TradeSmith™ is a leading financial technology company dedicated to empowering individual, self-directed investors with powerful tools once available only to hedge funds and professional traders.
Started in 2005 with the launch of our flagship product TradeStops®, we began as a simple way to track portfolios using trailing stops. Since then TradeSmith™ has evolved to become a comprehensive suite of risk-management and portfolio analysis tools designed specifically for individual investors.
TradeSmith™ is a wholly owned subsidiary of MarketWise.
We leverage advanced technology and deep industry expertise to provide great opportunities for our clients
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.
At TradeSmith™, we believe individual investors have a tremendous edge in the markets when equipped with the right tools and knowledge.
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.
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.
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.
Our flagship trading product launched, establishing TradeSmith as an emerging fintech leader. TradeStops offers portfolio tracking and alerts at-a-glance.
We introduced our first customer-facing crypto product. Like TradeStops, but for cryptocurrencies.
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.
This crypto version of Ideas by TradeSmith includes crypto-specific screening tools to ID the best crypto opportunities at an optimal moment.
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.
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.
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.
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.
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.
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.
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.
Identify stocks with strong seasonal trends using historical market patterns.
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.
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.
