Dear Reader, Thank you for registering to attend The Big Reveal on Wednesday at 10 AM ET. Before we meet up, I want to get you up to speed on WHY this milestone is such a big deal — both for us as a company and for you as a customer. To do that, let’s look back at the incredible journey of how we got here… When TradeSmith began in 2005, we were little more than a shared spreadsheet that anyone could use to track their trailing stops. And up until 2016, the entire company was focused on improving that single feature, which we called TradeStops. Then, came the Volatility Quotient, a simple number anyone could use to understand how risky a given stock is at a glance. The volatility quotient allowed us to create our simple-to-use stoplight system, which we call the “Health Status Indicator.” When stock is green, it’s a great time to buy. If it’s red, it means it’s a great time to sell. In 2017, we built a Crypto solution that gave users the ability to build risk-balanced crypto portfolios. And we also created a way to see the health of all the cryptocurrencies we cover. Then in 2018, I was getting really worried about the bull market. It felt very shaky and I wanted to know if I should go to cash. But I quickly realized there was nowhere to find the true underlying health of the markets. There was no data-driven way to know whether they were turning beneath the surface. So, we built Ideas and Crypto Ideas by TradeSmith, two products that pull together all our algorithms and dissect major indexes, sectors, and commodities to paint an easy-to-read picture of where money is being made and where it’s being lost. From there, we added a feature that lets users choose the healthiest markets and sectors — and then drill down into each one for the best stock or crypto ideas, ranked in order. We built seven different algorithms to accomplish just that! Next, we decided it was time to build a tool that would show you potential upcoming turning points. In 2019, our Trade Cycles product became our first-ever predictive tool that could show you where potential peaks and valleys would happen over the next six months in any stock or fund. That meant you could suddenly time your entry into a stock when it was in a dip, so you could avoid paying too much only to watch it drop right after you bought it. And you’d also know when a stock was likely to peak in case you were looking to short or sell it. Then in June of 2021, TradeSmith took a quantum leap forward with the release of Options360. I hear from TradeSmith customers all the time who say they’re living their best lives thanks to the money they make using Options360. This tool is an absolute revelation in short-term and income-based trading. Because no matter what happens to the market on any given week, Options360 can show you how to successfully enter and exit short-term options trades for maximum profit potential and the highest chance of success. Again, it was born out of my personal frustration that nothing like it existed anywhere for the retail public. I knew when TradeSmith released Options360 it would become a sensation. But I simply never imagined how much our members would love it and benefit financially from it, week after week. Then in 2023, another quantum leap... As we released An-E to the world, through our first machine learning-powered service, Predictive Alpha. An-E was only possible because of the years of research that came before, the millions of dollars we spent on infrastructure, and over 50,000-man hours our team put in to building out our platform. In fact, when we launched the next iteration of An-E, called Predictive Alpha Options, we tested it with our Platinum Partners first, achieving a stunning 100% accuracy rate. Absolutely unreal results! And just this January 2025, we outdid ourselves again with the launch of a new feature called Seasonality, which we rightfully called “the biggest breakthrough in our firm’s history.” See, certain dates of the year — “Green Days” — hold unusual weight for particular stocks. And after running more than 2.2 quadrillion data loops on 5,000 different stocks… dating back to 1991…we found a way to flag the days when those big jumps on 5,000 stocks were most likely to occur, with 83% backtested accuracy. Giving anyone what we call a “seasonal edge” in the markets. Even though this feature is still very new, we’ve gotten so much great feedback on the wins our customers are seeing week in and week out. Look, I’ll be honest, being an early mover in experimental technologies is not for the faint of heart. But over the past 20 years, we’ve never shied away from it. And we’ve always committed to optimizing our products day after day, week after week, and year after year. We never stop until we get it right. And we’re committed to doing it better than any of our competitors. Whenever you’ve asked for something, we’ve responded by putting the time, money, and effort into building it. That’s how we’ve managed to grow consistently for 20 years... keep loyal customers for the long-term... and become trusted by more than 100,000 folks just like you to help track a combined $30 billion of their hard-earned savings. And because you’ve been so instrumental in shaping the direction of TradeSmith over these past few years, we’ve put together a very special event for you on Wednesday, March 26. Make sure it’s on your calendar for 10am ET and that you’ve freed up the time. Also, if you haven’t yet, be sure to upgrade to VIP. When you do, I’ll text you to let you know when we’re starting, so that you don’t miss a minute. I’ve also got a newly released free gift called “My Top Three TradeSmith Stock Screeners, Ranked” waiting for you when you upgrade to VIP. It’s not available anywhere else, so grab it while you can. Thanks for taking a walk down memory lane with me today… can’t wait to share what’s ahead when I see you on Wednesday at The Big Reveal. Sincerely, 
Keith Kaplan
CEO, TradeSmith
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