Published: October 28, 2025
Last Updated: May 1, 2026
Automated model portfolios powered by TradeSmith are now conveniently located in the Model Portfolios tab in the My Portfolios page.
Image as of Feb. 12, 2026.
This centralized hub gives you direct access to a curated selection of portfolios, each designed to help you make smarter, more confident investment decisions. These automated portfolios are built using our proprietary TradeSmith algorithms and methodologies, offering data-driven guidance tailored to various investing goals.
On the Model Portfolios page, you’ll see an Overview and Portfolios tab.
Image as of May 1, 2026.
Note: Access to the model portfolios depends on your TradeSmith subscriptions.
Each card provides a description and objective for each model portfolio.
The Overview tab is split into two tabs: Performance and The Approach.
- Performance: shows current positions and performance versus the S&P 500.
- The Approach: explains why to follow the portfolio, including its entry and exit criteria.
On the upper right of the Overview tab, you can select which model portfolios you wish to display and turn on or off your Position Alert Notifications:
You can personalize the Model Portfolios page by rearranging the order of your portfolios. Simply click and hold the vertical dot icon to the right of the notifications menu, then drag to reorder.
The Portfolios tab allows you to view open, closed, or all positions and includes an expanded view of their position details and other performance metrics.
You can also search for tickers and print and export on the upper right.
We’re actively expanding our offering, so please stay tuned as we continue to enhance your investing experience with innovative tools and strategies—all in one place.
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).