Published: January 8, 2026.

Your TradeSmith Newsletter Command Center: The My Services Page

From day one, TradeSmith has been committed to transforming the traditional newsletter experience. Our goal is to go beyond static recommendations by equipping members with powerful software tools that help you organize, monitor, and act on investment ideas with confidence.

TradeSmith seamlessly combines the fundamental insights from your newsletters with our proprietary technical indicators, giving you a more complete, data-driven edge in the market.

Introducing the My Services Page

Think of the My Services page—accessible from the top navigation menu—as your personal newsletter command center. This is where you can:

• Manage your newsletter subscriptions
• Analyze recommendations using TradeSmith’s tools
• Monitor performance, risk, and health across strategies

As you explore this page, you’ll notice several newsletter-related tabs, each designed to help you stay organized, efficient, and informed.

Note: Your available newsletters will vary depending on your TradeSmith subscriptions.

TradeSmith Newsletters

At the top of the page, you’ll find your TradeSmith Newsletters. Each week, these publications deliver educational content, market insights, and actionable ideas designed to help you make better-informed decisions.

You can click on any newsletter icon to navigate directly to that publication’s site page.

The Portfolios Tab

Next, select the Portfolios tab.

This tab displays your active TradeSmith subscriptions and newsletter affiliate portfolios, giving you a centralized view of all your investment services.

The Overview Tab (available to Pro and Elite)

The Overview tab provides a high-level snapshot of your active subscriptions and their performance.

From here, you can:

• Review portfolio distributions by health, asset allocation, market exposure, and risk
• See top-ranked newsletter recommendations based on TradeSmith algorithms
• Identify best-performing recommendations
• Track recently opened and closed trades

This bird’s-eye view makes it easy to understand how your strategies are performing at a glance.

The Top Recommendations Tab (available to Pro and Elite)

Last—but certainly not least—is the Top Recommendations tab.

This powerful tool lets you:

• Analyze securities from your favorite newsletters
• Apply TradeSmith’s algorithms and strategies to identify high-quality opportunities

By default, the tool includes recommendations from all your active newsletters. You can refine your analysis by clicking the Filters button on the right and selecting specific publications.

Note: Your available strategies depend on your active TradeSmith subscriptions. For example, the above-listed strategies pertain to Ideas by TradeSmith.

Once your results are displayed, you can:

• Save them as a watch list
• Track them in your TradeSmith Finance account
• Print or export the data for further review

Bringing It All Together

The My Services page brings your newsletters, portfolios, and analysis tools into one centralized experience—helping you move from ideas to insights to action.

Need Help? 

Our Customer Success team is ready to assist: 

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

Thank you for your attention!

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