Published: September 23, 2025.
Last Update: June 18, 2026.
If you’d like to dig deeper into specific details about your positions, Position Views can help.
To get started, head to the Positions tab on the My Portfolios page.
Screenshot taken from a Platinum account on Jun. 18, 2026.
Your Position Views are located on the right side of the page. Please note that your program may appear slightly different, as we’ve already set up custom views. In the screenshot below, you can see our current views and the Add View button.
To edit the current view, click the pencil icon on the active view (the active view is displayed in black—here, Default View is active). To create a new one, click Add View.
Editing or adding a view opens the customization panel below. This section lists all available data columns. Columns with a green checkmark are already included in your view, while empty boxes can be clicked to add new ones.
Screenshot taken from a Platinum account on Jun. 18, 2026.
Access to the TradeSmith indicators depends on your TradeSmith subscription. Once you’ve chosen your columns, a preview will appear at the bottom of the screen. You can drag and drop column headers to rearrange their order.
Our development team has taken customization of your Position Views a step further, adding an edit pencil icon that lets you modify column names and adjust the number of decimal places for each metric.
When you’re happy with your setup, save your view at the top of the page. If you edited an existing view, click Save to keep the same name. For a new view, enter a title in the View Name field, then click Save to finish.
The Remove All button will clear all selected position views from the board, allowing you to start with a clean slate.
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).