Investing Toolkit

Recurring Investments

Set up a recurring investment plan which automatically invests in stocks and ETFs for you on your own daily, weekly, or monthly schedule.

How does Tradesk’s recurring investment tool work?

• Choose your investment strategy: you can pick between 1-10 stocks or ETFs towards one recurring plan at a time. Make sure that if picking multiple securities within your plan, that the allocation adds up to 100%.  If the allocation does not add up to 100%, the tool will not allow you to proceed to the next step. Allocations for each security can range from 5-100%, in 5% increments. You can choose between a selection of pre-set themes, or create your own!
• Decide on the total amount you’d like to invest towards your plan. Note that there is a minimum of $5/security. Keep in mind that fractional shares may be purchased instead of whole shares, depending on the designated investment amount.
• You can choose the frequency and trading day that works best for your schedule (excluding weekends and market holidays).

How do I set up a recurring investment plan?

• After opening the app and logging into your account, navigate to the Portfolio page, and select “Recurring”.
• Click “New” to set up a new plan. You can choose from a selection of pre-set plan themes, or build your own plan by clicking the “Build Your Own Recurring Investment Plan” at the bottom of the screen.
• If building your plan, you’ll be prompted to search and add your security tickers of choice.
• Enter your desired allocation, total investment amount, and frequency, and then click “Confirm” to submit.

How do I edit, cancel, or pause my recurring investment?

• Within the Recurring tab, click on the existing plan you’d like to change.
• Click “Modify” to make changes, or “End Plan” to cancel.
• If you’d like to pause the plan, click “Pause Plan”. Whenever you’d like to resume, you can simply go back to your Recurring tab and click “Resume”.

How do I add funds towards my recurring investment plan?

The recurring investment tool currently uses your existing buying power. At this time, it cannot be set up to pull funds directly from your bank account. In order to ensure there are sufficient funds for your plan, make sure to deposit funds into your account so that your buying power can cover any upcoming recurring investment orders

If you’d like to deposit additional funds to your account, you can click “Deposit” within your main Portfolio page, and choose either ACH or Wire to transfer funds into your Tradesk brokerage account

How does the timing of my recurring investment plan work?

After your recurring investment plan has been set up, the trade execution on your selected  date will occur automatically at 10am ET on that trading day and will be placed as a market order. You will receive a notification from Tradesk confirming the order has executed, or whether there were any issues.

What happens if I have insufficient buying power for my upcoming recurring investment?

If your account has insufficient buying power, the next recurring investment based on your frequency will not go through successfully. You will receive a notification from Tradesk that the order failed, and that order will be skipped. The next order (depending on your frequency) will be submitted as scheduled. For example, if you have a monthly recurring investment plan and the order on January 1^st failed, the January 1^st order will be skipped and will instead be submitted on the next scheduled day, on February 1^st .

What securities are available for recurring investment?

At this time, only exchange listed stocks and ETFs are available for the recurring investment plan feature.

Disclosures

By enrolling in this Recurring Investment Plan, you agree to the following terms and acknowledge the associated risks and responsibilities:

1. Automatic Investments: You authorize Tradesk Securities, Inc., to automatically invest a specified amount of funds at your chosen frequency (e.g., weekly, biweekly, or monthly) into selected securities or portfolios.
2. No Assurance of Profit or Protection Against Loss: Investing involves risks, including the potential loss of principal. Recurring investments do not ensure a profit or protect against market declines. You should consider your investment objectives and risk tolerance before participating.
3. Market Timing and Price Variability: Because recurring investments occur at regular intervals, you may purchase shares at different prices over time. This strategy is known as dollar-cost averaging and may reduce the impact of market volatility, but it does not guarantee favorable results.
4. Insufficient Funds and Failed Transactions: You are responsible for ensuring sufficient funds are available in your linked payment account. Failed transactions due to insufficient funds may result in fees or the cancellation of your Plan.
5. Modifications and Cancellations: You may modify or cancel your Plan at any time through your account settings. Changes may take one or more business days to take effect.
6. Fees and Expenses: Your investments may be subject to certain fees, such as regulatory fees, or other charges. Please review the applicable fee schedule and prospectus documents here.
7. Plan Suspension or Termination: Tradesk Securities, Inc. reserves the right to suspend or terminate the Plan at its discretion, with or without prior notice, in accordance with applicable laws and platform terms.
8. Tax Considerations: Investment gains, losses, dividends, and interest may have tax implications. You are responsible for all applicable tax reporting and should consult a tax advisor.

By participating in the Recurring Investment Plan, you confirm that you have read, understood, and agreed to the terms above.

Our powerful Insider Trades tool allows you to select a company, and track the trading activity of key executives over time. 

Where can I find the Insider Trades Tool?

Through the Tradesk app:

1. At the top, search for a company of your choice
2. Scroll down to Insider Trades, which is located below Price Movement
3. Click on View more to see the full Insider Trades page and a list of recent transactions
4. For a deeper snapshot of each trade, scroll to the right to view additional columns
5. Continue to scroll down to review trade dates further back in time

Understanding the Insider Trades Tool

Featured at the top is a bar graph summarizing insider buys and sells over the previous 12 months, with the company’s stock price overlaid.

🟩 Buy (green bars)

🟥 Sell (red bars)

🟪 Price (purple line, daily close)

This allows you to easily compare trading trends in relation to the stock’s price movements. Selecting View more brings you to a detailed list of each trade indicating direction, quantity, market value, trade date, and date that the transaction was reported and filed with the SEC.

What are Insider Trades?

Insider trades occur when key individuals within a company, such as executives or major shareholders, buy or sell their shares of that company’s stock. There are two types of insider trading: legal and illegal.

What is the difference between legal and illegal insider trading?

Illegal insider trading is when an insider trades based on material nonpublic information to gain an unfair advantage. Legal insider trading refers to the buying or selling of a publicly traded company's stock by individuals who are considered "insiders," such as executives, directors, or employees, based on publicly available information. These transactions are perfectly legal as long as they meet certain regulatory requirements, such as certain disclosures and filings with the SEC, and trading within certain specified windows.

Why track insider trading activity?

Research shows that executive trades often generate better-than-average returns, given corporate insiders are well-informed about the company itself.  This can put regular investors at a disadvantage. Monitoring insider trades may provide insight into leadership's confidence about the company’s future.

Why are option exercise transactions important?

Option or RSU (Restricted Stock Unit) exercises can serve various purposes, depending on the individual and context. In some cases, employees exercise their options simply to cover tax obligations, typically involving smaller amounts without significant sell-off activity. However, option exercises can also indicate other intentions, such as executives seeking to cash out at a peak in the company’s stock price, or general employees exercising options as part of their regular compensation.

While the motivations behind such transactions are diverse and not always easily discernable, instances where an option exercise and stock sale occur on the same day with significant amounts involved may suggest a higher likelihood of liquidation intent.

Invest Smarter with Transparent Data

By tracking publicly reported executive trades, you can make informed decisions based on real data. Our tool shows how a particular insider’s activity correlates with stock trends, helping you follow those who know the company best - all grounded in transparent, verifiable information.

Still Have Questions?

Visit our Tradesk FAQs

For further assistance or help navigating the site, please feel free to contact our support team via email at support@tradesk.co.

Disclaimer

Source: Benzinga

This information provided is for informational purposes only and does not constitute legal, financial, or investment advice. The content herein reflects general insights on the advantages of tracking legal insider trades and is not intended to endorse any specific trading strategy or practice. The use of insider trade data should be conducted in accordance with all applicable laws, regulations, and firm policies. Readers should consult with their legal, compliance, or financial advisors before making any investment decisions or acting upon the information provided in this memo. Tradesk does not guarantee the accuracy or completeness of any information presented and disclaims any liability for actions taken based on this information.

Market Monitor detects price movement, capital volume, and other intraday trigger in real time to help investors discover investment opportunities.

Tip: Due to network fluctuations or other reasons, the signal reminding time may be slightly delayed.

The suggestion of the Market Monitor is for reference only and does not constitute the basis for investment. Different indicators have limitations, and investors should reasonably use them according to the actual market conditions. Investors should make independent decisions and take their own risks. 

Rising Warning:

(a) Rise 5%+

1. The stock price rose 5% for the first time.
2. No repeat reports on the same day.

(b) New High Price

1. The stock price hit 52-week highs for the first time.
2. No repeat reports on the same day.

(c) Soaring Trade

1. The volume continues to increase in 3 minutes.
2. A single buy-side transaction at a high price enters the market, and the absolute value of the price increase over the last transaction is greater than 2% of the previous close.
3. No repeat report within 3 minutes.

Falling Warning:

(a) Fall 5%+

1. The stock price falls 5% for the first time.

2. No repeat reports on the same day.

(b) New Low Price

1. The stock price hits 52-week low for the first time.

2. No repeat reports on the same day.

(c) Diving Trade

1. The volume continues to increase in 3 minutes.

2. A single sell-side transaction at a high price enters the market, and the absolute value of the price fall over the last transaction is greater than 2% of the previous close.

3. No repeat report within 3 minutes.