Published: January 8, 2026.
Last Updated: May 21, 2026.
In addition to setting up your portfolios and alerts, it’s just as important to customize your program settings so you can truly “set it and forget it.” Proper configuration ensures TradeSmith works seamlessly in the background—keeping you informed, protected, and in control.
TradeSmith’s program settings allow you to personalize:
- Notifications and alerts
- Position preferences
- Automatic alert creation
- Login security
Accessing Your Program Settings
To get started:
- Click the drop-down menu with your first initial in the top-right corner of the site.
- Select Settings.
Image taken from a TradeStops Elite account on Mar. 12, 2026.
Once on the Settings page, you’ll see a navigation menu along the left-hand side. This menu lets you explore and customize each area of your TradeSmith experience.
Note: Available settings and features may vary depending on your TradeSmith subscription level.
My General Settings
Let’s start with your general settings. Here you can choose how the Asset Details tabs behave when you search for a ticker. You can either select a default tab or have the system remember the last tab you viewed.
Image taken from a TradeStops Elite account on Mar. 12, 2026.
For example, in the screenshot above, I adjusted my default Asset Details page so that it goes to the Indicators tab when viewing a stock and to the Statistics tab for options trades.
Notifications: Stay Informed Your Way
The Notifications menu is one of the most important sections.
Email Notifications
Under Email Notifications, you’ll see your primary email address listed. You can add up to three email addresses.
This is ideal for couples or families—for example, a husband-and-wife team can include both email addresses so everyone receives alerts and updates.
Mobile Push Notifications
In addition to email alerts, you can receive push notifications on your mobile device using the TradeSmith mobile app.
For step-by-step instructions on installing the app and enabling mobile alerts, visit the Customer Success Team folder under Support Menu Resources.
Notifications
Next up are Notifications. You can select the newsletters, model portfolios, and other reports you wish to receive notifications on, as part of your active subscriptions.
As of April 9, 2026, you can receive individual emails, consolidated reports, or opt out of certain notifications by checking "Do not send."
Image as of April 9, 2026.
To access your recent notification email, click the “Email History” link, which will direct you to the Email History tab on the Events page (also accessible via the More drop-down menu). This way, you don’t have to scour through your email inbox to find your notifications.
If you make any changes, be sure to click the Save button.
Positions: Customize How Trades Are Tracked
Next, select Positions from the settings menu.
Here, you can:
- Choose your portfolio currency
- Add entry and exit commissions
- Adjust entry price data based on your cost basis
- Limit or expand the exchanges available for trading
Re-Entry Watchlist Feature
Available to TradeStops Plus, Premium, Pro, and Elite members, the Re-Entry for Synchronized Portfolio toggle automatically adds closed positions to a Re-Entry Watchlist.
This allows you to:
- Track previously closed positions
- Receive alerts when a position triggers a new buy signal (Green Zone) using the Health Indicator.
Note:
- TradeStops Basic does not have access to the Health Indicator
- The Re-Entry Watchlist feature does not apply to Basic subscriptions
Alerts: Automate Your Risk Management
Now let’s move to the Alerts section—one of TradeSmith’s most powerful features.
Automatic Alert Creation
With Automatic Alert Creation, TradeSmith can automatically assign alerts to new positions detected from your brokerage account.
For example, you can enable:
- VQ% trailing stop alerts
- Other prebuilt alert templates for new stock positions
Important:
If you are a TradeStops Plus, Premium, Pro, or Elite member using the Health Indicator, automatic alert creation may not be necessary.
Health Indicator Alerts
The Health Indicator is TradeSmith’s Green, Yellow, and Red light system.
You can enable:
- Long-Term and/or Short-Term Health Indicators
- Alerts across portfolios, newsletters, and baskets
If you enabled the Re-Entry Watchlist feature, be sure to check the Entry Signal (Long-Term Health Indicator) box under Watch Only Portfolios.
To learn more about the Health Indicator, click here.
Popular Alerts to Consider
- New High Profit Alert
A favorite among members—this alert notifies you when a position reaches a new high closing price.
Cha-ching! - Form 8-K Alerts
Receive notifications for significant company events, including bankruptcy filings and other material updates.
Grouped Reports (Recommended)
At the bottom of the Alerts page, alerts are sent as Grouped Reports.
This format:
- Ensures faster and more efficient delivery
- Sends alerts shortly after each day’s closing prices are finalized
We strongly recommend keeping this setting enabled. Switching to Individual Notifications may result in an overwhelming number of emails.
Support: Get Help When You Need It
Under Support, you’ll find TradeSmith’s contact information.
If you’re experiencing technical issues, you can grant our support team access to your account for troubleshooting.
To do this:
- Click the Change link
- Specify the duration of access needed to resolve the issue
Security: Protect Your Account
The final settings area is Security.
Here, you can enable two-factor authentication (2FA), which adds an extra layer of protection when logging in from an unfamiliar device.
Final Thoughts
Customizing your program settings is a crucial step in getting the most out of TradeSmith. By setting your preferences upfront, you can:
- Personalize your experience
- Control how and when you receive alerts
- Automate risk management
- Ensure the platform aligns with your investment goals
Once configured, TradeSmith works quietly in the background—so you can focus on making smarter, more confident decisions.
You’re now fully set up and ready to go 🚀
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).