TradeSmith, LLCReviews of tradesmith.com

Excellent tools and customer service.

This review is about my 2-year experience with TS rather than for one experience as confined by the format. I am a small investor, less than $200K, joined TS in early 2024 as a Platinum member and have been able to add their services to my tool chest. Using there tools and recommendations, I have been able to grow my accounts nearly 15% yearly. I especially like the Short-Term Health Indicator, the addition of Chaikin and Louis Navellier's stock ratings, Keith Kaplan's Masterclasses and valuable insights, as well and Michael Salvatore's excellent information. the large breadth of services offered and the current updates and alerts of my positions. The customer service is excellent with the many times I have spoken to knowledgable personal. TradeSmith has so much to offer and is on the cutting edge to continue to improve. The upgrading of Predictive Alpha has been a favorite and regular used tool as well as the Quantum and Alpha scores. I use TradeSmith daily to invest in ways that match the changing investment times. I look forward to a long-term relationship with TradeSmith. As with all large organizations, it has some areas that could improve. I would give it five stars except for these areas that cumulative slow me down. My concerns: The automatic stock guess, cannot be turned off, that appears when searching for a stock and requires me to delete it prior to choosing the stock I was typing. Up to over 2 hours, as a Platinum member, waiting on the dedicated phone line for Platinum members when a new product is released and my questions cannot be answered online. The customer service phone deadline for Platinum members of 5 PM Eastern time even for those of us who live on the west coast. The synching with my Charles Schwab accounts has problems that have taken some time to solve, partially because I have taken time to research the information needed to provide to TS. Of all of the issues, only the synching one is of any great concern.

Trade stops is essential for every stock investment. This is ongoing experience not a one off event.

I am interested in the TradeSmith Trade Cycles service and have emailed and called 866-385-2076 and 888-337-4174 numerous times and have yet to receive a response. When I first called no one picked up the phone and responded to emails. After 1-2 days I received a follow up call and email. I have since had a Concierge call to walk me through the platform and I am very pleased.

The representative dealt with my request quickly and efficiently.

This is a provisional review. I have not had the opportunity to speak with an actual representative yet since I only discovered the situation today which happens to be a Saturday (Dec 2) and the offices are closed until Monday. After a particularly bad day trading I was reading emails and came across one from TradeSmith presenting a video review of a new product. I watched the video and succumbed to subscribing for the service. After subscribing and declining several offers to upsell my new subscription I saw that the refund offer if I was dissatisfied with the service was only available as a credit toward the purchase of other products rather than a refund to my credit card for the purchase price ($1500) I attempted to communicate with the site through the chatbox since the order form didn't include a phone number to call and I [foolishly] thought the matter could be resolved expeditiously though site "contact" and I was responding in around 10 minutes from the time the order was initially placed. The site chat was [most] unsatisfactory and would not answer the question(s) I posed. I then turned to my credit card company and saw the transaction had not posted at that time. In an effort to cancel the transaction I locked my card. I kept checking the card for transactions for the next several hours to verify this was successful. An hour or two after I locked the card I saw three attempts to post the transactions with a cost listed as $0.00 and I assumed I had been successful in cancelling the purchase. I returned the next day (December 1) and no new transactions were listed.. When I checked today (December 2) I saw a $1500 charge...from November 30! I had realized quickly after the euphoria from the video dissipated that the service would actually not be one I wanted nor was I interested in receiving a $1500 credit toward other/future services offered and felt my 10 minute +/- response would justify cancelling the charge without incurring a $1500 "balance" toward future purchases. I will call on Monday, December 4 when I can talk to a "real" agent and attempt to resolve this issue I received an email from TradeSmith indicating that they will refund the charge to my credit card within 5-10 business days (If your payment was made with account credit, this credit amount will be applied back to your account within 24 hours. Otherwise, you will receive the refund of $1500.00 within 5-10 business days.'). If this in fact occurs I am revising my rating to 4 stars (pending receipt of the refund.