In our last Insider Update, we announced some exciting product enhancements. The TradeStops Position Card Page got a new Ideas tab, and the newsletter center was updated. Ideas by TradeSmith saw some added functionality to the Newsletters tab. Both of these enhancements can help you analyze stock recommendations.

But — we didn’t even cover all of our updates from last week! TradeStops had another update that helps you analyze your current holdings and Ideas by TradeSmith expanded its international reach.


In TradeStops, you might have noticed that the Asset Allocation and PVQ Analyzer have both been updated. In both tools, you can now select one or multiple portfolios.

To do this, you’d simply click the drop-down menu and select the portfolio(s) you want to analyze.

multiple portfolios selected

In the screenshot above, you might have noticed the small drop-down for All Investment. Clicking this allowed us to select specific portfolios from our investment portfolios.

If we analyzed all of our investment portfolios, the TradeStops tools could let us know how diversified we are and how heavily weighted we are in risk. It’s a great way to get an overall sense of how your money is working for you and what areas might need improvement.

Ideas by TradeSmith

As we mentioned in our introduction, Ideas by TradeSmith has become more international. As many of you know, you can analyze overall international markets in our Market Health section.

Well, our Stock Finder has taken this a step further. You can now find individual positions in these international markets. First, you’d want to select your Country of Exchange. Just click the small + to add more countries.

selecting a country

You can add the United Kingdom, Canada, and Australia. Also, if you click the “+ Add Index,” you can add multiple indexes. We’ve expanded this beyond the U.S. to now include the United Kingdom, Canada, and Australia.

If your broker allows for international trades, this enhancement can be a great way to find new investment ideas and diversify your portfolio.

Bulletin Board

We’ve recently welcomed thousands of new members to the TradeSmith family. We’re so happy to have you here. And, of course, we’re always happy to work with our long-time members.

And, we’re dedicated to giving all of you the best possible TradeSmith experience. That’s why all this week, we’re hosting educational webinars that cover all the basics of TradeStops. If you’re new to TradeStops, or even if you just want a refresher, make sure to check out our webinars page. It’s full of useful guides to help get you up and running. You can even register for our upcoming webinars.

   Check out the Webinars page    

Every other Monday, we have bi-weekly training webinars. Tom Meyer and Marina Stroud show you how to use the TradeStops programs to take advantage of moves in the market and other techniques. We’ll let you know about these upcoming webinars in this email, so be on the lookout.

We also have extensive knowledge bases. These sites contain numerous articles that walk you through all aspects of the programs. You’ll find the links below.

Further educational material can be found on the TradeStops blog. There, you’ll find past editorials from TradeSmith, educational articles from Tom Meyer, and Insider Updates from us. They’re chock-full of valuable insight and training, so be sure to check them out. And, for our crypto customers, be sure to check out TradeSmith University for insightful editorials on the current state of the cryptosphere.

Signing off

We hope you enjoy the latest updates to the TradeSmith products. The updated Asset Allocation and PVQ Analyzer can help you know where your portfolios stand. The new international feature of the Stock Finder can help you find new ideas you might never have thought about.

Next week, we’ll have another exciting Insider Update for you. Be sure to watch your Inbox for it. And, if you have ideas for a topic you’d like to see us cover, let us know! We’re always happy to help you learn more about our programs.

Until next week,

TradeSmith Customer Success Team