Trading
Platform Features Release: New Zoom Functionality, Chart Panning
Announcing the latest Release of feature and functionality additions and enhancements to the trading platform to assist the investment/trading decision [...]
Posted in Location, Account, Dashboard, Release Notes, Charting, news, alerts, Custom Home Page, Functionality, Charts, Trading
Tagged Order Ticket, research, chart, panning, quotes, zoom
Leave a comment
Platform Features Release: Trade from the Chart, Price Slices, Reset Virtual Account Options
Announcing the latest Release of feature and functionality enhancements to the trading platform to improve the position evaluation process, trade [...]
Posted in Release Notes, Charting, premium, Research, Location, Account, Options Strategies, Dashboard, Functionality, Charts, Options - Strategies, Trading
Tagged trade, virtual account, options, strategy templates, chart, balances, p/l evaluation
Leave a comment
Trade from the Chart
Trade from the Chart The button appears at the top of the chart for any symbol – whether there is [...]
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 [...]
Posted in Portfolio, Order Status, Functionality, Trading
Tagged OCO, Orders, Tradier, Order Ticket, Conditionals
Leave a comment
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 [...]
Posted in Key Ratio, Key Ratio, Research, AI, Location, Compare, Portfolio, Activities, Release Notes, Functionality, Trading
Tagged streaming quotes, brokerage, industries, research, Tradier, AI, Compare, Activity Tab, portfolio
Leave a comment
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 [...]
Posted in Key Ratio, Valuation, Research, Stock Research, Key Ratio, The Score, Trading
Tagged key ratio, how to read, trading, definitions, research, valuation, views
Comments Off on Key Ratio (formerly Valuation)
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 [...]
Fundamentals Tab
FundamentalsFundamentals provide valuable insights into the financial health and performance of a company. They offer a comprehensive analysis of the [...]
Posted in Fundamental, Research, Stock Research, Dashboaard, Trading
Tagged cash flow, trading, growth, fundamentals, earnings, dividends, Accounts, profitability
Comments Off on Fundamentals Tab
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 Emails, Accounts, Expirations, positions, earnings, dividends, Premium, Notifications, trading
Comments Off on Position Notifications
Platform Features Release: March 2023
Announcing the latest features/functions updates, additions, or edits to the trading platform: Valuation and Fundamental Data Points added Users have [...]
Posted in Research, Watch, Find, Release Notes, Screener, Functionality, Watch List, Find, Trading
Tagged data points, customize, watch lists, screener, views, research
Leave a comment
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 analyzing, customize, watch lists, watchlists, Accounts, journal, views
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 Accounts, journal, views, analyzing, customize, watch lists, watchlists
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 positions, earnings, dividends, Premium, trading, Notifications, email, Expiration, portfolio
Leave a comment
Platform Features Release: April 2022
Announcing the updates, additions and edits to the trading platform: Capability to adjust charts for splits When a stock had [...]
Posted in Research, Options Chains, Release Notes, Charting, Functionality, Charts, Options - Overview, Trading
Tagged charts, research, customize, option chain
Leave a comment
Platform Features Release: Enhanced Annotation Capability and Indicator Settings
Announcing the latest features/functions updates, additions or edits to the trading platform: Enhanced Annotation Capability Additional features have been added [...]
Posted in Research, Release Notes, Charting, Functionality, Charts, Trading
Tagged charts, research, indicators, customize, Annotations
Leave a comment
Platform Features Release: New Option Chain Functionality/Appearance, Responsive P/L Graph
Features Release Notes: New Option Chain Functionality/Appearance, Responsive P/L Graph Announcing the latest features/functions updates, additions or edits to the [...]
Platform Features Release: Smart Trade Ticket, Global Chart Settings, Updated Fundamental Tab, Order/Trade Chart Display
Features Release Notes: Smart Trade Ticket, Global Chart Settings, Updated Fundamental Tab, Order/Trade Chart Display Announcing the latest features/functions updates, [...]
Posted in Release Notes, Charting, Fundamental, Research, Functionality, Trading
Tagged Premium, watchlists, fundamental, Order tickets, trading, charts, research
Leave a comment
The Order Ticket – Stock/ETF
The Order Ticket is designed for ease of use and flexibility. Selecting “Stock/ETF” or “Options” will display the appropriate ticket. [...]
Platform Features Release: Additional Alert Functionality, Watch List Alerts, Info Button, Trade from Charts
Features Release Notes: Additional Alert Capability, Set Watchlist Alerts, Alert Management Info Button, New Trade Button on Charts Announcing: Expanded [...]
Posted in Watch, Release Notes, premium, alerts, Functionality, Trading
Tagged Premium, alerts, watchlists, trading, charts, research
Leave a comment
Premium Features Release: Custom Home Page & Alert Functionality
Features Release Notes: Custom Home Page, Alert Capability Announcing: New Powerful Premium Features Added to the Trade Tool Trading Platform [...]
Posted in premium, alerts, Custom Home Page, Release Notes, Functionality, Trading
Tagged Premium, alerts, trading, custom home page, charts, research, news, app
Leave a comment
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 [...]
Posted in Portfolio, Order Status, Trading
Tagged trading, Premium, Order Staging, Trade Sharing
Leave a comment
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 [...]
Posted in Portfolio, Account, Journal, Trade Journal, Trading
Tagged Trade Sharing, Journal Sharing, Follow Accounts, Premium
Leave a comment
Set Up Trade & Journal Sharing (Premium Desktop Feature)
Trade and Journal Sharing Step 1: Select “Sharing” under the Portfolio Tab to to access these features of sharing [...]
Portfolio
Manage Your Portfolio from the Platform With Brokerage Integration you can trade directly from the platform with select brokerage firms. [...]
Brokerage Access
Trade directly with select Brokers. The Broker menu is located in the lower left corner of the screen and is [...]
Adding an Account
Accessing a live account is easy. Currently Choice Trade, Tradier, Schwab, E*TRADE are offered through this platform. More brokerages will be [...]
Manual Account Overview
A Manual Account is versatile resource tool which can enhance your trading effectiveness. You can also use this to track trades [...]
Posted in Portfolio, Account, Trade Journal, Trading
Tagged How to, journal, portfolio, brokerage, trade, manual account, navigation, menu
Leave a comment
Virtual Account Overview
Virtual Trading gives you the real trading experience without risking any money. It is a valuable “next step” learning [...]
Posted in Portfolio, Location, Uncategorized, Trade Journal, Trading
Tagged virtual trade, portfolio, brokerage, trade, navigation, menu, How to, journal
Leave a comment
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 [...]
Posted in Account, Journal, Trade Journal, Trading
Tagged menu, How to, color tagging, trading account, navigation
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 Portfolio, Order Status, Positions, Trading
Tagged trading, menu, How to, portfolio
Leave a comment
Positions Tab
The Positions Tab offers 4 table views of your current trades. You can access these by clicking on the [...]
Access Trading Account Information
No need to login to Brokerage Account site for normal day-to-day activity. Each account includes a Summary page showing the [...]
Posted in Location, Portfolio, Uncategorized, Trading
Tagged brokerage, trading, navigation, menu, How to
Leave a comment
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 Options Chains, Positions, Options - Advanced, Trading
Tagged graph, trade management, snapshot, navigation, menu, How to
Leave a comment
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 [...]
Updating Journal Entries
Logging into your account will update Journal entries for up to the last two months. However, trades that expired will [...]
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, [...]
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 [...]
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 [...]
Trade from the Options Tab
Trading from the Options Table is easy! When a position is set up on the Option Chain or from one [...]
Posted in Uncategorized, Options - Overview, Trading
Tagged navigation, menu, How to, trade, options overview
Leave a comment
Trading from the Option Template
From Template to trade is easy. Simply click the “Trade” button on the Option Template and the Order Ticket [...]
Posted in Uncategorized, Options - Overview, Options - Advanced, Trading
Tagged trading, navigation, menu, How to, options
Leave a comment
Trading from Options Page & Strategy Templates
Structure and analyze any options position. When ready, click “Trade” to create and submit an Order Ticket. Comparing trades with [...]
Posted in Portfolio, Options Chains, Options Strategies, Options - Strategies, Trading
Tagged trading, navigation, menu, How to, SNAP
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 portfolio, positions, trading, menu, How to
Leave a comment
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 [...]
Posted in Portfolio, Account, Journal, Options - Backtesting, Trade Journal, Trading
Tagged portfolio, backtesting, trade, manual account, navigation, menu, How to, journal
Leave a comment
Delete Journal Entries
Whether you entered a trade incorrectly, or want to remove Cancelled Orders from your Virtual or Manual Account, you have the [...]
Posted in Portfolio, Account, Journal, Trade Journal, Trading
Tagged navigation, manual account, menu, How to, journal, virtual trade, portfolio, brokerage, trade
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 trading, menu, How to, portfolio, positions
Leave a comment
Virtual Account Buying Power Calculations
Virtual Account Buying Power Calculation This is an example of how Buying Power is calculated. Check with your broker for [...]
Posted in Portfolio, Trading
Tagged brokerage, virtual account, buying power, trade account
Comments Off on Virtual Account Buying Power Calculations