Education Center

Resources and FAQ

What is RSI Rebound?

Dec 17, 2020

If you have Timing by TradeSmith, you may notice some positions qualify for RSI Rebound. What is this? This is a strategy based on the Relative Strength Index. Here are the requirements for a position to qualify: Select symbols that are currently in a valley with a current volume greater than 0 and be in the Health Indicator green or…

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Timing by TradeSmith FAQ

Dec 07, 2020

What requirements of stocks do we have to have to create a cycle? At least 1 year of price history Current volume is more than zero Average 1 year daily volume is more than $2M for U.S. stocks,  A$10,000 for AUS stocks, and more than $100K for crypto. What determines the cycle conviction level? The conviction currently depends on 2…

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What is Volume at Price (VAP)?

Nov 05, 2020

As you work in TradeSmith Finance, you might notice some bars on the chart. What are these bars? This represents Volume at Price (VAP). VAP is an indicator that shows the amount of volume for a particular price range, which is based on closing prices. Volume at Price bars are horizontal and shown on the left side of the chart…

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What is the Relative Strength Index (RSI)?

Nov 05, 2020

As you work in TradeSmith Finance, you may notice the RSI. What is the RSI? This stands for Relative Strength Index. It’s a momentum indicator used in technical analysis that measures the magnitude of recent price changes. It evaluates overbought or oversold conditions in the price of a stock or other asset. The RSI will range from 0 to 100….

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What are Cycles?

Nov 05, 2020

Before we dive into Time-Cycles, let’s looks at cycles in general. A cycle is an event which repeats itself on a regular basis. Cycles exist all around us, and we interact with them each day. Think of the 28-day life cycle of a fly, the four seasons of the year, and solar activity. Even music has cycles to it. Examining…

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TradeSmith Terms Glossary

Oct 27, 2020

Use this guide to learn about the TradeSmith terminology.       Adjusted Entry Price The purchase price per share adjusted by all corporate actions such as dividends, splits, and spin-offs. Alert Description A description of the alert type and parameters that have been added to the position. Alert State How a position is performing according to its alert. Asset…

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Financial Terms Glossary

Oct 27, 2020

Here is a list of financial terms you may come across in TradeSmith.   % Off High The percentage amount that the latest close is below the highest close achieved by the symbol since the entry date. This can be impacted by dividends. 1 Year Change % The change in market price over one year. 3 Year Change % The…

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How to Duplicate a Portfolio

Oct 26, 2020

Sometimes, it can be helpful to duplicate your portfolio. This is helpful when researching new investments for your portfolio. Duplicating a portfolio in TradeSmith is easy. First, go to the Manage area of My Portfolios. Next, select if your portfolio is Investment or Watch Only. You can see in our screenshot above that we were looking in our Watch Only…

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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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How Do We Calculate Dividend Yield?

Oct 26, 2020

Within our program, you may have noticed the Dividend Yield for your positions. How do we calculate this? At TradeSmith, we use a trailing dividend formula. We take the sum of all the dividends in a one year period and then divide this by our latest close price.

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