Published: July 10, 2025

Last Updated: July 20, 2026

Throughout this article, you will find links to other Education Center articles to give you more information. These links will open in a new tab, so you can return to this article after reviewing the information.

Step 1: Import your brokerage accounts

With Trade Cycles, you can import your brokerage accounts and track your positions in TradeSmith Finance. To learn more, click here.

Step 2: Understand what Trade Cycles does

Trade Cycles helps you spot recurring price patterns in the market and combines them with key indicators to forecast potential market shifts.

To search for any ticker, enter the ticker symbol or company name in the “Search for Ticker” field on the upper right of your program site.

The site directs you to the Asset Details page.

The Trade Cycle indicators and features are organized under the Annual Pattern, Statistics, and Cycles tabs on the upper left of the Trade Cycles tab.

Screenshots taken from a Trade Cycles account on Jul. 20, 2026.

The graph highlights periods of likely gains (green with an up arrow) and potential declines (red with a down arrow, if available).

The dark blue line shows the current stock price, with a vertical marker for today’s date. The lighter teal line represents the seasonal trend, providing historical context but not a guarantee of future prices.

To learn more about seasonality, click here.

While Seasonality highlights date ranges with high-probability average returns, Cycles help anticipate potential market or stock turning points.

Screenshot taken from a Trade Cycles account on Jul. 20, 2026.

Charts mark peaks in orange (turning down) and valleys in blue (turning up). This helps you identify whether a security is near a top or bottom and forecast future turning points months or even years ahead.

You may also view different time cycles within the composite cycle — shorter-term traders can focus on the short-term cycle for more immediate peaks and valleys.

To learn more about the power of cycles, click here.

Step 3: Use the Screener Tool to find opportunities

The Screener tool can help you pinpoint stocks with our Trade Cycles filters and other TradeSmith indicators and fundamentals.

Screenshot taken from a Trade Cycles account on Jul. 20, 2026.

Once you have selected your filters and adjusted your preferences, click the Run Screener button.

To learn more about how to use the Screener tool, click here.

Step 4: Follow your Trade Cycles Model Portfolios.

TradeSmith gives you the tools to find and research new opportunities. You can also follow our automated Model Portfolios, which incorporate our Trade Cycles algorithms and other metrics.

To access your Trade Cycles Model Portfolios, go to the Model Portfolios tab in the My Portfolios page.

Screenshot taken from a Trade Cycles account on Jul. 20, 2026.

Everything you want to know about each model portfolio and how to follow them is found here.

Under the Overview tab, you can view the portfolio’s performance and approach. You can also set up your trade and position alert notifications and adjust which portfolios you wish to view on this page.

To learn more about your available Trade Cycles model portfolios, click here.

To learn more about how to access your newsletters, click here.

Need Help? 

Our Customer Success team is ready to assist: 

• Phone: 1-866-385-2076 (toll-free) 
• Email: [email protected] 

*Note—The tabs and features you see on your TradeSmith Finance site will vary based on your subscription(s) and subscription level(s).