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.
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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
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.
RA
Robert A.
Lousy, expensive, Tradesmith!!!!
I have been with Tradesmith for a year now. I had 2 of their premium subscriptions and didn't even come close to making my money back on them, let alone make enough money to go another year. Money Movers is one of the most pathetic con games I've ever had the misfortune to be part of. Nothing but room for improvement here. Save your money,your time, and all the headachs!!!!!!!!
Response from TradeSmith, LLCFeb 26, 2024
Dear Robert,
I'm genuinely sorry to hear about your disappointing experience with our premium subscriptions, including Money Movers. It's concerning to learn that our services did not meet your expectations, and I appreciate you taking the time to provide this feedback.
We're committed to continuously improving and delivering value to our subscribers. I would like the opportunity to review your account to better understand your experience and explore ways we can make improvements. Could you please provide your contact information, or reach out to me directly at [email protected], so we can discuss this further?
Your satisfaction is important to us, and we're eager to address your concerns to hopefully turn your experience around.
Best regards,
Carla
SP
Saidas P.
Very poor support
It has been more than Two years and the support team has not resolved my issue with synchronizing my portfolios with my trading accounts
Response from TradeSmith, LLCFeb 26, 2024
Dear Saidas,
Thank you for bringing this to our attention. I'm sorry to hear about the ongoing issue with synchronizing your portfolios with your trading accounts. I will reach out directly to gather more information on this matter and explore how we can better understand the synchronization issue you're experiencing. Our goal is to find a solution that resolves this as efficiently as possible. I appreciate your patience and will update you with any progress.
CF
Cathy F.
Waste of time and I threw $49 away
Bought into this and all I got was tons of emails from so many different investors it made my head turn. I didn't know which one I bought into.
Wrote to them to ask to receive the report I bought for $49 mailed to me, but they didn't even answer. They won't mail out one report for $49. Are you kidding me? Every day I get emails from at least 10 different sites because they sold off my information. Don't fall for it because it'll drive you crazy just trying to keep your inbox clean.
I even told them that I would pay for the postage but that I didn't have a printer to print out report.
Honestly for someone that doesn't really understand this it's overwhelming. I asked them which emails I should be reading, no answer. Honestly if I didn't know who Eric Frye was I think he was a scammer. The people that work for him are useless and this was nothing more than garbage.
Response from TradeSmith, LLCJan 24, 2024
Thank you for sharing your experience, Cathy. I took a look at your account and it appears you purchased a subscription to a product with our friends at InvestorPlace and received complimentary access to one of TradeSmith's software products.
After reviewing this with InvestorPlace, I can confirm that a representative did reply to your email on 12/19/2023. The report you requested was made available to you in your confirmation email, however, you can also access the report when you're logged into investorplace.com. Since the products are digital, InvestorPlace would not have the ability to mail you each report as opposed to the scheduled emails. I have also asked that they update your email preferences to prevent any additional promotional emails from being sent to you. You are always in control of the emails you receive and can click on the 'unsubscribe' link at the bottom of any email to update your preferences.
GE
George
They don't honor prior commitments
Here is my review from a conversation I had with customer service on 12/14/23:
Jason Bodner may have a good service and his Big Money Index is good, but the company, like every other subscription trade tips company is far more about sales than about actually protecting the customers, and when it comes to getting help, they are completely unwilling to budge.
4 years ago I bought a lifetime subscription to Palm Beach, and it included Palm Beach Trader, which was Jason Bodner's service with Palm Beach. It was a really hefty fee for this lifetime subscription. Because it was lifetime, when Jason Bodner moved his service to Brownstone Research and renamed his service to Outlier Investor, the lifetime subscription was transferred over at the same time. Then last year, he transferred his service again to a company called TradeSmith, but this time the lifetime subscription did not transfer over.
So when I was able to get organized and try to renew my subscription to TradeSmith (because I like Jason Bodner's recommendations in general), I called their customer service number to get it transferred over. We talked on the phone for about an hour, and the customer service agent continually told me that I never had a lifetime subscription to Jason Bodner's, and that I was no longer a subscriber. At no level was the agent willing to reason. When I asked the agent to explain to me why my lifetime subscription didn't transfer, she said it was because I only had a lifetime subscription to the package deal with Palm Beach, and so when Jason Bodner moved, it did not transfer. When I explained to her how when he was with Brownstone, I never paid an annual fee, but I only paid the maintenance fee, she refused to acknowledge this.
So I asked the agent if I could speak to her supervisor, not because I wanted to go over her head, but because I wanted to speak to someone that actually had decision making authority, she talked to her supervisor but refused to transfer me over to speaking to her supervisor. At no level was the agent accommodative in any way to understanding my argument that I had paid a lifetime subscription fee and therefore should be able to avail of the lifetime subscription service that I purchased several years ago.
The idea is that the reason why the original packaged fee with Palm Beach was so expensive is because they divided up the lifetime subscription fees from each of the various services. Jason Bodner's original service at that time, called Palm Beach Trader, was never canceled. It was moved to Brownstone and renamed Outlier Investor. When that was moved to TradeSmith, it also was not canceled; it was only moved. Therefore in each case, the lifetime service should have transferred. But TradeSmith refuses to acknowledge my original lifetime subscription.
My best advice on all these services, whether it be TradeSmith, Brownstone, Palm Beach, or any of the others that offer stock tips is, avoid them all. All of them have an underlying philosophy that the most important thing is to make a sale to you the customer, and then the most important thing after that is to avoid ever having to pay anything back out or concede anything that will cost them a few extra bucks, even though they are all making millions and millions of dollars on their subscription fees, and continuously sending you spam email once you pay for their services.
The worst part about it is that I found myself having to chastise a poor customer service agent (who is just trying to do her job in order to feed her family) for working for an unethical company. I hate getting in conversations like that. I would far rather talk to people about the love of God and how you don't need to put your hope in money or material things. But because I had bought the original sales pitch many years ago, and it was part of a system that has a lack of ethics at its core, I found myself having to engage in this unpleasant conversation. I cannot tell them that what they are doing is good, because it is not. But the truth is, in the future, I would rather not get involved in these things at all.
My advice is do your own research, find a really smart money manager if you have wealth you need to manage, and don't give in to the temptations that these services constantly offer to you of making huge gains on their stock tips. The whole idea of democratizing finance is sketchy at best and always ends up serving cunning Wall Street financiers more than anything, as they are able to manipulate markets to their advantage. I might also mention that if you do buy a service, anytime any one of them makes any recommendations, most of the time the price target for entry is far exceeded by the time you have a chance to enter the trade, because they have so many subscribers and they are all trying to buy on the recommendation all at the same time.
Response from TradeSmith, LLCDec 18, 2023
Thank you for taking the time to write out the details of your experience, George. I certainly apologize for any confusion caused by Jason’s transition to TradeSmith.
The subscription you are referring to with Palm Beach is a bundle subscription that includes any product that Palm Beach actively has. Once Jason’s product was no longer available through Palm Beach, you would no longer have access to it through that lifetime subscription. Essentially, there were no fees being paid to Palm Beach for a Jason Bodner product specifically.
When Jason was transitioning to Brownstone Research, the two companies worked together to try to best accommodate subscribers that wanted to stay with Jason, so they provided those customers with the new Outlier Investor product for free. When this change was made, the subscription was setup to renew annually at the full price and was therefore not a lifetime subscription.
Jason then transitioned to TradeSmith and we attempted to accommodate his subscribers again by providing a complimentary year of his new product, Quantum Edge Pro. This means there have not been any payments collected for access to Jason Bodner’s products. Brownstone Research and TradeSmith sent out a few communications of this arrangement leading up to the change as well to explain the details.
Had Jason moved to a company outside of our network, these complimentary services would most likely not have been offered.
You had mentioned you liked Jason Bodner’s recommendations in general, so it sounds like you had a good experience with his service and considered renewing.
Unfortunately, we are not able to provide an additional exception to allow you to pay only a maintenance fee to continue the service when no initial fee was paid for this product as it was complimentary. If you have any further questions regarding this, please feel free to call us at (866) 385-2076 or email us at [email protected].