Getting Started FAQ

1. This is my first time on MarketSmith. How can I get to the Tool?

We have created a step by step Quick Start Guide to help you get started with MarketSmith. Click the link below to download the PDF. You can easily print it out and keep it near your investing research area as a handy reference tool for your future visits.

Quick Start Guide

2. How do I log on to MarketSmith?
  1. Go to the MarketSmith homepage.
  2. Select the orange Sign In button on the top left of the page to expose the Sign In field.
  3. Type in your email address and password and hit GO.
  4. Once you are properly signed in, you will notice a grey Sign Out button in the place where the orange Sign In button previously appeared.
3. How do I launch the Tool?
  1. Log on to MarketSmith.
  2. Install the Microsoft Silverlight application if you do not have it already on your computer.
  3. Once the Microsoft Silverlight installation is complete, you will see a large orange Launch Tool button shaped like an arrow on the upper right side of the page. (If you do not see the orange Launch Tool button, you will receive a message that reads “Your computer must be configured to run MarketSmith.” Please reinstall Microsoft Silverlight.)
  4. Enable pop-ups for our site from your toolbar or disable your pop-up blocker completely.
  5. Click the orange Launch Tool button to launch the MarketSmith equity research tool. Please note that the tool will open in a separate window.
4. How do I use MarketSmith?

We have a number of resources to help new users learn how to use MarketSmith.

  1. Read the Learn Pages on the MarketSmith website.
  2. Watch Instructional Videos.
  3. Use hands on Hover Help in the Tool by selecting Yes next to Show Hover Help in the Tool Options menu.
  4. Participate in one of our Educational Webinars.
  5. If you’re a Daily Graphs Online user, you can interact with our Image Guide to help you locate features in MarketSmith that you’re familiar with in Daily Graphs Online.
  6. Schedule a call with a Product Coach to develop a research routine.
5. How often is MarketSmith updated with new versions or releases?

We continually innovate so that our users can feel confident that they’re using the latest advances in equity research to profit in the market. We periodically launch releases to MarketSmith with improvements to different areas of the product. These releases are communicated by us through several channels to ensure that our subscribers are always informed. Below are dates for our latest releases with corresponding enhancement details:


April 2012: Pattern Recogntion Updates

Product Enhancements April 2012 PDF

 

January 2012: Screening Criteria, News Feeds, Stock Guide

Product Enhancements January 2012 PDF

 

August 2011: Screener, Journal, Charts

Product Enhancements August 2011 PDF

 

July 2011: Chart Enhancements

Chart Enhancements July 2012 PDF

 

May 2011: Markups, List Manager, and Flagging

Product Enhancements May 2011 PDF

 

March 2011: Chart, Screener, and List Manager

Product Enhancements March 2011 PDF

Product Enhancements March 2011 Video

 

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