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 Sales and Account Management team at TradeSmith, LLC is dedicated to driving growth and client satisfaction by building strong relationships with individual investors and financial newsletter publishers. They focus on understanding client needs and providing tailored solutions using TradeSmith's suite of innovative investment tools. This team also emphasizes member education, ensuring users get the most out of products like TradeStops® and Crypto by TradeSmith, while expanding the company's influence in the marketplace through strategic business development initiatives.

Sales and Account Management

Leadership Team

Research and Development

Sales and Account Management

About

Team members

Other teams at TradeSmith, LLC

Leadership Team

Research and Development