BY INVESTOR’S BUSINESS DAILY® Quick Reference
Welcome to MarketSmith®
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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
Launch the MarketSmith research platform
investment research services available — to help you
profit in the market.
Questions?
800-831-2525
marketsmith@investors.com
STOCK CHART AND LIST PANEL Questions? 800-831-2525
Useful icons marketsmith@investors.com
Recent symbols New chart window
Price alerts
Symbol and market indices Set time intervals Change date
The Tool icon on Pattern recognition Help & settings
the charts and list
manager sections
opens a drop-
down box with Checklist
access to features
for personalizing
your MarketSmith Open panel Help & chart tools
experience.
SmartSelect ratings
10-week moving average
Located on the 40-week moving average
screener, charts,
and list manager,
the Help icon Relative strength line
opens a lightbox
with a diagram of Institutional ownership
the section and Create personal lists
descriptions of
key functions.
List manager
Found on the top
navigation bar of
the platform, the
Gear icon opens
a drop-down box
with access to Sort list by column heading Adjust size of list panel
hover help and
tutorials. Help & list tools
SCREENER PANEL Questions? 800-831-2525
marketsmith@investors.com
Build custom screens Edit screen
Browse screens Find prebuilt screens/lists Stock alerts Settings
Help
Impact of selected criteria
Open criterion within category Input values for screening
Select a list to
screen from
Open chart view
View results here
MarketSmith screens
Choose fundamental
and/or technical data
Screen results appear here
Click any column heading to change sort order
Help & export features
CONTINUING EDUCATION Questions? 800-831-2525
marketsmith@investors.com
Free product coaching
Free access to our product coaching team is one of the most important resources Webinars
MarketSmith provides its members. Our product coaches can guide you through the key Live weekly webinars offer chart reading tips, new
features of MarketSmith and offer insights on investment research in general. screening ideas, list management, and more. You may
also watch archived webinars at your convenience.
Topics you can discuss with your product coach include:
MarketSmith features Investing-related topics
• Reading stock charts and patterns • Building an efficient research routine
• Building custom stock screens • Finding leading stocks
• Using lists and reports • Making the most of earnings season Filter archived
webinars by
• Applying proprietary ratings & rankings • Identifying sell points topic, speaker,
and more
• Using the mobile and tablet apps • Gauging supply & demand via volume
Exclusively for our members
Based 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.
Be sure to register for our members-only Stay in Step
with the Market series to hear MarketSmith Product
Call 800-831-2525 between 9:00am and 7:00pm ET
Coaches discuss current market activity and how
to speak with a product coach or to make an appointment.
they are reacting to changes in market strength and
direction.
You may also use the button on our home
page to set up an appointment.
© 2022 Investor’s Business Daily, LLC. All Rights Reserved Investor’s Business Daily and IBD are trademarks of Investor’s Business Daily, LLC. MarketSmith is a registered trademark of O’Neil Capital Management Inc.
