Platform Features Release: Annotation Enhancements, Condor Trade Set Up


Announcing the latest Release of Annotation improvements and Strategy template adjustment.  We’ve also made several practical changes for better access to features/functions.


Independent Default Settings for Annotations

When adding Annotations such as lines, rays, arrows, etc, to the chart, the settings for that type of annotation can be set as a “Default”.   Line settings are independent of other annotations’ settings.


Add the Annotation.

Click on the annotation to display the Dialog box (shown).

Make any adjustments.

Click “Save as Default”

The newly added and future annotations of the same type will have the new settings.

Click “Reset” to revert to original settings.


Fibonacci Too!

The Fibonacci Annotation has been enhanced to allow you to select which Retracement Levels you want to view in addition to adjusting the color for each as well as transparency overall.

The settings can be set as the Default for new chart entries.

**Please note: Existing Fibonacci annotations cannot be edited with this new coding.  They must be deleted, then added back.


Condor Strategy Template Adjustment

The core functionality of Condor Strategy Templates has been adjusted. (Iron/Long/Short)

The center strikes are now anchored by default and will only change if you adjust them manually on the template itself or by using the “Widen Strike” icon —making trade construction more intuitive and consistent.

Widening/Narrowing of the center Strikes will change the spread of the Condor,
which can be done manually on the template or by using the “Widen” or “Narrow Spread” icon.


Other Additions

  • EOD lower Indicators will display “Chart Unavailable for intraday charts.”
  • Zoom feature now includes a double-click “on-off” functionality
  • HeatMap legend (Find>HeatMap) is movable


Change Log

  • Heatmap legend is no longer fixed when clicked to view
  • Transparency for shapes is resolved
  • Price slice functionality adjusted for price changes
  • Zoom feature is now toggle functionality
  • Scrolling chart/arrow functionality resolved


Chart Adjustment/y-axis


Chart Adjustment

Adjusting the chart’s y-axis gives you more flexibility – whether it’s forecasting, adding notes, viewing current positions, etc.

Simply click you cursor to the right of the y-axis, then drag your mouse/cursor up or down.

To reset, click the ‘refresh’ icon on the chart toolbar


Chart Time Period


Chart Time Periods

The Chart Period format has been streamlined for a more streamlined look.

The current chart period will be displayed at the top of the ‘favorite’ (saved) drop-down list.

“Extend By” can also be selected to “add time” to the left side of your chart.



Platform Features Release: Economic Dashboard, Chart Adjustment, Chart Time Period


Announcing the latest Release of feature and functionality enhancements to the trading platform to improve the investment/trading decision process.

Economic Dashboard:  View chart data from dozens of economic reports. Includes information on why it is important, what to look for, and how to apply the data to trading.

Chart Adjustment:  Ability to compress and expand y-axis.

Chart Periods:  New look, improved functionality.


Economic Dashboard

Located under the Home/Market Tab, this powerful research tool provides important economic information in chart format.
  1. Select from 1*, 5,10 or 25-year views
  2. Allows you to select display order as well as ‘hide’ charts.
  3. Click on the Title to display: What the data represents, Why it is important, What to look for and How to apply the data in trading
  4. Provides info on the Economic Report Category (Consumer), what the numbers represent (%, $, units, etc), how Frequent the data is reported (Quarterly, Annually, Monthly, etc)

 

* Some reports are released annually.   5, 10 or 25 year view are recommended in these instances.


Chart Adjustment

Adjusting the chart’s y-axis gives you more flexibility – whether it’s forecasting, adding notes, viewing current positions, etc.

Simply click you cursor to the right of the y-axis, then drag your mouse/cursor up or down.

To reset, click the ‘refresh’ icon on the chart toolbar


Chart Time Periods

The Chart Period format has been streamlined for a more streamlined look.

The current chart period will be displayed at the top of the ‘favorite’ (saved) drop-down list.


Change Log

  • ‘x’ moved to left side of symbol list in Research Tab
  • Key Ratio and Compare Views are session sticky
  • Seasonal chart corrected to show Price
  • Cancel/Reuse display on Credit orders corrected
  • Stock data restored on Scan backtest
  • Staged Order display on chart functionality corrected
  • Schwab Order Ticket close orders corrected
  • Trade Station added under “Open New Account”
  • Reward/Risk more clearly marked on Trade from Chart
  • 1 Day/1 Minute added to Custom Page charts
  • Resolved Seasonality percent chart
  • Corrected MACD histogram overlap
  • 60-minute charts/Schwab conflict resolved
  • P/L Insight Graph includes up-to-date data
  • Tradier Live Account Ticket credit/debit correction
  • Staged Orders/Current Orders display consistency restored
  • Screener – Score resulting in 0 candidates resolved


Platform Features Release: July 2023


Announcing the latest Release of feature and functionality enhancements to the trading platform with the goal of improving the investment/trading decision process.   These two areas of the platform have undergone a major redesign and expansion of metrics.

Key Ratio Tab(formerly Valuation)- Reworked and expanded data points offered as well as provided context of how well a stock is performing compared to its Industry and the S&P.

Fundamental Tab –  Improved display of the expanded data available offer the ability to view fundamental metrics by Quarter, Year or Trailing Twelve Months (TTM) with the ability to adjust the time period and data display views.


Register for Office Hours, Wednesday, July 12th

Join us for a special Office Hours session, Wednesday, July 12th at 4:15 Eastern (15 minutes after Market Close)

Rance will be showcasing the Key Ratio and Fundamental tab data – how to read, understand and utilize the metrics provided. 

Register using the button below.   A confirmation email will be sent with a link to join for the scheduled time.

Register for Office Hours, July 12th

Key Ratio Tab

Key Ratio analysis is just one approach to evaluating stocks, and it should be complemented with other forms of analysis, such as technical analysis and market sentiment, for a well-rounded investment decision.


Key ratio indicators provide valuable information about a company’s financial health, profitability, growth prospects, operational efficiency, and overall value enabling traders to make more informed decisions:

Valuation:  Helps determine whether a stock is priced attractively in relation to its earnings, sales, or book value.

Profitability: Signifies a company’s ability to generate returns for its shareholders.

Financial Strength: Assesses the ability to meet financial obligations and weather economic downturns.

Growth:  Analyzes potential for expansion and increased earnings over time.

Efficiency: Measures how effectively a company utilizes its resources to generate output.

Cash Flow: Provides insights into the company’s ability to generate and manage cash.


Fundamental Tab

Fundamental Analysis involves a comprehensive examination of a stock’s financial health and its underlying value, as well as other relevant financial and non-financial metrics, to form an overall view of a company’s financial health and value.

This information is displayed in charts and graphs making it more useful in the analysis process.

It’s important to note that fundamental analysis is just one approach to evaluating stocks, and it should be complemented with other forms of analysis, such as technical analysis and market sentiment, for a well-rounded investment decision.


Enhancements


Price has been added to the Volatility Chart on the Option Chain display.  Slide your cursor along the chart to display the Date, Price, HV & IV


Dollar and Percentage Move added to Line Settings:


Timeframe displayed on chart when not on “Favorite”:


Font Size Selector for Price Chart


Vega added to Strategy Templates.  Click the ‘expand’ icon, if needed:



Change Log

  • Linear Regression Channel period number updating
  • Roll-out time icon synced with Risk Graph
  • Added “No or Limited Dividend Information” message
  • Corrected Backtest Net Debit/Net Credit responsiveness
  • Reset button function restored on Projected Price


Platform Features Release: April 2023


Announcing the latest feature(s)/function(s) updates, additions, or edits to the trading platform:


Cloning and Editing Trendlines

New Trendline Customization

Clone trendlines with the push of a button.  Easily define or edit  trendline endpoints.

Click on an existing trendline to display the Annotation Settings box, make your changes, then click “Save”.



Enhancements

  • Reusing canceled GTC Order preserves Duration


Change Log

  • Repaired contrast on Find>Scans>Filter table
  • Chart crosshair behavior resolved
  • Pivot Point indicator editing restored
  • Removed duplicate Inner Circle>Insider Information
  • Platform Notification>Don’t show again” fixed
  • Backtest>Analyze Date selection repaired
  • Corrected date display above chart
  • Seasonality Chart behavior corrected
  • Screener functionality repaired on several items
  • Hide function on Option functionality restored
  • Russell 2000 restored on Find>HeatMap
  • Backend fixes on previous releases
  • Net Debit/Credit responsiveness restored on Manual Accounts


Platform Features Release: August 2022


Announcing the latest Release of feature and functionality enhancements to the trading platform.  These allow for more customizing ability and streamlines functions on accessing or displaying information.  Highlights include:

Screen for Weekly Options – The ability to screen for weekly options has been added to the Screen Function under Find.

Rearrange Screener Data Points – Change selection order directly on the Results page, by drag/drop action.

Large Chart Widget on Custom Page –The new widget fits an entire row on the custom page.

Customize Moving Averages – The Moving Average thickness can now be customized.

Vertical Zoom on Chart – Function expanding to allow for Horizontal and Vertical Zoom.

Double-click function on Expiration Cycle Page –Eliminates need to click “Okay” button


Screen for Weekly Options

The Screener – located under the Find Tab – now provides the ability to screen for Weekly Options.

Now customizing your own searches is even better!

Remember, you can save Screens for future use – and even edit/update them as needed.


Rearrange Screener Criteria

Rearrange Screener data points on the Results page by clicking located on the upper left corner of each data point, then drag up/down.

The data points are filtered with each entry in the order they are listed.

Additional edits can be made with the existing Screener data points:

Click to keep the data point but disregard in an updated “Run Search”.

Click to remove the data point from an updated “Run Search”.

Save to keep the edited Screener for future use.


Large Chart Widget on My Custom Page

An individual chart can be set on an entire row on the Custom Page by selecting the Large Chart widget.
The Custom Page set-up and arrangement remain the same.


Customize Moving Average Lines

All Moving Average IndicatorsExponential, Simple, Triangular and Weighted can be customized to set Line Width.   The default setting is ‘1’.

This update, along with previously added, user-defined “Line Type” allows for even more identification in charting analysis.


Expiration Cycle Double-click Functionality

Quickly access one or more Expiration Cycles by double-clicking on each row you wish to evaluate.

The selected dates will automatically display on the Chain.

Click “Expiration Cycles” button again to revise/add to existing cycles.


Vertical & Horizontal Zoom Functionality


Change Log

  • Corrected “Extend By” behavior on Chart with Streaming
  • Created ability to reconcile partial trades
  • Updated Annotation editing capability when adding text
  • Resolved Edge browser/Annotations conflict
  • Volatility Stop Indicator – expanded
  • Fixed navigation break: Chain>Chart>Chain
  • Analyze function restored on certain strategies
  • Alert tool-tip correction
  • Adjusting Parallel lines now saving
  • Corrected Pending/Executed Order on Chart display