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.

TradeStops®, our flagship product, allows you to manage your portfolio with hedge fund-level insights specifically designed for the individual investor.  

Ideas by TradeSmith brings our most successful and proven investment strategies directly to your fingertips. 

Crypto by TradeSmith puts our crypto algorithms to work for you. These algorithms and research tools help you navigate the volatile world of cryptoasset investing – for greater profits with less risk. 

Publisher Services are offered to financial newsletter publishers for content-enhancement including portfolio tracking, custom charts, and widgets.

TradeSmith, LLC

Keith K.

Suzanne S. Lee

John Banks, CISSP

Luis Hernandez

Justice Litle

Heidi S.

The Leadership Team at TradeSmith, LLC is responsible for setting the strategic direction and vision of the company, ensuring that its innovative tools meet the needs of individual investors. This team comprises key executives who oversee research, technology development, operations, and business growth initiatives, collaborating to enhance the suite of products like TradeStops® and Crypto by TradeSmith. Their collective expertise drives the mission to empower self-directed investors with sophisticated portfolio management and risk analysis solutions.

Leadership Team

Sales and Account Management

Research and Development

Leadership Team

About

Team members

Other teams at TradeSmith, LLC

Sales and Account Management

Research and Development