Welcome to 2020! We’d like to welcome our thousands of new TradeSmith subscribers and, of course, welcome back our current subscribers. It’s a new year and a new decade. Across social media, we commonly hear, “New year, new me!” What sort of goals have you set for the Roaring 2020s?
Many of us seek to lose weight or eat healthier, and a lot of us look to improve our finances. While our suite of TradeSmith tools can’t help you burn belly fat or avoid eating that yummy brownie, we can help you manage your investment portfolios. That’s where TradeStops comes in.
Managing Your Portfolios with TradeStops
When we first log into TradeStops, there are a lot of options to choose from. You can:
- Sync and upload portfolios
- Manage your positions and add alerts
- Get an overview of and manage your portfolio
- Research new stocks
- Review your newsletter subscriptions
- Build a new portfolio
- And even change your program settings
Wow! That’s a lot, but don’t worry. We won’t leave you trying to navigate all the tools on your own. Our product education specialist, Marina Stroud, has created 10 helpful Quick Start videos. You can quickly access these videos from the top of our TradeStops Library.
Each of these videos is short — between 5 and 8 minutes long, so it will only take you about an hour to go through everything. Think of that; in just one hour, you can be one step closer to achieving your 2020 financial goals. If only all of our 2020 goals could be that easy!
If you have trouble accessing the Library page for any reason, we’ve included links to the 10 Quick Start videos below.
- Log into TradeStops for the First Time
- Import Your Brokerage Account
- Understanding our Risk and Health Indicators
- Adding Your Alerts
- Rebalance Your Portfolios
- Researching New Potential Trades
- Position Size the TradeStops Way
- Building a Portfolio with TradeStops
- Managing Your Pure Quant Portfolio
- Make TradeStops Your Own: Settings and Other Useful Features
So, Are You Ready?
Armed with these Quick Start videos, you can begin putting TradeStops to work for you immediately. There’s no guesswork involved. You can sync your portfolio, set up your stop loss strategies, build new portfolios, and so much more. Your 2020 financial goals are just a few videos away.
As always, if you have any questions, please feel free to reach out to us. Our phone number is 866-385-2076, and we’re available Monday through Friday from 9 a.m. to 5 p.m. Eastern. We can also be reached via email at [email protected].
Good luck in the new year,
TradeSmith Customer Success Team