New user and new trader - I have found TradeSmith to provide a huge volume of material to educate me. A ton of new terms to learn and digest. William has provided guidance in maneuvering the softwa... See more
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Review summary
Created with AI, based on recent reviews
What people talk about most
Reviews shaping this summary
TradeCycles is an excellent guide for buying stocks. I check their cycles data before buying any stock. It has not only help me make a lot of money, it has prevented me from bad or haphazard choices t... See more
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I feel that my investment in TradeSmith products will pay off--just don't know yet how much as I'm a fairly new subscriber. I do tire of a new product offering every week or two. I believe that a fo... See more
Company replied
I've had good investment results, with interesting new tools. The reason I don't give five stars is because TradeSmith, like EVERY OTHER investment advising service I've tried, is continually upsellin... See more
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Company details
Written by the company
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.
Contact info
P.O. Box 340087, 33694, Tampa, United States
- 866-385-2076
- support@tradesmith.com
- tradesmith.com
3.7
Average
229 reviews
No history of asking for reviews
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HAUNTING (HUNTING) THE ELDERLY DAILY…
HAUNTING (HUNTING) THE ELDERLY DAILY WHEN WE HAVE UNSUBSCRIBED FROM THESE (DOZENS OF TIMES FOR DOZENS OF INVESTMENT SCAMS BY YOU) WE DO NOT WANT THEM OR YOU AND WE NEVER WILL. PURE EVIL THAT DOES NOT COMPLY CRIMINAL ABUSIVE OF THE ELDERLY & ILLEGAL SINCE WE HAVE UNSUBSCRIBED REPEATEDLY FROM THE CRIMINAL SCAMMERS WHO NEVER LISTEN? RIGHT ?THAT IS ABUSE!
SELLING SCAMS TO SENIORS TO STEAL WHAT LITTLE MONEY THEY HAVE LEFT BY GETTING THEIR CRIMINAL DIRTY HANDS ON SENIORS MONEY NO WAY FILTHY SCUM
NEVER EMAIL US AGAIN DIRTY MONSTERS FROM HELL DO YOU UNDERSTAND ENGLISH?
WHO CAN WE REPORT YOU EVIL CRIMINAL SCAMMERS TO? FCC? OTHER FINANCIAL AGENCIES THAT GOVERN FINANCIAL ABUSIVE SCUM LIKE YOU? OTHER FINANCIAL GROUPS THAT ARE NOT HUNTING US? YOU REALLY NEED A SLAP DOWN & TO BE PUT IN YOUR PLACE FOR EVIL INTERNET ABUSE OF THE ELDERLY
I GUESS WE REPORT SCUM LIKE YOU TO FCC OR OTHERS I WILL START SENDING ALL FUTURE RESPONSES DEMANDING YOU STOP ILLEGAL PRACTICES –TO YOU USING “REPLY TO ALL” EVERYONE GETS TOO READ ABOUT YOUR ELDER ABUSE! ALL YOUR COSTUMES EVERYONE ON THE LIST ~!
THE LAST REQUEST BEFORE WE GAT TOUGHER TO FLUSH EVIL SLIME ABUSING THE E NEVER EVER EMAIL US AGAIN YOU CRIMINAL ELDERLY YOU SWINE =WOKE EVIL
4 April 2024
Unprompted review
Reply from TradeSmith, LLC
Dear Elaine,
We sincerely apologize for any distress caused by our communications. Your feedback is crucial, and we take your concerns seriously. To ensure we unsubscribe Elaine from our services as requested, could you please email or call us with the account specifics? This will help us address your request promptly.
Thank you for bringing this matter to our attention. We look forward to resolving this issue for you.
Best regards,
Customer Support Team
I rarely use this
I rarely use this. its very expensive. Even with the trainings you forget what the tools do and how to best utilize them. I really wish they had step by step trainings with real examples of how to really use the product. They basically tell you where things are and what its supposed to do but no real world application showing it worked, or how to best use. I have tried Co-Pilot, ratings, constant cash flow, and options 360. Paid for all of these different services and I have not made my money back from using any of them. That is the real world scenario I have experienced.
27 March 2024
Unprompted review
Reply from TradeSmith, LLC
Dear Troy,
Thank you for sharing your feedback with us. We value your input and strive to continually improve our services to better meet your needs.
We understand your concerns about the cost of our services and the need for more comprehensive training and real-world application examples. We apologize for any inconvenience or frustration this may have caused.
To address your feedback, we would like to highlight some resources that can enhance your experience:
1. Dedicated 30-Minute Concierge Appointment: You can schedule a one-on-one session with our concierge team, who can provide personalized guidance and support tailored to your specific needs and questions.
2. Educational Resources on Our Website: Our website offers a range of educational materials, including step-by-step guides, video tutorials, and real-world application examples. These resources are designed to help you better understand our tools and how to maximize their effectiveness in your business operations.
If you have any specific questions or require further assistance, please don't hesitate to reach out to our support team.
Thank you again for your feedback. We look forward to assisting you further and helping you achieve your goals with our tools.
Best regards,
Customer Support
TradeSmith is clownshow rife with…
TradeSmith is clownshow rife with deceptive trading practices. There 90 "satisfaction guaranteed refund" is a fraud. The way their "game" works is: 1) They offer their promotions as big discounts (usually $1,500) 2) when you go to cancel (and want switch to a different program) they offer to do so at the "retail" mark up (which no one EVER pays) - thus making your refund worthless.
7 March 2024
Unprompted review
Reply from TradeSmith, LLC
Dear Dave,
Thank you for bringing your concerns to our attention. We take feedback seriously and are committed to addressing any issues our customers may encounter.
We apologize if you have experienced dissatisfaction with our services. We strive to maintain transparency and integrity in all our practices, including our refund policy. We assure you that it is not our intention to deceive or mislead our customers.
We would appreciate the opportunity to investigate your specific case further and address any concerns you may have regarding your refund. Please reach out to our customer support team with more details so that we can resolve this matter promptly.
Your feedback is valuable to us as we continuously work to improve our services and ensure the satisfaction of our customers. We are committed to providing a positive experience for all our users.
Thank you for your understanding, and we look forward to resolving this issue to your satisfaction.
Best regards,
Customer Support Team
Wonderful onboarding experience today! Thank you Devin & Avy!
Today Devin helped me to register for my first service with TradeSmith. He was very friendly, knowledgeable and patient to answer my questions. He made the whole onboarding process very easy and comfortable.
A little while later I called back with a question and spoke with Avy. She was also terrific! She was very thorough, patient, friendly and knowledgeable about the site and other services TradeSmith offers.
I am super happy with the level of support TradeSmith offers and am looking forward to working with them when needed in order to develop my trading experience.
I'd also like to mention that I very much appreciate Keith Kaplan's sincere, direct and friendly approach as he explains the company and services he leads. His example filters through his company workers. I am happy to endorse TradeSmith to others.
Sincerely,
~Angelena
28 February 2024
Unprompted review
Reply from TradeSmith, LLC
Dear Angelena,
Thank you so much for taking the time to share your wonderful experience with Devin, Avy, and what hearing from Keith Kaplan means to you. It's incredibly rewarding to hear about your positive onboarding process and the supportive interactions you've had with our team members at TradeSmith.
Our mission is to ensure that every customer feels well-informed, comfortable, and supported throughout their journey with us, and it sounds like Devin and Avy perfectly embodied these values.
We're looking forward to assisting you as you develop your trading experience and are here to support you whenever you need it. Your endorsement of TradeSmith means the world to us, and we're excited to have you as part of our community.
Should you have any further questions or need assistance, please don't hesitate to reach out. Welcome to TradeSmith, and here's to your success in trading!
Warmest regards,
The TradeSmith Team
Buyer beware Watch out for those Trial offers.
I originally subscribed thru Stansberry Research in 2018. I didn't care for it and let the trial expire in 2019. I did pay for the trial. I don't recommend it. Never used it after that point in time. They are aware that it was not used after that point in time. They had me on auto renewal on an email I didn't use for 6 years and I didn't authorize Auto renewal. And they refunded 1 out 5 years.
7 July 2023
Unprompted review
Reply from TradeSmith, LLC
Thank you for reaching out to share your concerns. I want to clarify that TradeSmith and Stansberry Research are separate entities, operating independently of each other. While I understand your frustration with the experience you've described, involving subscription and auto-renewal issues with a service initiated through Stansberry Research, unfortunately, we at TradeSmith do not have direct influence over their policies or account management practices.
However, we are committed to providing excellent customer service and support. If there's anything within our capacity at TradeSmith that you need assistance with, please feel free to let us know. For the issues related to Stansberry Research, I would recommend reaching out directly to their customer support team, as they would be best positioned to address your concerns regarding the auto-renewal and refund situation.
We appreciate your understanding and are here to help with any questions or services related to TradeSmith.
Best regards.
Excellent service and hopefully a few means to make more income, to make getting old easier.
I'm 71 and mentally and physically failing. I normally try not to engage in conversation until after noon but Jason's deal was important and the previous night, three of my credit cards were declined. I called and Collin somehow understood what I was trying to convey to him. He was professional, thorough, polite, and most importantly he had a sense of humor. When I become nervous, I speak in tongues and Southern tongues to make understanding me, quite difficult. He did so, and never once did I feel he was talking down to me. I owned a business, so I know a little about people. My clients were the richest of the rich in my city and I good see Collin dealing with them and their peculiarities with no problems. I think it's a gift to deal with all socio-economic classes and make all feel as if that person is, will be the most important person he will speak to all day. I'm not easy to deal with, but Collin made Tradesmith the most professional finance publishing business I've dealt with. Don't waste his talents. J. Michael Cranford
21 February 2024
Unprompted review
Reply from TradeSmith, LLC
Dear Mr. Cranford,
Thank you for taking the time to share your experience with Collin and the excellent service you received. We're delighted to hear about the positive impact he had, especially in understanding and addressing your concerns with professionalism, thoroughness, and a much-appreciated sense of humor. Recognizing the unique challenges and needs of each customer is a skill we value highly, and it's heartening to know that Collin exemplified this so well.
Your insights and background bring valuable perspective, and we're grateful for your acknowledgment of Collin's ability to connect across different walks of life. Rest assured, we recognize the talents of our team members and are committed to nurturing and utilizing their skills to enhance our service continually.
Thank you again for your kind words and for choosing Tradesmith. We look forward to serving you with the same level of professionalism and care in the future.
Best regards
Andy and Landon are true hero's in my…
Andy and Landon are true hero's in my life! They are the heart of compassion and trustworthiness!
You won't find anyone, anywhere that can beat their form of goodness in this world. God is truly blessing them and all who choose to deal with them!
21 February 2024
Unprompted review
Reply from TradeSmith, LLC
Thank you so much for sharing your heartfelt appreciation for Andy and Landon. We are truly honored to have them on our team, and it's inspiring to hear about the positive impact they've had on your life. Their dedication to compassion and trustworthiness reflects the core values we hold dear.
It's feedback like yours that motivates our entire team to strive for excellence and to make a meaningful difference in the lives of those we serve.
Thank you again for your kind words. We're thrilled to have the opportunity to work with you and look forward to continuing to earn your trust.
Lousy, expensive, Tradesmith!!!!
I have been with Tradesmith for a year now. I had 2 of their premium subscriptions and didn't even come close to making my money back on them, let alone make enough money to go another year. Money Movers is one of the most pathetic con games I've ever had the misfortune to be part of. Nothing but room for improvement here. Save your money,your time, and all the headachs!!!!!!!!
17 February 2024
Unprompted review
Reply from TradeSmith, LLC
Dear Robert,
I'm genuinely sorry to hear about your disappointing experience with our premium subscriptions, including Money Movers. It's concerning to learn that our services did not meet your expectations, and I appreciate you taking the time to provide this feedback.
We're committed to continuously improving and delivering value to our subscribers. I would like the opportunity to review your account to better understand your experience and explore ways we can make improvements. Could you please provide your contact information, or reach out to me directly at support@tradesmith.com, so we can discuss this further?
Your satisfaction is important to us, and we're eager to address your concerns to hopefully turn your experience around.
Best regards,
Carla
Support by Avy
The support person, Avy, was extremely knowledgeable, and patient, and determined to get me what I was looking for. It wasn't enough that we got to the individual publication but she was determined to help me get that one particular screen that I saw during the presentation that I watched. She tried different approaches and was, humble enough to say that she was going to ask her colleagues, when we were not getting what I was looking for. Finally took about 15 minutes but she delivered. I have previous experiences where the support person suggests: "just go back to where we were and 'play around' to see if you might run into what you had seen and want to access."
Avy needs to be acknowledged for how she performed; and commended for not giving up (as I have experienced with other support persons but NOT with Tradesmith).
16 February 2024
Unprompted review
Reply from TradeSmith, LLC
Dear Hector,
Thank you for taking the time to share your positive experience with our support team member, Avy. We are thrilled to hear about the exceptional service you received. Avy's dedication, patience, and collaborative spirit truly represent the values we strive for at Tradesmith. Recognizing the importance of not just meeting but exceeding customer expectations, Avy's efforts to ensure you found exactly what you were looking for are indeed commendable.
We will ensure that Avy receives the acknowledgment she deserves for her outstanding performance and commitment to problem-solving. It's feedback like yours that inspires our team to continue delivering the highest level of service to our customers.
Thank you again for your kind words. Should you need any further assistance or have more feedback, please do not hesitate to reach out.
Best regards
Very poor support
It has been more than Two years and the support team has not resolved my issue with synchronizing my portfolios with my trading accounts
14 February 2023
Unprompted review
Reply from TradeSmith, LLC
Dear Saidas,
Thank you for bringing this to our attention. I'm sorry to hear about the ongoing issue with synchronizing your portfolios with your trading accounts. I will reach out directly to gather more information on this matter and explore how we can better understand the synchronization issue you're experiencing. Our goal is to find a solution that resolves this as efficiently as possible. I appreciate your patience and will update you with any progress.
Me thinks these reviews are fraudulent
Me thinks these reviews are fraudulent. Either all 5 Star Raving Reviews which is NOT NORMAL or 1 Star Reviews. Incidentally, how are almost ALL THE REVIEWS DONE IN JANUARY, again not believable.
Shame shame. How can people make an informed decision when you create fake reviews?
3 February 2024
Unprompted review
Reply from TradeSmith, LLC
We appreciate you taking the time to share your concerns, and we take feedback seriously. I assure you that we do not engage in any fraudulent practices, and the reviews we receive are genuine expressions of our customers' experiences.
The distribution of reviews, whether positive or negative, can vary based on several factors, and we understand your skepticism. It's not uncommon for customers to share their feedback, particularly after the holiday season, which could explain the concentration of reviews in January.
We are committed to transparency and credibility. If you have specific concerns about a particular review or would like further information, please feel free to reach out directly. Your trust is important to us, and we want to ensure that you can make informed decisions based on genuine experiences.
Thank you for bringing this to our attention, and we look forward to addressing any additional questions you may have.
A Perfectly executed sales experience!
My sales transaction with Andy went perfectly.
She quickly and totally understood what needed to be done and made everything work.
Thank You Andy!
2 February 2024
Unprompted review
Reply from TradeSmith, LLC
Thank you for your generous feedback! I'm thrilled to hear that your sales transaction with Andy was a success. We appreciate your recognition of Andy's quick comprehension and proactive approach in ensuring everything ran smoothly.
Great customer service
Great customer service. Always a pleasure working with them.
15 January 2024
Unprompted review
Reply from TradeSmith, LLC
Thank you for your kind words! We're delighted to hear you had a positive experience with our customer service team. It's always a pleasure working with you as well. If you have any more needs or questions, feel free to reach out. We appreciate your feedback!
Professional and thorough Customer support
Ed was very professional and thorough. Thanks.
29 January 2024
Unprompted review
Reply from TradeSmith, LLC
Your 5-star review made our day! We're grateful for your feedback and thrilled that you had a positive experience.
A boost for Edge
Edge spent the time with me to answer all my questions and waited for me to execute. I appreciated his attentiveness.
26 January 2024
Unprompted review
Reply from TradeSmith, LLC
Thank you so much for your wonderful review! I will be sure to share your feedback with Edge and his team.
Polite. Quick. Efficient and Effective.
My request for assistance was met almost immediately as I was speaking with Vienna.
26 January 2024
Unprompted review
Reply from TradeSmith, LLC
Thank you for the 5-star rating! We're proud to have Vienna on our team providing excellent service.
I was able to reach TS support without delay
I was able to reach TS support without a long delay on the phone. Vienna was very helpful with my questions and walked me through the setup of my brokerage account. She sent me information on the Concierge appt email, so I can learn more about the usage of your website.
25 January 2024
Unprompted review
Reply from TradeSmith, LLC
Your 5-star review made our day! We're so pleased to learn that Vienna provided you with top-notch service.
Eric was great
Eric was great! He was able to answer each of my questions and provide explanations as to how and why. Eric also went further to make certain I understood even more than I knew to ask. I, being quite new at options trading, and even less knowledgeable about spreads, was allowed time to understand everything we discussed. I hope to have the opportunity to visit with Eric again, when needed. Thanks to all at TradeSmith. Ken
24 January 2024
Unprompted review
Reply from TradeSmith, LLC
Thank you for the 5-star rating! We're proud to have Eric on our team providing excellent service.
Vienna understood my having…
Vienna understood my having misunderstood the cross promotion offered by Freeport Society.
24 January 2024
Unprompted review
Reply from TradeSmith, LLC
Thank you so much for your wonderful review! I will be sure to share your feedback with Vienna and her team.
Waste of time and I threw $49 away
Bought into this and all I got was tons of emails from so many different investors it made my head turn. I didn't know which one I bought into.
Wrote to them to ask to receive the report I bought for $49 mailed to me, but they didn't even answer. They won't mail out one report for $49. Are you kidding me? Every day I get emails from at least 10 different sites because they sold off my information. Don't fall for it because it'll drive you crazy just trying to keep your inbox clean.
I even told them that I would pay for the postage but that I didn't have a printer to print out report.
Honestly for someone that doesn't really understand this it's overwhelming. I asked them which emails I should be reading, no answer. Honestly if I didn't know who Eric Frye was I think he was a scammer. The people that work for him are useless and this was nothing more than garbage.
27 December 2023
Unprompted review
Reply from TradeSmith, LLC
Thank you for sharing your experience, Cathy. I took a look at your account and it appears you purchased a subscription to a product with our friends at InvestorPlace and received complimentary access to one of TradeSmith's software products.
After reviewing this with InvestorPlace, I can confirm that a representative did reply to your email on 12/19/2023. The report you requested was made available to you in your confirmation email, however, you can also access the report when you're logged into investorplace.com. Since the products are digital, InvestorPlace would not have the ability to mail you each report as opposed to the scheduled emails. I have also asked that they update your email preferences to prevent any additional promotional emails from being sent to you. You are always in control of the emails you receive and can click on the 'unsubscribe' link at the bottom of any email to update your preferences.
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