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What is TradeSmith?

TradeSmith is an innovative financial technology and investment analytics platform designed to enable self-directed investors to make well-informed choices and manage risks effectively in their portfolios by converting macroeconomic trends and algorithmic data into actionable signals and tools. Originally developed to assist users in tracking their portfolios using trailing stops, it has evolved into a comprehensive suite of risk management and portfolio assessment resources that analyze market data across millions of securities to identify the best entry and exit points, evaluate volatility, determine trend directions, and recognize health indicators, thus helping users reduce emotional decision-making and uphold discipline. The platform offers a wide range of integrated products, including specialized options for stocks, cryptocurrencies, commodities, and funds, which combine technical indicators like the proprietary Volatility Quotient (VQ) with functionalities such as charting, alerts, watch lists, and performance tracking. This holistic approach provides users with strategic insights that facilitate their buy, hold, or sell decisions while also deepening their understanding of market dynamics. In essence, TradeSmith enhances investment strategies and fosters a more analytical mindset among investors, ultimately leading to improved financial outcomes. By prioritizing data-driven insights, it empowers users to navigate the complexities of the financial markets with confidence and clarity.

What is Stratiphy?

Receive tailored investment signals that cater to your unique requirements. Leverage our specialized toolkit to create and refine investment strategies that enable full automation of your backtesting and portfolio rebalancing efforts. Produce detailed reports on performance metrics for the assets you choose. Set up notifications linked to market fluctuations affecting your portfolio. We also provide insights regarding carbon emissions at the portfolio level. With our service, you can access performance ratings for each listed asset in the collateral pool, enhancing the customization of the lending experience and increasing trust in collateral quality. Our platform incorporates in-app analytics and investment strategies, including performance evaluations and historical backtesting, which help you generate actionable investment signals. Stay ahead of the competition with customized analytics tailored for each client. Adjust alerts and signals while building portfolios that meet your specific needs. Furthermore, highlight the ESG and carbon emissions performance at both the individual asset and portfolio levels to ensure a thorough understanding of the impact your investments have. This comprehensive approach not only empowers you to make well-informed decisions but also emphasizes the significance of sustainability in your investment strategy, fostering a balanced perspective on returns and responsibility.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Free
Free Version

Pricing Information

Free
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

TradeSmith

Date Founded

2013

Company Location

United States

Company Website

tradesmith.com

Company Facts

Organization Name

Stratiphy

Company Location

United Kingdom

Company Website

www.stratiphy.io/business

Categories and Features

Stock Analysis

Not specified

Categories and Features

Investment Management

Not specified

Portfolio Analysis

Not specified

Stock Analysis

Not specified

Stock Signals

Not specified

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