Start Here: Welcome to Ideas by TradeSmith
Published: January 9, 2026.
We’re so glad you’ve joined the TradeSmith family—and we appreciate your trust. You’re about to gain access to powerful tools and insights that can help you grow and protect your wealth.
Getting Started: What to Expect
To support your journey, our education team has created a “Getting Started” series that includes quick-start training videos.
You will also have access to the following educational resources:
- Live TradeSmith Walkthrough webinars
- Ongoing tutorials, guides, articles, and expert editorials
These resources are available regardless of which TradeSmith product you subscribe to.
About TradeSmith
Founded in 2005, TradeSmith began as a simple way to track positions with trailing stops. Today, it has evolved into a comprehensive suite of market analysis and risk-management tools—all designed to help individual investors make more informed, unbiased decisions.
What is Ideas by TradeSmith?
Ideas is your gateway to smarter, faster investing decisions. With this program, you’ll gain:
- A clear market outlook with data-driven indicators for U.S. and international markets
- Advanced analytics to spot trends, sectors, and opportunities quickly
- Unique market signals to help you react proactively—not reactively
Forget hours of sifting through data. Ideas puts a complete, intuitive dashboard at your fingertips, giving you the edge you need to invest confidently.
Key Features You’ll Love:
📊 Market Outlook
Get a clear snapshot of market conditions—both in the U.S. and globally. Instantly gauge the health of major markets, sectors, and commodities, all in one place. Plus, tap into the market’s mindset by using our Fear & Greed tool (available to Elite accounts) to assess investor sentiment and stay one step ahead.
🎯 Bull and Bear Market Signals (available to Basic, Premium, and Elite)
Know when market tides are shifting—before the headlines catch on.
📈 TradeSmith Strategies
Explore pre-built strategies for:
- Dividend Growers (available to Basic, Premium, and Elite)
- The Dividend Growers strategy identifies financially strong companies that consistently increase dividends, ensuring a sustainable and growing income stream for investors.
- Growth (available to Basic, Premium, and Elite)
- The Growth Stock Investment strategy identifies high-potential companies with strong revenue growth, improving profitability, and increasing free cash flow.
- Value (available to Basic, Premium, and Elite)
- The Value strategy uses a multi-factor ranking system to identify undervalued stocks with strong fundamentals.
- Snapback (available to Basic, Premium, and Elite)
- The Snapback strategy is designed to capitalize on volatile market conditions with stocks that are setting up for a quick, sharp rebound.
- Bollinger Bands (available to Basic, Premium, and Elite)
- The Bollinger Bands strategy uses the Bollinger Bands %B indicator to identify oversold stocks with breakout potential.
- Best of the Billionaires (available to Premium and Elite)
- The Best of the Billionaires identifies high-performing stocks favored by the world's top investors.
- Kinetic VQ (available to Premium and Elite)
- The Kinetic VQ strategy identifies stocks where the current Volatility Quotient (VQ) has greatly exceeded its historical average. This condition suggests that the stock has an extra store of energy, potentially fueling further price movement as volatility normalizes.
🔍 Screener Tool (available to Basic, Premium, and Elite)
Scan for investment opportunities using customizable filters.
🔨 Pure Quant Tool (available to Premium and Elite)
Whether you’re starting fresh or refining your current portfolio, Pure Quant helps you build with confidence. Using equal risk position sizing, this tool eliminates the guesswork from allocation, helping you create a well-balanced portfolio designed to maximize opportunities while managing risk.
🗓️ Market Calendar (available to Basic, Premium, and Elite)
Stay on top of earnings, dividends, and key corporate events.
📚 Stock Research Hub (available to Basic, Premium, and Elite)
Search any ticker and access price charts, financials, key stats, and news.
📰 My Services (available to Basic, Premium, and Elite)
Track your newsletters and publications directly from your dashboard.
🎓 Your Education Hub
Need help or want to go deeper?
Use the Support menu (top right of your screen) to:
- Call our Customer Success Team
- Schedule your complimentary 30-minute concierge call
- Access the mobile app install guide, contacts, and more
Join our TradeSmith Walkthrough and Inside TradeSmith webinars, including sessions with Senior Analyst Mike Burnick and our Education Team.
- Check the Product Updates tab (📣) for the latest improvements.
- Explore the Education Center (📖) for articles, tutorials, and a helpful glossary.
✅ Tips for Success
- Don’t worry if it feels like a lot—many new members feel that way at first.
- Rewatch the “Getting Started” series anytime.
- Take advantage of your concierge call—we’re here to help.
- Once you’ve settled in, join our TradeSmith Walkthrough webinars—and don’t be surprised if we chat about food and investing along the way! 😄
Thanks for being part of the journey. You’ve just taken the first step toward investing like a true TradeSmith.
We’re here to educate, support, and cheer you on every step of the way.