Investment Tools
Ideas by TradeSmith
Let proven algorithms surface stock ideas that match your risk profile and investing style.
- Portfolio tracking across brokerage accounts
- Proprietary quantitative screens
- Risk and health indicators for every holding
Overview
Find your next favorite investment by letting our algorithms do the heavy lifting. Use any of our seven proprietary, back-tested strategies to find stock ideas that mesh with your personal investment philosophy and feelings about risk. Then measure them against the others to find the ones with the most opportunities, giving them the highest chance at success.
What you get
- Sync portfolios and monitor overall account health
- Screen stocks with back-tested TradeSmith strategies
- Receive alerts when positions need attention
- Compare ideas side-by-side before you invest
Membership includes
- Full platform access
- Strategy library and idea generation tools
- Email alerts and in-app notifications
- Educational guides and onboarding resources
Who it’s for
Self-directed investors who want research, portfolio health metrics, and disciplined decision-making tools.
Ready to put Ideas by TradeSmith to work?
Join thousands of members who use TradeSmith tools to invest with clarity and confidence.