About TradeSmith™
Professional-grade trading power, built for self-directed investors
TradeSmith™ is a leading fintech company that puts tools once reserved for hedge funds into the hands of individual investors. We started in 2005 with TradeStops® — a simple portfolio tracker built on trailing stops — and have grown into a comprehensive platform for risk management and portfolio analysis. TradeSmith™ is a wholly owned subsidiary of MarketWise.
Our Advantages
We leverage advanced technology and deep industry expertise to provide great opportunities for our clients
Easy-to-use, technology-based solutions
We put easy-to-use, technology-based solutions into the hands of self-directed investors, allowing you to manage your investments with hedge fund-level insights, track performance, identify opportunities, and minimize risk—all in an accessible and effective format.
Great tool for individual investors
At TradeSmith™, we believe individual investors have a tremendous edge in the markets when equipped with the right tools and knowledge.
Expert-written newsletters and analysis
Beyond our technology solutions, we offer expert-written newsletters and analysis from our team of experienced market analysts who provide educational insights and actionable recommendations to help enrich your investment strategy and engage with market opportunities more effectively.
Continuous development and refinement of our products
We continuously develop and refine all our offerings to meet the evolving needs of our growing community of empowered investors who are taking control of their financial futures.
Meet the Experts
At TradeSmith we pride ourselves on picking the best and brightest analysts. Each is an expert in their respective field.
TradeSmith Product Timeline
Over the years we’ve refined existing tools, added new functionality, and more.
Take some time to look at where we have been and where we’re going.
2005
TradeStops
Our flagship trading product launched, establishing TradeSmith as an emerging fin-tech leader. TradeSmith offers portfolio tracking and alerts at-a-glance.
2017
Crypto by TradeSmith
We introduced our first customer-facing crypto product. Like TradeStops, but for cryptocurrencies.
2018
Ideas by TradeSmith
We developed a set of screening tools that allow users to find stock ideas that mesh with their personal investment philosophy and feelings about risk.
Crypto Ideas by TradeSmith
This crypto version of Ideas by TradeSmith includes crypto-specific screening tools to ID the best crypto opportunities at an optimal moment.
2019
Trade Cycles
Unlock the rhythm of the market with Trade Cycles, a research-backed system that spots recurring trends and turning points so you can enter and exit trades at just the right moment.
2021
Options360 by TradeSmith
Our first options-based software was developed with pre-built screeners to find options opportunities based on probability of profit, return on investment, and more.
Ratings by TradeSmith
We released a new rating tool that shows at a glance the overall sentiment about any stock we track based on 9 underlying fundamental and technical indicators.
2023
Predictive Alpha Prime
Predictive Alpha Prime takes our AI-driven predictive software to the next level. Check any of the stocks we track as often as you like and look for regular recommendations from our seasoned analysts.
Predictive Alpha
Predictive Alpha is a cutting-edge system that uses predictive analytics to identify high-upside stocks using artificial intelligence to forecast where a stock’s price is likely to be in the next 21 trading days.
Predictive Alpha Options
Unlock smarter options trades with Predictive Alpha Options, a precision tool that blends stock-predictive signals with options insights to boost your edge and your confidence.
2023
Constant Cash Flow
Constant Cash Flow delivers 365 income-focused options trade ideas each year — giving you a steady stream of opportunities to generate cash in any market environment.
2025
Seasonality Investor
Identify stocks with strong seasonal trends using historical market patterns.
Jeff Clark Joined TradeSmith
The strategies in Jeff’s advisories are both conservative and speculative, depending on the situation, allowing you to potentially make money no matter what a stock does – whether it goes up, down, or just stays the same.
TradeSmith Data Disclosures and Disclaimers
The information provided on TradeSmith platforms is for informational purposes only and does not constitute personalized recommendations or financial advice.
Where data includes pricing, performance metrics, or other financial details, it is sourced from reputable third-party providers. TradeSmith makes every reasonable effort to ensure this information is accurate and reliable. However, the data is provided “as is” and must not be redistributed, copied, or republished without prior authorization from TradeSmith.
TradeSmith endeavors to provide timely and accurate data but cannot guarantee the accuracy, completeness, or timeliness of the information. All data is offered “as is,” without warranties of any kind – express or implied, including but not limited to warranties of merchantability or fitness for a particular purpose.
TradeSmith is not liable for any errors, omissions, delays, or losses arising from the use of this data or any decisions made based on it. Users are strongly advised to conduct their own due diligence and consult with qualified professionals before making financial decisions.
By using TradeSmith platforms, users acknowledge and agree that reliance on the provided data is at their own risk. TradeSmith does not assume responsibility for any financial outcomes resulting from the interpretation or use of this information.
The data displayed on TradeSmith platforms is sourced from the following third-party providers:
| Vendor | Data Type | Instrument Type | Schedule (EST) |
|---|---|---|---|
| SIX | Intraday | Stocks | 24/7, every 1 min, with 15 min delay |
| SIX | End of Day | Options | Mon-Fri starts at 3.00 am, 5.10 pm |
| SIX | End of Day | Stocks | Indices | Funds | Mon-Fri 2.40 am – 9.40 pm |
| SIX | Corporate Events | Stocks | Mon-Fri 1.10 am – 4.00 pm |
| Ivolatility | Intraday data | Options | Mon-Fri from 3.20 am – 4.20 pm for SPX & SPXW Others 9.50 am – 4.20 pm every minute, with 20 min delay |
| Ivolatility | Statistics | Options | Stocks | Mon-Fri from 3.20 am – 4.20 pm for SPX & SPXW Others 9.50 am – 4.20 pm every minute, with 20 min delay |
| EDI | Corporate events (NYSE) | Stocks | Mon-Fri 3.00 am – 6.00 pm |
| Polygon | Intraday tick | Stocks | 24/7, every 1 min, with 15 min delay |
| Polygon | End of Day | Stocks | Currencies | Crypto | Everyday at 8.45 am UTC, 9.00 pm UTC |
| Polygon | Corporate events | Stocks | Currencies | Crypto | Everyday at 8.45 am UTC, 9.00 pm UTC |
| Polygon | News | Stocks | 24/7, every 30 minutes |
| Benzinga | Press Releases | Stocks | 24/7, every 30 minutes |
| Benzinga | Fundamental Data | Stocks | Everyday at 5.30 am |
| FMP | Fundamental Data | Stocks | Mon, Wed, Fri at 11.00 pm UTC; Tue, Thu, Sat at 3.00 pm UTC |
| Fred | Economic data | Series | Everyday at 4.10 pm UTC |
| CoinGecko | Coins | Crypto | Everyday at 12.05 am UTC |
| CoinGecko | End of Day | Crypto | Everyday at 12.30 am UTC |
| CoinGecko | Intraday tick | Intraday data | Crypto | 24/7 every 5 min |
This list of providers may change over time as TradeSmith continues to enhance its services and partnerships.
Data presented in our platform can be provided by third-party data vendors. By using our services, you acknowledge and agree that such data may be subject to the terms of use established by the respective data providers. For details on these terms, please refer directly to the providers’ websites.