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Video #5

 

The tools and features shown in this tutorial may not reflect the latest updates. For the most current version, please check your site.

 

Hi folks! Marina Stroud here. I am your Product Education Lead. Thank you for joining me for this quick tutorial on the TradeSmith Baskets available with your subscription.   

 

A basket is a watchlist, and you know watchlists are important when investing because they will help you stay organized and informed about the stocks, ETFs, or other assets you are monitoring.  

 

Let's take a look together. 

 

To access your baskets, go to the Baskets page at the top of your platform's navigational header.    

On the Baskets page, you will see two sections: 

  • My Baskets: This section contains any custom baskets you’ve created. 
  • TradeSmith Baskets: This section includes pre-built baskets such as the Markets, Most Searched Cryptos and Stocks, and the Money Movers Up and Down baskets. 

 

We will get to the Money Mover baskets in just a moment. 

 

This page shows the number of tickers within each basket, health distribution, and trend allocation. If you include any notes, you will see them within the Notes column. 

 

Please remember that you can ONLY edit the baskets you create under My Baskets.  

 

To edit or delete your basket, click the blue drop-down triangle: 

 

 

 

When you check the white boxes to the left of each basket, you will notice a menu at the bottom of your screen with the choice to delete the selected baskets and run the Screener tool. 

 

In a previous lesson, you learned how to scan for Bullish Money Movers with the help of the Screener tool.  

 

To create a new basket, click the Add Basket button at the top left of the page.  

 

If you have a spreadsheet of assets you want to add to a basket, click the Import from CSV button. 

 

 

Creating a basket is simple. You will start by naming your basket at the top of the page. 

 

Below, you will add your tickers to your basket. You can also automate your basket by adding sources. For example, you can add your favorite newsletter recommendations and saved screeners. Let’s select our Green Bullish Money Movers screener you created with Kristin in the previous lesson. 

 

 

When finished, hit the Save button below. 

 

Let’s review the Money Mover baskets.  

 

TradeSmith created Money Movers Up and Money Movers Down baskets, allowing you to view up to 250 candidates. The tickers are listed in alphabetical order; however, you can sort the column headers based on the information most important to you. 

 

You can also run the Screener tool from your Money Mover baskets. 

 

That’s all we have time for today! 

 

Thanks for your attention! 

 

If you have any questions, please don’t hesitate to contact our dedicated Customer Support team. 

Looking forward to our next session. 

 

Until then, take care and goodbye! 

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