In any given month, TradeStops will welcome anywhere from several hundred to a few thousand new members. And the challenge for each new member is to integrate TradeStops into the daily management of their investment portfolios and to learn a new investing discipline. It takes time and sometimes new members can feel as if they’re trying to drink out of a firehose.
We understand. As you might imagine, we’re very proud of having built the single best online site dedicated to helping individual investors manage their stocks and their portfolios (we even have a large number of financial advisors who are members because they have better management tools with TradeStops than with their own firms).
But sometimes you can get stuck. It can be frustrating, especially when you’re in the middle of making changes to your portfolio. Where can you go for help?
The first stop should be the TradeStops Help Center. In the upper right hand side of the website is a link to the Help Center.
When you click on this, it opens up a new window. This window is set up in the same format as the TradeStops site itself.
For our new users, the best place to start is by clicking on “Getting Started”. It opens up a menu that will take you exactly where you need to go.
Check out all of the different subjects that are available to you. If you’re new to trailing stops, you can learn about them. To get a greater understanding of the TradeStops principles and verbiage, you can click on the links that define “Volatility Quotient” and “Stock State Indicators”.
One of the areas that can be difficult for many members is setting up portfolios and synchronizing with your brokerage firm. To find out more information about this, click on the “Portfolios” tab at the top of the screen.
This will help you in setting up your portfolios as well as troubleshooting any problems that might arise, especially with the synchronization process. Our team just updated this recently so all of the information is current.
Finally, we recommend that you check out the “Settings” tab in the upper right hand corner.
This is where you can change your alerts, the time you receive your alerts, as well as the default settings for synchronized stop losses for both stocks and options. You can also determine if you receive notifications for stocks that are ex-dividend, for changes in weekly VQ%, and when your stocks make new highs in profitability.
We look forward to helping you create a profitable investing experience!
Tom Meyer,
Member Services, TradeStops
