Portfolio – Order Status

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

Order Staging (Premium Desktop Feature)

This feature allows the user to save Potential Trades for further consideration to decide the best ones to submit. Staging is also [...]
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Order Types – How to Enter

Market Order are Buy or Sell orders to be executed immediately at current the Market Price.  Execution of the trade [...]
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Updating Journal Entries

Updating closed or adjusted trades in the Journal Tab is easy by the following steps: 1.  Go to the Order [...]
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I own the stock, how to I enter a Covered Call trade?

When you already own the stock, but want to enter a Covered Call position, follow the following steps: 1. From [...]
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