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
Showing 22 reviews with 4 stars · Clear filters
Neil S.
Some articles can be long. It might be good if you could provide an executive summery and that way we can drill down into the details later
Response from TradeSmith, LLCJul 20, 2026
Hi Neil, thanks for the great suggestion, we hear you on wanting quicker access to key takeaways before diving into the details. We'll pass this along to our editorial team as we keep improving our content.
Diane
I find all the information useful but sometimes have difficulty finding what I want.
Response from TradeSmith, LLCJul 14, 2026
Diane, thank you for the honest feedback, we're glad you're finding the information useful overall! We hear you on the navigation piece, and that's something we want to keep improving so it's easier for you to find exactly what you need.
Fred H.
I can't really say a whole lot because I just started with trade stop. W hat I have seen so far I think it will help me more then the other subscriptions I have. The only thing I have a trouble with is trying to figure out how to find the different subscriptions in the trade stops main page. There is one thing I do not like is. I spent a lot of money all ready in Trade Stops and you keep trying to to get me to buy in other subscriptions. Another thing is every time I bought into one of your subscription I get a ton of emails from other services trying to get me to buy into there service. How are people getting my information?
Response from TradeSmith, LLCJul 7, 2026
Hi Fred, thank you for the honest feedback and for giving TradeStops a try. We hear you on the navigation and on feeling like there's too much cross-promotion, that's valuable input we'll pass along to help make the experience smoother. We're glad it's off to a good start compared to your other subscriptions, and we appreciate you sticking with us as you get settled in.
Heinrich
Excellent tools
Response from TradeSmith, LLCJul 7, 2026
Hi Heinrich, thank you! We're so glad you're enjoying the tools, and we look forward to continuing to bring you value.
Quinton
I appreciate their counsel to not react to the Wall Street Two Step, but to pay attention to what the consumer is pursuing. Their heat map is the Bomb. It reflects where the consumer is buying and what companies are benefiting from that spending.
Response from TradeSmith, LLCJun 18, 2026
We're so glad our counsel and heatmap are valuable to you! We appreciate you highlighting how they help you track consumer buying trends.
Charles
New user and new trader - I have found TradeSmith to provide a huge volume of material to educate me. A ton of new terms to learn and digest. William has provided guidance in maneuvering the software tool. Could not have survived to this point without those easy to follow tutorials. He has been very patient with “newbies”. Have experienced some nice gains as well as some disappointing losses which he advises very openly.
Response from TradeSmith, LLCJun 4, 2026
Welcome to the TradeSmith community, Charles! It's great to hear the educational resources and tutorials have helped you find your footing, and we'll be sure to pass along your kind words about William. The learning curve is real, but it sounds like you're navigating it with the right mindset — here's to continued growth ahead!
James P.
I have been using Bill's service for over a year now and mainly using Seasonal Edge and Predictive Alpha my portfolio has posted a 33% return on my initial investment. Currently 70% of my stocks are in positive territory.
Response from TradeSmith, LLCJun 4, 2026
That kind of consistency over a year is really something to be proud of, James! It's great to hear that Seasonal Edge and Predictive Alpha have been such a good fit for your approach. We hope the momentum continues!
Jeffrey
seems like since I signed up for new services , my original service is not being updated daily(stuff I sold still shows up as if its still in my portfolio days later
Response from TradeSmith, LLCJun 4, 2026
Hello Jeffrey, We greatly appreciate you reaching out to us with this feedback. We will dig into what could be causing this issue and reach out to you directly.