TradeSmith is the leading wealth tech division of MarketWise.

TradeSmith began as a simple way to track portfolios using trailing stops, and has evolved into a powerful suite of risk-management and portfolio analysis tools.

Since 2005, we’ve been optimizing the powerful, proprietary algorithms behind our portfolio management software. This suite of tools features volatility-based buy and sell alerts, stock screener tools, a robust ratings system, and a groundbreaking options trading tool. TradeSmith’s tools can be used on stocks, cryptocurrencies, commodities and funds to help limit risk and maximize upside. We track over 2.5 Million securities and over $20 billion in invested capital. TradeSmith empowers individual, self-directed investors by giving them a tremendous edge in the markets.

Philosophy

TradeSmith believes that advanced market insights and user-friendly tools go hand-in-hand to create lasting wealth.

About

First and foremost, TradeSmith raises the rallying call to individual, self-directed investors. We want you to know that you have a tremendous edge in the markets. 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.

It’s the edge Warren Buffett spoke of when he said:

“Anyone who says that size does not hurt investment performance is selling. The highest rates of return I’ve ever achieved were in the 1950s. I killed the Dow. You ought to see the numbers. But I was investing peanuts then. It’s a huge structural advantage not to have a lot of money.” – Warren Buffet

Think about that. The Oracle of Omaha is telling us that being small is a huge advantage! Being small makes us nimble. We don’t have boards or other investors to answer to. We can take calculated risks with our capital that giant institutions can’t.

So, forget about all the studies that say individual investors can’t outperform the markets. That may be true for those who don’t have the tools and knowledge to make the most of that advantage. But it doesn’t have to be true of you. Not by any means.

Because TradeSmith’s entire mission is to provide you with those tools – and the knowledge you need to invest with all the confidence of Warren Buffett at the height of his Dow-killing days.

It starts with you.