TradeSmith
TradeSmith is a leading financial technology and investment research platform designed to empower individual and self-directed investors with easy-to-use, data-driven tools. Founded with the mission to simplify investing through technology, TradeSmith originally began as a portfolio tracking system using trailing stops, and has since evolved into a comprehensive suite of risk management, analytics, and decision-support tools. Today, TradeSmith provides powerful investment software and research solutions that help investors make smarter, more confident decisions. Its platform combines advanced analytics, behavioral insights, and automated alerts to enable users to manage portfolio risk, track performance, and uncover new investment opportunities with precision and transparency.
ABOUT TRADESMITH
TradeSmith is a leading financial technology company that provides powerful investment research and portfolio management tools for self-directed investors.
The company’s mission is to make investing more intelligent, disciplined, and data-driven by removing emotion from the decision-making process.
Through its suite of analytics platforms, TradeSmith transforms complex market data and macroeconomic trends into actionable investment insights, empowering individuals to make smarter, more confident financial decisions.
The firm also maintains a strong presence at investment conferences and finance events across the United States, sharing its expertise in portfolio risk management and market analysis.
Whether you’re a beginner investor or an experienced trader, TradeSmith’s technology-driven tools help you take control of your portfolio, enhance investment discipline, and achieve long-term financial growth.
INVESTMENT TOOLS
TradeStops – The flagship portfolio tracking and risk management tool that syncs with your brokerage accounts, monitors stock performance, and uses proprietary algorithms to identify optimal entry and exit points.
Ideas by TradeSmith – A powerful stock discovery platform offering seven proprietary, back-tested strategies that generate investment ideas tailored to your unique goals, risk tolerance, and investing style.
Trade360 – A comprehensive solution that combines the features of TradeStops and Ideas by TradeSmith, giving users access to the firm’s complete suite of data-driven tools for a holistic investing experience.
Ratings by TradeSmith – A sentiment-based analysis platform that compiles fundamental and technical indicators to deliver easy-to-understand ratings and insights on thousands of publicly traded stocks.