iPhone app sucks
This app worked marginally well until the last update. No the portfolio position rebalance function is totally FUBAR. Basically worthless
Confusion
Tradesmith is obviously a top-notch stock advisory. Trouble is, in my opinion, they overly complicate things. They have a dozen of services to choose from, which can be a little difficult. And when they send out emails, it’s hard to identify emails that are coming from them so I end up deleting many that I wish I had realized were coming from this organization. Tradesmith is for people that have a tremendous amount of time to invest in reviewing market information seven days a week. That’s not me. I own and operate several small businesses plus do very well in the market. Just too much for me, but could be great for others.
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Cost basis bogus
Don’t trust the cost basis if you have multiple entry dates on a position. App doesn’t support such multiple entry positions (per tech support) thus many cost basis are totally bogus. For example my brokerage account shows $8K cost basis on a position but TradeSmith shows $48K.
Fixed bug
The bug where portfolios were missing is fixed after reinstalling twice. Useful technicals. Mobile app capabilities are pretty limited. Would be awesome if tradesmith had an api.
This is broken
There is no way to view positions. This is not resolved. If there has been an update, it is not available to me. I’ll update this review when it’s fixed.
Response from developer
We are sorry to hear you are still experiencing the issue. It is possible you were logging in or logging out during the time we were working on the app, which is why you are still experiencing a problem. We recommend deleting the app and reinstalling it. This should resolve your issue.
Buggy and limited
There are some serious bugs right now. It won’t show my positions when I click on my portfolios. Tried deleting and reinstalling the app and it gives an error message on login as if I’m not logged in, but shows me some of my account details. Also there has never been a way to close positions in the mobile app which is kind of ridiculous.
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Response from developer
We are sorry to hear you did not have a good experience with our app. At the time you were attempting to view your positions, we were experiencing issues with our app. This issues have since been resolved. We hope that you will give us another try!
Login?
Love the idea of the app. Because I use secure passwords (long), getting into the app makes it a non-starter for me, now. Did not see how to turn on login information or face detect. So keying in a long email (18 characters) and long password (16) characters is not really something I want to do every time I use the app. What am I missing?
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App Keeps Getting Better
I feel like there is some new feature every time I open the app. Thank you for continuing to improve and make it great for us. I’ve been using the app more and more lately to track my positions.
Terrible
Please do not waste you money on this company. Software does not keep up with trades with Fidelity or Interactive Brokers and it is a huge pain to connect to Interactive Brokers and it messes up and you have to redo it. I never could manage to connect to Ally Invest. These people will take your money and you won’t gain a thing.
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Don’t trust the money back guarantee
I bought the service in reliance on their advertisement: No Risk 30 day free preview. I viewed the product and canceled within a day. Now they are telling me I can only get a credit to use on their product. Buyer beware.
Great app
It's a great app - I only wish that all of the fields in the web version were here, especially tags as I use them extensively.
Easy to navigate
I’ve been using TradeStops for several years and it has never failed to provide sound data on which to make investment decisions. The application seems to work very well.
