Disclaimer:
The features and tools demonstrated in this video reflect the TradeSmith platform as of the recording date. Please note that our software is continuously updated to enhance your experience. The current site may appear differently.

Hi, folks! I’m Marina Stroud, your Senior Product Education Specialist. 

Published: January 12, 2026.

TradeSmith makes it easy to research new opportunities, and in this guide, I’ll walk you through how to search for a ticker and review what you’ll find on the Asset Details page. 

Great, let’s head to the website! 

You will start by typing in a company’s name or ticker symbol in the “Search for Ticker” feature in the upper right-hand corner.   

I will search for Apple (APPL) and select it from the drop-down menu. 

This brings up the Asset Details page, your command center for ticker research. 

In the upper left, you’ll see the company name, logo, and current price data. By default, the system shows a long position and adjusts for dividends. If there are upcoming corporate actions, such as earnings, they’ll appear in a blue informational bubble. 

On the upper right, you will see your indicator pills. You can make this page your own by customizing your indicator pills. To customize your pills, click the Customize Statistics button in the carousel or the button below. 

To continue tracking your ticker, you can add the ticker to a Basket watchlist. 

Let’s walk through the available tabs below: 

The Overview tab provides a quick snapshot: indicators, chart, peers, statistics, latest research and news, and company profile information. 

The Indicators tab provides more detail on your available indicators, such as Health, Trend, and Risk. 

Moving right along, you have your Statistics tab. 

The Statistics tab provides the ticker’s general statistics, fundamentals, corporate actions, and an earnings-per-share graph. At the top left, you can toggle between the Table and Comparison tabs. 

The Comparison tab compares the security’s general statistics with its history and the S&P 500. You can also review the Earnings per Share, Earnings & Revenue, and Annual Dividend Yield graphs. 

The Opportunities tab will let you know if your ticker also matches any of our strategies, your active newsletter subscriptions, or the Billionaires Club. 

The Financials tab provides fundamentals and SEC filings data. You will see numerous income statements, balance sheets, our earnings and revenue history, debt-to-assets, earnings per share, and cash flow graphs as you scroll down the page. 

The Historical Data tab is pretty neat. It displays the one, three, and one-year low and high prices. Below, you can also view the stock’s daily, weekly, or monthly historical prices, and other events. 

And finally, the Chart tab displays the price line and allows you to view the Health indicator’s trailing stop, VQ% trailing stop, custom percentage trailing stop loss, and other indicators on the chart.  

You can hover your mouse over any point on the chart to get more data. 

To open your chart settings, click the Open Chart Settings button on the far left of the chart.  

You can toggle chart features on and off and adjust the entry date or 25% trailing stop by clicking the gray edit pencil icons.  

• The Long-Term Health indicator is designed for investors to hold their securities for 12 months or longer. 
• The Short-Term Health Indicator is designed for investors to hold their securities for 3 months or less.  

Alrighty, folks! That’s a wrap on today’s session. 

If you have any questions, please contact our dedicated Customer Success team. I look forward to seeing you in the next round. Until next time, bye! 

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).