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.
Edits
Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
Score
This company cannot pay to remove reviews or change its score.
Vienna was beneficial and patient. I am new to Trade Cycles, and she followed the steps I need to follow to use it successfully.
Thank you, Vienna
Response from TradeSmith, LLCJan 21, 2025
Hi Meredith,
Thank you for your feedback! We're so glad to hear that Vienna was beneficial and patient in helping you navigate Trade Cycles. We're happy to know she guided you through the steps to use it successfully. We'll be sure to pass along your kind words to her. Thank you again for sharing your experience!
At TradeSmith, we are dedicated to transparency and ensuring your satisfaction. If you need further assistance, please don’t hesitate to reach out to us at (866) 385-2076 or via email at [email protected].
Best regards,
Customer Success Team
GE
George
Vienna was super helpful & very…
Vienna was super helpful & very patient, showing me the features of the website.
Thank you!!
Excellent customer service representative-+++++
Response from TradeSmith, LLCJan 21, 2025
Hi George,
Thank you so much for your kind feedback! We're thrilled to hear that Vienna was super helpful and patient in showing you the features of the website. We will be sure to pass along your compliments to her. Your satisfaction means a lot to us, and we're grateful for your positive review. Thank you again for your support!
At TradeSmith, we are dedicated to transparency and ensuring your satisfaction. If you need further assistance, please don’t hesitate to reach out to us at (866) 385-2076 or via email at [email protected].
Best regards,
Customer Success Team
JA
James
TradeCycles is not ready for primetime
Just purchased their new product TradeCycles. Their execution on sharing the information to conduct the trades is totally inadequate. The 'notifications' being sent out do not even identify them as 'TradeCycles' notifications and can be confused with other 'TradeSmith' notifications. There is inadequate narrativew to go along with the recommendations about how best to execute the trades. I am totally underwhelmed by the information provided to subscribers to conduct the trades. Not worth the subscription price and not happy with TradeCycles.
Response from TradeSmith, LLCJan 16, 2025
Hi James,
We sincerely apologize for the inconvenience you've experienced with TradeCycles. We understand your frustration, and we would be more than happy to assist you further in resolving these issues.
At the moment, we are unable to locate your account in our system. Could you please give us a call at (866) 385-2076 or [email protected] your earliest convenience so that we can address your concerns directly and ensure a better experience moving forward?
Your feedback regarding the notifications and trade execution information is extremely valuable to us, and we are committed to improving our services to meet your expectations.
Thank you for bringing this to our attention, and we look forward to assisting you further.
Best regards,
Customer Success Team
SP
SPLC
This company lacks transparency
This company lacks transparency, They keep charging my bank even after i have closed down my account with them. Avoid this company, I have noted a substitute comp high up in my display with a profitable earning experience. i hope this review helps someone
Response from TradeSmith, LLCJan 15, 2025
Hi SPLC,
We sincerely apologize for the inconvenience you've experienced, and we understand how frustrating it can be to see continued charges after closing your account. Transparency is very important to us, and we take your feedback seriously.
Unfortunately, we were unable to locate an account under the details provided. We would love to discuss this matter further and resolve any concerns you may have. If you could kindly provide additional contact details or any further information, we will investigate the issue promptly. Alternatively, you can give us a call at (866) 385-2076 or reach out via email at [email protected] at your earliest convenience.
Thank you again for sharing your experience, and we look forward to hearing from you soon to assist you further.
Best regards,
Customer Success Team
DA
Dan
MONUMENT TRADER ALLIANCE WARROOM MEMBERS, AVOID TRADESMITH, THEY ARE CROOKS!
I was directed to Tradesmith tradecycles product by Monument Trader's Alliance, and have been extremely disappointed by Tradesmith's Lies. First, their 40 minute long video ad says 100% money back guarantee, when in actuality if is NOT money back, it is credit towards one of their other products.
2nd of all, the video ad says you are getting a 50% discount when you sign up, and that their standard price for TradeCycles is $5000, so the 50% discount gets it to you for $2500 a year. I went direct to their website, and the listed price is $3500 a year, not $5000, so their 50% discount is an outright lie. I tried to buy it on the phone from them for The 50% discounted price of $1750 a year, and they refused to do that, saying their price had gone up when they started this new 50% discount program... What an illegal scam! I was treated very rudely by their sales rep Jessie, and he told me he didn't have the time to waste with me, as he had a ton of people wanting to buy, and he needed to get off the phone, then he hung up on me. Since I got him on the phone in less than 30 seconds, I seriously doubt that he had a ton of people wanting to buy. I had the good sense to research Tradesmith, and their reputation is not stellar, with a lot of complaints about poor customer service, and a lot of complaints about their shoddy 'No Money Back' guarantee. Jessie tried to tell me that a credit guarantee was the industry norm, which is an absolute lie. Many firms in the financial newsletter business offer 100% moneyback guarantees. The reason these people don't offer it is because their products are not worth what they sell them for, and they would get burned offering a true moneyback guarantee
BOTTOM LINE: AVOID! DON'T BUY FROM TRADESMITH, THEY ARE CROOKS WHO'S ONLY INTEREST IS GETTING YOUR MONEY. I AM DISAPPOINTED AND DISGUSTED THAT MONUMENT TRADERS ALLIANCE WOULD EVEN REFER ME TO THE CROOKS AT TRADESMITH. SHAME ON MTA FOR PROMOTING THESE CROOKS.
Response from TradeSmith, LLCJan 13, 2025
Hi Dan,
Thank you for reaching out and sharing your experience with us. We sincerely apologize for the inconvenience and frustration this situation has caused you. We understand the importance of transparency and honesty when making purchasing decisions, and we regret that your experience did not meet those expectations.
To assist you more effectively and ensure your concerns are addressed, we would appreciate it if you could provide any additional contact information. Our goal is to resolve any issues and provide you with the support you deserve.
We take your feedback seriously and will review this matter further. Again, we apologize for the trouble you've encountered, and we look forward to assisting you as best as we can.
At TradeSmith, we are committed to transparency and ensuring your satisfaction. If you need further assistance, please don’t hesitate to reach out to us at (866) 385-2076 or via email at [email protected].
Best regards,
Customer Success Team
AN
Anthony
Update!!!
ORIGINAL REVIEW:
Stay away from these people...at all costs. I got suckered in with their advertising that their algos are so great and they make money in all markets, but don't be FOOLED!!! Their recommendations and their algos are nothing special. Their whole thing is to try and sucker you into buying their Platinum service, which I am sure is just as worthless. NO REFUNDS only credit should tell you everything.
UPDATE: Finally got a call from one of their customer service representatives, someone with authority, who was able to assist me and resolve my issue. Thank you Shamala.
Response from TradeSmith, LLCJan 10, 2025
Hi Anthony,
Thank you for your feedback! We’re happy to hear that Shamala was able to assist you and resolve your issue. We’ll be sure to pass along your appreciation to her.
We're always here to help, and we truly appreciate your patience.
At TradeSmith, we are dedicated to transparency and ensuring your satisfaction. If you need further assistance, please don’t hesitate to reach out to us at (866) 385-2076 or via email at [email protected].
Best regards,
Customer Success Team
KS
kent S.
I Unsubscribed and They’re Like Vomit
I requested multiple times to be withdrawn (unsubscribed) from their mailing list and for 10 days it was clear and started receiving emails from their affiliates. I unsubscribed again to each of the affiliates and updated my preferences. They continued to email me and I reported them back in November to the federal trade commission and after 8 days didn’t receive any emails for awhile until today they emailed me from their address 8 times and I got 40 affiliate emails on top of that. I reported them as well to my paid email for abuse of terms of service. This company is the NY Post of trading companies, they are the bottom of the barrel. Dirtbags!
Response from TradeSmith, LLCDec 13, 2024
Hi Kent,
Thank you for your feedback, and we apologize for the inconvenience. I sent you a separate email with an explanation of why this is happening and the steps we are taking to remove you from our mailing list.
At TradeSmith, we are committed to transparency and customer satisfaction. If you need further assistance, please feel free to contact us at (866) 385-2076 or email [email protected].
Best regards,
Customer Success Team
FT
First time C.
Tradesmith.com has without my approval…
Tradesmith.com has without my approval tried to deduct several thousen Swedish Crowns from my bank account in Stockholm. My bank managed to stop all of those 10 illegal attempts.
Date of experience 2024-08-13 to 2024-09-08
T.Rutgersson
Response from TradeSmith, LLCNov 5, 2024
Hi T. Rutgersson,
Ensuring timely responses to our customers is our top priority, and we sincerely apologize for any inconvenience this may have caused.
Please note that there are no recurring charges on your account, as the recent attempts to process payments were unsuccessful.
According to our records, the customer made an online purchase for our Tradestops Plus subscription on 8/13/2023, which focuses on Stocks/ETFs. Additionally, the customer purchased a subscription to Infinite Income Loop on 8/15/2024, which specializes in options trading. We attempted to process charges for the auto-renewals of these subscriptions.
By making these purchases, the customer agreed to our Terms of Use and Privacy Policy, as outlined below:
"By completing your order today, you agree to our Terms of Use and Privacy Policy. Your purchase today of TradeStops Plus will make you a member of this service. Your service will automatically renew on an annual basis until you properly cancel. At the renewal date for your TradeStops Plus subscription, TradeSmith will charge a $99 renewal fee (plus applicable taxes) to the credit card or other means of payment on file. You may cancel your service at any time by contacting our Customer Success team at 866-385-2076 or by clicking here. (Please allow two (2) business days to process your request. Major U.S. holidays may slightly delay processing.) To cancel without incurring such renewal fee, you must do so one day prior to the renewal date."
"By completing your order today, you agree to our Terms of Use and Privacy Policy. Your purchase today of Infinite Income Loop will make you a member of this service. Your service will automatically renew on an annual basis until you properly cancel. At the renewal date for your Infinite Income Loop subscription, TradeSmith will charge a $99 renewal fee (plus applicable taxes) to the credit card or other means of payment on file. You may cancel your service at any time by contacting our Customer Success team at 866-385-2076 or by clicking here. (Please allow two (2) business days to process your request. Major U.S. holidays may slightly delay processing.) To cancel without incurring such renewal fee, you must do so one day prior to the renewal date."
We’ve also sent you an email outlining the current status of your account.
At TradeSmith, we are committed to transparency and customer satisfaction. If you need further assistance, please feel free to contact us at (866) 385-2076 or email [email protected].
Best regards,
Customer Success Team
