Published: January 12, 2026.

Welcome to the Ideas Lab – Your Gateway to Smarter Investing 

The Ideas Lab provides the top-performing securities aligned with our proven, data-driven investment strategies. Whether you’re aiming for growth, income, or value, you’ll find a variety of tailored approaches to match your unique financial goals and market outlook. With powerful tools at your fingertips, you can explore opportunities that fit your style. 

Let’s tour your Ideas Lab investment strategies. 

To access your available Ideas Lab investment strategies, go to the Strategies tab on the Invest page, in the top navigational header.

From the Strategies tab, you will see “Overview” and “Results” tabs below. 

Image taken from an Ideas by TradeSmith Elite account on Jan. 12, 2026.

Please keep in mind that your available strategies will vary depending on your subscription.

The Overview tab provides information about each available strategy, including its description, top tickers, backtest results, and details on who should use the strategy and why. 

You can scroll through the strategy card profile to view additional information. 

Use the Strategies button in the top-right corner to choose which strategies appear on the page, then drag and drop them using the drag-and-drop icon to customize their order.

Explore Top Tickers and Unlock Deeper Insights 

For any selected strategy, you can instantly view the Top Tickers identified by our system. Want to dig deeper? Simply click on any ticker to be taken directly to the Asset Details page, where you can continue to research your ticker.  

If you want to view the results for all selected strategies, go to the Results tab. Please keep in mind that the Ideas Lab results can change daily.

When viewing your results, you can review information such as the security’s health status, risk (VQ%), matching strategies, and other technical and fundamental data.

Like most TradeSmith features, you can customize it to your preferences.  

To adjust your Default View’s column headers, click the white edit pencil and check or uncheck any parameters. You can also create a new view by clicking the “Add View” link from the drop-down menu. 

The order of the column headers can also be rearranged by clicking and holding the column header with your left mouse key and dragging it to its preferred location. Don’t forget to hit the Save button if you make any changes. 

After reviewing your potential opportunities, you can save your results. To save your results, select them individually or click the top selection box to select all results and add them to a new or existing basket.

You can also print and export on the upper right. 

Ready to refine your research even further?  

The “View Results” link in the Top Tickers window of the Overview tab launches the Screener Tool, allowing you to scan for any TradeSmith strategy while layering in powerful TradeSmith indicators—along with a wide range of technical and fundamental metrics—to uncover high-potential investments tailored to your criteria. 

To learn more about the Screener Tool, click here.

The Strategies tab is designed to be your go-to resource for uncovering high-potential investments that align with your goals—and ultimately, to help you build a stronger, more confident portfolio. 

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).