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.
When I asked for withdrawal, they didn’t pay me, I realized what was wrong when I compared them to F H U B, never had any issue with payment.
Response from TradeSmith, LLCMay 2, 2024
AG, we apologize for any inconvenience caused by the delay in processing your withdrawal. Your feedback is valuable, and we take your concerns seriously.
Thank you for bringing this matter to our attention, and we appreciate your understanding.
Best regards,
Customer Support Team
ER
Elaine R.
HAUNTING (HUNTING) THE ELDERLY DAILY…
HAUNTING (HUNTING) THE ELDERLY DAILY WHEN WE HAVE UNSUBSCRIBED FROM THESE (DOZENS OF TIMES FOR DOZENS OF INVESTMENT SCAMS BY YOU) WE DO NOT WANT THEM OR YOU AND WE NEVER WILL. PURE EVIL THAT DOES NOT COMPLY CRIMINAL ABUSIVE OF THE ELDERLY & ILLEGAL SINCE WE HAVE UNSUBSCRIBED REPEATEDLY FROM THE CRIMINAL SCAMMERS WHO NEVER LISTEN? RIGHT ?THAT IS ABUSE!
SELLING SCAMS TO SENIORS TO STEAL WHAT LITTLE MONEY THEY HAVE LEFT BY GETTING THEIR CRIMINAL DIRTY HANDS ON SENIORS MONEY NO WAY FILTHY SCUM
NEVER EMAIL US AGAIN DIRTY MONSTERS FROM HELL DO YOU UNDERSTAND ENGLISH?
WHO CAN WE REPORT YOU EVIL CRIMINAL SCAMMERS TO? FCC? OTHER FINANCIAL AGENCIES THAT GOVERN FINANCIAL ABUSIVE SCUM LIKE YOU? OTHER FINANCIAL GROUPS THAT ARE NOT HUNTING US? YOU REALLY NEED A SLAP DOWN & TO BE PUT IN YOUR PLACE FOR EVIL INTERNET ABUSE OF THE ELDERLY
I GUESS WE REPORT SCUM LIKE YOU TO FCC OR OTHERS I WILL START SENDING ALL FUTURE RESPONSES DEMANDING YOU STOP ILLEGAL PRACTICES –TO YOU USING “REPLY TO ALL” EVERYONE GETS TOO READ ABOUT YOUR ELDER ABUSE! ALL YOUR COSTUMES EVERYONE ON THE LIST ~!
THE LAST REQUEST BEFORE WE GAT TOUGHER TO FLUSH EVIL SLIME ABUSING THE E NEVER EVER EMAIL US AGAIN YOU CRIMINAL ELDERLY YOU SWINE =WOKE EVIL
Response from TradeSmith, LLCMay 2, 2024
Dear Elaine,
We sincerely apologize for any distress caused by our communications. Your feedback is crucial, and we take your concerns seriously. To ensure we unsubscribe Elaine from our services as requested, could you please email or call us with the account specifics? This will help us address your request promptly.
Thank you for bringing this matter to our attention. We look forward to resolving this issue for you.
Best regards,
Customer Support Team
TW
Troy W.
I rarely use this
I rarely use this. its very expensive. Even with the trainings you forget what the tools do and how to best utilize them. I really wish they had step by step trainings with real examples of how to really use the product. They basically tell you where things are and what its supposed to do but no real world application showing it worked, or how to best use. I have tried Co-Pilot, ratings, constant cash flow, and options 360. Paid for all of these different services and I have not made my money back from using any of them. That is the real world scenario I have experienced.
Response from TradeSmith, LLCMar 28, 2024
Dear Troy,
Thank you for sharing your feedback with us. We value your input and strive to continually improve our services to better meet your needs.
We understand your concerns about the cost of our services and the need for more comprehensive training and real-world application examples. We apologize for any inconvenience or frustration this may have caused.
To address your feedback, we would like to highlight some resources that can enhance your experience:
1. Dedicated 30-Minute Concierge Appointment: You can schedule a one-on-one session with our concierge team, who can provide personalized guidance and support tailored to your specific needs and questions.
2. Educational Resources on Our Website: Our website offers a range of educational materials, including step-by-step guides, video tutorials, and real-world application examples. These resources are designed to help you better understand our tools and how to maximize their effectiveness in your business operations.
If you have any specific questions or require further assistance, please don't hesitate to reach out to our support team.
Thank you again for your feedback. We look forward to assisting you further and helping you achieve your goals with our tools.
Best regards,
Customer Support
DA
Dave
TradeSmith is clownshow rife with…
TradeSmith is clownshow rife with deceptive trading practices. There 90 "satisfaction guaranteed refund" is a fraud. The way their "game" works is: 1) They offer their promotions as big discounts (usually $1,500) 2) when you go to cancel (and want switch to a different program) they offer to do so at the "retail" mark up (which no one EVER pays) - thus making your refund worthless.
Response from TradeSmith, LLCMar 8, 2024
Dear Dave,
Thank you for bringing your concerns to our attention. We take feedback seriously and are committed to addressing any issues our customers may encounter.
We apologize if you have experienced dissatisfaction with our services. We strive to maintain transparency and integrity in all our practices, including our refund policy. We assure you that it is not our intention to deceive or mislead our customers.
We would appreciate the opportunity to investigate your specific case further and address any concerns you may have regarding your refund. Please reach out to our customer support team with more details so that we can resolve this matter promptly.
Your feedback is valuable to us as we continuously work to improve our services and ensure the satisfaction of our customers. We are committed to providing a positive experience for all our users.
Thank you for your understanding, and we look forward to resolving this issue to your satisfaction.
Best regards,
Customer Support Team
AN
Angelena
Wonderful onboarding experience today! Thank you Devin & Avy!
Today Devin helped me to register for my first service with TradeSmith. He was very friendly, knowledgeable and patient to answer my questions. He made the whole onboarding process very easy and comfortable.
A little while later I called back with a question and spoke with Avy. She was also terrific! She was very thorough, patient, friendly and knowledgeable about the site and other services TradeSmith offers.
I am super happy with the level of support TradeSmith offers and am looking forward to working with them when needed in order to develop my trading experience.
I'd also like to mention that I very much appreciate Keith Kaplan's sincere, direct and friendly approach as he explains the company and services he leads. His example filters through his company workers. I am happy to endorse TradeSmith to others.
Sincerely,
~Angelena
Response from TradeSmith, LLCMar 6, 2024
Dear Angelena,
Thank you so much for taking the time to share your wonderful experience with Devin, Avy, and what hearing from Keith Kaplan means to you. It's incredibly rewarding to hear about your positive onboarding process and the supportive interactions you've had with our team members at TradeSmith.
Our mission is to ensure that every customer feels well-informed, comfortable, and supported throughout their journey with us, and it sounds like Devin and Avy perfectly embodied these values.
We're looking forward to assisting you as you develop your trading experience and are here to support you whenever you need it. Your endorsement of TradeSmith means the world to us, and we're excited to have you as part of our community.
Should you have any further questions or need assistance, please don't hesitate to reach out. Welcome to TradeSmith, and here's to your success in trading!
Warmest regards,
The TradeSmith Team
DW
Dwbx
Buyer beware Watch out for those Trial offers.
I originally subscribed thru Stansberry Research in 2018. I didn't care for it and let the trial expire in 2019. I did pay for the trial. I don't recommend it. Never used it after that point in time. They are aware that it was not used after that point in time. They had me on auto renewal on an email I didn't use for 6 years and I didn't authorize Auto renewal. And they refunded 1 out 5 years.
Response from TradeSmith, LLCFeb 26, 2024
Thank you for reaching out to share your concerns. I want to clarify that TradeSmith and Stansberry Research are separate entities, operating independently of each other. While I understand your frustration with the experience you've described, involving subscription and auto-renewal issues with a service initiated through Stansberry Research, unfortunately, we at TradeSmith do not have direct influence over their policies or account management practices.
However, we are committed to providing excellent customer service and support. If there's anything within our capacity at TradeSmith that you need assistance with, please feel free to let us know. For the issues related to Stansberry Research, I would recommend reaching out directly to their customer support team, as they would be best positioned to address your concerns regarding the auto-renewal and refund situation.
We appreciate your understanding and are here to help with any questions or services related to TradeSmith.
Best regards.
JC
john C.
Excellent service and hopefully a few means to make more income, to make getting old easier.
I'm 71 and mentally and physically failing. I normally try not to engage in conversation until after noon but Jason's deal was important and the previous night, three of my credit cards were declined. I called and Collin somehow understood what I was trying to convey to him. He was professional, thorough, polite, and most importantly he had a sense of humor. When I become nervous, I speak in tongues and Southern tongues to make understanding me, quite difficult. He did so, and never once did I feel he was talking down to me. I owned a business, so I know a little about people. My clients were the richest of the rich in my city and I good see Collin dealing with them and their peculiarities with no problems. I think it's a gift to deal with all socio-economic classes and make all feel as if that person is, will be the most important person he will speak to all day. I'm not easy to deal with, but Collin made Tradesmith the most professional finance publishing business I've dealt with. Don't waste his talents. J. Michael Cranford
Response from TradeSmith, LLCFeb 26, 2024
Dear Mr. Cranford,
Thank you for taking the time to share your experience with Collin and the excellent service you received. We're delighted to hear about the positive impact he had, especially in understanding and addressing your concerns with professionalism, thoroughness, and a much-appreciated sense of humor. Recognizing the unique challenges and needs of each customer is a skill we value highly, and it's heartening to know that Collin exemplified this so well.
Your insights and background bring valuable perspective, and we're grateful for your acknowledgment of Collin's ability to connect across different walks of life. Rest assured, we recognize the talents of our team members and are committed to nurturing and utilizing their skills to enhance our service continually.
Thank you again for your kind words and for choosing Tradesmith. We look forward to serving you with the same level of professionalism and care in the future.
Best regards
BK
Bev K.
Andy and Landon are true hero's in my…
Andy and Landon are true hero's in my life! They are the heart of compassion and trustworthiness!
You won't find anyone, anywhere that can beat their form of goodness in this world. God is truly blessing them and all who choose to deal with them!
Response from TradeSmith, LLCFeb 26, 2024
Thank you so much for sharing your heartfelt appreciation for Andy and Landon. We are truly honored to have them on our team, and it's inspiring to hear about the positive impact they've had on your life. Their dedication to compassion and trustworthiness reflects the core values we hold dear.
It's feedback like yours that motivates our entire team to strive for excellence and to make a meaningful difference in the lives of those we serve.
Thank you again for your kind words. We're thrilled to have the opportunity to work with you and look forward to continuing to earn your trust.
