We hope your week has been going well. Our engineering team has been hard at work on a BIG update for you, and it’ll be coming in the following weeks. We’re sure you’re going to love it.

Today, though, we’ll cover some useful features you might have missed, clear up some misconceptions, and give you some helpful reminders.


TradeStops has a Newsletter center. In it, you can find various publishers. And, if you’re subscribed to them, you can pull in their newsletter recommendations. The best part? All you need to do is sign in. We do the heavy lifting.

In the top black header, simply click Newsletters. Next, select the Publisher and, in the left hand column, the newsletter you subscribe to. Then, enter your newsletter credentials.

newsletter credential screen

Just make sure to enter your newsletter credentials — not your TradeStops credentials.

Now, you may have already known that you can sync your newsletter to TradeStops. But, did you know you can add newsletter positions to a portfolio? It’s true!

To the left of the ticker symbols, you should see a little plus (+) sign. Simply click that plus sign, and you can add the position to an established portfolio.

adding a position from the newsletter tab

Alternatively, you can add the entire newsletter recommendation list as a watch portfolio. Just click the green “Add as Watch Portfolio” button at the top left of the screen.

Ideas by TradeSmith

We developed Ideas by TradeSmith to help you find the next great stock idea. It is not intended for use as portfolio management. That’s what TradeStops is for!

In Ideas by TradeSmith, you can find lists of stocks based on TradeSmith’s methodology. In TradeSmith’s Lab, we include the Kinetic VQ, for example. This area contains a list of stocks that have the potential to take off, due to the pent up energy in them.

Kinetic VQ stock example

If you find positions that you like, you could transfer them over to TradeStops. From there, you can find the right position size and manage your portfolios.

Bulletin Board

Are you ready to hit a slam-dunk in the stock market? It can be easier than you think. You just need to look for those 7-foot players. TradeSmith’s recent article explains how it works.

Marina Stroud and team covered how you can optimize your CryptoTradeSmith account to potentially succeed in the market. If you missed the webinar, don’t fret. You can find the replay here.

Signing off

We hope that this week’s Insider Update has helped you. It’s always our goal to make our suite of products easy and convenient for you to use. If you have any suggestions or feature requests, be sure to let us know. Our team loves hearing from you.

TradeSmith Customer Success Team