Published: September 18, 2025

Last Update: July 2, 2026

Screenshot taken from a Platinum account on Jul. 2, 2026.

The Home page contains several widgets. These widgets provide valuable information about the markets, your portfolio, and potential opportunities.

Note: Some Home page widgets are specific to certain TradeSmith products and may look different from what is displayed in this article.

At the top of the Dashboard are the Market and Actions carousels.

Image as of Jul. 2, 2026.

The Market carousel displays major U.S. and international markets. Each market card displays the ticker name, latest close price, daily gain/loss percent, Bull or Bear Market signals, and the one-day chart.

Note: The Bull and Bear Market signals, which help determine whether market tides are about to change, are available to Ideas, Trade360, TradeSmith Essentials, and TradeSmith Platinum accounts.

The Actions carousel includes links to your available tools and features within TradeSmith Finance based on your subscription. You can also access your tools and features through the site pages in the top navigational header.

You can scroll through the data using the arrows to the right and left of each carousel.

Below are the Market Health and Publications widgets.

Image as of Jul. 2, 2026.

In the Market Health widget, as pictured above, you can click between five tabs:

• Market Outlook: displays the percentage of U.S. and foreign markets in the Green, Yellow, and Red Zones.
• S&P Sectors: displays the percentage of S&P 500 sector ETFs in the Green, Yellow, and Red Zones.
• Commodities: displays the percentage of commodities (metals, coffee, corn, cotton, etc.) in the Green, Yellow, and Red Zones.
• Cycles: displays the percentage of markets in an upcoming or current peak (top) or valley (bottom) pertaining to Trade Cycles by TradeSmith.
• Fear & Greed: allows you to see the driving emotions in today’s market.

Note: Your available Market Health tabs depend on your TradeSmith subscription.

TradeSmith uses the Health Indicator to help you quickly understand how major U.S. and international markets are performing.

It’s important to understand the health of the markets you’re investing in because even the best stocks can have a hard time performing in unhealthy markets. 

The Market Health widget includes the long-term and short-term Health indicators. The Long-term Health Indicator considers a 12-month or longer holding period, whereas the Short-Term Health Indicator focuses on shorter-term trends that typically last less than 3 months. The Short-term Health Indicator is helpful for investors who want to track momentum shifts. 

The Publications widget (to the right of the Market Health widget) includes TradeSmith CEO Keith Kaplan’s Twitter feed posts, Platinum-exclusive articles and resources, and publications from your TradeSmith subscriptions.

Image as of Jul. 2, 2026.

Note: The Platinum tab is available to TradeSmith Platinum accounts.

Next up are the My Opportunities and My Services widgets.

Image as of Jul. 2, 2026.

The My Opportunities widget displays the top Stock and Options strategies according to our TradeSmith strategies. The strategies displayed will depend on your active TradeSmith subscriptions.

For example, if you do not have Options360, you will not see the Options Strategies tab.

The My Services widget displays your recent TradeSmith and newsletter recommendations. For each ticker, you’ll see helpful details such as its long- and short-term health, the reference date, and the publication it came from. 

As you continue to scroll down the page, you will see our TradeStops widget.

Image as of Jul. 2, 2026.

The TradeStops widget allows you to view the Short-Term and Long-Term Health and Volatility Quotient (Risk) of any ticker you search.

Even more powerful, you can view new Green and Red tickers for Short-Term and Long-Term Health.

The "View more" link at the bottom right of the widget takes you to the Screener tool, where you can refine your results.

Next, you’ll find the Signals by TradeSmith widget, available to Signals by TradeSmith and TradeSmith Platinum accounts.

Image as of Jul. 2, 2026.

The Signals widget allows you to search for tickers to find the top "signals" that are unique to that stock and that you may want to pay attention to. The widget provides the signal's outlook (Bullish or Bearish), category, entry and exit rules, Quality Score, and much more.

You can also view past signal occurrences and review performance metrics such as accuracy rate, average return, and gains.

To learn more about Signals, please visit the educational resources on the Signals website.

You can also view how-to articles from the Signals Getting Started Series.

Next up is Jeff Clark’s Short-Term Convergence widget for Jeff Clark (Alliance, Jeff Clark Trader, Delta Report, and Delta Direct) and TradeSmith Platinum accounts.

Image as of Jul. 2, 2026.

The widget identifies stocks that are either extremely oversold or extremely overbought. These are stocks that are vulnerable to significant “snap-back” moves – which is what we target with a reversion-to-the-mean trading strategy. It looks for momentum indicators that are diverging from the stock’s primary trend. And, every day, the screener spits out dozens of names.

To learn more about Jeff Clark’s Short-Term Convergence widget, click here.

Next up is the Quantum Score widget for Quantum Edge Pro and TradeSmith Platinum accounts.

Image as of Jul. 2, 2026.

Quantum Edge Pro uses quantitative analysis to identify the market’s best-performing stocks, combining fundamental and technical indicators.

The system uses a standard 0-100 scale, similar to the scale used in academic grading.

For added conviction, we also track Big Money’s movement on these stocks before the price moves significantly up or down.

The widget also includes the following tabs:

• The Recent Recommendations - includes recent Quantum Edge Pro recommendations.
• The AI Stocks tab - top-ranked stocks in themes (we’re starting with AI stocks).
• The Power 10 tab - includes the top 10 stocks in Jason’s system.
• The Ranked Sectors tab - view all sectors ranked by the aggregate Quantum Scores.

The Historical Scores window graphs the stock’s price and its technical, fundamental, and Quantum Scores over time.

To learn more about the Quantum Score widget, click here.

Next is the Predictive Alpha widget, available to Predictive Alpha, Predictive Alpha Prime, Predictive Alpha Options, TradeSmith Essentials, and TradeSmith Platinum accounts.

Image as of Jul. 2, 2026.

With our proprietary machine learning tool, An-E (Analytical Engine), you can identify the optimal time to buy or sell any stock—typically within a 30-day window (or 21 trading days).

Our interactive widget lets you search for any stock ticker to access its projected date, target price, and the historical target accuracy.

In the right-hand panel adjacent to the projection graph, the GPT-powered summary highlights the model with the highest confidence projection. The widget also includes prompts to dig deeper into a ticker, find similar stocks, and explore additional insights. 

Note: The Predictive Alpha Top 5 Watchlist is available to Predictive Alpha and Platinum accounts. Predictive Alpha Prime does not have access.

If you have access to Predictive Alpha Options, check out the Options tab:

Image as of Jul. 2, 2026.

The Predictive Alpha Option’s widget features a streamlined projection graph that delivers a clear snapshot of the stock’s current trend, its future projection date and target, correlation status (indicating whether the stock’s trend and projection move in tandem), a volatility score, and available options strategies tailored to the stock’s profile. 

To the right of the graph, a GPT-powered scrolling panel delivers key insights on the underlying asset, current zone strategies, historical trends, notable observations, interpretation metrics, and a summary—making complex data easy to digest. 

💬 At the bottom of the widget, an OpenAI GPT assistant enables interactive queries—such as “I want to know about ticker XYZ”—helping you explore the data and strategies more intuitively and conversationally. 

The Seasonality widget is available to Trade Cycles by TradeSmith and TradeSmith Platinum accounts.

Image as of Jul. 2, 2026.

The Seasonality Widget enables you to search for any ticker and uncover upcoming seasonal price patterns derived from historical market behavior. Analyzing past performance helps you identify high-probability opportunities for price gains during specific times of the year. In addition, the widget highlights the strongest bullish and bearish setups, showcasing opportunities with exceptional consistency—achieving a 100% historical success rate.

The Harmonic Trade Cycles Signals widget is available to Trade Cycles by TradeSmith and TradeSmith Platinum accounts.

Image as of Jul. 2, 2026.

The widget provides a comprehensive view of upcoming seasonality patterns that align with potential price turns, using our peaks-and-valleys indicators and the classic momentum indicator, the Relative Strength Index (RSI). This powerful tool is meticulously designed to pinpoint both long- and short-term trading opportunities.

The top bullish and bearish stocks are shown within their respective tabs.

The Business Quality Score widget for TradeStops, Ratings by TradeSmith, TradeSmith Essentials, and TradeSmith Platinum accounts.

Image as of Jul. 2, 2026.

The BQS score considers a company’s profitability, safety, growth, and payout fundamentals. These factors can help you find high-quality stocks with more stable earnings, stronger balance sheets, and higher profit margins.

The widget includes a Search for Ticker window that lets you research any security’s BQS. The information consists of the security’s latest price and BQS score. The BQS score ranges from 0 to 100, with higher scores indicating stronger company fundamentals.

You will see the strongest and weakest companies to the right, according to our BQS.

Let’s move on to the Performance Leaders widget, which is available to all TradeSmith subscriptions.

Image as of Feb. 3, 2026.

The Performance Leaders widget highlights top-performing stocks and ETFs across U.S. and international markets, sectors, and industries. You can filter results by specific performance time frames, such as Today, 1 day, 5 days, 2 weeks, 1 month, 2 months, 3 months, 6 months, 52 weeks, or year-to-date (YTD), 1 year, 2-year, 3-year, and 5-year. 

A chart icon column was added to display the time frame selected in the Period drop-down menu. 

Additional market, sector, industry, latest close, and volume filters were added to expand your search for performance leaders. 

The widget features four tabs—Advances, Declines, Highs, and Lows—to view either top gainers or losers. 

• Advances: highlight stocks with the greatest price increase over the selected period. Use this section to spot top-performing stocks that are gaining momentum. 
• Declines: highlight stocks with the greatest price decrease over the selected period. Use this section to identify stocks that may be struggling or facing significant challenges. 
• Highs: feature stocks that have reached their highest price within the selected period. Use this section to find stocks hitting new peaks and showing strong performance. 
• Lows: feature stocks that have reached their lowest price within the selected period. Use this section to identify stocks that may be at a low point, potentially signaling opportunities or risks. 

Key stock metrics include the ticker, latest closing price, percentage change over the selected period, trading volume, market capitalization, and our Business Quality Score (if available) for additional insights.

The Earnings Season Pass widget is available to Earnings Season Pass and TradeSmith Platinum accounts.

Image as of Apr. 22, 2026.

Likefolio’s Data Engine uses consumer insights to predict whether companies will beat, miss, or meet earnings expectations.

• Dashboard shows earnings date, score, and key metrics (demand & happiness growth)
• Provides investor (long-term) and trader (short-term) strategies with commentary
• “Build Trade” creates bullish or bearish options spreads
• Filters refine results by date, score, growth metrics, and strategy

Up next is the TradeSmith Social Heat Score widget. The Social Heat Score is available to Earnings Season Pass, Likefolio Megatrends, and TradeSmith Platinum subscriptions.

Image as of Apr. 22, 2026.

The Social Heat Score widget is your gateway to real-time consumer sentiment insights—right from your Dashboard. Use it to search for any stock ticker and instantly view its bullish or bearish score, powered by cutting-edge analysis of live social media trends.

To learn more about the Social Heat Score, click here.

And the list of available widgets continues...

Up next is the Fair Value widget, available to Options360 and TradeSmith Platinum accounts.

Image as of Apr. 22, 2026.

The Fair Value chart visually displays the latest market price of an option against its data-driven fair value. This highlights when an option becomes statistically cheap or expensive.

While the Fair Value chart can’t predict the future, it can uncover hidden opportunities to profit when market prices diverge from what the historical data, volatility, and probability suggest is the right price.

For option traders, this can help you quickly recognize opportunities to buy low (underpriced options) and sell high (overpriced options).

To learn more about how to use the TradeSmith Fair Value tool, click here.

Moving right along, let’s review your Model Portfolios widget.

Your automated model portfolios (Billionaires Model Portfolio, Diversified Model Portfolio, Navellier Edge Portfolio, Seasonal Edge Portfolio, and many more) widget gives you access to a curated selection of portfolios.

Image as of Apr. 22, 2026.

Just a quick note: Your access to model portfolios depends on your current TradeSmith or affiliate subscriptions. Keep in mind that some investment strategies may not come with a model portfolio, and some model portfolios may not have an associated strategy.

To learn more about model portfolios, click here.

And last—but certainly not least—is the Portfolio Overview widget.

Image as of Feb. 3, 2026.

Available with any TradeSmith subscription that includes portfolio tracking, this widget gives you a convenient snapshot of your investments. Think of it as a compact version of the Analyze Portfolio tab on the My Portfolios page.

With the Portfolio Overview widget, you can:

• Quickly select a portfolio and see its health distribution (long and short-term health), portfolio risk allocation, diversification quotient, and both daily and total gains or losses at a glance.
• Use the Portfolio Performance (% change) window to compare your results against the S&P 500, other markets, or additional portfolios you track.
• Stay proactive with the Alerts Triggered section, which highlights recent alerts to help you manage exit strategies.
• Review your top winners and losers at the bottom of the widget to spot opportunities and risks more easily.

That wraps up our tour of the Dashboard!

We’re always working to improve our features and tools, so this guide may not reflect the very latest updates. For the most current experience, be sure to log in to your TradeSmith Finance account.

Need Help? 

Our Customer Success team is ready to assist: 

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

I look forward to seeing you in the next round. Until next time, bye! 

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