Disclaimer:
The features and tools demonstrated in this video reflect the TradeSmith platform as of the recording date. Please note that our software is continuously updated to enhance your experience. The current site may appear differently.

Video recorded on December 18, 2025.

Hi folks! Marina Stroud here. I am your Senior Product Education Specialist. Thank you for joining me on this tour of the Portfolio Analyzer tool.  

The Portfolio Analyzer tool allows you to analyze your portfolio’s overall performance, health, rating, risk, and other allocations.  

Great, let’s head to the website. 

To access the Portfolio Analyzer tool, go to My Portfolios at the top navigational header. Start by selecting your portfolio from the portfolio drop-down menu at the top left.  

To the right, you will see the portfolio’s daily gains/losses, the Health Distribution (percentage of Green, Yellow, and Red Zone positions), the Winners & Losers graph, and the one-year performance graph, as compared to the S&P 500 Index.  

Let’s review each tab below, starting with the Overview tab.  

The Overview tab lets you review your portfolio’s performance and the allocation graphs.  

The Portfolio Performance (% change) graph determines the portfolio’s performance by calculating the daily gains and losses of your open and closed positions.   

You can view the equity percentage change for a selected date range and compare your portfolio’s performance to any major U.S. or foreign index, or to any other portfolio you track in TradeSmith Finance.  

As you scroll down the page, you can review the health, rating, sector, industry, and risk allocations for your portfolio.  

Next up is the Open Positions tab.  

Here you can view your top winners and losers in more detail, along with the biggest contributors to performance.  

If you scroll down, you will see your positions ready for analysis, along with any positions with missing data.  

Now, let’s explore the Positions in the Red Zone tab.  

If you have active positions that triggered the Health Indicator Red Zone after your entry, they will appear in the top row.  

TradeStops Basic members do not have access to our Health Indicator; however, TradeSmith provides the health status of your positions within this tool, so you can make an informed decision about your positions. We also provide the top five investment opportunities according to our strategies.  

If you are interested in replacing positions in the Red Zone, you can consider our top five investment opportunities based on our various strategies, or run the Pure Quant’s Re-Optimize feature (available to Pro and Elite accounts). 

Let’s determine if the portfolio is balanced according to equal risk parity in the UnBalanced Positions tab.   

TradeSmith provides an overview of your portfolios, showing how equal-risk position sizing can potentially lower your portfolio volatility. In some cases, you might see the PVQ increase if you were too conservative in your position sizing. 

As you scroll down the page, you can view the top-overweighted and underweighted positions.  

To access the Risk Rebalancer tool, click the tool link below. Please note that the Risk Rebalancer is available to Premium, Pro, and Elite accounts. 

Check out the News tab if you want to stay in the loop on news-related events.  

The news articles listed on this tab pertain to the positions within the selected portfolio.   

And last but certainly not least is the Important Events tab.  

The Important Events tab lists upcoming events, such as earnings, dividends, and other corporate actions that may affect your positions.  

To view the full calendar and filter by specific corporate events, click the “View full calendar” link.  

That’s a wrap, folks!   

Need Help?

Our Customer Success team is here to help every step of the way.

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

I look forward to seeing you in the next round!