Hello, TradeSmith Family,

Welcome to another Insider Update from the TradeSmith team. These updates show you what’s new with our products, any upcoming events we have, and the latest editorials from TradeSmith or webinars from our Education team.

This week, TradeStops got a small update; there’s some exciting news coming for our MegaTrends subscribers; and we have some great conferences coming up.

Let’s dive right in!


With TradeStops, you can get emails for your alerts along with corporate actions for your holdings. If your email provider sees too many emails coming from one domain, those emails may end up getting blocked. We don’t want you to miss any alerts or corporate actions, so we came up with a solution.

In your TradeStops settings, you can choose to consolidate your alerts into grouped reports or one single report (or keep it as individual emails if you’d like). This helps cut down the clutter in your inbox, and the feedback so far is that our customers have loved this update.

alert settings page

We recently implemented a new update for your corporate action alerts and consolidated them down to one report for you. Again, this ensures your notification emails won’t get erroneously marked as spam.

Now, we’ve improved this consolidation report. The latest update will show you the number of shares you have when a position goes ex-dividend and also the payment date. You can see an example below.

ex-dividend notification alert

All this and more will be included in just one email. It’s a great way to streamline the data for you.


The TradeSmith and LikeFolio teams are at it again bringing our MegaTrends subscribers the latest roundtable and MegaTrends report.

As a reminder, MegaTrends leverages social media data from Twitter that is then analyzed by LikeFolio to find consumer sentiment and combines it with overlapping larger trends from across the market. That combination is what’s known as a “megatrend,” and it can have enormous impact on individual companies and their stocks.

If you subscribe to MegaTrends and missed last month’s update, don’t worry. You can still access that information here. This month’s update will also be posted at that link just as soon as it’s ready.

If you don’t currently subscribe to MegaTrends and would like to learn more, please contact our Customer Success team at 866-385-2076. They’re available Monday through Friday from 9 a.m. to 5 p.m. Eastern.

Bulletin Board

Conference season is in full swing for our team here at TradeSmith. We’ll be at several conferences across the U.S. If you plan on attending any of these conferences, we’d love to meet you. If you’re in the area or attending one of these conferences, please be sure to drop by our booth where we can answer any questions you may have!

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 on Sept. 26. Our Product Education Specialist, Marina Stroud, will take customers through a basic course on our products, answering any questions along the way. In addition, Heidi Shubert and members 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.

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 bootcamp training at this conference as well (with a little different flair) all day on Oct. 7. You’ll have the opportunity to sign up for 30-minute small-group sessions with our Education, Training, and Customer Success team members. They will be available to answer your questions, help you with your account, and take your feature suggestions. Because of the format, we’ll have more flexibility, but seats are still limited! Make sure to call our Customer Success team or visit our booth to register to attend one (or more) of these sessions. Again, Customer Success is available Monday through Friday from 9 a.m. to 5 p.m. Eastern to reserve your spot!

The Dent Research- Irrational Economic Summit — Oct. 10–12 at the Gaylord National Resort & Convention Center in Washington, D.C.

Three days of insights from D.C. insiders and Wall Street’s brightest to help you survive, and profit from, the looming chaos facing the U.S. and global economy.

We’ll also host a FREE bootcamp training after this conference on Oct. 13. Marina will guide customers through a basic course on our products and answer any questions you may have. In addition, Heidi Shubert, and members of our Customer Success team, will also be there to help answer your questions and take your feature suggestions. Once again, seats are limited, so please call our Customer Success team to reserve your spot at the bootcamp.

Signing Off

We hope you’ve enjoyed this week’s Insider Update. Whether it be updating our products or helping bring you the latest trends in the market, we love helping you. If you have any questions, feedback, or suggestions for our products, we’d love to hear them. Just send those over to us at [email protected].

And, if you plan on attending any of the above-listed conferences, we’d be so glad to meet you. Give our Customer Success team a call if you’d like to reserve a spot for our bootcamps. Remember, seats are limited, and we don’t want you to miss out.

Until next week,
TradeSmith Team