This tool puts you in the driver’s seat. You get to find the best positions for you — based on your own preferences.  

You can filter your investments for:

SSI Information 

• SSI Status 
  • Click to select if you want to view SSI Green (healthy), Yellow (Cautionary), or Red (Stopped-Out) positions.
• SSI Trend
  • Click to select if you want positions that are in an uptrend, sidetend, or downtrend.

VQ Range

• Choose the volatility range that you’re most comfortable with. Remember, the higher the VQ, the more risk.
• Just type in the number without the percent sign.
• You can click the blue text to toggle between less than, between, and greater than ranges.

 

Kinetic VQ Range

• Specify the Kinetic VQ range that you’d like to include.
• Remember, you can adjust the range criteria by clicking the blue words.

Strategy

• • Click to select the strategies that you’d like to include.
  • If you select more than one strategy, a cross-search will appear.
  • The “any” option will provide you with results from any of the strategies you selected. The “all” option will provide you with results from all your selected strategies.

Newsletter Recommendations

• If you have newsletters, you can filter by them.
• Simply change this setting to Yes, and your newsletter recommendations can be used.

NOTE: if you select “Add more Newsletters,” you can sync your newsletters to Ideas by TradeSmith.

 

Country of Exchange

• By default, we select the United States as the Country of Exchange.
• Simply select the small, blue + to add additional countries.

Index

• • Click the blue “Add Index” text to add some indices.
  • Selected indices will have a blue check mark beside them

 

Sector

• • Choose the sector(s) for your positions.
  • Simply click the Add Sector button to see the list of available sectors.

• Click to select the sectors that you want to include.

 

Dividend Yield %

• Type the Dividend Yield percentage that you’re most comfortable with.
• Click the blue text to toggle between less than, between, and greater than ranges.

P / E Ratio

• Type the P/E ratio that you’re most comfortable with.
• Click the blue text to toggle between less than, between, and greater than ranges.

Latest Close

• You can specify the latest close price you’d like included.
• Again, you can click the blue words to change the criteria.

Market Cap

• Click to choose if you want to view nano, small, mid, large, or mega cap investments.

 

 

Sort Results

• You can sort your results. Just click the drop-downs to select how you’d like to sort.

Note: ASC = Ascending and DESC = Descending 

Click Calculate Results at the bottom to see your results.

We’ll provide the following information:

• Ticker
• SSI
• VQ information — VQ%, Average VQ, and VQ Ratio
• Newsletters — we’ll show you the newsletters that the position appears in
• Strategies — we’ll show which strategies the positions match
• Volume
• PE Ratio
• Dividend Yield
• Market Cap
• Sector
• Latest Close
• 52 Week High
• 1 year change

Note: You’ll see all the information when you’re logged into your program.

You can click these tickers from within the program to see the market performance and much more.