Portfolio – Broker Main Tab

Note: Gains in Broker Menu (lower left) and Portfolio Menu have the same functionality and are both referenced on this page.

Platform Feature Release: Screener

Feature Release Notes:  Screener Announcing the latest feature/function updates, additions or edits to the trading platform: Screener – Trading styles [...]
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Screener (Premium Desktop Feature)

Screener Located under the Find Tab, the Advanced Screener is designed to allow the user to customize their own trade [...]
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Alert Functionality (Premium Desktop Feature)

Alert Functionality Alerts can greatly improve trading effectiveness by notifying you on a potential trade opportunity and help you decide [...]
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Following a Shared Account (Premium Desktop Feature)

Under Portfolio>Sharing,  click on “Accounts I’m Following” on the left-hand panel. The center panel, above the Account List has a [...]
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Link Trades in Journal

Trades can easily be linked in the Journal.   This is helpful to keep related trades grouped together for easier tracking and [...]
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Adding an Account

Accessing a live account is easy.  Currently Choice Trade, Tradier, Ally Invest (formerly TradeKing) and TD Ameritrade and E*TRADE are offered [...]
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Manual Account Overview

A Manual Account is versatile resource tool which can enhance your trading effectiveness.  You can also use this to track trades [...]
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Color Tag Trading Accounts

Select a unique color for each trading account on the Account Summary tab.  Each trade in that account will display that color on  [...]
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Expand Trade Detail – Positions Tab

There are 3 ways to expand multi-leg trades in the Positions Tab. Smart Icon – Click on the   icon to the left [...]
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Journal Account Multi-Selector

Reviewing your  Journal Accounts is made easier by using the Multi-Select tool on the Journal Tab.  Control your Journal Account [...]
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Reconcile Trade Notice

The Tags including the P/L Summary, Graph and new Insight tabs rely on updated Journal entries which includes reconciled trades. The [...]
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Updating Journal Entries

Logging into your account will update Journal entries for up to the last two months.   However,  trades that expired will [...]
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Tag Results-Table Summary Totals

Located below the Analytics Tab in the Journal,  the Tag Result Table Summary displays trade performance by Date Range, Total P/L,  [...]
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Insight Tab in Journal

The Insight Tab, along with Tags and Graphs update dynamically with the account(s),  symbol(s), tag(s) and/or date range selected. Insight [...]
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P/L & Duration/Timeline Graphs

Journal Trade Graphs This tab offers two views of your Closed, Matched or Reconciled trades:  P/L by Trade Duration and [...]
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Backtest from the Journal

You can “Replay” a trade from your Journal by sending it to Backtest Analysis. Click on the  icon on the Journal [...]
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Save Backtested Trades to Manual Account

Want to keep record of backtested trades?   Send them to the Manual Account.  While in Backtest Mode,  structure your [...]
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Delete Journal Entries

Whether you entered a trade incorrectly, or want to remove Cancelled Orders from your Virtual or Manual Account, you have the [...]
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