It has been a very exciting year here at TradeSmith. As you know, one of our goals here is to constantly improve our programs. In this last Insider Update of 2019, we’d like to reflect on all the updates we’ve created this year for our various programs.

Let’s dive in.


As you may know, TradeStops is our flagship program. It helps you manage your portfolio by putting risk and market volatility to work for you. With just a few clicks, you can balance your portfolio for equal risk parity, build an entirely new portfolio, and even search and position size for investments you don’t yet own.

In January, TradeStops got four updates.

With Pure Quant, you can build a new portfolio based on a data source. This could be watch lists you made or even your newsletters. We added the indices from Ideas by TradeSmith as a data source for Pure Quant. We also added the diversification filter.

And we integrated with LikeFolio. The LikeFolio system gives you a rating on stocks — bullish, bearish, or neutral — based on consumer sentiment from social media.

Finally, we added InvestorPlace Media as a publisher in our Newsletter Center.

February was another active month for TradeStops.

With the PVQ Analyzer and Asset Allocation tool, we added the ability to select multiple portfolios for analysis.

We also added the Ideas tab to the Position Card Page for Ideas by TradeSmith subscribers. This tab lets you see if a position meets any of the Ideas by TradeSmith strategy requirements and lets you see if the position appears in any of your newsletters.

We created a much sought-after new alert — the 2 VQ alert. This alert lets you know when your position has risen in value by 2 Volatility Quotients. So, if your VQ was 15%, you would get an alert if your position rose in price by 30%. When a position adds 2 VQ, you could potentially double up on your winners for great new profits.

Finally, we added a Long/Short column to the newsletter grid, so you know if your trade is buying long or selling short — a very important distinction!

March was a little less active for TradeStops, but no less important.

We added LikeFolio as a publisher to our Newsletter center. Their newsletter holds recommendations for bullish, bearish, and neutral positions. This data is like getting insight into where a company is going before they even publish their earnings reports and expectations each quarter. You have the advantage of knowing what’s said on Main Street before it makes news on Wall Street.

May was once again busy.

We created the Dashboard. This lets you see your Portfolio’s Distribution, performance, top winners & losers, and recent events as well as trending stocks, changes in your watchlist, and recent newsletter recommendations.

We created a new version of the Stock Analyzer. Previously, there were multiple steps to simply search for a new ticker. With this update, you can simply type a ticker at the top of the page to search for a new ticker. It makes the research process much faster!

The Position Size Calculator got a revamp too. With this update, you can now position size based on dollar investment risk, risk percentage of the portfolio, or by equal position risk.
We also created a new feature to offer consolidated alerts. With this update, you can choose to receive your alerts individually, in four sets, or bundled into one big report. By bundling your alerts, your inbox doesn’t get as full as quickly. This reduces the risk of missing an alert or for your email provider to mark us as spam or block us.

August saw just one update.

We created a consolidated notification. This bundles all corporate actions (like dividends, spin-offs, & splits) and changes in position size (purchases or sales). By creating this bundled report, you don’t get multiple emails from us, and our alerts won’t get blocked from reaching your inbox.

November had three updates for TradeStops.

In the Stock Analyzer, you can now expand the chart to fill the screen. This is great for when you want to dig deep into the details or even just have a larger view of a position’s performance. Another update to the Stock Analyzer (and Position Card Page as well) is the comparison feature. After you look up a stock, you can now compare it to another stock. This can be great when trying to decide which stock to buy between two very similar investments.

We also added the function so you could choose if you’d want to get corporate action notices for your watch-only positions. This can be important for keeping your inbox clear of clutter. For some, they might not care about an ex-dividend notice for a position that they don’t yet own.

Ideas by TradeSmith

Our Ideas by TradeSmith program helps you find great new stock ideas without needing to spend hours reviewing financial statements or conducting crazy amounts of research. We analyze the markets for you, create various strategies, filter your newsletters, and even let you create custom stock filters. All these tools can be used in a matter of minutes to find your next great potential trade.

In January, the SSI Distribution was added to our Market Health charts. This helps you easily visualize the percentage of positions in the SSI Red, Yellow, and Green zones over the past year. It’s a great way to see if a market or sector is healthy or not.

February saw some international updates to our Stock Finder. As you may know, our Stock Finder lets you create custom filters to find the best stocks based on your criteria; this update lets you look for international stocks and indices by adding U.K., Canadian, and Australian filters.

In March, we added a Dashboard to Ideas by TradeSmith. This Dashboard gives you a quick overview of the markets, trending stocks, recent Ideas Lab results and newsletter recommendations, and saved Stock Finder filters.

Cycles by TradeSmith

September saw the release of our newest program, Cycles by TradeSmith. This program puts the power of time cycles into your hands with just the click of a mouse. Remember, cycles are events that repeat themselves on a regular basis — including cyclical events found in the markets. By using time cycle analysis, we can attempt to forecast the movements of markets, stocks, commodities, and even cryptocurrencies.

Cycles by TradeSmith lays all this out for you in easy-to-navigate tabs. You can review all the features of the program in our Knowledge Base.

In October, we further updated Cycles by TradeSmith by adding a Dashboard. This Dashboard lets you easily visualize where various cycles stand in their lifespan — if there are upcoming bottoms or tops or even if an investment is currently in a bottom or top.

TradeSmith Decoder

December saw the release of our TradeSmith Decoder service. 2020 and the ensuing decade could turn out to be perilous to some investors, but for others, it could breed generational wealth and spectacular opportunity. Our dedicated research team will help our Decoder subscribers navigate the upcoming storm and survive and thrive in the new decade.

Bulletin Board

We know that our subscribers love hearing from our research team, and our team loves writing to you! Did you know we’ve updated our editorial process? Now, instead of getting educational, investment news just a few times a week, we provide this great content every day! You can access all this great content on our TradeSmith Daily website.

As the year comes to a close, you might be considering rebalancing your portfolio. But, do you know if rebalancing is right for you? Well, Tom Meyer and Marina Stroud will help you answer that question tomorrow in their live webinar. Make sure to join them at 1 p.m. Eastern. It’s not something you’ll want to miss.

Signing Off

As we near the end of 2019, the entire TradeSmith Team can smile looking back on the updates we’ve accomplished this year. These updates allow you to become an even more independent investor and make the most of your investments.

Of course, our team has some great updates planned for 2020, too. With the anticipated volatility in the new coming decade, we’ll be sure to keep you updated on all feature enhancements and how you can use them to survive and thrive.

If you have any questions about the features we’ve discussed today, please feel free to reach out to us. We’re always happy to help you. Our email is [email protected].

Until 2020,

TradeSmith Customer Success Team