TradeSmith, LLCThe 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.
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Investments & Wealth · Hollywood, Florida
Excellent
Investments & Wealth · Orlando, Florida
Excellent
Investments & Wealth · Ponte Vedra, Florida
Excellent
Investments & Wealth · BOYNTON BEACH, Florida
Excellent
273 approved reviews, newest moderated first
Jim
Edge was very courteous and pleasant and explained clearly what I needed to do next with the questions that I had to get started with my Tradesmith tools.
Response from TradeSmith, LLCJan 22, 2024
Your 5-star review made our day! We're so pleased to learn that Joe provided you with top-notch service. He will be excited to hear about the positive impact that he had on your experience!
Vincent
Understandable, direct , and resolved the issue
Response from TradeSmith, LLCJan 19, 2024
Thank you for taking the time to leave us this wonderful 5-Star review! We are happy to hear that you had a great experience!
Jane G.
Ali was so helpful! She answered all my questions and gave me tips and steps to do what I wanted to do with the services. A great concierge.
Response from TradeSmith, LLCJan 19, 2024
Thank you for your 5-star review! Ali will be delighted to know that her efforts contributed to your positive experience and we will be sure to share your feedback with her!
Richard
The person I talked to (Andy) was patient, informed, communicative, and insightful.
Response from TradeSmith, LLCJan 19, 2024
Thank you so much for your 5-star review! We're glad that Andy played a key role in your satisfaction. We'll be sure to share your feedback with the team!
William S.
Ed was very courteous and helpful.
Response from TradeSmith, LLCJan 19, 2024
Thank you for the 5-star review! We appreciate your kind words and are glad to have met your expectations.
Michael T.
The platform has everything you need from education to charting and managing your portfolios thank you Trade Smith
Response from TradeSmith, LLCJan 19, 2024
Thank you for the outstanding 5-star review! Your feedback encourages us to continually improve and provide top-notch experiences for our customers.
Thomas N.
Great communicator. Very freindly/customer oriented, easy to talk to. Confirmed that my issues were addressed and offered to take care of any additional concerns I might have.
Response from TradeSmith, LLCJan 19, 2024
Thank you for the wonderful 5-star review! We're thrilled to hear that Andy exceeded your expectations!
Terry
Vienna was so helpful and pleasant. She navigated me and totally corrected the problem I was having. I wish all people could be like her.
Response from TradeSmith, LLCJan 19, 2024
Thank you for the incredible 5-star review! Knowing that Vienna made a positive impact on your experience is truly rewarding and we will make sure that she receives the recognition that she deserves!