In the ever-evolving world of financial technology and investment tools, TradeSmith stands out as a company that has weathered two decades of market turbulence, innovation, and skepticism. As it celebrates its 20th anniversary in 2025, TradeSmith, under the leadership of CEO Keith Kaplan, is making a bold move with its Platinum Partnership—an all-inclusive offer that promises unrestricted access to its entire suite of tools, services, and future innovations for a one-time fee.
But with a price tag of $15,000 (plus a modest annual maintenance fee), the question looms large: Is TradeSmith Platinum worth it?
This review dives deep into the company’s history, its flagship products, the Platinum offer, and real user experiences to help you decide.
A Legacy of Resilience and Innovation
Founded in 2005, TradeSmith has grown from a single-tool operation to a fintech powerhouse serving over 128,000 members and managing a combined $30 billion in assets. Kaplan, who took the helm as CEO in 2019, reflects on a journey marked by persistent skepticism from critics—doubters who questioned the feasibility of ambitious projects like factor-based stock screening, bear market predictors, and options trading revolutionizers. Yet, time and again, TradeSmith has silenced these naysayers with groundbreaking tools that have delivered tangible results for its users.
The company’s 20-year milestone is not just a celebration of survival but a testament to its adaptability. From its early days with TradeStops—a stoplight system for assessing stock health—to its latest breakthrough, Seasonal Edge, TradeSmith has consistently pushed the boundaries of what retail investors can achieve with sophisticated, yet accessible, technology.
The Platinum Partnership: What’s Included?
The TradeSmith Platinum Partnership is billed as a game-changer, offering lifetime access to every existing product and every future release for a one-time payment of $15,000, plus a $599 annual maintenance fee.
This is a significant departure from the traditional subscription model, where individual services can cost upwards of $58,996 annually. By slashing the price to $15,000 and eliminating recurring fees for its full suite, Kaplan aims to make Platinum a no-brainer for serious investors.
Here’s a breakdown of what’s included:
Trade Cycles and Seasonal Edge
Launched on January 8, 2025, Seasonal Edge is hailed as TradeSmith’s biggest breakthrough yet. This tool identifies specific “Green Days”—dates when over 5,000 stocks historically surge—with an 83% backtested accuracy rate.
By analyzing 33 years of market data and running 2.24 quintillion tests, TradeSmith pinpointed patterns like Amazon’s 3.4% average gain starting November 13 (80% success rate) and Netflix’s 23% surge from January 17 (93% success rate). Users report triple-digit gains, with one citing a 214% win on OKTA call options. The “boost” feature promises to amplify returns further, making it a standout for Platinum members.
Predictive Alpha Suite
Introduced in 2023, Predictive Alpha uses machine learning to forecast stock prices 21 days out. Recent upgrades, powered by TimeGPT and multiple tailored models, now provide precise high-conviction projections (e.g., Apple at $247 in 12 days). Annualized gains have hit triple digits, with some exceeding 1,000%, far outpacing the 2.3% average DIY investor return cited by JP Morgan.
Platinum members get this suite—including Predictive Alpha Prime and Options—for free.
Options360 and Constant Cash Flow
Options360 simplifies options trading with its Probability of Profit (POP) feature, showing potential gains versus risks before execution. Users like Yvon report $250,000 annual gains, while Patrick P. estimates $365,000 across various strategies.
Constant Cash Flow, a subset overseen by Mike Burnick, boasts a 98.7% win rate on 697 trades since 2023, with users like Ian averaging $600 daily. New strategies and a streamlined interface are in the works, exclusive to Platinum.
Ideas by TradeSmith
Since 2018, this tool has identified 1,266 triple-digit winners over two years by screening for stocks in uptrends. Upcoming upgrades inspired by Renaissance Technologies will adapt strategies to bull, bear, or “melt-up” markets, including a “snapback” feature for short-term gains in downturns. Platinum members will access these enhancements automatically.
Acquisitions: Jeff Clark Trader and Derby City Insights
TradeSmith’s 2025 acquisitions bring elite talent onboard. Jeff Clark, with 40+ years of options expertise, offers over 1,000 winning trades and a divergence pattern that delivered 26 triple-digit wins during economic crises.
Derby City Insights, led by Andy and Landon Swan, uses Social Heat Score technology to analyze big data from social media, yielding gains like 1,114% on Crocs and 295% on Palantir. Both are free for Platinum Partners.
Quantum Edge by Jason Bodner
Bodner’s algorithm tracks “smart money” flows, delivering winners like SMCI and AristaNet, with one user netting $1 million. Praised by Louis Navellier, this tool is a Platinum exclusive, offering hedge fund-level insights.
Additional Tools
Platinum includes TradeStops, Crypto by TradeSmith, Ratings by TradeSmith, Infinite Income Loop (96.57% win rate), Money Movers (smart money tracking), and Alpha Signals (early gains of $4,063 reported).
Quarterly master classes with Kaplan and a transferable legacy benefit round out the package.
The Value Proposition: Cost vs. Benefits
At $15,000, Platinum is a steep upfront investment, but the math suggests significant savings. A single year of individual subscriptions costs $58,996, dropping to $16,500 with Kaplan’s CEO-era discount. The additional $1,500 anniversary reduction brings it to $15,000—a 95% discount over five years, 97% over ten, and potentially 99% if passed to heirs. At 22 cents per day per service over a decade, it’s a microscopic cost for tools that users credit with millions in gains.
Kaplan sweetens the deal with a 100% money-back guarantee, a rarity for premium products, and offers credits for recent subscribers who call the Platinum concierge team. This limited-time offer, expiring within days of March 26, 2025, pressures quick decision-making but underscores its exclusivity.
User Experiences: Success Stories and Caveats
TradeSmith’s testimonials paint a rosy picture, though they come with a disclaimer: results aren’t typical, and investing carries high risk. Highlights include:
– Stephen B. built a $2.9 million retirement portfolio with TradeStops and Ideas.
– Rob S. made $1 million since joining.
– Don W. scored wins like 214% on OKTA and 199% on IBKR via Seasonal Edge.
– Ian averages $600 daily with Constant Cash Flow.
– David C. netted $1 million with Quantum Edge.
Critics might argue these are cherry-picked, and losses are inevitable. Yet, users like Mike D. (80 years old, 25% ROE) and Derek W. (membership paid for thrice over) emphasize consistency and value, suggesting Platinum’s broad toolkit mitigates risk through diversification and education.
The Critics and the Vision
Kaplan’s narrative is peppered with battles against doubters—from the “impossible” Ideas tool to the scoffed-at Options360 and Seasonal Edge.
Each triumph reinforces TradeSmith’s ethos: leveraging data and tech to empower retail investors against Wall Street giants. The $8 million 2025 budget, 74-strong team, and hedge fund-inspired upgrades signal ambition to rival top financial institutions.
Kaplan’s vision positions TradeSmith as a one-stop shop for DIY tools, newsletters, analytics, and education—a claim bolstered by its growing analyst roster and acquisitions.
Is It Worth It?
Pros:
– Unmatched Access: Lifetime entry to a $150,000+ value suite, including future innovations.
– Proven Results: User-reported millions in gains and high win rates (e.g., 98.7% for Constant Cash Flow).
– Cost Savings: Drastic discount over subscriptions, potentially pennies per day long-term.
– Legacy Benefit: Transferable to heirs, enhancing generational wealth.
– Risk Mitigation: Money-back guarantee and diversified tools reduce downside.
Cons:
– Upfront Cost: $15,000 is a significant barrier, even with savings.
– Risk Disclaimer: Not all trades win, and losses can occur.
– Time-Limited Offer: Pressure to decide by March 31, 2025, may deter deliberation.
– Learning Curve: Tools require effort to master, per user feedback (e.g., Greg J.’s “firehose”).
For serious investors with capital to deploy and a commitment to learning, Platinum offers unparalleled value. The breakeven point—recouping $15,000—seems achievable given reported gains, especially for options traders or those leveraging Seasonal Edge. Casual investors or those risk-averse might hesitate, but the guarantee provides a safety net.
Conclusion
TradeSmith Platinum is a bold bet on the future of retail investing, blending cutting-edge tech with expert analysis at a fraction of its retail cost. Kaplan’s 20th-anniversary offer is a thank-you to loyal users and a lure for new ones, promising to elevate TradeSmith beyond competitors.
If you’re ready to harness hedge fund-level tools, weather market storms, and build a financial legacy, Platinum could be a transformative investment. But act fast—this deal won’t last beyond the week of March 26, 2025.
Become a Platinum Partner here and secure your spot in TradeSmith’s next era.
TradeSmith Platinum FAQ: Your Top Questions Answered
What is the TradeSmith Platinum Partnership?
The TradeSmith Platinum Partnership is a lifetime membership offering unrestricted access to all current TradeSmith tools, services, and future releases for a one-time fee of $15,000, plus a $599 annual maintenance fee. Launched to celebrate TradeSmith’s 20th anniversary in 2025, it includes everything from Seasonal Edge and Options360 to new acquisitions like Jeff Clark Trader and Derby City Insights, aiming to be a comprehensive investment solution for serious retail investors.
How much does TradeSmith Platinum cost, and is it really a good deal?
The Platinum Partnership costs a one-time payment of $15,000, with an additional $599 annual maintenance fee. Compared to the $58,996 annual cost of subscribing to all TradeSmith services individually, or even the $16,500 discounted annual price for CEO Keith Kaplan’s era of products, $15,000 is a steep discount—95% off over five years, 97% over ten, and potentially 99% if passed to heirs. At 22 cents per day per service over a decade, it’s a bargain for the reported value, especially with lifetime access to future innovations.
What tools and services are included in Platinum?
Platinum includes:
- Trade Cycles and Seasonal Edge: Identifies “Green Days” for 5,000+ stocks with 83% accuracy (e.g., Amazon’s 3.4% gain from November 13).
- Predictive Alpha Suite: Machine learning stock price forecasts with triple-digit annualized gains.
- Options360 and Constant Cash Flow: Options trading with a 98.7% win rate on 697 trades.
- Ideas by TradeSmith: Screens for 1,266 triple-digit winners since 2018, with new bear market strategies.
- Acquisitions: Jeff Clark Trader (1,000+ winning trades) and Derby City Insights (Social Heat Score tech, e.g., 1,114% on Crocs).
- Quantum Edge: Tracks “smart money” for big wins (e.g., $1M for one user).
- Extras: TradeStops, Crypto by TradeSmith, Ratings, Infinite Income Loop (96.57% win rate), Money Movers, Alpha Signals, quarterly master classes, and a transferable legacy benefit.
Can I really make money with TradeSmith Platinum?
Many users report significant gains, like Stephen B.’s $2.9M retirement portfolio, Rob S.’s $1M, and Don W.’s 214% on OKTA options. Tools like Constant Cash Flow boast a 98.7% win rate, and Seasonal Edge users cite triple-digit returns. However, TradeSmith emphasizes that these results aren’t typical, and investing carries high risk—losses are possible. Success depends on your capital, strategy, and willingness to learn the tools.
What’s the catch? Are there any risks?
The $15,000 upfront cost is substantial, and while the lifetime access is a deal, it’s not risk-free. Investments can lose value, and not every trade wins—TradeSmith’s disclaimers highlight this. The offer’s urgency (expiring days after March 26, 2025) pressures quick decisions, and mastering the tools requires effort. However, a 100% money-back guarantee mitigates financial risk, ensuring you can opt out if unsatisfied.
How does the 100% money-back guarantee work?
Kaplan offers a full refund if you’re not satisfied with Platinum, a rare move for premium products. Exact terms (e.g., time frame) aren’t detailed in the review, but it reflects confidence in the service’s value. Contact the Platinum concierge team to confirm specifics when signing up, ensuring you understand the process.
What’s this “legacy benefit” about?
Platinum status is transferable to an heir of your choice, making it a generational wealth-building tool. Kaplan sees it as a way to pass financial security and market savvy to your family, inspired by his own parents’ lessons. Once you’re Platinum, your family is too—potentially saving them from costly advisors or market pitfalls.
How long do I have to decide?
The offer is available only for a few days after March 26, 2025—likely expiring around March 31, 2025. After that, Kaplan says it “disappears for good,” citing the unsustainable discount given TradeSmith’s $8M annual R&D budget. You can click “Become a Platinum Partner” online or call the concierge team, but act fast as phone lines may be busy.
I’ve recently subscribed to TradeSmith services—can I get a discount?
Yes! If you’ve paid for TradeSmith subscriptions recently, the Platinum concierge team can credit every penny back when you upgrade to Platinum. Call the number provided during the offer announcement to negotiate an even better deal tailored to your prior spending.
Do I need to be a trading expert to use Platinum?
No, but some learning is required. TradeSmith designs tools to be user-friendly—e.g., Options360’s POP feature removes guesswork, and Ratings offers at-a-glance stock health checks. Quarterly master classes and a Platinum Calendar help you maximize benefits. Users like Greg J. describe a “firehose” of info, suggesting a learning curve, but Kaplan, a former tech whiz with no finance background, insists anyone can succeed with effort.
How does Platinum compare to hedge funds or financial advisors?
Platinum aims to rival hedge funds with tools inspired by Renaissance Technologies and analysts like Jason Bodner, who tracks “smart money.” Users like Louis T. outperformed their money managers by 150% using Quantum Edge. Unlike advisors charging hefty fees, Platinum’s one-time cost and DIY focus save money long-term, though it lacks personalized hand-holding.
What if I miss the deadline—can I still join Platinum later?
Possibly, but not at this price. Kaplan stresses this $15,000 offer is a one-time anniversary special, unlikely to repeat due to its “bad for business” generosity. Post-deadline, Platinum might cost closer to the $16,500 annual rate—or more—without the lifetime perk, making now the cheapest entry point.
How do I sign up?
Click here or call the Platinum concierge team at the number provided during the announcement (as of March 26, 2025). If lines are busy, hold your place—TradeSmith promises you won’t get lost in the queue.
Is TradeSmith Platinum worth it for me?
It depends. If you’re a serious investor with capital to invest, time to learn, and a goal of long-term wealth (for yourself or heirs), Platinum’s value is compelling—millions in reported gains, lifetime access, and a 95%+ discount. If you’re risk-averse, short on funds, or prefer passive investing, it might be overkill. Weigh your goals against the cost and guarantee before deciding.
