Hello, TradeSmith Family.

We hope that you all had a very happy Thanksgiving. As we head into the holidays, there’s much to do — visiting family, decorating, shopping, and so much more. It can be difficult to manage your investments this time of year. Here at TradeSmith, we want to make it easy for you, even with your busy schedule.

Today, we’ll look at an enhancement in Ideas by TradeSmith that can help you find stock ideas. We’ll also look at some tips and tricks inside TradeStops and Crypto by TradeSmith that will help you keep track of all your alerts.

Ideas by TradeSmith

It’s only been a few weeks since we launched our big update to Ideas, but we’ve been getting feedback from you and already, we’ve made some additional improvements. With the launch of Ideas 2.0, we added a newsletter filter and just in the last week, we’ve updated the filter. Before, the filter simply looked at all publishers to which you subscribe. But now, it’s possible to filter your newsletter results by individual publisher. Simply click the Newsletter button to open your list of available publishers.

newsletter section displaying publishers

To remove a publisher from this list, simply click the X to the left of the publisher’s name. Once you remove a publisher, a drop-down list will appear.

You can further refine your filter through the drop-down list. To the left of each publisher name, there is a small triangle. Clicking this triangle will bring up the newsletters for that publisher.

newsletter selection

A blue checkmark means that you’re including that newsletter. If there’s a white box, you are not including that newsletter in your filter.

This new filter can help you refine great stock ideas based on your own selected criteria, even in this volatile market. It puts you in the driver’s seat to be an independent investor.

TradeStops and Crypto by TradeSmith

Last week, we talked to you about Templates and how they can help you manage your alerts. It’s an important technique to learn, especially in the recent volatile market.

Even with templates, it can be easy to miss an email alert from us. We know you’re probably getting lots of holiday emails around this time. Luckily, there’s an easy way to check for recently triggered alerts inside TradeStops and Crypto by TradeSmith. It’s the Events page.

From within TradeStops or Crypto by TradeSmith, click your name and then click Events. This will bring you to the events page. From here, you can

  • Filter by portfolio and position;
  • Filter by event type; and
  • Change the time period

You can use the Event Type to search for triggered alerts.

showing the filter for triggered alerts

Bulletin Board

With the volatile markets, you might be looking for a new investment vehicle. If you’ve been thinking about selling options, take caution. There are two ways to sell them, and one way is dangerous. Read TradeSmith’s latest article to learn more.

If you’re looking for exit strategies for your stock portfolios, look no further. Tom Meyer and Marina Stroud recently hosted an informational webinar, discussing the importance of having and sticking to a stop loss plan. You can watch the replay here.

Our Crypto Finder will soon get an update. We think that you’re really going to like the expanded usability. Stay tuned for more information in the coming weeks.

Signing off

As always, we hope that this Insider Update has helped you. Our TradeSmith products can help you find investment ideas and stick to a trading plan, even in volatile markets.

If you have any questions, comments, or concerns, feel free to reach out to our Customer Success team. They’re always happy to help.

Until next time,

TradeSmith Customer Success Team