Portfolio – Positions Page
Note: Positions in Broker Menu (lower left) and Portfolio Menu have the same functionality and are both referenced on this page.
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
Leave a comment
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
Comments Off on Position Notifications
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
Leave a comment
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
Leave a comment
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
Leave a comment
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
Leave a comment
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
Leave a comment
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
Leave a comment
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
Leave a comment
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
Leave a comment
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
Leave a comment