At TradeSmith, we strive to improve our products. These improvements can help you on your path to becoming a more independent investor. As such, we have several updates for you this week in TradeStops and and an update to the publisher list for our Crypto products.
Stay tuned for our Bulletin Board at the end of this Insider Update for exciting events we have coming up. You won’t want to miss out.
TradeStops
Our first update is the direct result of user feedback and features a small change to the top menu bar. Previously, our research tools were all located under the “Research” tab. Now, we’ve renamed that menu option to “Tools” to more accurately reflect what you’ll find there — more than just research. But don’t worry; we haven’t moved anything out of that section.
We did update our research tools, though.
Earlier this year, we revamped TradeStops. After this initial update, there were two ways to access the Position Size Calculator — from the Dashboard and the Research tab. There were different versions of the Calculator depending on which option you clicked. Now, we’ve made it uniform. Both the Dashboard and Tools options will take you to the updated Position Size Calculator.
Beyond making our Position Size Calculator uniform throughout the site, you can now use it to position size for options. You just need to type in the option’s ticker symbol.
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The results will show you your dollar investment risk. From there, you can edit your investment amount and amount at risk. You can also add the ticker to a watchlist.
The next tool updates impact the Asset Allocation, Portfolio Volatility Quotient (PVQ) Analyzer, Risk Rebalancer, and Pure Quant tool. When you run research with these tools, you’re able to display your ticker symbols (either in a pie chart or a list).
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We’ve made these tickers clickable! Clicking a ticker in the Asset Allocation Tool (like pictured above), the PVQ tool, or Risk Rebalancer will bring you to the Position Card Page for that tool. Clicking a ticker from the Pure Quant brings you to the Stock Analyzer.
Crypto by TradeSmith and Crypto Ideas by TradeSmith
As you may know, TradeSmith can plug into your favorite newsletters and then put our indicators to work on the publishers’ recommendations. One newsletter of interest was Crypto Capital. It had to be removed temporarily from our site, but now it’s back. You’ll find it under Stansberry Research.
Stansberry Research’s newsletters can be found on the Newsletter page in Crypto by TradeSmith.
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Simply select Stansberry Research from the list of available publishers. Then, you will be prompted to enter your Stansberry Research credentials if you haven’t already done so. Once that’s done, you can see their open recommendations and our indicators.
You can add Stansberry Research to Crypto Ideas from the Crypto Finder page.
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Just turn the setting to Yes, and then select Stansberry Research from the options. You’ll be prompted to add your Stansberry Research credentials if you haven’t already done so.
Bulletin Board
Check out some of our upcoming events. We’re still traveling across the U.S. for our conference season, and we could be coming to a town near you. Plus, we have another educational webinar coming up.
Legacy Investment Summit — Sept. 23 – 25 at Park Hyatt, Aviara Resort in Carlsbad, CA
This year’s summit will feature investing ideas you won’t find anywhere else.
At this conference, we’ll even host a FREE bootcamp training. Our Product Education Specialist, Marina Stroud, will take customers through a basic course on our products, answering any questions along the way. Tom Meyer, Heidi Shubert, and a member of our Customer Success team will also be there to help and take your feature suggestions. Seats are limited, though! Make sure to call our Customer Success team at 866-385-2076 if you will be in the area and you’d like to attend. They’re available Monday through Friday from 9 a.m. to 5 p.m. Eastern to reserve your spot!
2019 Stansberry Conference — Oct. 7 – 9 at the Aria Resort & Casino in Las Vegas, NV
The goal of the Stansberry Conference Series is to present fantastic speakers who deliver brilliant ideas that can actually change your life.
We’ll host two back-to-back bootcamp trainings at this conference as well. Once again, Marina will take customers on a basic course of our products and answer your questions along the way. Tom Meyer, Heidi Shubert, and a member of our Customer Success team will also be there to help and take your feature suggestions. Seats are limited here, too! Make sure to call our Customer Success team at 866-385-2076 if you’ll be in the area and you’d like to attend. Again, they’re available Monday through Friday from 9 a.m. to 5 p.m. Eastern to reserve your spot!
Important Numbers to Know to Manage Your Portfolios
Has the stock market rollercoaster made you afraid of what’s going to happen next? The financial media likes to throw around all sorts of numbers and “facts” that are just designed to get more viewers and eyeballs. What are the numbers that are really important for individual investors? Marina and Tom will go over these with you and show you the numbers that you can follow to help you successfully manage these volatile market conditions. This webinar will be Sept. 18 at 1 p.m. online. Register now.
Signing Off
We hope you like our recent updates to the TradeStops, Crypto by TradeSmith, and Crypto Ideas products. Remember, we want you to get the most out of your subscription. If you have any suggestions for improvement, we’d love to hear them. Go ahead and send your suggestions to [email protected]. Our Customer Success team can add your suggestions to our feature request list.
And, as always, if you have any questions, send those our way too. We love helping our customers succeed with the TradeSmith suite of tools.
Until next week,
TradeSmith Customer Success Team
