Education Center
Researching New Positions

What is the Difference Between the Risk Rebalancer and Pure Quant?
Oct 26, 2020At 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, 2020How do I search for a position on TradeSmith Finance? In the top right corner of the site, 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 the available list. In our example above, we’ll select TMUS (T-Mobile). When you select the…
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Screener Results
Sep 18, 2020The 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, 2020The 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, 2020The 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, 2020We 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, 2020The 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, 2020You will find the Position Size Calculator under the Invest tab in your program. Note – the options that you have available in the position size tool will vary based on the type and level of subscription you have. To start, select the source you would like to use. Individual Securities will allow you to manually add the ticker(s) you would…
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