Published: September 24, 2026.

Getting Started with TradeSmith.ai

When you log in to TradeSmith.ai, you’ll start on the Home page, where you’ll find the familiar TradeSmith Finance Classic experience you already know—with the added flexibility to customize your workspace.

You can easily see which tab you’re currently on by looking for the small green indicator to the left of “Home.” Your Home page should look familiar, but now you have even more flexibility to customize your workspace. You can move widgets around, remove widgets you don’t need, and organize your Home page to fit your personal preferences and investing style.

Your Profile Icon, represented by your initial in the upper-right corner, gives you access to your account settings. From here, you can switch between Light and Dark mode, adjust your font size, or log out.

Creating Your First Collection

Collections help you organize TradeSmith.ai around the tools, information, and investment strategies that are most important to you.

On the TradeSmith Classic tab, click Create Collection.

Then, simply give your Collection a name. Once your Collection is created, you’re ready to start building and customizing your workspace!

Building Your Workspace

To start adding Widgets, click the Marketplace tab. From here, you can browse prebuilt Collections and individual Widgets to build a workspace around the tools and information that matter most to you.

Choose from Curated Widgets to customize your workspace.

Use the search bar to find Widgets by name, description, or category, or select a category tab to browse. Want to see what a Widget looks like first? Click Preview before adding it.

Meet the AI Wizard! ✨

Now comes the best part—the AI Wizard! Ask questions in plain English to quickly find the information and tools you need.

You can use the AI Wizard to help with tasks such as:

• View stock indicators and ratings
• Track positions and portfolios
• Screen stocks and options
• Analyze signals and price charts
• Explore market data and research

Simply tell the AI Wizard what you’re looking for. For example, ask “Show me NVDA’s price chart,” and the AI Wizard will display the chart for you. From there, you can add it to your workspace or continue asking questions about stocks, screeners, market data, and more.

You’re Ready to Explore! 🎉

Now that you know how to navigate TradeSmith.ai, create Collections, customize your workspace, and use the AI Wizard, you’re ready to start exploring!