Market - The Big Picture

Start here for the overall outlook.

Designed to show what the overall markets are doing by viewing the graphs, charts and maps.  You can change the time frame to check trends, use the maps on the right side of the page for a picture of sectors in relation to the market.  Even drill down to industry within the sector and more.


Market Overview: Get more of a broad view

View activity of the NYSE, Nasdaq or American Stock Exchange by time frame.  The upper area of this part of the Market Tab shows the number of advancing or declining stocks by sliding your cursor along the graph.

Likewise, the bottom portion of shows the number of stocks that reached their 52-week High or Low by sliding your cursor along the lower graph.

The constant figures show the number of stocks in each category for the current/most recent trading day.


Market - Index Overview

In the default Graph View, get an visual view of Market or Volatility Index activity by a 1-day or 1, 3 or 6 month time frame.  By sliding your cursor along the graph, an activity box will display more in-depth activity:  Every two minutes for the 1-Day Graph, or Daily for the 1, 3 or 6 month graph.
The current market activity/most recent trading day, regardless of time-frame, is present on the default view under the Index box selections – or by selecting the List View to get:  Current, point change and percentage change (green = positive, red= negative).


Advanced/Declined & Highs/Lows

The Graphs on the left side of the Market page can provide confirmation of whether there was a Rally or Sell-Off in the time frame selected by providing the numbers of stocks taking part in of the movement.

The 52-week High/Low Graph further confirms if there is a Market Trend by showing how many stocks closed at their 52-week High/Low.

Note, you can select a 1, 3 or 6 Month or 1 Year time frame in which to view the data.  By sliding the cursor along the horizontal ‘0’ (zero) line on each graph, data for each day will appear.


Create Watchlists

The Market & Watch Tab Icon ToolBar allows you to Create/Modify/Manage your Lists.

Hover your cursor over the icon to view it’s ‘task’:   
Select Candidates
Send to Research
Add/Delete a List
Modify an existing List
Send candidates from one List to another
Remove candidates from existing List
Change View:  List or Tile
To Create a New Watchlist:

1. Under ‘Create Watchlist’, enter symbols – separating  eachwith a comma or (space)
2.  Enter the name of New Watchlist
3.  Click “Create”
Other ways to Create Lists include:

From the Find Tab>Scans and Find Tab>Calendar.

Selecting candidates from Scans (Ex: Bullish Ascending Triangle ) or Calendar for an Earnings or Dividend date to get the list of stocks that fit your selected criteria,  click the “Check” icon to the stock symbols you want to keep, then click the Folder + icon to , name your new Watch List then click “OK”.

You can also copy/paste up to 100  symbols from an outside source to a newly created (or existing list) provided the following apply:

The symbols are separated by:
A Space:   TSLA ZM GOOG NFLX
Or by a Comma:  TSLA,ZM,GOOG,NFLX
Or a Return:
TSLA
ZM
GOOG
NFLX

Manage/Modify Existing Lists

Earnings, Dividends and more...

The far right, lower box in Research provides the following:

Earnings Tab:  Get Earnings date, number of business days until announcement, Estimated and Actual Trailing Twelve Months (TTM) EPS, and link to the prior 12 Quarter Earnings details.

Dividend Tab:  Get Yield, Amount,  Payout Ratio (dividend/EPS), the Ex-Dividend Date (deadline to complete a stock purchase to be entitled to dividends),  Payout information, Frequency and link to the prior 12 Quarter Dividends.

Scans Tab: Quickly view how many & which scans the stock symbol appears on.

Index Tab: Lists the symbol and indices name(s) on which this stock appears.

Split Date:  Provides most recent Split Date, Detail and a link to view Split History

 


Tile View Sizes

Tile View is available in 3 sizes on the Market or Watch Tabs.

Scans and Earnings/Dividends Calendar under the Find tab offer 4 Tile View sizes:  Extra Small to Large.

The platform’s adaptive and responsive technology will automatically adjust the number of tiles shown based upon the available space as well as allow continual scrolling for large lists.


Smart Action Icon

The Smart Action Icon  adjusts available features depending upon where you are in the trading platform.

For Stocks you can ‘Buy’, ‘Sell’, view ‘Options’, etc.  

Any Strategy-specific options scan will have ‘Analyze’ and ‘Trade’ in the Action Icon Menu. You can click ‘Analyze’ to see the trade in the options chain. From there, you can Edit the structure or click ‘Trade’ to submit the trade to your to Brokerage Account and Journal.


Don't Know the Symbol?

No Problem

You can search for symbols from several entry points including “Market” and “Watch”. Simply start typing all or part of the Company’s name and the system will proactively provide you with suggestions. You can use this feature anywhere including Insiders and Institutions.

For example, typing “Bank” in the Symbol box will bring up the stock symbols and names of companies with “bank” in their name.

Depending where you are in the Platform, clicking on the selected symbol while you are in:

The “Market” or “Watch” tab, it will be added to your currently open list of stocks.

The Dashboard of the “Research” Tab, it will automatically provide the top layer of information on the stock.  As always, you are able to navigate to different areas or ‘drill down’.

Insider or Institutions of the “Research” Tab, the corresponding data will display, such as data by Quarter, the biggest buyers and sellers and more.


Manage/Modify Watchlists

The Modify feature offers the following Symbol and List Management capabilities in one location:

  1. Rename the current Watchlist
  2. Add Symbols to the current Watchlist
  3. Use up/down arrows to drag/rearrange symbols in selected List
  4. Remove symbol(s) by clicking on ‘X’
  5. Highlight symbol(s) to add to another Existing Watchlist
  6. Highlight symbol(s) to Create a New Watchlist


Bonus!  You can keep your Watchlist sorted by any heading using this feature: 
Select your Watchlist
Sort by any Heading (Example:  Price – High to Low)
Click on the Manage Icon, then click “Done” at the top of the screen
This setting will be ‘sticky’ until you change it.