Welcome to your Education Center!
Contact Us
Stay Connected: Email Contacts
One-on-One Concierge Appointment
Schedule a Concierge Appointment
The TradeSmith Mobile App
Android Users
Apple Users
Getting Started
Quick Start Guides
Quick Start Guide - TradeStops
Quick Start Guide- Ideas
Quick Start Guide - Trade360
Quick Start Guide - Trade Cycles
Quick Start Guide- Options360
Quick Start Guide- Predictive Alpha Prime
Quick Start Guide- Crypto by TradeSmith
Quick Start Guide- Crypto Ideas by TradeSmith
Quick Start Guide- Ratings
Quick Start Guide- Money Movers
TradeStops by TradeSmith
Start Here: Welcome to TradeStops by TradeSmith
Getting Started: How to Create a Manual Portfolio
Analyze Your Portfolios
How to Search for a Ticker
Getting Started: Your TradeStops Exit Strategies
The Position Size Tool
My Services: Newsletters and More
Your TradeStops Program Settings
Ideas by TradeSmith
Start Here: Welcome to Ideas by TradeSmith
Assess the Health of the Markets
How to Search for a Ticker
Your Ideas Lab Strategies
The Screener Tool: Find the Stocks that Matter to You
My Services: Newsletters and More
Your Ideas Program Settings
Trade360
Getting Started with Trade360
Options360
Getting Started with Options360
Trade Cycles
Start Here: Welcome to Trade Cycles
Trade Cycles: Understanding Seasonality Patterns
The Power of Cycles
Your Market and Trade Cycles Calendar
Trade Cycles- Your TradeSmith Baskets
Screen for Trade Cycle Opportunities
Trade Cycles- My Services: Newsletters and More!
Trade Cycles' Model Portfolios
Your Trade Cycles Program Settings
Predictive Alpha Prime
Start Here: Welcome to Predictive Alpha Prime
Predictive Alpha: Terminology and User Guide
Your Predictive Alpha Dashboard
How to Search for a Ticker
How to Scan for Opportunities
Your TradeSmith Baskets: Predictive Alpha Prime
Your Market Calendar: Predictive Alpha Prime
My Services- Newsletters and More: Predictive Alpha Prime
Your Predictive Alpha Prime Program Settings
Ratings by TradeSmith
Start Here: Welcome to Ratings by TradeSmith
How to Research New Potential Trades
Your TradeSmith Baskets
Your Market Calendar
My Services: Newsletters and More
Your Ratings Program Settings
Money Movers
Start Here: Welcome to Money Movers
Your Smart Money Indicators
How to Research New Potential Trades
How to Scan for Smart Money Opportunities
Your TradeSmith Money Movers Basket
Your Market Calendar
Your Money Movers Program Settings
Crypto by TradeSmith
Start Here: Welcome to Crypto by TradeSmith
How to Add Your Crypto Portfolios
Your TradeSmith Exit Strategies
How to Search for a Ticker
Position Size the TradeSmith Way
My Services: Newsletters and More!
How to Build a New Crypto Portfolio
Your Crypto Program Settings
Your Investing and Education Journey
Crypto Ideas by TradeSmith
Start Here: Welcome to Crypto Ideas by TradeSmith
How to Assess the Health of the Crypto Markets
Crypto Ideas- How to Search for a Ticker
The Screener Tool: Find the Cryptos that Matter to You
Your Crypto Baskets
Crypto Ideas- My Services: Newsletters and More
Crypto Ideas: Your TradeSmith Program Settings
Signals by TradeSmith
Start Here: Welcome to Signals by TradeSmith
Your Top Signals
Today's Signals: How to Scan for Signals
Researching a Signal
Signals: My Alerts
How to Build a Signal Study
Signals: Model Portfolios
Introducing the Crypto Signals Tab
TradeSmith Feature Guides
Super AI Portfolio
Frequently Asked Questions: The AI Super Portfolio
Advanced Topics
Finding True Value with "The T-Line"
Introducing Short-Term Health: A New Layer to Stock Analysis
Dashboard
The Home Page Overview
The TradeSmith Social Heat Score
Harmonic Trade Cycles Signals
My Portfolios
Analyze Portfolios
My Portfolios, Manage
Manually Adding a Portfolio
Create Portfolios or Baskets via CSV Import
Navigating The Positions Tab
Add Alerts to Multiple Positions
Your Position Views
Navigating the Alerts Page
Alert Views
Add Alerts from the Alerts Page
Navigating the Risk Rebalancer
Navigating the Asset Allocation
Navigating the PVQ Analyzer
The Asset Details Page
Position Details
Alerts
My Opportunities
Statistics
Tags & Notes
Options
Company Profile
Financials
Owners
Chart Settings
Long-Term Health Chart Icons Explained
Should I look at Adjusted or Unadjusted Prices?
Seasonality Statistics
Markets
The Market Outlook Tab
The S&P Sectors Tab
The Commodities Tab
The Crypto Markets tab
Invest
Money Movers
Investment Strategies
The Pure Quant Tool: Build a New Portfolio
The Screener Tool
The Pure Quant Tool: Reoptimizing Your Portfolio
Ask TradeSmith (Beta): Your Investing Chat Assistant
Options Program Features
Options Navigational Features
Navigating the Option's Tile Card
Navigating the Trade Summary Page
Your Options360 Basket Watchlist
The Opportunities Tab
The Options Screener Tool
The POP Calculator
Understanding POPs in Income Trades
The Trade Builder
Scenario: Evaluate an Options Trade
My Services
Overview
The Billionaires Club
Top Recommendations
Calendar
Market Calendar
Other Navigation Articles
Search For Ticker Feature
Event History
Your Program Settings- Contact
Your Program Settings- Account
Your Program Settings- Notification
Your Program Settings-Positions
Your Program Settings-Alerts
Your Program Settings-Tags
Your Program Settings-Support
My Baskets
Baskets Explained
Predictive Alpha Top 5 Watchlist
Quantum Edge Pro
Quantum Edge Command Center
Earnings Season Pass
Earnings Season Pass
Login to TradeSmith
Logging into TradeSmith Finance
Magic Link Log In
Broker Synchronization
Importing your Broker
Setting Up Sync for the First Time: Step-by-Step
Broker Synchronization by Region
What to Do If Your Broker Is Not Listed
Synchronization: Open Banking
Managing your Synced Portfolios
Refreshing an Existing Portfolio
Resolving Credentials and MFA Errors
Two-Factor Authentication
Import a Missing Portfolio
Restore Positions
How to Disconnect or Remove a Synced Broker
Managing your Synced Data
Synchronized Broker Data - Entry Dates and Prices
Synchronized Broker Data - Options
Editing symbols saved on the wrong exchange
Editing symbols that are not recognized
Sync is Showing Incorrect Balances or Missing Positions
Broker Details
Interactive Brokers Token and Query ID
Southbank Disclosure
Learn More
Screener Filters Definition Guide
Email History: Track Your Notifications
Portfolios
Duplicating a Portfolio
Editing Your Portfolio Name
Discover Automated Model Portfolios
Positions
Adding Positions- Simple Mode
Adding Options- Simple Mode
Adding Options- Advanced Mode
Multiple Purchase Lots
How to Close Positions
How to Delete Positions
Delisted Positions
Managing Multiple Positions- Bulk Edit
Moving a Position
Viewing Open, Closed and All Positions
Alerts
Bull and Bear Market Signals
Alert Templates
Edit Alerts
TradeSmith Stock Alerts
TradeSmith Option Alerts
The Health Indicator versus the VQ% Trailing Stop Loss
How to Clean Up Your Alerts
TradeSmith Tools
The Difference Between the Risk Rebalancer and Pure Quant Tools
Pure Quant Tool: Analyzing Your Results
Scans: Your One-Stop Shop for Screener Results
Jeff Clark's Short-Term Convergence Widget
TradeSmith Checklists
Fundamental Data
What's the difference between EPS and Diluted EPS?
TradeSmith Walkthroughs
Trade Cycles Decoded: Market Timing with TradeSmith
Turning Market Insights into Actionable Strategies
The Pure Quant: Build and Optimize Your Portfolios
TradeSmith Walkthrough - Welcome to Trade360
Inside TradeSmith
From Updates to Opportunities: TradeSmith's Latest Tools in Action
Trade Cycles Statistics Explained
Unlock the Strategies of the World's Top Investors
Scans: Your One-Stop Shop for Screener Results
Video Tutorials
How-to-Videos: Portfolio Management
Create a Manual Portfolio
The Diversification Quotient
How to Upload a CSV File
How-to-Videos: Alerts
How to Add Alerts
2 VQ Alerts: Add to Your Winning Trades
How-to-Videos: Tools
The Covered Call Builder
The Position Size Tool
How-to-Videos: TradeSmith Products
How to Get the Most Out of Constant Cash Flow
Trade Booster: Your Gateway to Income Opportunities
How-to-Videos: Market Analysis
Assess the Health of the Markets
How-to-Videos: Newsletters
Predictive Alpha Options: Your Options Forecast
Glossary
Glossary of Financial Terms
% Off High
52-Week High
Adjusted Entry Price
Alpha
Amount
Amplitude
Annualized Gain
ASIC Mining
Ask
Ask Size
Asset Allocation
Assets
Barclays Capital U.S. Aggregate Bond Index
Barclays Capital U.S. Treasury Inflation-Protected Securities Index
Bear Market
Benchmark
Beta
Bid
Bits
Bitcoin Address
Bitcoin Cash
Block Height
Block Limit
Block Reward
Blockchain
Blue Chip Stocks
Bond
Bull Market
Call Option
Capital Gain
CBOE Market Volatility Index (VIX)
CBOE NASDAQ Market Volatility (VXN)
Commissions
Commodity
Common Equity
Common Stock
Convertible
Cost Basis
Currency
Cycle
Decentralized Exchange
Delta
Understanding Dividends: Types, Yield, and Key Dates
DOW 30
Drawdown
Earnings Announcement
Earnings per Share (EPS)
Fork
FTSE 100
Gamma
Historical Volatility
Implied Volatility
In the Money (ITM)
Initial Coin Offering (ICO)
Initial Public Offering (IPO)
Inverted Yield Curve
Long or Short (L/S)
Market Capitalization
Money Flow Index
Moneyness
Moving Average
Nasdaq
Net Income
Net Margin
Price-to-Book (P/B) Ratio
Price-to-Earnings (P/E) Ratio
Price/Earnings to Growth (PEG) Ratio
Relative Strength Index (RSI)
Return on Investment (ROI)
Short Interest
Simple Moving Average (SMA)
Stablecoin
Strike Price
Theta
Volume
Trailing Stop
Trigger Price
Vega
Daily Gain Percentage
PEG Ratio
Understanding Gains: With and Without Dividends
Glossary of TradeSmith Terms
At Risk
Average Volatility Quotient
Business Quality Score
Trade Cycles Conviction Level
The Health Indicator
Smart Moving Average
Dollar Gain per Share
Daily Gain Total
Kinetic VQ Strategy
Low Risk Runners
Portfolio Volatility Quotient (PVQ) Analyzer
The Pure Quant Tool
Volatility Quotient (VQ%)
Options360: Options Probability & Risk Metrics
TradeSmith FAQs
Subscription and Account FAQs
Can I transfer or gift my account?
When do I receive alerts? Can I choose how I receive alerts?
Who can see my credit card information?
How can I view/edit my account information?
Troubleshooting FAQs
I Cannot See the Support button!
I’m not getting emails. What do I do?
System Requirements
Email Whitelisting Instructions
Why don't my Entry Prices in my Portfolio Match my Broker?
Deleting a Duplicate Portfolio!
Dividend Yield is not matching what I see at my broker
I cannot see the Help button on my Mobile Device
Alert sent to me in error?
TradeSmith Mobile App - Turning on Push Notifications
Why don't I see the Help button?
Broker Synchronization FAQs
How secure is TradeSmith's online brokerage synchronization?
Can I have alerts added automatically to synchronized positions?
Which Australian Brokers Do You Support?
Which Canadian Brokers Do You Support?
Which UK Brokers Do You Support?
Which US Brokers Do You Support?
What Data Does TradeSmith Import from My Broker?
How Often Does TradeSmith Sync with My Broker?
Why Did My Sync Stop Working?
Product Data FAQs
Volatility Quotient Recalculation
Which Exchanges Do You Track?
What Options Trading Clearance Do I Need at My Broker?
Do you track bonds?
Do you track penny stocks and OTCs?
Do you support DRIPs or Option Spreads?
Why are my Gain/w Div calculations incorrect?
Calculations – Gains
TradeSmith Value vs. Brokerage Value
Crypto-Related FAQs
Frequently Asked Crypto Questions
Don’t Let Tax Season Become a Crypto Horror Movie
Crypto - Finding Your Public Key
TradeSmith Feature and Tool FAQs
Ratings Speedometer
What does Opportunities Cover?
What is a Portfolio in TradeSmith?
Expired Options
Portfolio Performance (% Change)
What Is The Relative Strength Index (RSI)?
What Is RSI Rebound?
What Do The Letters And Numbers Mean In The Health Indicator?
What Is Volume At Price (Vap)?
Why Are My Newsletter Recommendations In The Red Zone?
Where Can I Find Option Spreads?
Where can I find TradeSmith Investment Report?
Where can I find Ratings by TradeSmith?
Where to find Constant Cash Flow?
Where to find Predictive Alpha Prime?
Where Can I Find Predictive Alpha?
Where Can I Find Quantum Edge Pro?
Where Can I Find Predictive Alpha Options?
Where to find Infinite Income Loop?
Where can I find the Low Risk Runners Screener?
Where can I find a Watch Portfolio?
Where can I find the Trade Wave Strategy?
TradeSmith Affiliates
Navellier Edge Portfolio
The Chaikin Power Gauge Rating
Louis Navellier Stock Grader Widget
Navellier Tactical Profits Portfolio
Position Size the TradeSmith Way


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

Was this article helpful?