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Trading

Trading Sandbox Account - Overview

Unlike traditional broker-provided virtual accounts, the Sandbox is not bound by brokerage margin rules or limitations, giving you more freedom to practice and test strategies.

Trading Sandbox Account was built specifically to overcome these shortcomings, allowing traders to:

  • Test advanced strategies without brokerage-imposed limits.

  • Gain confidence in how options positions will behave through expiration and assignment.

  • Track true results on completed trades for more effective learning and analysis.

As with other simulated trading systems, the Sandbox uses delayed market data. However, it goes beyond conventional paper trading platforms in several key areas:

Fast & Reliable Order Execution
Orders are processed quickly during market hours, creating a more realistic trading experience compared to laggy paper trading systems.

Supports Conditional Orders for Stocks
Effortlessly include Stop and Limit Orders when buying stock.

Options Handling That Works
Options are properly assigned and exercised as they would be in a real account, removing the gaps found in most brokerage simulators.

Accurate Trade Capture
The Sandbox records and captures gains/losses on completed trades, giving you a clear picture of how your strategies perform over time.

Full Journal Support
When auto-journaled (default setting) is set, all activity is captured. Track your progress to see what strategies work, what needs more practice, for important feedback.

How To Add:

Sandbox has been added as a drop-down selection in the Portfolio section of your trading platform

  • Click the bottom left corner tab of the platform to display all account tabs

  • Click the “+” icon appearing below these tabs

  • Select “Sandbox” from the dropdown list.  Check the “I agree…” box

  • Name your account and select a color identifier, if desired.

  • Start trading!

by Support Team

Conditional Orders (OCO)

Conditional Orders Available with Tradier Brokerage

One-Cancels-the-Other (OCO) orders allow two orders to be placed at once, combining a Limit Order and a Stop or Stop/Limit Order.  If/when one of the orders gets triggered and is executed, the other order is immediately canceled.

Such orders offer ways to take profits off the table while limiting exposure to losses.

    1. Opening Order OR the existing Position to Close
    2.  Select “Bracket (OCO)”
    3.  If the trade is favorable, the Limit Price will trigger to close and secure profit.
    4.  If the trade is unfavorable, this Stop (or Stop Limit) Order can limit your loss
    5.  Duration: “Day” or “Good Til Canceled”
    6.  Summary of the Bracket-OCO Order
    7.  Review for accuracy, then Submit on the next screen

by Support Team

Platform Features Release: Compare and AI capability added, Tradier Streaming

Join us Wednesday, October 25th for a special Office Hours session for an in-depth review session of the newest enhancements to your platform.

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

Research Tab/Dashboard:

Compare Tab: Provides an at-a-glance comparison of competitors of the same industry group with the ability to change symbols and Swing, Position, or Investor views (also “All” and “Default”)

AI Analysis –  AI generated competitive analysis for Large-cap stocks in the same industry group.

Compare Tab

The Compare feature, found under the Research Tab, allows investors to review a particular stock against its industry peers.   Different Views offer Investors perspectives with different investment strategies, such as value or growth investing, to identify stocks that align with their preferred strategies within a specific industry.

Some of the Compare benefits include:

  1. Relative Valuation: Ratios like price-to-earnings (P/E), price-to-sales (P/S), or price-to-book (P/B) can be assessed whether a stock is overvalued or undervalued relative to its peers.
  2. Identifying Outliers:  If a company has significantly different ratios compared to its peers, it may warrant further investigation to reveal potential investment opportunities or risks.
  3. Industry Trends: Analyzing ratios across an industry can reveal trends and patterns. For example, if the majority of companies in an industry experience a declining profit margin, it may indicate a broader industry challenge or trend.
  4. Risk Assessment: Comparing key ratios can help assess the financial health and risk profile in an industry context. Companies with lower debt-to-equity ratios, for instance, may be considered less risky, especially if this trend holds across the industry.
  5. Operational Efficiency:  Comparing Ratios like return on equity (ROE) and return on assets (ROA) among industry peers can provide insights into a company’s operational efficiency.

NOTE:

While comparing key ratios within an industry offers valuable insights, it’s VITAL to consider other factors , such as the company’s business model, competitive advantages, management quality, macroeconomic conditions, etc. Ratios should be only part of a broader analysis to make well-informed investment decisions.

 The fields automatically populate with industry peers.   They can be changed to compare other symbols of your choice.

AI Analysis

Located within the Activity Tab in Research, Stock AI analysis has the potential to enhance and streamline the process of evaluating and trading stocks in the financial markets.

Stock AI analysis can quickly process and analyze vast amounts of financial data, news, and market sentiment in real-time. This enables investors and traders to make more informed decisions based on a comprehensive view of the market.

Click on the AI Analysis Tab for the current symbol you are viewing.  A progress bar will appear while the information loads for the initial session view only.  The information will remain even if you log out and back in again during the same Market Day.

 

It’s important to note:
While Stock AI analysis offers these benefits, it also comes with challenges and risks, such as overreliance on algorithms, potential biases in data, and the need for continuous monitoring and oversight. Investors and traders should use AI analysis as a tool to complement their decision-making process rather than relying solely on it.

Streaming Quotes with Tradier

Your Tradier Account offers Real-Time Streaming Quotes! 

Simply log in to your Tradier account from the platform, and you’ll see the Real-Time quote updates without having to change screens or refresh your browser!

 

Change Log

  • At-the-Money Strike price bolded on Templates
  • Long Butterfly template error corrected
  • Resolved slider bar/template editing functioning
  • Event flag display function preserved
  • Slider bar function corrected on template page

by Support Team

Key Ratio (formerly Valuation)

Key Ratio

A stock’s key ratios provide valuable insights into various financial aspects of the company. They are derived from the financial statements and help investors evaluate the company’s financial health, performance, and overall investment potential.

Assessing Key Ratios may vary by the type of trader one is:  Growth Investors differ from Swing Traders who differ from Position Traders.   The platform offers different views using Key Ratios for such scenarios.

Key Ratios allow you to not only view the company’s financial health but also view them in relation to others in the same industry, comparing ‘apples to apples’.   Having this information allows you to better evaluate potential opportunities. 

Deciphering the graphics

The illustrations show how to read the information provided as well as provide context on how the particular stock is performing to the Industry as well as the S&P.

Note:  Depending on the Industry and/or S&P values, their tab(s) may not appear on the bar graph. 

Select the view that matches your style of trading.

Just like trading, there is no ‘one-size-fits-all’.   Those focusing on longer-term trades would not be interested in the same criteria as those who prefer shorter-term positions.

Clickable Key Ratio Value

View other industry stocks’ ranking by clicking on the numeric value as shown.

What does “N/A” or “–” indicate?

If a number does not appear in the Ratio criteria, you will see either a “N/A” or “—“

N/A indicates the datapoint is applicable, but the value not currently available

— indicates the data point does not apply, such as Inventory Ratios with Banks

by Support Team

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.

How Does the Stock Measure Up?

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.

How Well Is the Stock Performing?

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

by Support Team

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