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
Company replied
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
This company hasn't invited their customers, so reviews may not be representative
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Was I touch twice with office…
Was I touch twice with office yesterday, Nicole? Who confirmed would b ideal to renew with Premium only this time. In addition to having 2 callbacks during a death in my family, I called today and took almost 20 minutes to renew…while a different agent looked for that $99 promotion. I needed to send the thread…
4 August 2025
Unprompted review
Reply from TradeSmith, LLC
Hi Mary,
Thank you for your feedback, and we're very sorry to hear about your recent experience, especially during such a difficult time. Our sincere condolences to you and your family.
We've reached out to you through the platform to gather more details so we can better understand what happened and assist you properly. We appreciate you bringing this to our attention and are here to help.
Regards,
TradeSmith Customer Success Team
Response to Emails & Calls
I am interested in the TradeSmith Trade Cycles service and have emailed and called 866-385-2076 and 888-337-4174 numerous times and have yet to receive a response. When I first called no one picked up the phone and responded to emails.
After 1-2 days I received a follow up call and email. I have since had a Concierge call to walk me through the platform and I am very pleased.
29 July 2025
Unprompted review
Reply from TradeSmith, LLC
Hi Edward,
Thank you for your feedback, and we sincerely apologize for the lack of response — that’s not the experience we want for anyone interested in our services.
We were able to locate your account and made sure someone from our team will be reaching out to you directly to answer your questions about Trade Cycles and provide the support you need.
We appreciate your patience and the opportunity to make this right.
Regards,
TradeSmith Customer Sucess Team
Reply from TradeSmith, LLC
Hi MD.HUMAYUN KABIR AKASH,
We're sorry to hear you're not happy with your experience. We’d appreciate the chance to understand what went wrong and see how we can help.
If you are open to it, you can provide more details for us to reach out to you directly. You are also welcome to contact us directly at (866) 385-2076 or support@tradesmith.com.
We’re here to assist and want to make things right.
Regards,
TradeSmith Customer Success Team
Ask yourself WHY doesn't TradeSmith refund your CASH💰!?
The fact that TradeSmith doesn't refund your money 100% in the original payment it's a HUGE RED FLAG, BE ALERT, they only 'refund' in a form of credit that can be applied towards their other products/services, well what happens if I'm not satisfied at all with any of their products and I just want my money back? Nope, you won't get your hard earned cash back, which doesn't show transparency and good business practices at all.
Why if they are SO confident in what they offer not let people have a trial window of their wonder-miracle trading tools? That way if people were honestly satisfied and could make good money using it, not only will they be able to afford the hefty cost but could also recommend it to other potential buyers, which in return would bring great gains for TradeSmith.
But human greed is like an endless staircase, each step promising you more and more, yet leading you nowhere. No thanks!
28 July 2025
Unprompted review
Reply from TradeSmith, LLC
Hi Rose,
Thank you for reaching out and sharing your feedback — we truly appreciate the opportunity to address your concerns directly.
First and foremost, we're genuinely sorry to hear about your experience and that you felt the need to request a refund in the first place. That’s never the outcome we want for any of our customers.
We want to clarify that our refund policy is outlined transparently in our Terms and Conditions, which are presented prior to purchase. Depending on the specific service or product, we may offer either a cash refund or a credit refund that can be applied toward other products in our suite. This structure helps us offer a wide range of tools and services at competitive pricing while maintaining flexibility for various customer needs.
That said, we understand that no one policy fits everyone. If you’d prefer to speak with us directly, you’re welcome to call our support team at (866) 385-2076 or email us at support@tradesmith.com — we’re here to help and listen.
Again, we’re sorry for any frustration and appreciate your honest feedback. It helps us grow and improve.
Regards,
TradeSmith Customer Success Team
Your Honest Reviews Helped Me Not Purchase the Membership
I completed the hours-long presentation on 7.22.25. It was highly informative, and Keith Kaplan had me 99.9% convinced to move forward with the membership. However, before paying, I had several important questions I hoped to ask customer service. To prepare, I looked up reviews to help tailor my questions. Initially, I was encouraged by TradeSmith's A+ rating with the BBB. But then I found numerous negative reviews on Trustpilot that raised concerns. I'm grateful to those who shared their honest experience as those reviews helped me decide not to purchase the membership. I hope others take the time to read these reviews before committing to the membership. Transparency and trust are critical.
July 25: I appreciate the timely response, TradeSmith team, and may reach out if I decide to reconsider my decision.
21 July 2025
Unprompted review
Reply from TradeSmith, LLC
Hi N.Henderson,
Thank you for reaching out and for taking the time to attend our presentation and share your thoughts.
We completely understand your desire to make a fully informed decision, and we appreciate your thorough approach. We’d genuinely welcome the opportunity to address your questions directly before you decide to pass on the membership based on reviews. Every customer's experience is unique, and we’d love the chance to provide clarity and support tailored to your needs.
To assist further, we’ve submitted a request for more information through the review platform. If you’d prefer, you’re also welcome to reach out to us directly at (866) 385-2076 or email us at support@tradesmith.com. Our team is here to help and would be more than happy to answer any remaining questions you may have.
We hope to hear from you soon and appreciate the opportunity to be part of your investing journey.
Warm regards,
TradeSmith Customer Success Team
POOR CUSTOMER SERVICE
I am a Tradesmith customer and am trying to schedule a 30 minute consultation which is allowed under my membership. The system is all messed up for signing up for an appointment, I then tried calling the customer service number and was unable to get through multiple times. Not good customer service.
10 July 2025
Unprompted review
Reply from TradeSmith, LLC
Hi Charlene,
Thank you for your feedback — we’re sorry to hear about the trouble you’ve had. We’ve just reached out to you through Trustpilot to request more information so we can help you schedule your concierge appointment and answer any questions you may have about getting started. We’re here to help and appreciate the chance to make this right.
Feel free to email us at support@tradesmith.com.
Regards,
TradeSmith Customer Success Team
I have increased my portfolio 80% in…
I have increased my portfolio 80% in the last 3 years using TradeSmith. Without them I would be an average trader, with them I'm trading above the S&P average, which was my goal. Now I've learned Options trading while tracking my portfolio online let's me see their metrics. They have sent me plenty of opportunities that have helped me soar, and I get out when I should. It's no longer a buy and hold world, you've got to trade and watch daily. TradeSmith was meant for just that.
7 July 2025
Unprompted review
Reply from TradeSmith, LLC
Hi Karen,
Thank you for the amazing feedback! We're thrilled to hear that you've grown your portfolio by 80% and are outperforming the S&P — that’s a huge win. It’s great to know that TradeSmith has helped you reach your goals, from mastering options to making smarter, more timely trades.
We're glad our tools are helping you stay ahead and act with confidence. Thanks for being part of the TradeSmith community!
Regards,
TradeSmith Customer Success Team
Not a good company to invest
Not a good company to invest! Redirect to the written one in red up high .
1 July 2025
Unprompted review
Reply from TradeSmith, LLC
Hi Bill,
Thank you for taking the time to share your feedback. We’re truly sorry to hear that your experience with our company didn’t meet your expectations. This is not the experience we aim to provide.
To better assist you and address any specific concerns you may have encountered, we’ve requested more information through the review platform. If you’re willing, we would greatly appreciate the opportunity to learn more and help resolve the issue.
Please feel free to reach out to our dedicated support team directly at 866-385-2076 or by email at support@tradesmith.com. We’re here to help and would welcome the chance to improve your experience.
Regards,
Customer Success Team
no receipt no software
On June 6 I signed up for lifetime service to Trade 360
I was expecting to get "buy" and "sell" signals as well as an indication of how much to place on a new investment taking risk into consideration. I have yet to receive a receipt or how to implement the software. At this time it appears i have been taken advantage of.
Regards
T. Sunderland
6 June 2025
Unprompted review
Reply from TradeSmith, LLC
Hi Mr. Sunderland,
Thank you for taking the time to share your feedback, and for signing up for a lifetime membership to Trade360. We sincerely apologize for the confusion and frustration you’ve experienced so far.
We understand how important it is to receive timely access and clear guidance on the tools and benefits you've been promised. These features are indeed part of your membership, and we want to ensure you’re able to take full advantage of them.
We’ve requested more information to assist you personally. Our goal is to get you fully set up and ensure you’re receiving everything included with your Trade360 access—starting with your welcome materials and receipt, followed by onboarding support for navigating the software.
Please rest assured: you have not been taken advantage of. We are committed to resolving this swiftly and helping you unlock the full value of your membership.
Thank you again for bringing this to our attention. We look forward to connecting with you and turning this experience around. You may also contact us directly at (866) 385-2076 or email us at support@tradesmith.com.
Regards,
TradeSmith Customer Success Team
Unethical Company.
I agreed to take one year of Trade Cycles, and then to decide a couple of months later, whether or not I would go for the Lifetime option. They didnt contact me to discuss that, but instead tried to take the payment on the card I used with TradeSmith. When that didnt work, they took the payment from the credit card I had on file at Stansberry Research (an affiliate company, which is not the same company!). The agents excuse was that they use the same billing system!!! I did not authorise TradeSmith to use that card I have on file at Stansberry Research! I dont know about the US, but that is illegal in the UK. I will see out my year and then I will be cutting ties with both TradeSmith and Stansberry Research.
18 March 2025
Unprompted review
Reply from TradeSmith, LLC
Hi Patrick,
We sincerely apologize for the inconvenience and frustration this situation has caused.
We appreciate you bringing this to our attention, and the matter has already been reviewed. To ensure transparency, we have sent you a separate email detailing what happened.
Your feedback is invaluable, and we truly appreciate you sharing your concerns. If there are any additional details you’d like to share, please don’t hesitate to reach out at (866) 385-2076 or via email at support@tradesmith.com.
Best regards,
Customer Success Team
Great follow up to delight the customer.
We ran out of time in our scheduled session as we were waiting for the results of our Pur Quant portfolio optimization but Vienna was nice enough to call back to follow up at a later time to discuss the results and how to play with the filters and settings to customize the portfolio to meet my goals. I appreciate that.
7 March 2025
Unprompted review
Reply from TradeSmith, LLC
Hi Mr. Gitimoy,
Thank you for your thoughtful feedback!
We're glad to hear that Vienna was able to follow up with you to discuss the results of your Pur Quant portfolio optimization and walk you through the filters and settings to tailor the portfolio to your goals. We’ll be sure to pass along your kind words to Vienna.
Your insights are invaluable, and we appreciate the opportunity to support you. Please don’t hesitate to reach out at 866) 385-2076 or via email at support@tradesmith.com. if you have any further questions or need additional assistance.
Best regards,
Customer Success Team
Justin was extremely helpful
Justin was extremely helpful, working me through many screens and providing some very helpful tips.
4 March 2025
Unprompted review
Reply from TradeSmith, LLC
Hi Mike,
Thank you for your feedback! We appreciate you taking the time to share your experience. We'll be sure to pass your kind words along to Justin. We're glad to hear he was able to assist you and provide helpful tips!
At TradeSmith, we are dedicated to transparency and ensuring your satisfaction. If you need further assistance, please don’t hesitate to reach out to us at (866) 385-2076 or via email at support@tradesmith.com.
Best regards,
Customer Success Team
Nicole's help was exceptional!
Nicole was clear, concise, and very patient! Working with her was not only productive, but also a pleasure! And for a bonus, she told me I could call her anytime I need help!
Thank again Nicole!!!
25 February 2025
Unprompted review
Reply from TradeSmith, LLC
Hi Debi,
Thank you so much for sharing your feedback with us! We truly appreciate your kind words. We’ll be sure to pass on your message to Nicole, as she will be thrilled to know that her efforts were appreciated. It's wonderful to hear that she was clear, concise, and patient throughout your experience. We're glad that working with her was not only productive but also a pleasure!
Your feedback means a lot to us, and we’re grateful for the opportunity to serve you. If you ever need any further assistance, don’t hesitate to reach out at (866) 385-2076 or via email at support@tradesmith.com.
Thanks again, and we look forward to working with you in the future.
Best regards,
Customer Success Team
Trade Cycles Green Day Recommended Options Will Bankrupt You
I signed up for TradeSmith's Green Day Trade Cycles after watching the very inspiring presentation by CEO Keith Kaplan. My $2300 package included opportunities like "A Secret New Way to Double Your Portfolio Over the Next 12 Months", Trade Cycles Master Class, Green Zone Stocks, and the Roadmap 2025 to name a few.
The presentation made the interface appear easy to navigate and use. However, my experience was quite the opposite. I called the help line on two occasions to help walk me through how to navigate since the help videos made it quite confusing. The first time I called, the representative, herself, was confused and couldn't navigate the site. The second time I was walked through, but the entire layout still seamed very wonky - nothing like the sales presentation, which practically guaranteed that with the millions of dollars TradeSmith invested in back testing and algorithms, investors had a very high likelihood of making a lot of money with this system.
I began receiving notifications on January 15 with trade suggestions to purchase specific stocks, as well as specific call option contracts with specific strike prices, maturity dates, and targeted contract prices. Willing to take greater risk for a greater return, I was instructed to purchase Intuit (INTU) Feb 7 $630 Calls at $15. The back testing and algorithms were flashing that a golden opportunity was amongst us - the Green Day. From January 15 to February 7, the stock declined almost daily and the options expired worthless well before expiration. The stock itself is down over 9% since the revelation. Next, on January 18, MSCI was recommended. I was instructed to purchase the Feb 21 $620 at $19. The stock/options rallied for a few days. Without any notice to sell, the company reported bad earnings and has since sold off nearly 9% making the options worthless. On January 27, at 10:39 am TradeSmith recommended buying NVDA Feb 21 $125 calls at $8.20. The stock was under tremendous pressure that day and 58 minutes later, TradeSmith advised clients to close out 100% of the position and take a loss. I kept my trade on and ended up making money, selling the position on Feb 7. If I had heeded TradeSmith's advice, I would have lost 50% that first day. I can go on and list numerous other losing trades I was recommended in names like Arch Capital (ACGL) and W.R. Berkley (WRB). TradeSmith did have a couple of winners, for example RJF in the back half of January and ADI in early February, but when I took the time to examine all of the stocks and option contracts TradeSmith was recommending, about 50% of stocks were up and 50% down. However, the best options gains were 30-70%, while well more than half were wiped out to $0. I realized at the pace I was going, I would eventually lose all my money with TradeSmith's Green Day recommendations.
I cancelled my membership last week and now have a credit to use on other products at TradeSmith's parent company, and have some huge tax losses within my portfolio.
As you see from the other numerous Trade Cycles reviews, I was completely mislead by Keith Kaplan into believing that he had technology that mirrored the likes of top Wall Street hedge funds to help retail investors earn alpha. If it sounds too good to be true, it usually is. In my case, it was.
In response to your response, I called yesterday morning (2/24/2024) and spoke to a customer service representative to confirm my identity with respect to this review. She said management was in a meeting, but that she would email me yesterday with an acknowledgement and have someone get back. I never received an email and management must still be in a meeting.
11 January 2025
Unprompted review
Reply from TradeSmith, LLC
Hi B M,
We apologize for the inconvenience you've encountered with TradeCycles and completely understand your frustration.
We've located your account and have sent you a separate email. Your feedback on notifications and trade execution is incredibly valuable, and we're committed to improving our services to better meet your expectations.
Thank you for bringing this to our attention. If you have any questions, please don't hesitate to contact us at (866) 385-2076 or via email at support@tradesmith.com.
Best regards,
Customer Success Team
Great customer support!
I recently had a great interaction with Mark in Customer Support. He worked to understand my problem, took ownership, and after about a 20 minute call got everything resolved, even though it was a bit confusing. Kudos to Mark!
12 February 2025
Unprompted review
Reply from TradeSmith, LLC
Hi Richard,
Thank you so much for your feedback! We're thrilled to hear about your positive experience with Mark. We'll be sure to pass along your kind words to him. It's great to know that he was able to take ownership of the situation and resolve the issue for you. We appreciate you taking the time to share this with us!
At TradeSmith, we are dedicated to transparency and ensuring your satisfaction. If you need further assistance, please don’t hesitate to reach out to us at (866) 385-2076 or via email at support@tradesmith.com.
Best regards,
Customer Success Team
Understanding Trade Cycles
Vienna was beneficial and patient. I am new to Trade Cycles, and she followed the steps I need to follow to use it successfully.
Thank you, Vienna
17 January 2025
Unprompted review
Reply from TradeSmith, LLC
Hi Meredith,
Thank you for your feedback! We're so glad to hear that Vienna was beneficial and patient in helping you navigate Trade Cycles. We're happy to know she guided you through the steps to use it successfully. We'll be sure to pass along your kind words to her. Thank you again for sharing your experience!
At TradeSmith, we are dedicated to transparency and ensuring your satisfaction. If you need further assistance, please don’t hesitate to reach out to us at (866) 385-2076 or via email at support@tradesmith.com.
Best regards,
Customer Success Team
Vienna was super helpful & very…
Vienna was super helpful & very patient, showing me the features of the website.
Thank you!!
Excellent customer service representative-+++++
17 January 2025
Unprompted review
Reply from TradeSmith, LLC
Hi George,
Thank you so much for your kind feedback! We're thrilled to hear that Vienna was super helpful and patient in showing you the features of the website. We will be sure to pass along your compliments to her. Your satisfaction means a lot to us, and we're grateful for your positive review. Thank you again for your support!
At TradeSmith, we are dedicated to transparency and ensuring your satisfaction. If you need further assistance, please don’t hesitate to reach out to us at (866) 385-2076 or via email at support@tradesmith.com.
Best regards,
Customer Success Team
TradeCycles is not ready for primetime
Just purchased their new product TradeCycles. Their execution on sharing the information to conduct the trades is totally inadequate. The 'notifications' being sent out do not even identify them as 'TradeCycles' notifications and can be confused with other 'TradeSmith' notifications. There is inadequate narrativew to go along with the recommendations about how best to execute the trades. I am totally underwhelmed by the information provided to subscribers to conduct the trades. Not worth the subscription price and not happy with TradeCycles.
16 January 2025
Unprompted review
Reply from TradeSmith, LLC
Hi James,
We sincerely apologize for the inconvenience you've experienced with TradeCycles. We understand your frustration, and we would be more than happy to assist you further in resolving these issues.
At the moment, we are unable to locate your account in our system. Could you please give us a call at (866) 385-2076 or support@tradesmith.com your earliest convenience so that we can address your concerns directly and ensure a better experience moving forward?
Your feedback regarding the notifications and trade execution information is extremely valuable to us, and we are committed to improving our services to meet your expectations.
Thank you for bringing this to our attention, and we look forward to assisting you further.
Best regards,
Customer Success Team
This company lacks transparency
This company lacks transparency, They keep charging my bank even after i have closed down my account with them. Avoid this company, I have noted a substitute comp high up in my display with a profitable earning experience. i hope this review helps someone
15 January 2025
Unprompted review
Reply from TradeSmith, LLC
Hi SPLC,
We sincerely apologize for the inconvenience you've experienced, and we understand how frustrating it can be to see continued charges after closing your account. Transparency is very important to us, and we take your feedback seriously.
Unfortunately, we were unable to locate an account under the details provided. We would love to discuss this matter further and resolve any concerns you may have. If you could kindly provide additional contact details or any further information, we will investigate the issue promptly. Alternatively, you can give us a call at (866) 385-2076 or reach out via email at support@tradesmith.com at your earliest convenience.
Thank you again for sharing your experience, and we look forward to hearing from you soon to assist you further.
Best regards,
Customer Success Team
MONUMENT TRADER ALLIANCE WARROOM MEMBERS, AVOID TRADESMITH, THEY ARE CROOKS!
I was directed to Tradesmith tradecycles product by Monument Trader's Alliance, and have been extremely disappointed by Tradesmith's Lies. First, their 40 minute long video ad says 100% money back guarantee, when in actuality if is NOT money back, it is credit towards one of their other products.
2nd of all, the video ad says you are getting a 50% discount when you sign up, and that their standard price for TradeCycles is $5000, so the 50% discount gets it to you for $2500 a year. I went direct to their website, and the listed price is $3500 a year, not $5000, so their 50% discount is an outright lie. I tried to buy it on the phone from them for The 50% discounted price of $1750 a year, and they refused to do that, saying their price had gone up when they started this new 50% discount program... What an illegal scam! I was treated very rudely by their sales rep Jessie, and he told me he didn't have the time to waste with me, as he had a ton of people wanting to buy, and he needed to get off the phone, then he hung up on me. Since I got him on the phone in less than 30 seconds, I seriously doubt that he had a ton of people wanting to buy. I had the good sense to research Tradesmith, and their reputation is not stellar, with a lot of complaints about poor customer service, and a lot of complaints about their shoddy 'No Money Back' guarantee. Jessie tried to tell me that a credit guarantee was the industry norm, which is an absolute lie. Many firms in the financial newsletter business offer 100% moneyback guarantees. The reason these people don't offer it is because their products are not worth what they sell them for, and they would get burned offering a true moneyback guarantee
BOTTOM LINE: AVOID! DON'T BUY FROM TRADESMITH, THEY ARE CROOKS WHO'S ONLY INTEREST IS GETTING YOUR MONEY. I AM DISAPPOINTED AND DISGUSTED THAT MONUMENT TRADERS ALLIANCE WOULD EVEN REFER ME TO THE CROOKS AT TRADESMITH. SHAME ON MTA FOR PROMOTING THESE CROOKS.
10 January 2025
Unprompted review
Reply from TradeSmith, LLC
Hi Dan,
Thank you for reaching out and sharing your experience with us. We sincerely apologize for the inconvenience and frustration this situation has caused you. We understand the importance of transparency and honesty when making purchasing decisions, and we regret that your experience did not meet those expectations.
To assist you more effectively and ensure your concerns are addressed, we would appreciate it if you could provide any additional contact information. Our goal is to resolve any issues and provide you with the support you deserve.
We take your feedback seriously and will review this matter further. Again, we apologize for the trouble you've encountered, and we look forward to assisting you as best as we can.
At TradeSmith, we are committed to transparency and ensuring your satisfaction. If you need further assistance, please don’t hesitate to reach out to us at (866) 385-2076 or via email at support@tradesmith.com.
Best regards,
Customer Success Team
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