Q: How many alerts can I expect?
A: The number of alerts varies from month to month, depending on both overall market conditions and the technical setups of individual equities. Typically, there are more alerts during bullish periods and fewer during bearish or sideways markets.

For context, during a recent three-month review, Foundation subscribers received approximately 83 alerts, while Elevation subscribers received around 243 alerts. That period reflected abnormally strong bullish sentiment and relatively low volatility, so alert volume may be lower in less favorable conditions.

Q: Can you provide an example of an alert?
A: Absolutely. Here’s a recent example:

• The CES Bullish Short Duration Swing Model (V4) triggered an entry signal for INOD on July 21, 2025, at 9:45 AM (CT).
  This signal aligned market strength (low volatility, rising QQQ trend) with bullish short-term momentum indicators (MACD, RSI, Stochastics).
  🧠 Educational Insight: Each alert highlights short, targeted opportunities where technical alignment supports momentum capture — emphasizing precision, discipline, and data-driven timing.

Q: What email address will alerts come from?
A: Alerts are sent from alerts@capitalexpansionstrategies.com.
Please whitelist or mark this address as safe to ensure you never miss an opportunity.

Q: How do you choose the stocks to send alerts on?
A: We analyze equities using a proprietary mix of fundamental and technical characteristics — including revenue growth, earnings trends, cash flow, and price momentum.
Occasionally, ETFs (including leveraged ones) are also included when they meet our setup criteria.
These educational alerts act as a springboard for your own due diligence, helping you validate opportunities that align with your portfolio goals and risk tolerance.

Q: Do you send both entry and exit alerts?
A: Our educational alerts highlight potential entry setups based on specific technical conditions.
Each trader should apply their own risk-reward strategy and exit criteria based on personal style.
For reference, short-term trades in our models often last 1–3 days, while medium-term positions may last several weeks.

Q: Do you have a free trial period?
A: Sometimes.  From time-to-time new subscribers can select a 30-day free trial to explore the CES system and experience its performance and educational value risk-free before committing to a paid plan.

Q: What’s considered short-term vs. medium-term?
A: Here’s how these timeframes are generally defined within our trading models:

Short Duration: 1–3 days

Breakout: A few days to a couple of weeks

Medium Duration: A few weeks to a few months

These are guidelines, not fixed rules. The actual trade duration can vary based on factors such as risk/reward parameters, equity-specific news, broader market sentiment, and external (exogenous) events.

Q: Can I use options with these alerts?
A: Yes. If you’re already comfortable trading options, CES alerts can enhance your strategy by identifying technically aligned setups that complement your preferred trading style.

Q: Do I need trading experience to benefit?
A: Not necessarily. Alerts simply indicate when an asset shows favorable conditions for a potential trade.
You can use them as signals for your own research — or as prompts for your broker or advisor to review.

Q: Do I need to be at my computer when alerts arrive?
A: Usually not. Most setups allow time for review.
However, short-term opportunities may move quickly, so reviewing alerts soon after receipt is ideal.

Q: Is this system for day traders?
A: CES alerts are not limited to any single trader type.
Day traders, swing traders, and even long-term investors can all use alerts to enhance timing and confirmation in their decision process.

Q: I’m a buy-and-hold investor. Can these alerts assist me?
A: Definitely. Even long-term investors can use alerts to confirm favorable technical timing before adding to existing positions.
It’s another layer of insight to complement your long-term strategy.

Q: What platform delivers the alerts?
A: Alerts are powered by proprietary CES algorithms, distributed through a combination of secure delivery platforms to ensure fast, reliable notifications.

Q: What is CES’s overall trading strategy?
A: We combine fundamental asset selection with technical execution precision.
Our full strategy — inspired by our “Baseball Analogy” — is detailed on the Our Strategy page.
It’s a unique approach that blends data discipline with market signals.

Q: Do I need to know how to read charts?
A: No. Our alerts are designed to be easily understood.
If you enjoy technical analysis, you can review the alerted asset’s chart to see the same momentum alignment our algorithms detect.

Q: Can I speak with someone about an alert I received?
A: Of course. Use the Contact Us button below, and our support team will reply promptly.
For a deeper consultation, we offer personalized trading review sessions.
Schedule a consultation on our Coaching Plans page.

Q: What asset classes are covered?
A: CES alerts primarily focus on stocks and ETFs, including leveraged ETFs when appropriate.
We do not currently provide alerts for crypto, futures, or forex.

Note: Leveraged ETFs carry additional risk and may require special trading permissions through your brokerage. Be sure to review your broker’s documentation before trading these instruments.

Q: Are there defined timeframes for each algorithm type?
A: In general, CES algorithms operate across the following time horizons:

Short Duration: 1–3 days

Breakout: A few days to a few weeks

Medium Duration: A few weeks to a few months

Downtrend Reversal: Several weeks to a few months

Runner / Correction Reversal: 1–6+ months

Actual timeframes can vary depending on market behavior, individual asset performance, and risk/reward settings. Factors such as earnings releases, macro events, and broader volatility also influence the duration of each opportunity.

Q: Can I get a refund if I don’t like the subscription?
A: Subscriptions are non-refundable, as stated in our Terms & Conditions.
If you’re unsure, start with a monthly plan before committing annually.

Q: If I upgrade tiers mid-subscription, do I get credit for unused time?
A: Yes — when upgrading to a higher tier, a prorated credit from your current plan is automatically applied through Stripe, our payment processor.

Q: How do I cancel my subscription?

A: You can cancel your subscription anytime through our secure Stripe billing portal.
Every active subscriber receives a unique link to their Stripe Customer Portal when signing up. Simply open that link and select “Cancel Plan” — your access will remain active through the end of your current billing cycle.

If you can’t locate your Stripe link, just submit a quick message using the contact form at the bottom of this page, and our team will resend your portal access link.

(Note: We do not offer refunds for partially used billing periods. Please review our Terms of Service for full policy details.)

Q: How do I manage my subscription (for example, switching between plans)?

A: You can manage your subscription directly through your personal Stripe Customer Portal — the same link you received at sign-up.  From there, you can:

Switch between plans (e.g., Foundation ↔ Elevation)

Update payment methods

Review billing history and receipts

When switching plans, Stripe will automatically apply a pro-rated credit for unused time on your current plan toward your new one.   If you need your portal link resent, simply use the form at the bottom of this page, and our team will respond within one business day.