Hello, TradeSmith Family,

Here at TradeSmith we’re always hard at work to help you succeed as an investor. Sometimes, that means making updates to our programs. Other times, it means supplying you with additional resources to make informed decisions on your investing journey. This week’s Insider Update contains the best of both worlds.

Today, we’ll cover the latest update to TradeStops and TradeSmith University and give you some useful resources for both Crypto by TradeSmith and Ideas by TradeSmith.

Let’s get started!


We heard you when you told us you were getting flooded with emails. We wanted to help with that, so TradeStops got a new feature. It’s a consolidated report of notifications. This report will include things like ex-dividend dates, detected new positions, new shares, sales, splits, spin-offs, and more.

consolidate report example

If multiple positions in your portfolio all have the same ex-dividend date, for example, you used to get multiple emails to notify you (if the setting was enabled). Now, you can get all those notices in one place. That means even less of a chance for your email provider to mark us as spam.

As you can tell from the screenshot above, each notification has its own icon. For example, when a new position is added, you’ll see a green plus sign. An ex-dividend date would have a blue dollar sign. This makes scanning the report quick and efficient.

Please just keep in mind that this consolidated report will NOT contain your alerts. Alerts will still come through as a separate email or emails, depending on what alert setting you’ve enabled.

What’s really great is that this new features requires no action on your part. It’s all been done automatically, so you will start getting these consolidated reports immediately.

TradeSmith University

If you’ve logged into TradeSmith University lately, you may have noticed that it looks a little bit different. Don’t worry; you haven’t lost access to anything. We’ve simply expanded the content that is available on the TradeSmith University site.


As you can tell from the screenshot above, we’ve edited the menu a little bit. If you are a Platinum subscriber, you’ll now see access to our Platinum-exclusive material. Crypto Decoder will contain all the material for our Decoder members — like the portfolio levels, past webinars, and more. Crypto Blog & Education is now a combination of all our editorials and our educational material. If you have subscribed to MegaTrends, you’ll also find a menu option for that.

Crypto by TradeSmith

Investing in crypto can be exciting, but with the inherent volatility, it can also be overwhelming to some who are just getting started. There are so many alt-coins to choose from, and some of the crypto headlines can be intimidating. Plus, learning about the necessities — like crypto wallets and the various exchanges — can be confusing.

For those investors who want to dip their toes into the crypto waters, don’t let all the various intimidation factors keep you out of the game!

Robinhood is one great way to get started in crypto; it’s a broker where you can buy top name cryptos — like Bitcoin, Litecoin, Ethereum, and more — with USD. Your funds stay safe with the broker, and you don’t need to worry about keeping your cryptos in a wallet or storing any personal information or cryptos on an exchange. You can learn more about buying cryptos via Robinhood here.

Of course, before you decide on any purchase, you can check Crypto by TradeSmith to see the status of the cryptos you’re considering.

CSI / VQ status of coins available via Robinhood

In the example above, you can see the Crypto State Indicator (CSI), Volatility Quotient (VQ), and other information for the coins available on Robinhood. If you’re following the CSI, then maybe the red cryptos might not be right for you. If you don’t follow the CSI, you could always use different alerts, such as the VQ, as your exit strategy.

Ideas by TradeSmith

Ideas by TradeSmith is a fantastic way to find and search for new stocks. Our Stock Finder lets you define the values that are most important to you.

Still, it’s nice when someone does the hard work for us, right? That’s what we love about TradeSmith’s Lab. This Lab contains positions that meet TradeSmith’s back-tested strategies. All of the positions must meet certain minimum requirements.

You’ll find seven different strategies to choose from. The strategy that works best for you may depend on your risk tolerance and investing strategy. That’s why we want to arm you with the knowledge of what all these strategies can do.

We’ve created research reports for each of these strategies. You can access those reports here. Make sure to check them out so you can find the best strategy for your portfolio.

Bulletin Board

As many of our longtime TradeSmith subscribers know, we often attend various conferences across the United States. We always love it when our members come talk with us at our booths. As conference season kicks into high gear, the next big one we’ll be attending is the Total Wealth Symposium at Amelia Island in Florida from Sept. 12-14. If you’re planning to attend, please make sure to stop by and visit our team!

Before the excitement of the conference, there’s another big event coming up: Labor Day. The TradeSmith offices will be closed Sept. 2 in observance of the holiday. You can still email us with any questions, and we’ll answer them in the order they were received when we return Sept. 3 at 9 a.m. Eastern.

For our MegaTrends subscribers, the first MegaTrends report and roundtable is now live. We emailed you the report and access to the roundtable with TradeSmith and Andy and Landon Swan earlier this week. We’re sure you won’t want to miss it. If you can’t find that email, it’s OK. You can access the roundtable and report on TradeSmith University here.

If you aren’t subscribed to MegaTrends and would like more information, please give us a call at 866-385-2076. We’re available Monday through Friday from 9 a.m. to 5 p.m. Eastern.

Until next week

We hope you’ve enjoyed this week’s Insider Update. As always, if you have any questions, please feel free to reach out to us. Our email is [email protected]. We love hearing from you, so don’t hesitate to send us any questions, and even feedback, you may have.

Signing off,

TradeSmith Customer Success Team