
We Believe Investors Deserve Clarity, Not Confusion.
TradeSmith provides data-driven investment tools and insights to help you manage your own risk, make smarter decisions, and grow your wealth.
That’s why TradeSmith creates data-driven tools and strategies that help individual investors make smarter decisions about their money. We put hedge-fund-level software and analytics in your hands, giving you access to the same kind of market intelligence Wall Street investors rely on.
We employ a team of computer programmers, data scientists, and quant investors, and invest millions of dollars each year in research and development to help our subscribers manage their own risk, uncover opportunities, and keep their emotions from derailing their returns. We also use advanced AI models to help identify potential trade setups.
The future of investing belongs to those who use cutting-edge technology to augment human insight—and our mission is to build the tools that make that future a reality.
Meet Our Team
TradeSmith’s analysts use data analysis, algorithms, and decades of market experience to spot opportunities others miss—and help you really move the needle on your wealth.
Where Smart Software Meets Smart Investing
Our subscription services blend algorithmic signals, advanced analytics, and human research to surface opportunities, keep your risk in check, and help you grow your wealth with clarity and confidence.
Core Investment Services
TradeStops
Summary
TradeSmith’s flagship investment tool demonstrates why this company has emerged as a fintech leader. Sync your investment portfolios and track the overall health and performance of every stock you own. Learn to trade like an expert—maximizing your gains and keeping what you’ve earned – by taking emotion out of your investing process.
Ideas by TradeSmith
Summary
Find your next favorite investment by letting our algorithms do the heavy lifting. Use any of our seven proprietary, back-tested strategies to find stock ideas that mesh with your personal investment philosophy and feelings about risk. Then measure them against the others to find the ones with the most opportunities, giving them the highest chance at success.
Infinite Income Loop
Summary
Get the top three income options trade ideas from our system emailed to you each month with weekly updates and guidance on how to manage your trade. In its first six months, this system has a track record with a win rate of better than 90%.
Editor & Analysts
Mike Burnick, Senior Analyst
Jeff Clark Trader
Summary
Jeff Clark Trader is an introductory options trading advisory aimed at those who are just starting out option trading, or are looking for a simple option-trading strategy. Editor Jeff Clark’s goal in this letter is to help readers fund a comfortable retirement, while learning how to trade options on their own with lower-risk trades. The service includes training videos, educational special reports, portfolio tracking, monthly dispatches, and timely trade alerts.
Editor & Analysts
Jeff Clark, Editor
Predictive Alpha
Summary
In markets like the ones we’ve seen for the past few years, it pays to have an edge – and TradeSmith’s proprietary AI trading algorithm provides an edge unlike any other. By forecasting the prices from over 1,000 stocks, funds, and ETFs over the next month, this AI can guide you to what could be your next best trade – or help you avoid potential losers. You’ll get two hand-picked recommendations from two of our senior analysts, as well as one ticker search per week with the algorithm.
Editor & Analysts
John Jagerson, Senior Analyst
Wade Hansen, Senior Analyst
Seasonality Investor
Summary
Identify stocks with strong seasonal trends using historical market patterns. Get twice-monthly trade recommendations, a model portfolio, and access to the Seasonality Stock Screener, which analyzes seasonal trends in 10 stocks per month to highlight bullish and bearish patterns.
Editor & Analysts
William McCanless, Senior Analyst
TradeSmith Investment Report
Summary
TradeSmith Investment Report helps readers grow their wealth by owning the best stocks in the most powerful trends sweeping our world and changing the way we live, work, and thrive. Jason Bodner uses his proprietary quantitative analysis system shown in back-tests to beat the market 7-to-1 to identify these leaders with the strongest fundamentals, technicals, and Big Money inflows.
Editor & Analysts
Jason Bodner, Senior Analyst
Specialized Investment Services
Constant Cash Flow
Summary
Stay up to date with market fluctuations and keep your portfolio packed with opportunities for growth with Constant Cash Flow. As a subscriber, you’ll receive an income-based trade idea for each day of the year – 365 in all – making this product truly live up to its name.
Editor & Analysts
Mike Burnick, Senior Analyst
Delta Report
Summary
Jeff Clark’s Delta Report builds on the trading foundations laid in Jeff Clark Trader, providing readers more speculative and advanced option trading opportunities with more frequency, and higher return potential. In it, Jeff recommends specific low-risk, high-upside plays to profit on market momentum and earnings announcements. The strategies used in the Delta Report allow you to make money whether the stock market goes up, down, or sideways. It also includes Delta Direct, Jeff’s daily direct-to-subscriber trading blog where he observes and comments on the market action and recommends higher-risk, short-term trades to his readers.
Editor & Analysts
Jeff Clark, Editor
Earnings Season Pass
Summary
Built to give you a powerful edge during the most volatile time in the market — earnings season. By analyzing real-time consumer sentiment and social media buzz, LikeFolio predicts which companies are likely to beat or miss expectations — before the reports hit. You’ll get weekly trade alerts, data-backed analysis, and high-probability opportunities to capitalize on the market’s biggest stock-moving events.
Editor & Analysts
Andy Swan, Editor
Landon Swan, Editor
MegaTrends
Summary
MegaTrends helps you spot explosive stock opportunities before Wall Street catches on — by tracking real-time consumer behavior across millions of social media mentions. Using proprietary trend-surfacing technology, LikeFolio identifies rising brands, products, and companies riding powerful shifts in consumer demand. Each month, you’ll receive a fully researched MegaTrend report with actionable stock ideas tied to the biggest cultural and economic tailwinds of tomorrow.
Editor & Analysts
Andy Swan, Editor
Landon Swan, Editor
Options360 by TradeSmith
Summary
Options360 helps you trade smarter by pinpointing high-probability options opportunities using advanced screeners based on ROI, probabilities, and more — so you can trade with clarity and confidence.
Predictive Alpha Options
Summary
Take the guesswork out of options trading with TradeSmith’s proprietary AI trading algorithm that can categorize over 1,000 stocks into an array of unique “zones” that tell you which options trading strategy is best. Armed with four recommendations per month from two of our senior analysts, a detailed Options 101 Master Class, and a weekly list of Top and Bottom projections from our AI algorithm.
Editor & Analysts
John Jagerson, Editor
Wade Hansen, Editor
Predictive Alpha Prime
Summary
When it comes to artificial intelligence in trading, you can either stick to what you know or embrace the innovation that comes with this uniquely powerful technology. And at Predictive Alpha Prime, you’ve got a proprietary AI trading algorithm at your fingertips – literally. TradeSmith’s cutting-edge algorithm can project the price of over 1,000 stocks, funds, and ETFs over the course of one month. Plus, you get unlimited searches on the algorithm, four hand-picked recommendations each month from two of our senior analysts, live quarterly webinars, and a curated daily stock watch list to help you pinpoint what could be your next big win.
Editor & Analysts
John Jagerson, Senior Analyst
Wade Hansen, Senior Analyst
Quantum Edge Pro
Summary
Quantum Edge Pro uses quantitative analysis of the best stocks in the market to find the strongest potential – the best of the best – based on fundamental and technical analysis. For extra conviction, we also track Big Money movement on these stocks before the price moves up (or down) in a big way. We combine these quantifiable numbers and give you a proprietary Quantum Score to give you confidence in the investments we recommend.
Editor & Analysts
Jason Bodner, Senior Analyst
The AI Super Portfolio
Summary
Designed to harness the full power of artificial intelligence to give investors an edge. This automated 5-position portfolio, carefully selected by our proprietary AI models, identifies companies with the highest probability of market-beating performance. Ideal for active, short-term traders, this portfolio ensures investors are always holding the strongest possible five positions. It combines the discipline of data science with the agility of automated intelligence.
Editor & Analysts
John Jagerson, Senior Analyst
Wade Hansen, Senior Analyst
Trade360
Summary
Combine the best of both worlds with access to all the best tools of TradeStops and Ideas by TradeSmith. You’ll get access to the Pure Quant portfolio builder, the Billionaire’s Club, AND the market health indicators and Ideas lab strategies – all in one convenient package.
Editor & Analysts
Michael Salvatore, Senior Analyst
Trade Cycles
Summary
Trade Cycles by TradeSmith indicators use our back-tested research to highlight potential entry and exit opportunities based on short-, medium-, long-, and very long-term patterns to help you make investment decisions at an optimal time.
Editor & Analysts
William McCanless, Senior Analyst
Premium Memberships
Jeff Clark Alliance
Summary
My Jeff Clark Alliance “Protégé Program” is the only way to get access to every piece of trading research and guidance I offer – in one convenient spot.
Editor & Analysts
Jeff Clark, Editor
TradeSmith Platinum
Summary
TradeSmith Platinum is the complete, all-access bundle of every TradeSmith investing research service, portfolio tool, analytics engine, and premium software platform. Platinum members receive every publication, every AI-driven model, full portfolio analytics, and prioritized support — consolidating the entire TradeSmith ecosystem into one elite membership.
Editor & Analysts
Mike Burnick, Senior Analyst
Smart Investing Starts With Smart Reading
Powered by our data and analytics, TradeSmith Daily delivers market insights each morning to help you spot opportunities others miss and steer clear of potential pitfalls.
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