Education Center

Researching New Positions

What is the Difference Between the Risk Rebalancer and Pure Quant?

Oct 26, 2020

At first glance, our Risk Rebalancer and Pure Quant may look the same. Both have the same functionality when it comes to position sizing based on equal risk parity. But both tools serve a different purpose. When you think of the Risk Rebalancer, think of the term “Spring Cleaning.” This tool is designed to help you “clean up” your current…

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Search for Ticker

Sep 21, 2020

When looking to enter a new position, it’s important to do some research. TradeSmith can help you get started with our Search for Ticker feature. In the top right corner of our program, there is a search box. You can type a ticker there to see more information. After you type the ticker, you may need to select it from…

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Screener Results

Sep 18, 2020

The Screener allows you to find new investments based on what’s most important to you. We covered setting up a new screener in this article. Go ahead and set up a new screener or run one you’ve saved or even one of the default screeners. This article will cover the results of running a screener. For your reference, we’ve set…

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Screener

Sep 18, 2020

The Screener allows you to find new investments based on what’s most important to you. You’ll find the Screener in the Invest menu. On this page, you can either create your own screener or use one of the default screeners we created. If you save any screeners, they’ll also appear here. If you click the title of a saved screener,…

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Default Screeners

Sep 18, 2020

The Screener allows you to find new investments based on what’s most important to you. This can be a certain P/E ratio, a certain Health Indicator status, a certain strategy or newsletter, and a myriad of other things. It might seem a little overwhelming at first. That’s why we’ve built some default screeners to help get you started. Here are…

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Pure Quant: Analyzing Results

Sep 17, 2020

We taught you how to build a new Pure Quant portfolio in this article. Go ahead and review it if you haven’t already. In this article, we’ll analyze the Pure Quant results. If you want to follow along, run the Pure Quant for yourself. Your results may differ from ours, but the general idea will be the same. Here’s what…

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Pure Quant: Building a New Portfolio

Sep 17, 2020

The Pure Quant portfolio builder makes building a new portfolio easy. You can do it in three steps. You’ll access Pure Quant under the Invest menu. While Pure Quant only takes three steps, there’s lots of information in each step. Let’s take them one at a time. Choose Your Sources First, you’ll need to choose your sources. This is where…

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Position Size Calculator

Sep 16, 2020

The amount of money that you put into each of your investments – your position size – is absolutely critical to your success. Why? Having the right position size can mean the difference between a $36,000 loss and a $64,000 gain…   Or a $70,000 loss versus a $130,000 gain. These charts speak for themselves. With TradeSmith on your side,…

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