🌟 Start Here: Welcome to Ratings by TradeSmith
Published: October 30, 2025.
Last Update: June 4, 2026.
We’re thrilled to have you on board, and we truly appreciate your trust. You’re about to unlock powerful tools and insights designed to help you invest with greater confidence and clarity.
Getting Started: What to Expect
To support your journey, our education team has created a “Getting Started" series, including 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 Ratings by TradeSmith?
Ratings provide the overall sentiment for any stock we track based on a compilation of underlying fundamental and technical indicators. From Strong Bullish to Strong Bearish, this easy-to-read indicator can give you extra conviction on any stock you’re considering.
You can access our proprietary indicators—the Volatility Quotient and Business Quality Score. Our VQ or risk metric tells you how risky a stock is based on historical price data. Based on this data, you will know the typical movement of any investment.
Our Business Quality Score captures the company’s fundamentals, such as growth, payout, profitability, and safety.
Image taken from the Dashboard on Oct. 30, 2025.
Aside from our indicators, you have a wealth of additional information at your fingertips to make the most informed decisions. You can review general and fundamental statistics, earnings per share, various financials and SEC filings, news-related events for your ticker, and so much more!
You’ll discover how to use these powerful indicators—and more—in your Getting Started series. Get ready to invest with precision and confidence.
Key Features of Ratings
💼Portfolio Synchronization: Import your brokerage accounts and track your positions in TradeSmith Finance. To learn more, click here.
🔍 Stock Research Hub
Search any ticker and access price charts, financials, key stats, and news.
⚡ TradeSmith Proprietary Indicators
Our Ratings indicator combines technicals and fundamentals, such as our TradeSmith strategies, the Relative Strength Index (RSI), newsletters, and the Business Quality Score (BQS).
📊 Portfolio Analysis & Management
Take control with tools that help you analyze risk, track performance, and manage positions with confidence.
🗓️ Market Calendar
Stay on top of earnings, dividends, and key corporate events.
📰 My Services
Link directly to your newsletters and publications for a centralized investing experience.
📂 Basket Watchlists Made Simple
Easily create new watchlists or import your existing ones for seamless integration and tracking.
🚨 Smart Alerts
Stay informed with customizable alerts, including:
- Stock Rating Updates
- Company Events (Form 8-K)
📣 Ratings is getting an upgrade! Soon, you’ll be able to import your brokerage accounts and conveniently track your positions within the platform.
🎓 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 Walkthroughs 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.