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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Vienna was excellent. She was able to help me set up my screener.. She was very nice, knowledgeable and patient. She is a great representative of your company. I really appreciate the customer support that she provided.
Response from TradeSmith, LLCOct 21, 2024
Hi Randy,
Thank you so much for taking the time to share your feedback!
We're thrilled to hear that Vienna provided you with excellent support in setting up your screener. Her knowledge, patience, and friendly demeanor truly reflect the values we uphold as a company.
We appreciate your kind words and will ensure that Vienna receives the recognition she deserves. If you need any further assistance, please don’t hesitate to reach out us at (866) 385-2076 or [email protected].
Thank you again for choosing TradeSmith!
Best Regards,
Customer Support Team
EL
Edwina L H.
Stella went out of her way to give the…
Stella went out of her way to give the best service she could!
Response from TradeSmith, LLCOct 11, 2024
Hi Edwina,
Thank you for your feedback! We truly appreciate it and will make sure to pass it along to Stella, who went above and beyond to provide you with the best service possible!
If you need any further assistance, please don’t hesitate to reach out us at (866) 385-2076 or [email protected].
Thank you again for choosing TradeSmith!
Best Regards,
Customer Support Team
MJ
Martha J.
100 STARS FOR AVY AT TradeSmith . . .
100 STARS FOR AVY AT TradeSmIth . . .
I'm 84 and my husband is 91years old. We have difficulty using computers. We deal with rude employees who don't try to help us . . .
Avy is a treasure . . . I was amazed at how kind and helpful she was. She makes people love your company! Thank you for hiring her . . . MWJ
Response from TradeSmith, LLCSep 17, 2024
Hi Martha,
Thank you so much for taking the time to share your wonderful feedback! We're thrilled to hear about your positive experience with Avy. It means the world to us to know that she was able to provide the kind of help and kindness that truly makes a difference.
We’ll be sure to pass on your kind words and 100-star rating to her. Your feedback is invaluable, and we’re so grateful for your support. If you need any further assistance, please don’t hesitate to reach out us at (866) 385-2076 or [email protected].
Thank you again for choosing TradeSmith!
Best Regards,
Customer Support Team
DT
Dwayne T.
So I figure I would watch there video…
So I figure I would watch there video and get my free 1 stock recommendation was MANH. So I compared it to my alpha, Quantum ratings
SA Analyst- HOLD 3/5
Wall Street- Buy 4.09/5
Qant- Hold - 3.36 /5
Valuation- F
Growth- C
Profitability -A
Momentum-B+
Revisions- A +
1 year growth as of 8/27/24-33.91%
6 month growth -20.59%
1 month- 0.29%
I think my research is just as good then spending 1500 bucks. Just do not expect immediate results . Lot of factors can come into play regarding politics- world unstable issues. Every thing is a risk.
I would wait until Qantum will be a buy to strong buy . They should of got in a year ago .
The stock is currently over valued -
Response from TradeSmith, LLCAug 28, 2024
Hi Dwayne,
Thank you for sharing your detailed review and insights on the MANH stock recommendation. It’s clear that you’ve put a lot of thought and effort into comparing the various ratings and assessing the stock’s performance.
Your analysis highlights some key points: the mixed ratings from different sources, the concerning valuation, and the recent growth trends. I understand why you might be cautious given the overvaluation and the broader market risks you’ve mentioned.
It’s great to see you’re taking a comprehensive approach to your research. Your strategy of waiting for a stronger signal from Quantum before making any decisions seems well-considered, especially in light of the current market conditions.
I’d also like to remind you that with the purchase of Options360, you gain access to valuable tools and resources, such as our Options 101 Masterclass and our POP and ROI Calculators. These resources are designed to enhance your investment strategy and provide you with additional insights.
If you’d like more details about how these tools can support your research or if you have any further questions, please don’t hesitate to reach out to us at (866) 385-2076 or [email protected]. We’re here to assist with any additional information or support you might need.
Thank you again for your thoughtful feedback!
Best Regards,
Customer Support Team
TB
Tom B.
Beware, NO REFUNDS
I was interested in the Tradesmith360 product after watching the web presentation with Porter Stansberry and Keith Kaplan, CEO of Tradesmith. I was confident with a 90 day "cancellation" policy that I could try the product and see how it fits my needs. After 2 weeks, I realized it was for Traders and I'm just an Investor. I called to cancel and had a very indignant conversation with Randy Johnson who told me, yes, I could cancel, but I could not get a refund. Only a credit for other TradeSmith products. Since I already tried the 360 product which includes all their services, I don't need other TradeSmith products, so requested a refund to my credit card. Randy's response, "not going to happen" and "good luck with trying to initiate a dispute with my credit card company". If this is the type of customer service you like, then go ahead and subscribe. If not, STAY AWAY.
Response from TradeSmith, LLCAug 21, 2024
Tom, thank you for sharing your feedback with us. We sincerely apologize for any frustration you experienced. We strive to ensure all customers are fully informed, and we regret that this situation did not meet your expectations.
Regarding your experience, the TradeSmith360 product does have clearly stated Terms & Conditions, which specify that while cancellations are allowed within the 90-day period, refunds are not issued; instead, customers receive a credit toward other TradeSmith products. We understand that this may not have been what you expected, and we apologize for any inconvenience this caused.
We appreciate your understanding and would be happy to discuss any other ways we can assist you further. Your satisfaction is important to us, and we’re here to help however we can.
Sincerely,
Customer Success Team
AH
Amy H.
I was very pleased with the patience
I was very pleased with the patience, and understanding Mr. Joe showed me with all of my questions and concerns. He provided me with helpful information. And he was nice while doing so. Thank you, Mr. Joe.
Response from TradeSmith, LLCAug 21, 2024
Thank you for taking the time to share your positive experience with Joe. We're delighted to hear that he was able to assist you with patience and understanding, addressing all of your questions and concerns. Providing helpful information while maintaining a friendly and professional demeanor is something we strive for, and it's wonderful to know Joe delivered on that promise.
Your feedback is greatly appreciated, and we'll be sure to pass along your kind words to him. If you have any further questions or need assistance in the future, please don't hesitate to reach out.
Thank you once again for your support!
JB
John B.
Not exactly what was marketed
My subscription to Trade AI just ended. While I ended with a positive return, it no where near covered the $1500 fee for this subscription for one year. In fact, there were a number of investments that held onto a little longer and wound up either losing less or making more than your recommendations based on stop losses. Based on my calculations at the start of this with the amount of money I had to invest, I should have made more than my initial investment for this service based on the marketing information presented.
The marketing for this service made it seem like there would be 3-4 investments going on at one time. While the service started out this way, there were a number of times where there was only 1 or 2 investments and times when there were no recommended investments. Also, the website use to have the returns for all the investments early on in my subscription. Then this was removed. This seems to correspond to when the investments started to not do so well.
I would recommend that you tell potential subscribers that they should be willing to investment so much per month to have a better chance at a positive return after the fee.
I did learn a lot from this service and the weekly video updates. However, I cannot recommend this service to anyone based on the returns I experienced during this past year.
Response from TradeSmith, LLCAug 1, 2024
Dear John,
Thank you for taking the time to share your feedback on your recent subscription experience with Trade AI. We appreciate your candid review and value your input as it helps us improve our services.
We regret to hear that your returns did not meet your expectations and that the fee for our service did not seem justified based on your investment results. We understand your concerns regarding the number of active investments and the performance consistency throughout your subscription period.
Your feedback on the frequency of investment recommendations and the visibility of returns on our website is particularly important. We strive to provide accurate and transparent information to our subscribers and apologize if we fell short in this regard. Our aim is always to maintain a high level of service and trust with our customers.
Regarding your suggestion to inform potential subscribers about the recommended monthly investment amount, we will take this into serious consideration. Clear communication is crucial, and we want to ensure that all users have realistic expectations and the best possible chance of achieving positive returns.
We are glad to hear that you found value in the educational aspect of our service, particularly the weekly video updates. While we understand that the financial returns did not meet your expectations, we hope the knowledge gained will prove beneficial in your future investments.
Your feedback is invaluable to us, and we are committed to making the necessary adjustments to enhance our service. If you have any further suggestions or would like to discuss your experience in more detail, please feel free to reach out to us directly.
Thank you again for your honest review and for giving Trade AI a try.
Best regards,
Customer Service Team
FC
fridaysbuddymsn.com
I’d give’Edge’ (my agent), 100 stars if I could!
I’d give’Edge’ 100 stars if I could!
He certainly knows how to teach ‘to the level of the student’, which is priceless in today’s world.
EDGE IS A KEEPER….DON’T LET HIM GO!
Thank you, so much,
Larry, Snohomish, Wa.
Response from TradeSmith, LLCJul 26, 2024
Dear Larry,
Thank you so much for your glowing review!
We are thrilled to hear that you had such a positive experience with Edge. Your kind words about his teaching abilities and personalized approach mean a lot to us. We will be sure to pass along your praise to him.
Edge is indeed a valued member of our team, and we appreciate your support and encouragement.
Thank you once again for your feedback.
Best regards,
InvestorPlace Customer Support
