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 informed with activity on their trades.  Functionality has been added to review a Watchlist in the Research tab, while being able to see at a glance which symbols have a price increase or decrease.

Notifications – Receive emails on upcoming Earnings, Dividends or Expiring Positions

Watchlist Research Functionality –  Access and view your Watch Lists in the Research Tab via a drop-down box

Price Action Arrows on Symbols in Research Tab – Instantly see latest price action while on the Research Tab

Trade Position Notifications – Premium Feature

Want to receive weekly emails of Expiring Positions, Upcoming Earnings and/or Dividends on existing trades you have in your accounts?

This Premium Feature allows you to do just that in a 2-part process:

First: Click on the the Envelope Icon at the top of the platform screen:

Go to “Notification Settings.”
Provide your email address(es).
Select Notifications you want to receive.
 Click “Save”.

Next: On your Portfolio Accounts, go to the Account Summary Page and Toggle the switch to the On position.

Repeat this process for each Account you want emailed Notifications.

Expiration Notifications will be emailed 2 days in advance.

Each Monday, prior to Market Open, an email will be sent where there’s an Earnings or Dividend for any of the positions in the account(s) you have activated.

The Notification Center will list what has been emailed to you for each account you have activated.

The Account Name and associated Color Tag will be displayed on each Notification and allows for quick identification.

Each Monday, prior to Market Open, an email will be sent where there’s Earnings or Dividend for any of the positions in the account(s) you have activated.

The Notification Center will list what has been emailed to you for each account you have activated.

The Account Name and associated Color Tag will be displayed on each Notification and allows for quick identification.

Research Watchlist Functionality

Users are able to access all Watchlists from the Research Tab.
Click the to access the dropdown list as shown in the graphic.
Lists with more than 20 symbols will have a scroll bar allowing for easier research of larger lists.

All other functionality remains the same: Symbols can be moved to other lists, have alerts set, deleted, add Journal notes

When a symbol is entered in the Symbol Search Box on the Research Tab, the symbol will automatically be displayed on the default “Recents” list.

In addition, when a symbol or group of symbols is sent to Research from anywhere else on the platform, it will appear on a list under the default “Recents” list.

Examples of when the “Recents” list will be displayed:

  • Sending a symbol/symbols from a list on a Watch Tab.
  • Selecting a group of symbols from a Scan or Screener list.
  • Clicking on the Technical Icon from any symbol when not in the Research Tab. will be displayed under “Recents”.

The functionality of adding a note, an alert or sending a symbol to a specific list remains the same.

Green and Red Arrows have been added to each symbol tab when in Research.

This applies to any selected Watchlist or the default “Recents” list.

Each time one symbol is clicked, the entire list will update the latest price update.

Change Log

  • Upper Indicator responsiveness corrected
  • Profitability info loads correctly on Fundamental Tab
  • Completed Bear Put description on Strategy Template
  • Corrected display data on Fundamental Tab

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’.

Virtual Account Overview

Virtual Trading gives you the real trading experience without risking any money.     It is a valuable “next step” learning tool – designed to mimic the trading experience as closely as possible.

You’ll start with a $100,000 account.  Virtual, of course.

Trades are executed during Market hours – 9:30 a.m. – 4 p.m. Eastern Time, however there is a 15 minute delay after Market open for orders to begin executing.

As with Live Accounts, there are limits on trades if there is not sufficient Buying Power in your Virtual Account.   There can be expensive Spread/Margin Requirements to adhere to.

Virtual Accounts do have limitations that Live Accounts do not have:

Virtual Accounts are not subject or responsive to Corporate actions such as buyouts, name or symbol changes, stock/option splits and strike price adjustments to name some examples.

Virtual Accounts are “Auto-Journaled”.   This automatically keeps record of all trades for later analysis and reconciling.

These practice accounts are identified by a yellow bar on the left side of the account window.

Virtual Accounts are powered by Choice Trade to provide the real trading experience.

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 is more important than price.   As long as there is a willing buyer or seller, the trade will be executed.

Limit Orders (including Net Debit and Net Credit) allow you to set the Maximum Price to Buy or Minimum Price to Sell a security .  Because these orders have ‘limits’ they may not be executed.  When they are, they will be executed at the Limit Price – or better.
Low Volume, a slow or very fast market may mean your Limit Price may not be reached and thus, your order not executed.

Stop & Stop Limit Orders

These are protective orders, to be placed on a current position.

A Stop Order becomes a Market Order when the Stop Price is reached.   This does not mean you will get the Stop Price when the Order executes.  You are willing to Buy/Sell at any price once your Price is reached to have the Order execute. 

A Stop Limit Order generally offers more protection:   Once the Stop Price is reached, the order converts to a Limit Order to execute once that price – or better- is reached.   Thus, there are two values to enter on the Order Ticket for Stop Limit Orders.

How to enter a Stop Order/Stop Limit Order:

On the Positions tab, click “Close” for the Stock/ETF entry you want to add a Stop/Stop Limit Order to.  You’ll be navigated to the Order Ticket tab to continue. 

On the right side of the Order Ticket (Exit Order):

1.  Change Exit Condition from default “Limit” to “Stop” or “Stop Limit
2.  Enter Stop Price.  For Stop Limit Orders,  the Stop Price will be the higher of the two values.
Enter Limit Price, if applicable.
3.  Change Duration from Day (default) to GTC (which may vary by brokerage)
4.  Review & Submit

Notes:  As long as it’s not a Day order, the Stop/Stop Limit order will remain Live until you cancel the order or it executes*.   (Some brokerages have expiration dates on such orders)

Trailing % and Trailing $

As the names suggest, these orders follow trades upward by a set $ or %.  They are placed on a current position.    Click “Close” from the Positions Tab, then follow the steps below:

1.  Change Exit Condition to “Trailing % (or $)
2.  Enter price or percentage to exit trade
3.  Select Duration (Day/GTC)
4.  Review, then Submit

This will be a Live Order until it Executes, Expires or is Cancelled.

Bracket Order – One Cancels the Other (OCO)


  1. Opening Order OR the existing Position to Close
  2.  Select “Bracket (OCO)”
  3.  If the trade is favorable, the Limit Price will trigger to close and secure profit.
  4.  If the trade is unfavorable, this Stop (or Stop Limit) Order can limit your loss
  5.  Duration: “Day” or “Good Til Canceled”
  6.  Summary of the Bracket-OCO Order
  7.  Review for accuracy, then Submit on the next screen

Positions Tab

The Positions Tab offers 4 table views of your current trades.   You can access these by clicking on the drop-down box in the upper right of the screen.  “All” combines the 4 views.  

Total Gains
This table view displays the Overall $ and % Gain/Loss and the Daily $ and % Gain/Loss based on the previous trading day’s results.

Share Performance
This table breaks down Total Gains by showing Entry Cost compared to Current Value per Share.

Total Performance
Similar to Share Performance, but shows Total Entry Cost and Total Current Value.