Published: January 22, 2025.
Last Updated: July 20, 2026.
Let’s explore the customizable settings within your TradeSmith program—giving you the tools to personalize your experience, fine-tune alerts, and tailor notifications to suit your preferences.
To access your program settings, click on the drop-down menu with your first initial located in the top-right corner of the site, then select Settings.
Pro Tip: If you can’t access the orange Support button, you’ll find it here as well.
Once you’re on the Settings page, you will notice a navigation menu along the far left-hand side. This menu lets you easily explore and customize the features of your TradeSmith experience.
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 Trade Cycles account on Jul. 20, 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.
Notification
The Notification menu allows you to set your email notification preferences, including where you would like email notifications sent, notification availability, and newsletter-related notification settings.
Under Email Notifications, you will see your primary email address listed. You can add up to 3 email addresses.
This is perfect for couples or families—for example, a husband-and-wife team can include both email addresses, ensuring everyone stays informed with alerts and important updates.
Pro Tip: If you are not receiving your email notification alerts, click the Test button to check whether your email provider is blocking our messages.
In addition to email, you can also receive alerts via push notifications on your mobile device by using the TradeSmith mobile app.
For step-by-step guidance on setting up the app and enabling mobile alerts, visit the Customer Success Team folder under our Support Menu Resources.
At the bottom of the Notifications page, you’ll find additional settings to manage notifications for your newsletters, model portfolios, and other notifications.
Notifications
You can receive individual emails, consolidated reports, or opt out of certain notifications by checking "Do not send."
Image taken from a Trade Cycles account on Jul. 20, 2026.
To access your recent notification email, click the “Email History” link, which takes you to the Email History tab on the Events page (also accessible via the More drop-down menu depending on your screen size). 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.
Please note that the TradeSmith strategy notifications are based on the strategies available in your TradeSmith subscription. The Trade Cycles subscription includes the Timing RSI Rebounds and Trade Wave strategies. You can get full details on the strategies in the Strategies tab in the Invest page.
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
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
- Create alerts for options.
System Alerts
- 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
Under Support, you will find our contact information.
If you are experiencing technical difficulties, please grant our support team access to your site so they can troubleshoot.
To grant our team access, click the “Change” link and specify the required access duration to resolve the issue.
Security
The Security menu lets you add a two-factor authentication code when logging in from an unfamiliar device.
To enable this security feature, click the “Authentication App” button and follow the prompts.
Setting your program preferences helps tailor the experience to your needs. You can choose the alerts and notifications you want, so the platform supports your investment goals while keeping you informed—without the overload.
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).