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.

Brokerages determine what Order Types and Duration selections are available.

All or None allows you to dictate whether to accept partial fill of an order or not.  Toggle to turn this on/off.

The Order Summary appears below Order details as an additional security step to ensure your order is correct.

Click “Stage” for later review, “Review” to continue the Order process orClear” to start over.

Note:  If you start an Order in one account, then switch accounts, you’ll review the following notice:


Order Types are in a drop-down box and the types offered often vary from one brokerage to the next.


‘Duration’ – How long the order is good for:  Day (current trading day) or GTC (Good til Cancelled) 

‘Condition’ – Must be met for the order to be filled/executed:  “None” (no conditions) or “All or None” (all of the order must be filled, or none at all).

After completing the order ticket, click ‘review’, then ‘submit’.


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.


Portfolio

Manage Your Portfolio from the Platform

With Brokerage Integration you can trade directly from the platform with select brokerage firms.  Currently TD Ameritrade and Choice Trade are available.  With more on the way.

 

 


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).


Strategy Template

A Strategy Template provides a shortcut to quickly create an option strategy, virtually eliminating structure errors.  Once selected, you can modify the structure within the template using the tools on above the option tables:  Moving Strikes up/down, rolling Time out/in, widening or narrowing Strikes.

Some strategies can be changed from all Calls to all Puts (and vice-versa).

 Note:  The templates will not allow you to exceed certain parameters, as attempting to do so would result in an invalid strategy.  This is a built-in safety net and you would receive a notice similar to:


Watch - The Next Step

The Outlook.

You’ve checked the overall markets, found some stocks with matching outlook. Now to keep track of them.  This platform allows you to create customized Watchlists – always with the ability to manage them by adding to transferring between or deleting from any list.

View them by a List or Tile View.  Both options give you navigational tools to further research such as action arrows and The Score icons.

Tile View offers 1 Day, 1 Month, 3 Month and 6 Month periodicies.

List View allows you to sort stocks by symbol, most recent price, Change, % Change, etc.

Both Tile and List View a ‘bird’s eye view’ of the stock, can be moved to the Reseach Tab, added, transferred or deleted from a Watchlist.

Personal Watchlists” – create your own lists tailored to your strategies and current market conditions.

Default lists such as “Large Cap”, “Main” and “ETFs” are already included.
Active Watchlists“- lists stocks most active, gainers/losers and those at their 52 week high/low.
Dynamic Watchlists“- are system generated and maintained lists.
Virtual Watchlists” – automatically populates with the stocks trading in your virtual account.


Options Navigation

Expirations are displayed above the Option Table.

Select the months to view by clicking on the appropriate box.  All available dates are displayed. Remember, the further out the option expiration is, the fewer dates are available.

Toggle between Calls Only or Puts Only view.

Change Option Table views to Pricing, Value, Greeks, Trade or new Custom views you create to suit your needs.

The small tab on the left side of the table will collapse the stock summary box & widen the option table.

The scroll bar on the right side and slide bars at the bottom on the table offer additional navigation.


Top Level Navigation

Designed so trading workflow makes sense.

Market provides an overview of the current market from charts to maps.
Watch more detail of selected stocks matching overall outlook.
Find identify opportunities from scans, strategies, outlook and more.
Research gives you all the detail you need on the intuitive Dashboard
Portfolio keeps your accounts, trades and journal in one place.


Research

Narrow the field to find the highest probability trades.

Stock

You’ve narrowed the field by selecting potential candidates matching the outlook and selected strategy, but which of those have the highest probability of success?  Research allows you to drill down for information as much or as little as you want.

The Dashboard provides an overview:  Quote Detail, The Score, Activity such as News/Earnings/Dividends and information about the Company and a list of other company stock symbols in the same industry.  Each component has it’s own tab to provide more detail.


Components of The Score are designed to keep the information available to you, but out of the way when you don’t need it.
The Options Tab offers Strategy templates, option chains, snapshots and definitions of strategies, P/L Graph with Risk/Reward ratio, Analytics and  Stock/Volatility charts.

The Activity Tab includes a Beta version of the Journal as well as News and StockTwits ®

 

More Research