Quick Reference

Welcome to MarketSmith®

This quick reference guide gives you everything you need to get started with MarketSmith. It covers a brief navigation overview of our equity research platform and supplemental education features. For more in-depth information, refer to the first section of the Mastering the Market guide, or contact a helpful MarketSmith product coach.

We are committed to providing you with the best investment research services available — to help you profit in the market.

Questions? 800-831-2525reachus@marketsmith.com

Sign in

Launch the MarketSmith research platform

BY INVESTOR’S BUSINESS DAILY®

STOCK CHART AND LIST PANEL Questions? 800-831-2525reachus@marketsmith.comUseful icons

Recent symbols and market indices

Create personal lists

Price alertsSet time intervalsSymbol

Sort list by column heading

List manager

Institutional ownership

SmartSelect ratings

Adjust size of list panel

40-week moving average

Relative strength line

Checklist

New chart window

Change date

10-week moving average

Located on the screener, charts, and list manager, the Help icon opens a lightbox with a diagram of the section and descriptions of key functions.

Found on the top navigation bar of the platform, the Gear icon opens a drop-down box with access to hover help and tutorials.

The Tool icon on the charts and list manager sections opens a drop-down box with access to features for personalizing your MarketSmith experience.

Help & list tools

Help & settings

Help & chart tools

Pattern recognition

Open panel

SCREENER PANEL Questions? 800-831-2525reachus@marketsmith.com

Impact of selected criteria

Find prebuilt screens/lists

Screen results appear here

MarketSmith screens

Open criterion within category Input values for screening

Open chart view

Choose fundamental and/or technical data

View results here

Click any column heading to change sort order

Stock alerts Settings

Help & export features

Help

Build custom screens

Select a list to screen from

Browse screens

Edit screen

CONTINUING EDUCATION

Free one-on-one product coachingFree access to our product coaching team is one of the most important resources MarketSmith provides its members. Our product coaches can guide you through the key features of MarketSmith and offer insights on investment research in general.

Topics you can discuss with your product coach include:

Exclusively for our membersBased in our U.S. headquarters, our product coaching team is professionally trained in investment research, and they use MarketSmith themselves to analyze stocks for personal investing.

Call 800-831-2525 between 9:00am and 7:00pm ET to speak with a product coach or to make an appointment.

MarketSmith features

• Reading stock charts and patterns

• Building custom stock screens

• Using lists and reports

• Applying proprietary ratings & rankings

• Using the mobile and tablet apps

Investing-related topics

• Building an efficient research routine

• Finding leading stocks

• Making the most of earnings season

• Identifying sell points

• Gauging supply & demand via volume

Webinars

Live weekly webinars offer chart reading tips, new screening ideas, list management, and more. You may also watch archived webinars at your convenience.

Be sure to register for our members-only Stay in Step with the Market series to hear MarketSmith Product Coaches discuss current market activity and how they are reacting to changes in market strength and direction.

Questions? 800-831-2525reachus@marketsmith.com

Filter archived webinars by topic, speaker, and more

You may also use the button on our home page to set up an appointment.

Copyright © 2018 Investor’s Business Daily, Inc., Investor’s Business Daily, IBD, CAN SLIM, and corresponding logos are registered trademarks owned by Investor’s Business Daily, Inc. MarketSmith is a registered trademark of MarketSmith, Incorporated.