TradeSmith’s Exponential Growth – And Your Place in It  | BY KEITH KAPLAN
CEO, TRADESMITH |
Over the course of our 20-year history, TradeSmith has become massive. We’re proud to host no less than three dozen different software features, tools, and indicators built into our TradeSmith Finance platform. That’s not even counting the many different investment advisories from Jason Bodner, Mike Burnick, William McCanless, Lucas Downey, Wade Hansen, and John Jagerson… Not to mention now also Jeff Clark, Andy Swan, and Landon Swan, who are part of the biggest expansion to TradeSmith ever. If you’ve been with us for a long time, you know it wasn’t always that way… In fact, when I came on board eight years ago, TradeSmith had just ONE piece of software: TradeStops. Now, don’t get me wrong, I LOVE TradeStops. It answers some of the biggest questions on investors’ minds – when to sell a winner, when to cut a loser, and how much to put into a position. TradeStops, on its own, helps us get out of our own way. Because it’s not always the stock you buy… but how and when you buy. That’s critical to master. In many ways, it’s still our most important piece of software. The Volatility Quotient at the core of it also plays a role in lots of our other software tools. But when I joined TradeSmith and took a close look at the power of TradeStops, I immediately saw that we could easily become so much more. I thought that TradeSmith could, and should, become a hub for a vast array of financial analysis and trade management tools that anyone could use to craft a portfolio on the level of an expert. And since then, it’s become just that. Just take a look at this timeline of software and advisories we’ve launched in the last few years: 
There’s no better way of showing TradeSmith’s exponential growth as a company and an analysis platform. From humble beginnings, as a place where you can manage and monitor your portfolio … We’ve now grown into the best place to: - Learn about and trade the fast-evolving cryptocurrency space.
- Craft the ultimate options strategy – whether it’s for income or speculation – with Options360.
- Find short-term opportunities in any kind of market with our incredible seasonality and cyclical patterns tools.
- Uncover hidden-gem stocks that fit your exact criteria using the Screener software.
- And TradeSmith has become a leader of AI algorithms with the launch of Predictive Alpha and its power to forecast any stock move over the next 21 trading days.
Both Predictive Alpha AND Options360 are getting massive upgrades in 2025 as part of our 20th anniversary event. But already over the last few years, we realized how well these various features and tools work together, forming the ultimate trading platform for dedicated investors. And that’s when a huge light bulb popped above our heads… And we came up with TradeSmith Platinum. Our Platinum membership packages everything we do at TradeSmith – all the things you see in the image above – into one ultimate bundle. And that’s just the start… You see, TradeSmith Platinum gives you access to everything we have now… and in the future. So, someone who purchased a Platinum membership when we introduced it in 2019 now has access to 24 tools and advisories with the latest acquisitions this month – not to mention all the improvements and upgrades we’ve made to each of them. For as long as someone is a Platinum member, that’ll be the case. Every new advisory, tool, update, and feature will automatically show up in their account – including something special and new that I’ll share more about at the end of this email. And each week, as a Platinum member, you’ll get a quick bulletin on any new additions to TradeSmith and insights from our analysts in a “Roundup” email on Saturday afternoons. Then every quarter I’ve started holding Platinum Master Classes where I can really dig into the data from our Market Health dashboard and the other tools I personally find indispensable, plus share our analysts’ take on current conditions… and reveal what’s new and upcoming at TradeSmith. I’m immensely proud of what we have achieved over the last few years, and especially with Platinum. And I say that with the utmost gratitude to our incredible members: TradeSmith’s growth into what it is today simply wouldn’t have been possible without you. So today, I want to just take a moment to show how much we appreciate you, by sharing and responding to some of the kind messages we’ve recently received from our Platinum members. My hope is it’ll show you the kind of value that lies in the Platinum membership. Without further ado… If TradeSmith Platinum were taken away from me, I would be like a carpenter without his saw and hammer. Thanks to Platinum, I have had too many winners to list! Jason Bodner, Mike Burnick, and Trade Cycles are my most well-loved features. The work, professionalism and teaching are first-rate. These guys know and share their expertise to help me achieve more success than I could on my own. – Edward S. “A carpenter without his saw and hammer.” I absolutely love that comparison. Thank you for writing in, Edward! Speaking of teaching and learning, have you been reading the Platinum Roundups? Each Saturday afternoon, our team includes invitations to upcoming Bootcamp webinars along with any other important happenings around TradeSmith. It includes links to each of the latest articles, big profit opportunities, and other trade recommendations shared by our analysts. All of TradeSmith is curated for you into one email. So, keep an eye out for it to land in your inbox every weekend. In Platinum, I love using all the different services to practice new ways of investing in stocks. It’s pretty incredible! I have never been bored, just the opposite. And new ideas are always brought to us. I can’t even imagine my investment journey without my Platinum membership! The best I’ve found. I’ve had so much fun with Jason Bodner’s Quantum Edge Pro and Investment Report (the SMCI recommendation in particular). As a result of being a Platinum member, I’ve been able to give gifts to two of our grown sons for help with their new home down payments. I would encourage anyone to just join now! Platinum is well worth the money you invest. No regrets. – Barbara B. This is my favorite kind of message to read, Barbara. Our hope is that all of our members, not just Platinum members, are able to use our tools effectively so they can quickly make back in profits what they spent on their subscription. Clearly your investment paid off! Keith, I subscribed as a Platinum member to TradeSmith many years ago when it was basically a charting tool that provided smart entry and exit points… I must say, the result is amazing. I am very fortunate to have subscribed to this service. A big advantage is the ability to see all of my portfolios at various brokerages in one view, monitor market performance, and see all of my positions in one place. I could not sort out the best way to build a portfolio that I liked with quant and filters until now. After I watched the latest Platinum update, I created a list of 25 stocks from my newsletter services using seasonality as an input that I really like. In fact, I set up a basket in Fidelity today and bought the basket on a big down day (3/26/2025) at the open. I was very satisfied with the performance on this day, as the basket was down 0.55%, beating the Nasdaq (-2.04%) and the S&P 500 (-1.2%). Clearly, it will take a bit of time to see how it holds up in all markets. – Sonny T. Happy to hear you’re enjoying your membership, Sonny. The next big evolution is well underway, and I can’t wait to show you what we’ve been working on. And of course, as a Platinum member, you’ll get first access. Hello, Keith. I have subscribed to your Platinum service since February 2021. I really enjoyed your latest Master Class and the ongoing evolution of your service. Your commitment to helping us “outsider” retail investors achieve consistent gains, underpinned by sensible money management rules, is outstanding. It has cemented my belief that I made the correct and momentous decision to become a Platinum partner. I have experienced account blowouts in the past, borne out of emotion and impulsivity, and have had the learn some harsh financial lessons. Your service has provided me at last with the reassurance and confidence to achieve the success that I have always aspired to. I look forward to enjoying my continuing association with TradeSmith for many years to come. All the best, – Mike W. This is great to hear, Mike. Like I mentioned to Edward above, be sure to check your inbox every weekend for the TradeSmith Platinum Roundup. It should contain everything you need to know to take advantage of the newest additions, and even some tricks you might not have known you already had access to! Since joining Platinum, I have more than doubled my portfolio. It went from $85,000 to $203,000 as of this morning. I love the consistency of my results. Platinum is the best program I have ever used. – Keith W. Thank you for writing in, Keith. I’m so glad you were able to put your money to work in a way that worked well for you. There’s nothing wrong with having a chunk of cash on the sidelines, to be clear. But if you’re able to deploy other capital effectively, it can be well worth the educated risks you take when you’re using our software. And to close, consistency is priceless, so I’m glad we’ve been able to afford you peace of mind in addition to the $118,000! Now, to everyone reading, I want to highlight the brand-new, special benefits TradeSmith Platinum users now enjoy. If you’ve been following TradeSmith Daily, you’ve likely seen Lucas Downey’s signal studies. These studies look at unusual moments in market history, comparing them to times they’ve occurred in the past. There’s a lot of value in these studies. Thus far Lucas has identified huge stock opportunities, been on the right side of trends, and shared actionable trading plans for when certain conditions trigger. I’m proud to say that we’ve expanded on these signal studies for a brand-new trading strategy in TradeSmith Platinum. This new version contains direct, actionable trade recommendations based on the statistical strength of our signal studies. And TradeSmith Platinum members get first access to this new strategy, 100% free. I couldn’t be happier to have Lucas as well as Jeff Clark, Andy Swan, and Landon Swan now on board at TradeSmith. You’ll be getting to know them much better here in TradeSmith Daily going forward. Thank you for reading, 
Keith Kaplan
CEO, TradeSmith P.S. I recently started posting on X, @KeithTradeSmith, and I’d love for you to follow along and join the conversation. I’ll be sharing some stock ideas, new screens and strategies we’re testing out, and some of my own principles for investing that I’ve developed over the years. It’s completely free for you to access and always will be! Look forward to seeing you there. | 
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