🌟 Start Here: Welcome to Crypto by TradeSmith
We're thrilled to have you on board, and we truly appreciate your trust. You're about to unlock powerful tools and insights designed to help you invest with greater confidence and clarity.
Getting Started: What to Expect
To support your journey, our education team has created a "Getting Started" series, including quick-start training videos.
You will also have access to the following educational resources:
- Live TradeSmith Walkthrough webinars
- Ongoing tutorials, guides, articles, and expert editorials
These resources are available regardless of which TradeSmith product you subscribe to.
About TradeSmith
Founded in 2005, TradeSmith began as a simple way to track positions with trailing stops. Today, it has evolved into a comprehensive suite of market analysis and risk-management tools—all designed to help individual investors make more informed, unbiased decisions.
What is Crypto by TradeSmith?
Crypto by TradeSmith gives you full access to the Crypto suite of tools and insights you need to track and manage your investments confidently. At the core of the platform is our proprietary risk indicator—the Volatility Quotient (VQ)—which delivers dynamic, customized trailing stops tailored to each of your cryptocurrencies. With the VQ, you can size your positions based on risk—not guesswork—ensuring balanced exposure across your portfolio.
But we don’t stop at risk management. We amplify the power of the VQ with our intuitive Health Indicator—a momentum-based system that uses simple green, yellow, and red signals to tell you when to buy, hold, or sell. No more second-guessing. Just clear guidance.
You’ll discover how to use these powerful indicators—and more—in your Getting Started series. Get ready to invest with precision and confidence.
Key Features of Crypto by TradeSmith
📂 Portfolio Setup Made Simple
Easily create new portfolios for seamless integration and tracking.
📊 Portfolio Analysis & Management
Take control with tools that help you analyze risk, track performance, and manage positions with confidence.
⚡ Volatility Quotient (VQ)
Our signature risk metric enables you to set customized trailing stops based on a stock's typical price movement.
🚦 Health Indicator
Combines momentum with risk to deliver a simple green-yellow-red signal that tells you exactly when to buy, hold, or sell—making your investment decisions clearer and more confident.
🚨 Smart Alerts
Stay informed with customizable alerts, including:
- Price movements
- Trailing stops
- Time-based triggers
- Volume and moving average changes
- Easy-to-use alert templates for faster setup
🔍 Stock Research Hub
Search any crypto and access price charts, coin profile, key stats, and news.
📏 Position Size Tool
Optimize your risk with position sizing guidance based on your portfolio and VQ levels.
⚖️ Risk Rebalancer Tool
Instantly optimize your entire portfolio by aligning each position based on its risk, helping you achieve smarter, more balanced investing.
🧠 Pure Quant Tool
Build a fully optimized, risk-balanced portfolio from the ground up—or re-optimize your existing holdings to stay diversified, aligned, and strategically positioned for long-term growth.
📰 My Services
Link directly to your newsletters and publications for a centralized investing experience.
🎓 Your Education Hub
Need help or want to go deeper?
Use the Support menu (top right of your screen) to:
- Call our Customer Success Team
- Schedule your complimentary 30-minute concierge call
- Access the mobile app install guide, contacts, and more
Join our TradeSmith Walkthroughs and Inside TradeSmith webinars, including sessions with Senior Analyst Mike Burnick and our Education Team.
- Check the Product Updates tab (📣) for the latest improvements.
- Explore the Education Center (📖) for articles, tutorials, and a helpful glossary.
✅ Tips for Success
- Don’t worry if it feels like a lot—many new members feel that way at first.
- Rewatch the “Getting Started” series anytime.
- Take advantage of your concierge call—we’re here to help.
- Once you’ve settled in, join our TradeSmith Walkthrough webinars—and don’t be surprised if we chat about food and investing along the way! 😄
Thanks for being part of the journey. You’ve just taken the first step toward investing like a true TradeSmith.
We’re here to educate, support, and cheer you on every step of the way.