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 Research and Development team at TradeSmith, LLC is responsible for creating innovative investment tools and algorithms that empower individual investors to manage their portfolios effectively. Led by seasoned experts in quantitative research and market analysis, the team conducts rigorous analysis and develops strategies to enhance TradeSmith's products, such as TradeStops® and Ideas by TradeSmith, ensuring they deliver actionable insights and improve risk management for users. Additionally, they explore new technologies and investment trends, particularly in the crypto space, to keep TradeSmith at the forefront of financial technology.

Research and Development

Leadership Team

Sales and Account Management

Research and Development

About

Team members

Other teams at TradeSmith, LLC

Leadership Team

Sales and Account Management