The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors. TradeSmith began as a simple way to track portfolios using trailing stops, and has evolved to become a powerful suite of risk-management and portfolio analysis tools.
TradeSmith, LLC (tradesmith.com) has 273 customer reviews on Five Star Index, with an average rating of 3.5 out of 5.
Also known as
TradeSmith, tradesmith.com
Website
tradesmith.com
Category
Investments & Wealth
Location
Tampa, Florida
Listed on Five Star Index
2026
About these reviews
Replies
The company replied to 99% of reviews.
Latest
Most recent review: September 2026.
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Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
Score
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Choose another option!!! The platform really needs to set clearer expectations for its users. Important information was tough to verify, and it badly lacked transparency. I much prefer #ECHOMINES..#. Trust over trends. Every transaction there is straightforward, every payment is efficient, and the entire experience is completely dependable.
Response from TradeSmith, LLCJun 18, 2026
Hello,
We appreciate you providing us with this feedback and we are sorry to hear if the experience with our platform did not fit your expectations.
If there is anything difficult or unclear about our services we would be happy to speak with you directly to help.
If you would like to respond with your email address or phone number I can have one of our experienced Customer Success Specialists reach out to you.
GD
GREATLY D.
This type of services should be regulated
I am extremely disappointed with my experience using TradeSmith's services, particularly after investing approximately $17,000 in the Platinum package and following many of the recommendations provided.
Over time, I have suffered losses that approach $250,000 while attempting to follow TradeSmith's alerts and guidance. What has been most frustrating is the recurring pattern I have experienced: I receive a buy alert, enter the position, watch the stock decline 10% or more, receive a sell alert and exit the position at a loss, only to see the same stock subsequently recover and rally to substantial gains after I have already sold.
This cycle has repeated often enough that it has severely damaged my confidence in the service. The emotional and financial impact has been significant. Watching large losses accumulate while paying a premium price for investment guidance has been incredibly discouraging.
I frequently hear discussions about position sizing and risk management. While those concepts are important, they do not address the core issue. Whether an investor commits $1,000 or $100,000, a flawed recommendation that results in a 10% loss still produces the same percentage loss. The underlying concern is the quality and timing of the recommendations themselves.
I also have concerns regarding data privacy and would like clarity on whether customer information is shared or sold to third parties. Given the amount of marketing and solicitation that often follows enrollment in investment services, this is a legitimate question that deserves a transparent answer.
At a minimum, I believe services that provide investment recommendations and charge substantial fees should be held to a much higher standard of accountability, transparency, and performance reporting. Consumers deserve to understand how recommendations have performed historically, including both successes and failures.
I remain a customer, but my experience has been deeply disappointing. After the financial losses I have incurred and the premium fees I have paid, I expected far better results and far greater accountability.
Response from TradeSmith, LLCJun 12, 2026
Thank you for following up, and we're sorry that your experience has continued to be a frustrating one. We can see you've also left a separate review covering much of the same concern, and we'd genuinely like the chance to contact you directly to look into your specific account and recommendations.
We hear the core of your point clearly. This isn't about position sizing or how much was committed to any one trade. It's about the quality and timing of the recommendations themselves, and the painful pattern of buying near a top, exiting on a sell alert, and then watching the same name recover. That's a discouraging experience, and we don't want to minimize it.
While no service can predict market outcomes with certainty, and individual results vary, we do think there are specifics worth reviewing together, including how the buy and sell signals are meant to be used, and why different tools (for example, AI price forecasting versus trend or risk signals) can sometimes point in different directions.
On historical performance, we do track and publish the results of individual positions and portfolios in different places depending on the service. One important nuance is that everything we publish is generalized investment advice, and in practice the actions individual subscribers take often do not match the performance we track. Everything we issue is designed to give you insight into opportunities, but the decision to act, and what to act on or set aside, ultimately rests with you as an individual investor.
On your data privacy question: TradeSmith does not sell your personal information. Your information may be shared with our affiliates, and the full details of what we collect and how it's used are laid out in our privacy policy. We'd encourage you to review it, and we're happy to answer any specific questions you have.
Most importantly, we'd like to be able to contact you directly so we can address this properly. Please reach our support team and reference this review, or let us know the best way to contact you, and we'll have someone follow up personally.
Toll free: (866) 385-2076
Hours: Monday – Friday, 9 a.m. – 5 p.m. Eastern
Email: [email protected]
We appreciate you staying with us and taking the time to be this candid. We'd like the opportunity to do better.
RI
Richard
16 losers in a row
16 losers in a row. had to quit before I ran out of money
Response from TradeSmith, LLCJun 9, 2026
We are very sorry to hear that you have had this experience. The services we provide are designed to give our subscribers insight to make worthwhile investment decisions but there are no guarantees. We would be happy to speak with you over the phone to discuss your services and how we can assist you in engaging with them successfully.
AN
Andrew
I have lost over $8000 by using your…
I have lost over $8000 by using your recommendation
Response from TradeSmith, LLCJun 4, 2026
We’re sorry to hear about your experience and understand how frustrating losses can be. Our team is going to reach out directly to make sure you feel comfortable using the TradeSmith tools and understand how they’re designed to help identify potential winners while managing risk and cutting losers. We know investing tools can feel overwhelming at times, and we’re here to help you get the most out of your membership.
AB
Aladdin B.
***** SHYSTERS ***** - If 0 Stars were only possible, couldn't be more disappointed. Terrible support.
Signed on to trading offering with "Guaranteed Full Cash Refund," to be lured into a $2,500, non-refundable offer, hidden within, that can only be switched to a merchant credit. Pop-up after pop-up offer services as "one-time only, special offer." Though now, the fine print has changed into a merchant credit for other services. Luckily, I was able to recoup only $500 of the $3,000 I spent. No recourse, except to try to find something that might fit my options trading style. Scam billing & the only option is to take on one of their other failing strategies. Earnings Season Pass service covers one week of earnings & arrives on Sunday. First one was delayed, due to system issues & wasn't available till midday Monday.
Response from TradeSmith, LLCMay 28, 2026
Hi Aladdin, thank you for sharing your feedback. We’re sorry to hear that the services you tried did not feel like the right fit for your trading style. We understand how frustrating it can be when you’re trying to find a service that aligns with the way you trade.
We want to clarify that the terms of each offer are provided before purchase, including whether the guarantee is eligible for a cash refund or a credit refund. The portion of your purchase that was eligible for a cash refund was refunded in accordance with the terms of that offer. The promotion tied to your larger purchase included a 90-day Customer Satisfaction Guarantee in the form of a credit refund that could be applied toward other products from our firm, rather than a cash refund.
We always encourage customers to contact our Customer Service team with any questions before or after purchase. Our team is happy to walk through the offer details, explain the refund terms, answer questions, and help customers better understand which services may be the best fit for their needs.
We also understand that you’ve explored several services while trying to find the right match. In addition to product access, we offer dedicated concierge appointments, educational materials, and live trainings to help customers get oriented, understand the tools, and receive a more personalized walkthrough based on their goals and experience level.
We’d be happy to continue assisting you directly. Please contact our Customer Service team so we can review your account, discuss your trading preferences, and help you make the best use of the resources available to you.
SL
Stephen L.
TradeSmith is a joke
TradeSmith is a joke. They hook you with a 90-day refund promise in their long-winded videos, then refuse to give a dime back when you realize it's a time-sink. Now they're claiming it's just some store credit. That's why I moved my mandate to CVE Capital, they actually respect liquidity and don't mess around with your money.
Response from TradeSmith, LLCApr 29, 2026
Thank you for sharing your feedback, Stephen. We're sorry to hear your experience didn't meet your expectations.
We want to make sure refund and subscription terms are always communicated clearly, and we'd like to look into your specific situation. We weren't able to locate your account based on this review — could you please reach out to our customer support team directly so we can review the details and work toward a fair resolution?We appreciate you giving TradeSmith a try and hope to have the chance to make this right.
CA
Chris A.
Condensed but meaningful
Condensed but meaningful. Build #Echomines..# foundations. Systems guide timing. Gains follow.
Response from TradeSmith, LLCApr 22, 2026
Hi Chris,
Thank you! We appreciate your perspective.
Regards,
Tradesmith Customer Success
CU
customer
Go Elsewhere!
I have had innumerable stocks they predicted would go up but went down instead. Example COP with a predictive of 89% in a Low Volatility Model was supposed to be up 7.1% on their target date of 4/22/26 is actually -10.5% (an 18% difference) and heading further down today. I am down 11% since joining and 7 out of 10 predictions I hold are down. >Look elsewhere! AND THEY ARE NOT CHEAP TO JOIN!!!
Response from TradeSmith, LLCApr 22, 2026
Hello,
We’re sorry to hear this and understand your frustration. Markets can be unpredictable, and while our tools provide data-driven insights, we don’t guarantee specific results.
Our goal is to support better long-term decision-making. If you have any specific questions about your service or others that may be a better fit, feel free to reach out—our team would be happy to help.
Regards,
Tradesmith Customer Success
