Published: January 14, 2026. Each article and video link has its own publication date.
Trade360 brings together two powerful tools—TradeStops and Ideas by TradeSmith. To help you get started, you can explore the educational content from your TradeStops and Ideas Getting Started series, or you can review the resource links below.
Let's start with an overview of TradeStops and Ideas and the key features from each product:
📝Article: Start Here: Welcome to TradeStops by TradeSmith
📝Article: Start Here: Welcome to Ideas by TradeSmith
Now that you have a clear understanding of how each product works and what's included, let's dive in and add your portfolios!
📝Article: Setting Up Sync for the First Time: Step-by-Step
You can also create manual portfolios:
📝Article: How to Create a Manual Portfolio
It's time for a market health checkup! TradeSmith provides the tools and indicators to help you assess market health.
🎬Video: Assess the Health of the Markets
Once you have determined the health of the markets, you can focus on the strongest-performing markets and identify potential opportunities. TradeSmith helps you find and research new opportunities.
🎬Video: How to Search for a Ticker
Risk management is key, and having a sound exit strategy is essential in volatile markets.
📝Article: Getting Started: Your TradeStops Exit Strategies
Knowing how many shares to buy should also be part of your risk management strategy.
📝Article: The Position Size Tool
A great tool to help you rebalance your portfolios so you are not too heavily invested in risky or speculative stocks is our Risk Rebalancer tool.
🎬Video: The Risk Rebalancer Tool
Who's ready to scan for opportunities based on the technical and fundamental indicators that matter most?
📝Article: The Screener Tool: Find the Stocks that Matter to You
As we end our Trade360 quick-start tour, please take some time to familiarize yourself with our newsletter center (My Services) and your program settings (set it and forget it!).
📝Article: My Services: Newsletters and More
📝Article: Your Program Settings
Need Help?
Our Customer Success team is ready to assist:
- Phone: 1-866-385-2076 (toll-free)
- Email: [email protected]
Disclaimer:
The features and tools demonstrated in these articles and videos reflect the TradeSmith platform as of the publishing or recording date. Please note that our software is continuously updated to enhance your experience. The current site may appear differently.