Portfolio – Positions Page
Note: Positions in Broker Menu (lower left) and Portfolio Menu have the same functionality and are both referenced on this page.
Bracket Order Adjustment
Adjust Limit and/or Stop Orders from the Chart Click on the Limit (or Stop) Order Dashed Line The Modify Order [...]
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 [...]
Posted in Positions, Release Notes, Portfolio, Order Status, Trading
Tagged trade, Orders, Adjustments, How to
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Multiple Position Analysis
We often have more than one position on a particular Stock/ETF, so how can each position, or leg be evaluated? [...]
Posted in Positions, Options Chains, Dashboaard, Research, Options - Overview
Tagged positions, analysis, option chain, p/l graph, options, research, dashboard
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Position Notifications
When you Enable and Activate Account Notifications, you’ll receive emails on upcoming activity that may affect your existing positions. Upcoming [...]
Posted in Portfolio, Account, Positions, premium, Notifications, Trading
Tagged Accounts, Expirations, positions, earnings, dividends, Premium, Notifications, trading, Emails
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Platform Features Release: December 2022
Announcing the latest Release which added a powerful Lower Indicator on the Charts Tab: 52 Week Hi/Lo. Price/Date info has [...]
Posted in Watch, Portfolio, Positions, Activities, Release Notes, Functionality, Watch List, Trading
Tagged customize, watch lists, watchlists, Accounts, journal, views, analyzing
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Platform Features Release: November 2022
Announcing the latest Release allowing for customized Watchlist views. Improvements in Journal functionality will increase responsiveness and allow users to [...]
Posted in Watch, Portfolio, Positions, Activities, Release Notes, Functionality, Watch List, Trading
Tagged journal, views, analyzing, customize, watch lists, watchlists, Accounts
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Platform Features Release: October 2022
Announcing the latest Release of feature and functionality enhancements to the trading platform. These features and enhancements help keep users [...]
Posted in premium, Portfolio, Positions, Activities, Release Notes, Functionality, Trading
Tagged earnings, dividends, Premium, trading, Notifications, email, Expiration, portfolio, positions
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Export Reports (Desktop)
Clicking on located on the upper left corner of the Positions and Gains tabs allows you to export that information as a [...]
Evaluate Existing Positions
Positions will automatically show on the options chain for the active brokerage account. You can also access directly from Broker [...]
Posted in Location, Portfolio, Positions, Options - Advanced
Tagged navigation, menu, How to, options, evaluaate
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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 [...]
Posted in Positions, Portfolio, Order Status, Trading
Tagged portfolio, trading, menu, How to
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Positions Tab
The Positions Tab offers 4 table views of your current trades. You can access these by clicking on the [...]
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 [...]
Trade Management
This platform makes it easy to manage and adjust trades when needed. The Snapshot feature and the P/L graph enables [...]
Posted in Positions, Options Chains, Options - Advanced, Trading
Tagged navigation, menu, How to, graph, trade management, snapshot
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Position Download Ability
Downloading/exporting capability added to the Positions tab. This feature is also available in the “Gains” tab. This allows even greater flexibility with record-keeping [...]
Posted in Location, Positions, Journal, Trade Journal
Tagged navigation, menu, How to, journal, export, positions
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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 [...]
Posted in Order Status, Positions, Trade Journal, Trading
Tagged trading, menu, How to, portfolio, positions
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Account Differences Explained
When you set up your Live Account with TD Ameritrade, Choice Trade or other Brokerage you may notice account value [...]
Posted in Portfolio, Positions, Trade Journal, Trading
Tagged positions, trading, menu, How to, portfolio
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