26-06 Release Notes: Bid/Ask data
Bid/Ask Spread – Premium Percentage
What do these columns represent?
The values represent the Bid/Ask spread percentage for the At-The-Money strike for each Expiration.
The percentage background color ranges from green, gray, yellow, and red, which represents the most liquidity to least for that ATM Expiration
Change Log
- ADUR display resolved
- Repaired snap quote issue with Tradier
- SPLG>SPYM display issue corrected
Bid/Ask Percent
Bid/Ask Spread – Premium Percentage
What do these columns represent?
The values represent the Bid/Ask spread percentage for the At-The-Money strike for each Expiration.
The percentage background color ranges from green, gray, yellow, and red, which represents the most liquidity to least for that ATM Expiration
Spread Trade example:
Bull Put
1. The negotiation slider dynamically calculates the percentage of the position premium (debit or credit) that the bid/ask spread comprises when the slider is moved between the Mid (0.00%) and Natural (Max %).
2. This value confirms the Spread value. In this example, the value is 15. The strikes are 200/215:
Multi-Leg Example:
Iron Condor
1. The negotiation slider dynamically calculates the percentage of the position premium (debit or credit) that the bid/ask spread comprises when the slider is moved between the Mid (0.00%) and Natural (Max %).
2. The Put/Call Premium is calculated and tied to the “Bid”.
3. The Outer legs and Body spread values.
Intraday Charts displaying Pre/Post Market Activity
Intraday extended-hours charting enables users to visualize price movement beyond standard market hours, providing a more complete picture of how news, earnings, and overnight activity impact their setups. This helps reinforce timing, entries, and the real-world behavior of the markets.
Extended Trading Hours
Pre and Post-Market activity can be displayed on Intra-Day charts:
First, click on the Gear icon as shown.
Then, toggle “Show Pre-Post Trading bars” to the On position, as shown.
Finally, “Save”.
Journal Auto-Reconcile
Journal Auto-Reconcile
The auto-reconciliation in the Trade Journal aligns trades and results—allowing students to focus on analyzing performance instead of managing data. Since consistent review is key to improving as a trader, this streamlines the learning process.
Start in the Reconcile View of the Journal:
Next, click the 
button.
The dialog box to the left will appear:
Click “Yes”
The display will list the resulting action for each expiration.
You can scroll to review.
The arrow icon appears on Journal Tabs that can be edited. 
Click on the icon, confirm you want to make changes.
When completed, “Save”
The display will list the resulting action for each expiration.
You can scroll to review.
26-03 Release Notes: Journal Auto-Reconcile, Extended Trading, New Charting Indicators
Platform Release Summary
This release helps you see more of the market, spend less time tracking trades, and apply your strategies with greater confidence—with extended-hours charting, automated journal reconciliation, and new technical indicators.
Journal Auto-Reconcile
The auto-reconciliation in the Trade Journal aligns trades and results—allowing users to focus on analyzing performance instead of managing data. Since consistent review is key to improving as a trader, this feature makes the process significantly easier and more accurate
Start in the Reconcile View of the Journal:
Next, click the button.
The dialog box to the left will appear:
Click “Yes”
The display will list the resulting action for each expiration.
You can scroll to review.
The Reconcile view will clear and all Journal Tabs will update to reflect the action resulting from each Expiration.
The arrow icon (shown) allows editing – including early assignment of options.
Note: This icon will *only* appear on Journal Tabs where the function is permitted.
Example: Stock Positions will not display the icon.
Extended Trading Hours
Pre and Post-Market activity can be displayed on Intra-Day charts:
First, click on the Gear icon as shown.
Then, toggle “Show Pre-Post Trading bars” to the On position, as shown.
Finally, “Save“.
Additions: New Charting Indicators
Chande Momentum Indicator (CMO)
Measures the strength of price movement by evaluating both gains and losses, providing a more balanced view than traditional oscillators.
- Above +50: Indicates overbought conditions (potential selling opportunity)
- Below -50: Indicates oversold conditions (potential buying opportunity)
Summary: Helps identify when price movement may be overextended and due for a reversal.
Chaikin Money Flow (CMF)
An oscillator measuring buying and selling pressure by analyzing money flow volume over a set period, rather than cumulatively.
- Positive values: Indicate buying pressure (accumulation)
- Negative values: Indicate selling pressure (distribution)
- Default setting: 20-period (typically 20 days)
Summary: Helps identify whether money is flowing into or out of a security over a defined timeframe.
Directional Movement Index (DMI)
A trend indicator that measures both the direction and strength of a trend using three lines: ADX, +DI, and -DI.
- +DI above -DI: Indicates an uptrend
- -DI above +DI: Indicates a downtrend
- ADX: Measures trend strength (regardless of direction)
- Default setting: 14-period
Summary: Helps identify trend direction and the trend’s strength
Ultimate Oscillator
A momentum indicator that combines three timeframes to provide a more balanced view of market strength and reduce false signals.
- Higher values: Indicate stronger buying pressure
- Lower values: Indicate stronger selling pressure
- Used to identify overbought/oversold conditions and potential trend reversals
Summary: Helps confirm momentum and spot potential turning points with greater reliability.
Change Log
- Improve OHLC appearance
- Repair drawing annotations on extended chart
- Reconciliation mode functionality fixed
Bracket Order Adjustment
Adjust Limit and/or Stop Orders from the Chart
- Click on the Limit (or Stop) Order Dashed Line
- The Modify Order Price dialog box will appear
- Either move the dashed line to the new position, this will temporarily show up as a solid line. OR enter the new price in the dialog box.
- Click Modify
Once modified, the Limit order becomes a dashed line at the updated price.
26-01 Release Notes: Bracket Order Adjustment, Journal Reports, Show Confirmation
Adjust Limit and/or Stop Orders from the Chart
- Click on the Limit (or Stop) Order Dashed Line
- The Modify Order Price dialog box will appear
- Either move the dashed line to the new position, this will temporarily show up as a solid line. OR enter the new price in the dialog box.
- Click Modify
Once modified, the Limit order becomes a dashed line at the updated price.
Journal Reports
Journal Reports transform your trading data into visual insights that highlight performance trends, behaviors, and outcomes at a glance. With intuitive charts and summaries, you can easily evaluate results, refine strategies, and build more consistent trading habits.
Show Order Status (Go to Order Ticket)
When trading from the Chart (OCO orders), you can elect to Show Confirmation – or not.
Toggling “On” will take you to the Order Ticket to review and submit your Order to the supporting brokerage.
The Order Ticket tab allows you to further adjust and even Stage the Order.
Once reviewed and submitted, you’ll get a confirmation the order was submitted, as shown here:
Toggling “Show Confirm” to Off, will bypass the Order Ticket window and convert the “Trade from the Charts” action to an Order Ticket itself.
Notice: The Entry is a Day Order, the Exit is a GTC order
Clicking “Submit” will send the order directly to the supporting brokerage.
Since the Order Ticket is bypassed, additional adjustments or Staging is not permitted when “Show Confirm” is in the “off” position.
Once submitted, as with “Show Confirm” activated, you’ll see this notice:
Journal Tab - Reports
Journal Reports
Understanding your trading performance shouldn’t require digging through spreadsheets or guesswork. Journal Reports turn your trading data into clear, visual insights—so you can quickly see what’s working, what’s not, and where to focus next.
With intuitive graphs and concise summary outlines, Journal Reports provide a high-level view of your account performance across multiple categories, helping you connect the dots between results, behavior, and decision-making.
Whether you’re reviewing weekly performance, refining your edge, or building better trading habits, Journal Reports transform raw data into actionable insight—at a glance.
Click the Info Icon 
for a detailed outline on:
- What information the report provides
- Why it matters
- How to use it
- The application(s) the report is Best used for
Report Legend
Each Report has a legend where indicators can be toggled on/off simply by clicking on each one.
Journal Reports include insights by:
- Performance – Analyze results by time period to spot trends and consistency.
-
Symbols – Identify which tickers were your most and least profitable.
-
Account – Review performance across individual or multiple accounts.
- Behavior – See how trading habits impact outcomes.
-
Conditionals – Evaluate performance based on specific trade criteria or setups.
Click on one of the above categories, then click on the Report to display
To make analysis even easier, users can group their Favorites into a single section—allowing you to focus on the symbols, strategies, or reports that matter most to you.
Simply, click the Star Icon to highlighteach Report to keep under “Favorites”
- The account(s) selected on the left side of the Portfolio Tab display the activity in the center panel for the default time period of 12 months
- Use the Filter Button to adjust the time period, symbols, etc to display
- The results from the center panel will be displayed on the right panel
Journal Tagging - OCO, Trailing Stops, etc.
OCO Journal Tagging
OCO Orders are automatically tagged in the Journal.
Once the Stock Order is Executed (it is an active Position), the Limit and Stop orders are Live (active Orders for the duration selected: Day or GTC.)
If/when the stock hits the Limit price, that order will execute, and the Stop order will be canceled. The Journal tab will be green and display a Gain/Profit.
-OR-
If/when the stock hits the Stop price, that order will execute and the Limit order will be canceled. The Journal tab will be red and display a Loss.
The tagged results show whether you’ve been hitting your target or getting stopped out.
**Note: Past Conditional trades will be tagged as “otoca-entry”, “otoca-target” and “otoca-stop”.
Platform Features Release: Additional Features/Adjustments to Streamline Functionality
Announcing the latest Release of feature and functionality additions and enhancements to the trading platform to streamline/improve functionality.
Build a Watch List from “Recent” List
Build a new Watchlist directly from the “Recent” list in Research.
Navigation Bar
Order Status Time Stamp
Hover your cursor over the Order’s Date/Time info to display the Order’s activity Time Stamp.
Other Additions
- Enter a symbol, and it will appear in the symbol box. This works on any of the Research tabs.
- Adding a symbol when Creating a new Watchlist automatically adds to the list. The “Add” button has been removed.
Change Log
- Corrected “Close” action from Staged Trade
- Trailing % display corrected
- Renamed tooltip from “Add Watchlist” to “Create/Delete” vs. “Add/Delete”