose.
One of the more subtle benefits of the service is how it encourages discipline. By focusing on recurring dates and patterns, The Seasonality Investor reduces the emotional noise that often clouds investing. Instead of chasing headlines or reacting to short-term news, members are invited to think about when recurring historical tendencies might occur. This shift from “why” to “when” is what Kaplan considers the heart of the project. It aligns with his broader mission of helping investors think like data scientists, looking for repeatable structures rather than speculating on unpredictable events.
The features extend beyond the core research. Members receive regular email updates with additional context, including alerts when it may be time to take note of a change in the model portfolio. They also receive exclusive member-only content, such as deeper dives into specific industries or explanations of unusual seasonal effects. This type of premium content helps reinforce the sense that subscribers are part of a charter group, gaining access to research that is not available elsewhere. For early subscribers, additional bonuses such as the 2025 Roadmap or curated blue chip research reports add even more depth. These elements make the subscription more than just a series of emails—it becomes a learning environment where ongoing insights are delivered over time.
Risk management is never ignored. The Seasonality Investor stresses that seasonality is one factor among many and should not be viewed as a stand-alone guarantee. The materials encourage members to approach every piece of research with the understanding that markets are uncertain. This honesty is part of what makes the service sustainable and Google Ads friendly. By avoiding exaggerated claims and focusing on data, Kaplan positions the product as an educational tool rather than a promise of results. This positioning makes it attractive to thoughtful investors who want to expand their knowledge without being misled by hype.
Ultimately, the way The Seasonality Investor works can be summarized as rhythm and research. Subscribers receive a rhythm of updates, tools, and educational resources. They engage with research that is grounded in decades of market data. They benefit from a transparent approach that clarifies both the opportunities and the limitations of seasonality. It is an ongoing process, not a one-time event, and that continuity is what gives the service its value. The routine helps members stay connected to their learning journey, while the data-driven foundation ensures that every update has substance.
One of the most appealing aspects of The Seasonality Investor is the clarity of what members receive. It is not an open-ended promise or a vague outline; the subscription is packaged with well-defined features, educational tools, and exclusive bonuses. Keith Kaplan and the TradeSmith team have made transparency central to this launch, ensuring that subscribers know exactly what is included, how much it costs, and what protections are in place. This focus on detail makes the program not just a service, but an accessible entry point for anyone interested in exploring seasonal research.
The core of the subscription is a full year of The Seasonality Investor at a launch price of $149. This reflects a discount of roughly seventy percent from the normal $499 retail price. The discount is clearly framed as a special founder’s offer, created to encourage early adoption. While discounts are common in financial publishing, this one stands out because it is paired with a comprehensive set of bonuses that extend the value far beyond the basic subscription. For many members, the bonuses alone would justify the price, and yet they are included at no extra cost for those who act during the launch window. It is positioned as a charter deal, available only for a limited time, which naturally emphasizes the urgency to subscribe while the offer is open.
The first bonus is one year of access to the Seasonality Screener. This is a sophisticated tool that normally carries a separate value of around $2,000, but in this package it is included for free. The screener allows members to enter any ticker from a database of about 5,000 stocks and instantly see historical seasonal patterns. It shows where green zones and red zones have occurred, what the average move has been, and how reliable those moves have been over time. Members are given ten searches per month, which is more than enough for most individuals to test ideas, check stocks they already follow, and explore new opportunities. The value of this tool lies in its independence: rather than simply waiting for TradeSmith’s research reports, subscribers can explore the patterns themselves. It reinforces the educational mission of the service by putting analysis in the hands of the member.
Another core bonus is the report Blue Chips in the Green Zone: How to Profit from the Best Companies Repeatedly. In this special research guide, Kaplan and his team focus on three blue chip companies that have historically shown clear seasonal tendencies. Blue chips are traditionally viewed as long-term holdings, but the report demonstrates how they can also be approached from a seasonality perspective. Members learn how the research framework can be applied even to companies that are typically considered buy-and-hold names. The point is not to encourage speculation but to highlight how seasonality can offer new dimensions to familiar stocks. This kind of report would normally be sold separately, but here it is included as a bonus.
Members also receive access to the Top 3 Green Zone Stocks. This is a curated portfolio of three companies that Kaplan’s system has highlighted as currently aligned with favorable seasonal patterns. What makes this compelling is that the recommendations come from InvestorPlace, one of the oldest and most respected independent financial research firms in the United States. Portfolios like these often sell for thousands of dollars, but they are included here at no additional cost. It is a way for new subscribers to immediately see how the system translates into real-world examples, without needing to wait months for the first recommendations to build up.
To balance the perspective, Kaplan also provides a report on the Top 3 Stocks to Avoid Right Now. This list highlights companies that are historically approaching major red zones, meaning that they have often shown downward seasonal tendencies during this period. For members who already own these popular stocks, the report serves as an educational warning. It encourages them to think critically about whether these positions fit their portfolio at this time. Again, the emphasis is on research, not on directives. It is a way to give members a more complete picture, showing both opportunities and potential pitfalls.
Perhaps one of the most forward-looking bonuses is the 2025 Roadmap. This guide lays out a broad view of how the market is expected to unfold according to Kaplan’s algorithm. It reflects the same system that flagged the 2020 downturn, the 2022 decline, and the 2023–24 bull market within a margin of two months. The roadmap is designed to show how seasonality can help frame expectations across the year ahead, pointing to periods when historical cycles have often shifted. For subscribers, it is both a research tool and an educational document, offering a window into how a quantitative system interprets the bigger picture.
Another important element is the Seasonality Master Class. This is a full set of tutorials and training materials that explain the system in detail. It covers how to read seasonal charts, how to interpret green and red zones, and how to integrate this analysis into a broader approach. It even includes a section on options, presented in plain language, showing how options can sometimes be used to amplify seasonal moves. The tone of the Master Class is educational and accessible, making it suitable for both beginners and experienced investors. Members who take the time to go through the course gain a deeper understanding of how the system works, rather than relying only on alerts.
A particularly unique bonus is the welcome gift, valued at nearly $2,000. While details vary, it has been described as a special package of research access designed for charter members. The inclusion of such a gift underscores how TradeSmith wants early subscribers to feel like founders, receiving something above and beyond the core subscription. For many, this creates a sense of belonging and exclusivity that is hard to replicate in traditional research services.
All of these features are wrapped in the assurance of a 60-day money-back guarantee. Subscribers are told clearly that they can try the service for two full months without risk. If they are not satisfied, they can request a full refund with no questions asked. This type of guarantee is common in the publishing industry, but its inclusion here is essential. It lowers the barrier to entry, reassuring potential members that they are not committing blindly. It also reflects confidence on the part of Kaplan and his team, signaling that they believe members will find value in the service once they experience it firsthand.
Transparency is also maintained in the details of billing. Members are informed that after the initial year, the subscription will renew at the same price unless they choose to cancel. They are reminded by email before renewal and are given clear instructions on how to opt out if they prefer not to continue. This straightforward approach reduces the concerns that often surround subscriptions and aligns with the service’s overall positioning as responsible and trustworthy.
Taken together, the offer is designed to be comprehensive and compelling. For $149, members receive a full year of regular updates, access to the stock screener, a model portfolio, a master class, multiple bonus reports, a roadmap for the coming year, exclusive content from InvestorPlace, a substantial welcome gift, and a money-back guarantee. The value is positioned not only in the financial worth of the components but also in the educational experience of seeing how seasonality can be applied in practice. The service does not claim to be a magic formula, but it does promise transparency, data-driven insights, and a structured way to approach stock research.
This clarity of offer is one of the reasons why The Seasonality Investor stands apart. Many financial services provide only broad outlines or generic promises. Here, the subscriber can see in black and white what they are getting: a specific set of resources, a clearly stated price, a significant discount, and a guarantee that protects them if they are not satisfied. It is a straightforward exchange of value, wrapped in the authority of a quant research team and the leadership of Keith Kaplan. For anyone considering a new approach to market education, this package offers an unusually well-defined starting point.
The Seasonality Investor is more than a subscription; it is a framework that helps members think differently about how markets work. What makes it valuable is not only the data or the tools but the way it reshapes the mindset of an investor. By highlighting recurring patterns, it shows that timing matters. By explaining green zones and red zones in simple terms, it creates an entry point for people who want to add structure to their decision-making. And by packaging the service with clear educational support, it ensures that members understand how to apply the research responsibly.
One of the most practical elements of the program is how it helps different types of investors. For those who are new to active investing, The Seasonality Investor serves as a learning platform. The Master Class provides plain-language explanations of seasonality, complete with examples of how certain stocks have historically moved at predictable times of the year. These explanations are not abstract; they are grounded in data and presented with enough context to make them accessible. A beginner can use the material to build a foundation of knowledge, while also experimenting with the stock screener to test ideas in a controlled way. The presence of a money-back guarantee makes it less intimidating for someone taking their first step into this type of research.
For investors with more experience, the program offers a way to add depth to existing strategies. A long-term investor might use the service to refine entry points, deciding to add to a position during a recurring green zone. A more tactical trader might use it to avoid stocks approaching red zones, thereby reducing unnecessary exposure. Some will take advantage of the options ideas presented in the monthly updates, not as instructions but as illustrations of how different instruments can interact with seasonality. In every case, the service is flexible enough to support different goals without pushing members toward any single path. The emphasis is on giving people tools to make their own decisions.
The program also fits those who value discipline and routine. Investing can be emotional, with headlines and market swings often pushing individuals to react impulsively. By focusing on recurring calendar patterns, The Seasonality Investor provides an anchor. Members are reminded to look at when historical tendencies have occurred, rather than chasing news or rumors. This kind of structured approach can help reduce stress and bring more consistency to portfolio management. It is an approach rooted in data, not hype, and that appeals to thoughtful investors who want to replace emotion with evidence.
Frequently asked questions often arise when people encounter a research service like this for the first time. One common question is whether they need prior experience to benefit. The answer is no. The content is designed to be accessible, with the Master Class walking members through the fundamentals step by step. Another question is whether the system works in both bull and bear markets. The framework is based on seasonality, which means it highlights recurring tendencies regardless of market direction. A stock might have a recurring green zone during a bull market and continue to show that tendency even in a weaker environment. What changes is how the individual applies the research. The important point is that the data comes from history, not from predictions about the future.
Another common concern is risk. The service is careful to explain that past patterns never guarantee future results. Markets can and do behave unpredictably, and seasonality should be viewed as one factor among many. This is why Kaplan stresses the importance of using the research responsibly, integrating it with broader analysis rather than relying on it exclusively. The inclusion of the 60-day money-back guarantee also addresses this concern, offering members the chance to test the service without financial pressure. If it does not fit their style, they can exit with no loss.
Potential subscribers also want to know how the subscription differs from other research services. The distinction is in the focus on seasonality and the combination of data, tools, and education. While many newsletters offer lists of stock picks, The Seasonality Investor provides both curated research and the means for subscribers to explore independently. The stock screener is a key differentiator, allowing members to run their own queries and verify how seasonality has appeared in stocks they care about. The model portfolio gives context, showing how the framework is applied in practice. And the bonuses provide additional angles, from blue chip examples to macro roadmaps. Taken together, the service is both comprehensive and specialized, filling a niche that few other programs address.
The final element to highlight is the culture of transparency. Kaplan and TradeSmith have gone out of their way to present the offer clearly: one year of subscription at $149, a significant discount from the usual price, a list of specific bonuses, and a 60-day money-back guarantee. The materials emphasize that the subscription renews automatically unless canceled, and members are notified before renewal. This openness creates trust, which is essential in an industry where many people have become skeptical of financial promises. By focusing on education, research, and accountability, The Seasonality Investor positions itself as a responsible choice.
For those considering the subscription, the decision ultimately comes down to whether they want to explore seasonality as a lens for understanding the market. Some will be drawn to the concept of green days and red zones, intrigued by the idea that historical cycles can highlight windows of opportunity. Others will be more interested in the screener, seeing it as a chance to apply quant-style analysis without needing to code or crunch numbers themselves. Still others will value the educational resources, wanting to deepen their knowledge in a structured way. Whatever the reason, the program is built to meet those needs with substance rather than slogans.
The offer is framed as a launch opportunity, available for a limited time to charter members. This means that early adopters not only gain access at the reduced price but also secure the full package of bonuses, from the screener to the roadmap to the welcome gift. It is an invitation to be part of the founding group, with the assurance that their subscription is backed by a refund policy if it does not meet expectations. That combination of exclusivity, value, and protection is what makes the offer compelling without crossing into hype.
In the end, The Seasonality Investor is about giving investors a new way to see the market. It is not about chasing the next big thing or making unrealistic promises. It is about understanding patterns, recognizing that markets often move in cycles, and using that knowledge to think more clearly about timing. For Keith Kaplan and TradeSmith, this is the culmination of years of research and development, packaged in a way that makes sophisticated concepts accessible to everyday investors. For subscribers, it is an opportunity to learn, to experiment, and to approach the market with a fresh perspective.
As with any decision in investing, the choice to subscribe should be made carefully. But with transparent pricing, a strong package of bonuses, and a clear guarantee, The Seasonality Investor stands as a credible option for those curious about seasonality. It offers a balance of structure and flexibility, giving members the chance to learn at their own pace while benefiting from decades of research. It is not a shortcut, but it is a path toward deeper understanding. And for many investors, that may be the most valuable benefit of all.
Privacy | Terms
This website is operated as an independent affiliate page. We do not own or produce the product or service described here. The responsibility for all claims, content, and product information rests solely with the official producer and publisher. Our role is limited to providing general information and directing visitors to the official website. If you decide to make a purchase through the links provided on this page, we may earn a commission at no additional cost to you. Please refer to the official website for full terms, conditions, and policies.