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
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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.
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Yes, I was one of the suckers that sat through more than a 2-hour webinar to hear how their magnificent AI algorithm system can give the average blue-collar joe the edge needed to succeed in the stock market. Luckily, when I was ready to plunk down $2,500 in cash to become a member where each week, I could receive the 5 top stock choices by AI of more than 2,000 stocks, my wife put her foot down and declared, "SCAM".
Not one to listen very well, I decided to test the waters by investing in their free tip to buy their #1 absolute highest percentage stock winner choice of;
CALL (GLW) CORNING INC NOV 07 25 $90
Go ahead and look it up. Not only did it miss the mark, but it did the exact OPPOSITE of what their mighty algorithm predicted. I lost it all.
Now, out of curiosity, I did the math and it's not hard to see how they more than likely made millions on convincing blue-collar people like myself to invest in their AI bullcrap scheme. Even though I lost what I consider a lot of money for our family budget, I'm definitely glad we didn't lose more by joining this joke of a membership. And for now, it's back to the grind of working extra hours to make up for my mistake. Lesson here; listen to your wife.
Response from TradeSmith, LLCNov 17, 2025
Hi Chad,
Thank you for sharing your experience, and I’m truly sorry to hear about the frustration and loss you went through. No one should feel misled when trying to improve their financial future.
To clarify, our AI-driven stock insights are designed to support decision-making, not guarantee outcomes. Options, especially calls, carry significant risk, and even well-researched recommendations can move differently than expected due to market conditions, unexpected news, or broader economic shifts. That said, your experience with the GLW call is not the outcome we want for anyone.
We appreciate your feedback on the webinar and pricing. We’re always working to improve our communication and set clearer expectations so experiences like this don’t happen.
If you're open to it, we’d welcome the chance to speak with you directly and review what happened in more detail. We can be reached at (866) 385-2076 or email us at [email protected]
Regards,
TradeSmith Customer Success Team
TD
Tom D.
$2,500 down the drain.
I feel that I foolishly wasted $2,500 for the predictive alpha. I bought a small amount of the first 6 stocks and so far they have lost 17%. Now I can't even find those stock on their web site. The whole process is totally confusing and I am getting an avalanche of emails trying to sell me things. And each one requires you sit through long repetitive videos before you get any useful information. It almost seems as through their strategy is to blanket you with endless confusing options so you just give up. I originally saw a 90 day guarantee but that turns out to be totally bogus. If you want to cancel predictive alpha all you get is a credit to use on one of their other products. I am planning to call them today to cancel everything since I am Leary of them charging me again for something I accidently signed up for.
Response from TradeSmith, LLCNov 3, 2025
Hi Tom,
We’re truly sorry to hear about your experience and appreciate you sharing your feedback. When signing up, subscribers also receive complimentary access to our free e-letters and promotional emails — these can be easily turned off at any time by unsubscribing or by contacting our team directly.
As outlined in our policy, memberships include a 90-day credit guarantee toward another service rather than a refund. We’ve requested additional information through the review platform so we can help you access your account and stop unwanted emails. If you’d like, we can also have a team member reach out to personally assist you and ensure you get the most value from your subscription.
Regards,
TradeSmith Customer Success Team
GW
G W.
Unable to cancel this horrible…
Unable to cancel this horrible subscription! At first look it looks too good to be true, they lead you to believe that you have access to this AI genius that makes you think it's going to give you access to at least make logical decisions for your investments. When you go to actually use it, it is so limited it's basically worthless. Then comes the upsell! They try to get you to send more and more money until it becomes just another SCAMM. on top of that they keep hammering your debit card for $29.00. If you call customer service, you will be placed on hold indefinitely, or you will have the option to not lose your place in line and they will call you back. They don't call so don't hold your breath. sent an email to customer service to cancel haven't heard back yet.
I hope that karma catches up.
Response from TradeSmith, LLCOct 24, 2025
Hello G Wissmath,
We’re sorry to hear about your experience and appreciate you sharing your feedback. Our records show your subscription was canceled on October 20th and the $29 charge was refunded. We apologize for any frustration or delay you encountered and appreciate your patience as we work to improve our services.
Regards,
TradeSmith Customer Success
DI
Diane
Super AI
I spent 2+ hours listening to the sales pitch for Super AI (super annoying that they don't tell you in advance how long the presentation is going to be so you can plan around it but I patiently hung in there) . After that, I spent over an hour on the phone trying to get my questions answered. First half of that was waiting on hold only for someone to pick up who when they did could not answer any questions, only take orders, and transferred me to someone else.
Again, a long wait. When that person (Andrew?) finally picked up, he kept interrupting me, talking over me, rushing me, pushing for the sale and the upsale to $5000 for lifetime membership....but with little patience for listening to my questions and getting them answered-he'd just keep repeating what he'd said before like a script. . After a few minutes of that, and a few of my questions partially answered, he informed me that he had to move on to the 50 people waiting on hold, that he couldn't spend more than about 10 minutes on any call, explaining that he is in sales and this is how he makes his living...no time to make sure all my questions get answered.
WOW!! !!! Are you kidding me??
I said, you want me to spend $5000 and you don't want to take the time to answer all my questions? He gave me his direct line (which I can't find now) and told me to give him a call the following day and he would take the time IF he wasn't too busy; and if I didn't call by the end of the day he had it noted that he would for sure call me (which he did not). Well to me my time is extremely valuable too, and to be told that after spending over 3 hours trying to get the information, and then no follow through on following up is so extremely disrespectful of me and my time-not to mention how scammy this shows the operation to be, and how exploitative.
A good portion of my day was shot with this , but I am so glad now after reading the multiple bad reviews of this company. and what this experience showed me about this company, that at least I did not make this purchase. Judging from the reviews here, it looks like I dodged a bullet.
It is annoying too that this company even had my email in the first place and was sending me marketing emails. My info was apparently added or sold -without my consent- by Investor Place (who promotes and I understand owns Trade Smith) when I purchased a service with them about 6 months ago.
Thank you to all who took the time to write about your experiences-and especially about the AI system not working that well and difficulty accessing the product after purchase , poor results, as well as the horrible customer service, lack of transparency and of integrity.
How does a company like this stay in business???
TradeSmith are you learning anything from this?? Wouldn't it make more sense to change how you do business rather than having to back pedal/peddle and write replies to all the bad reviews after the fact? Why not prevent the bad reviews in the first place by having a forthright reputable company with effective products rather than a predatory scam operation ?
And who the heck is Keith Kaplan anyway and why should I trust him? There is very little to no information or transparency on his background or track record other than self reported many years experience as a trader and back tested results.
One more important thing is I think it would be a very good thing to have someone who is knowledgable other than a salesperson available to answer questions about a product so a would be customer can make an informed decision before making a very large and irrevocable purchase under time pressure. Otherwise, makes one wonder, what have you got to hide? A lot it seems.
Response from TradeSmith, LLCOct 24, 2025
Hey Diane,
We truly appreciate you taking the time to share such detailed feedback, and we’re very sorry to hear about your experience. What you’ve described is not the level of service we aim to provide, and we completely understand your frustration regarding the lengthy presentation, extended hold times, and the feeling of being rushed or unheard. Your time is valuable, and it’s clear that we fell short in this situation.
We’ve shared your comments with our team so we can review how we communicate about presentations, improve our call handling process, and ensure that every potential customer receives the respectful, informative, and transparent experience they deserve.
Please know that while TradeSmith and InvestorPlace are affiliated, you can always opt out of marketing emails at any time through the unsubscribe link in those messages.
If you’d like to discuss your experience further or share any additional details, please don’t hesitate to reach out to our Customer Support team directly at (866) 385-2076 or email us at [email protected]. We’d appreciate the opportunity to make things right and learn from your feedback.
Regards,
TradeSmith Customer Support
CU
customer
I enrolled in super A I 2DAYS AGO ON…
I enrolled in super A I 2DAYS AGO ON VIDEO. I RECEIVED NOTHING. I called several times, leaving my phone number. Nothing
Charles R Smith
770 615 5006
Response from TradeSmith, LLCOct 24, 2025
Hi Charles,
We’re sorry to hear this was your initial experience! According to our records, you spoke with a representative on October 16th who assisted you with logging in. Please don’t hesitate to reach out if you have any other questions or need additional support.
Regards,
TradeSmith Customer Support
EM
Eyad M.
Very sketchy company and the worst customer service
I paid for a subscription to the AI system today 10/15/2025 and then I tried to access the account but NON of the promised bonuses and the freebies were there and I did NOT have access to anything in the account so I called customer service who never answered and the line was disconnected by trade smith customer service and they hung up on me . Then I called the sales line and I had the rudest person on the line who kept arguing with me and cutting me off and interrupting me and speaking over me and he was NOT HELPFUL AND UNPROFESSIONAL and very rude and still did NOT get any help and non of the issues were resolved and I still have NO access to anything of the promised bonuses which were the reason that I subscribed . This to looks like I was scammed by trade smith LLC FOR 2500 dollars plus the tax so around 2700 dollars . I tried to get my money back and cancel the subscription since it’s only been a few hours since I paid but trade smith customer service person said NO refunds and they can only give a credit refund that I can use to subscribe to their other tools on their website. This is the worst scam that I have ever encountered by any company . This is a very sketchy company and once they get your money there is NO customer service or support and no professional support and I do NOT recommend this company and its services not even to my worst enemies . I will be complaining to the FTC and the better business bureau and the attorney general consumer protection agency . And also the the CFPB .
I will do my best to get my money back to my credit card and NOT a credit refund as they offered which I have NO use for because I will NEVER deal with this low class scammer company . I want my money back to my credit card and I will go through all the legal channels to get it back .
I am adding today to my review
I still tried to call customer service several time but with NO response and no one picked up . I also emailed the trade smith customer service and they called me and REFUSED to refund me my money and so now I am out of 2500 dollars and a subscription that is worth nothing not even one penny . I RECOMMEND THAT YOU STAY AWAY from trade smith LLC and save your money because the system that they are promoting is not worth anything and is NOT accurate and gives false price predictions. Unlike what they claim
Stay away and save your money because one you pay them you will never see one cent back from these scammers and fraud company
Response from TradeSmith, LLCOct 16, 2025
Hi Eyad,
Thank you for taking the time to share your feedback, and we sincerely apologize for the experience you described. This is certainly not the level of service we strive to provide. We usually pride ourselves on having a helpful and responsive customer service team equipped with many tools to assist new members in getting started, and it’s disappointing to hear we fell short in your case.
We’ve located your account and will be having a dedicated member of our team reach out to you as soon as possible to personally assist you in resolving these issues and getting full access to your subscription, including all promised bonuses and features. Your concerns are important to us, and we want to make this right.
Thank you for your patience as we work quickly to address this situation.
Regards,
TradeSmith Customer Success Team
SH
Shuvo
Unprofessionally high hidden charge will make you a feel of fraudulence
During taking their Seasonality subscription, the payment it showed was $199. However the transaction amount which was requested was $236.81. They payment page was very unclear with no clear breakdown of the amount which definitely proves that its an unprofessional company.
Fortunately my card declined the transaction considering it as a suspicious activity. Thanks to my card provider company who already flagged Trademith.com.
Please BE AWARE guys!!
Response from TradeSmith, LLCAug 18, 2025
Hi Shuvo,
Thank you for taking the time to share your feedback with us. We sincerely apologize for the confusion and frustration you experienced during the checkout process.
The difference you saw between the $199 subscription price and the $236.81 charge was due to sales tax being added at checkout. Tax amounts vary depending on the state you are purchasing from, which is why the final amount can differ from the base subscription price. We’re sorry if this was not made clearer on the payment page and understand how this may have felt unexpected.
We’d be glad to assist you directly with replacing your order and ensuring everything is handled smoothly. Please don’t hesitate to reach out to us at (866) 385-2076 or by email at [email protected], and our team will be happy to help.
Regards,
TradeSmith Customer Success Team
RO
Rose
Ask yourself WHY doesn't TradeSmith refund your CASH💰!?
The fact that TradeSmith doesn't refund your money 100% in the original payment it's a HUGE RED FLAG, BE ALERT, they only 'refund' in a form of credit that can be applied towards their other products/services, well what happens if I'm not satisfied at all with any of their products and I just want my money back? Nope, you won't get your hard earned cash back, which doesn't show transparency and good business practices at all.
Why if they are SO confident in what they offer not let people have a trial window of their wonder-miracle trading tools? That way if people were honestly satisfied and could make good money using it, not only will they be able to afford the hefty cost but could also recommend it to other potential buyers, which in return would bring great gains for TradeSmith.
But human greed is like an endless staircase, each step promising you more and more, yet leading you nowhere. No thanks!
Response from TradeSmith, LLCJul 30, 2025
Hi Rose,
Thank you for reaching out and sharing your feedback — we truly appreciate the opportunity to address your concerns directly.
First and foremost, we're genuinely sorry to hear about your experience and that you felt the need to request a refund in the first place. That’s never the outcome we want for any of our customers.
We want to clarify that our refund policy is outlined transparently in our Terms and Conditions, which are presented prior to purchase. Depending on the specific service or product, we may offer either a cash refund or a credit refund that can be applied toward other products in our suite. This structure helps us offer a wide range of tools and services at competitive pricing while maintaining flexibility for various customer needs.
That said, we understand that no one policy fits everyone. If you’d prefer to speak with us directly, you’re welcome to call our support team at (866) 385-2076 or email us at [email protected] — we’re here to help and listen.
Again, we’re sorry for any frustration and appreciate your honest feedback. It helps us grow and improve.
Regards,
TradeSmith Customer Success Team