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 the financial statements and help investors evaluate the company’s financial health, performance, and overall investment potential.
Assessing Key Ratios may vary by the type of trader one is: Growth Investors differ from Swing Traders who differ from Position Traders. The platform offers different views using Key Ratios for such scenarios.
Key Ratios allow you to not only view the company’s financial health but also view them in relation to others in the same industry, comparing ‘apples to apples’. Having this information allows you to better evaluate potential opportunities.
Deciphering the graphics
The illustrations show how to read the information provided as well as provide context on how the particular stock is performing to the Industry as well as the S&P.
Note: Depending on the Industry and/or S&P values, their tab(s) may not appear on the bar graph.
Select the view that matches your style of trading.
Just like trading, there is no ‘one-size-fits-all’. Those focusing on longer-term trades would not be interested in the same criteria as those who prefer shorter-term positions.
Clickable Key Ratio Value
View other industry stocks’ ranking by clicking on the numeric value as shown.
What does “N/A” or “–” indicate?
If a number does not appear in the Ratio criteria, you will see either a “N/A” or “—“
N/A indicates the datapoint is applicable, but the value not currently available
— indicates the data point does not apply, such as Inventory Ratios with Banks
Price Change Indicator
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.
Platform Features Release: April 2023
Announcing the latest feature(s)/function(s) updates, additions, or edits to the trading platform:
Cloning and Editing Trendlines
New Trendline Customization
Clone trendlines with the push of a button. Easily define or edit trendline endpoints.
Click on an existing trendline to display the Annotation Settings box, make your changes, then click “Save”.
Enhancements
- Reusing canceled GTC Order preserves Duration
Change Log
- Repaired contrast on Find>Scans>Filter table
- Chart crosshair behavior resolved
- Pivot Point indicator editing restored
- Removed duplicate Inner Circle>Insider Information
- Platform Notification>“Don’t show again” fixed
- Backtest>Analyze Date selection repaired
- Corrected date display above chart
- Seasonality Chart behavior corrected
- Screener functionality repaired on several items
- Hide function on Option functionality restored
- Russell 2000 restored on Find>HeatMap
- Backend fixes on previous releases
- Net Debit/Credit responsiveness restored on Manual Accounts
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 more criteria to select from for both the Screener, to find potential trade candidates, and Watchlist Views to analyze candidates.
Valuation and Fundamental Data Points Added
Watch List Views
Over 30 data points were added to the Valuation and Fundamental sections for Watch List Views.
Build, Save, and Edit your customized Watch List Views to your needs.
Learn how to use this feature:
Screener
Over 30 data points have been added to the Screener Function under the Valuation and Fundamental sections.
There are 3 Levels of Data Points. Level 2 has more Data Points than 1, Level 3 has all criteria available to select from.
Now users have more tools to choose customize screens. These may be saved and edited at any time.
Enhancements
- Added Average Volume line to (upper) Volume Indicator
- Saving Annotations/Texts, etc on charts are an automatic function. It no longer has to be selected.
- Scroll function added to lists on Custom, Market and Watch pages
- GAAP/non-GAAP PE/PEG (TPE and PE chart in Valuation section to reflect GAAP PE)
Change Log
- Resolved Screener Export Function
- Open/Close “save” function fixed in Backtest mode
- 2nd email saving in Notification feature setup
- Candlesticks and Volume bars line up
Customize Watchlist Views
Customize Watchlist Views
You have the ability to customize Watchlist Views – based upon criteria you want to see.
Click on the 
next to “Default” or current view you are on to create a different View.
If/When you want to edit any of your personal views, simply click the 
icon, remove/add criteria, adjust placement, then click “Save”.
From Assets to Z-Score, there are over 160 data points to select from including data from: Company Information, Technicals, Valuation, Fundamentals & Options.
Simply:
1. Name the View
2. Select Data Points
3. Arrange – clicking on arrows to move up/down
4. Save
Your Watchlists are now more powerful because they show the data you want to see to help you make your trade decisions.
The Result:
Note: The Symbol, Score Icons and Last Price are fixed
Research Your Watchlists
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.
Platform Features Release: August 2022
Announcing the latest Release of feature and functionality enhancements to the trading platform. These allow for more customizing ability and streamlines functions on accessing or displaying information. Highlights include:
Screen for Weekly Options – The ability to screen for weekly options has been added to the Screen Function under Find.
Rearrange Screener Data Points – Change selection order directly on the Results page, by drag/drop action.
Large Chart Widget on Custom Page –The new widget fits an entire row on the custom page.
Customize Moving Averages – The Moving Average thickness can now be customized.
Vertical Zoom on Chart – Function expanding to allow for Horizontal and Vertical Zoom.
Double-click function on Expiration Cycle Page –Eliminates need to click “Okay” button
Screen for Weekly Options
The Screener – located under the Find Tab – now provides the ability to screen for Weekly Options.
Now customizing your own searches is even better!
Remember, you can save Screens for future use – and even edit/update them as needed.
Rearrange Screener Criteria
Rearrange Screener data points on the Results page by clicking 
located on the upper left corner of each data point, then drag up/down.
The data points are filtered with each entry in the order they are listed.
Additional edits can be made with the existing Screener data points:
Click 
to keep the data point but disregard in an updated “Run Search”.
Click 
to remove the data point from an updated “Run Search”.
Save to keep the edited Screener for future use.
Large Chart Widget on My Custom Page
An individual chart can be set on an entire row on the Custom Page by selecting the Large Chart widget.
The Custom Page set-up and arrangement remain the same.
Customize Moving Average Lines
All Moving Average Indicators, Exponential, Simple, Triangular and Weighted can be customized to set Line Width. The default setting is ‘1’.
This update, along with previously added, user-defined “Line Type” allows for even more identification in charting analysis.
Expiration Cycle Double-click Functionality
Quickly access one or more Expiration Cycles by double-clicking on each row you wish to evaluate.
The selected dates will automatically display on the Chain.
Click “Expiration Cycles” button again to revise/add to existing cycles.
Vertical & Horizontal Zoom Functionality
Change Log
- Corrected “Extend By” behavior on Chart with Streaming
- Created ability to reconcile partial trades
- Updated Annotation editing capability when adding text
- Resolved Edge browser/Annotations conflict
- Volatility Stop Indicator – expanded
- Fixed navigation break: Chain>Chart>Chain
- Analyze function restored on certain strategies
- Alert tool-tip correction
- Adjusting Parallel lines now saving
- Corrected Pending/Executed Order on Chart display
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 a previous stock split, a button appears above to view Adjusted/Unadjusted Chart.
Data Points added to Option Chain
Get % return on Expiration and annualized % values for covered positions.
Intraday Chart Period Update
1 Week displays as 7 Days. 2 Weeks displays as 14 days.
Chart Adjusts for Splits
When a stock has a Split history, 
will appear next to the Indicator Box above the chart.
Make sure the chart period selected covers when the split occurred. This is identified on the x-axis of the chart as 
.
When the “UnAdj” button is clicked, the chart will display ‘before’ & ‘after’ split pricing.
Click the “UnAdj” button again to restore the prior chart display.
New Option Data Points Added
New data points have been added to assist in analyzing returns.
Covered Return – return based on expiration for $ used to buy shares for covered positions.
TVI% – Covered Return annualized
These are available on the Calls/Puts Chain and are also available as data points for Option Chain Custom Views
Chart Enhancements: Chart Periods & Candlestick Range
Change Log
- Resolved Saved Screener settings glitch
- Corrected Backtest Analyze date ability
- Restored sort capability in Institutional Activity
- Corrected profit/loss % display in Virtual Accounts
- Restored missing PEG/TTM data
- Enhanced contrast/dark theme notation
- Corrected Virtual Account Gain/Loss display
- Lower Indicator placement ability restored
- Earnings Data restored, added Time of Day
- Duplicate TDA Journal tab resolved
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 to create Annotations, Trendlines and Notes on the Chart. Each can be customized by color, size and easily placed on individual charts.
Volume and Moving Average Indicator Updates:
Users have the ability to further differentiate Moving Averages on the charts by changing the type of Line.
Volume can now be selected as an Upper Indicator and/or Lower Indicator
Enhanced Annotations, Trendlines, Notes & Fibonacci capabilities
Additional & Enhanced Tools for Charting
Enhanced Annotations, Trendlines, Notes & Fibonacci Retracements allow you to customize and edit for greater flexibility on your charting.
Rays, Horizontal Lines and Arrows have been added. All allow you to select the color and thickness of each for greater differentiation on the charts. Easily reposition with a simple click and drag to new location.
Notes can be text and color edited as well as repositioned.
Parallel Lines have been added and they, along with Fibonacci Retracements – allow you to customize the color and transparency on the charts.
Edits are easy: Click on the entry, edit as needed on the Annotation Box – which can be moved anywhere on the platform- as needed, to make any changes.
Volume and Moving Average Enhancements
Customize your Moving Average indicator Lines – not only by color – but by the type of line:
Volume, already available as a Lower Indicator, can be added as an Upper Indicator on the charts.
In addition, the Volume bar colors can be customized as they are an independent indicator from the candlesticks. This is done by clicking on the gear icon, as shown.
Change Log
- Added Stock/ETF symbol to Option Chain Window
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 trading platform:
Option Chain Functionality/Display has been revamped to allow users to control which information to view and increase responsiveness. Symbols, such as SPY and SPX, will load noticeably faster. An incorporated Dashboard provides a snapshot of current activity allowing users to make more informed decisions.
Responsive P/L Graph adjusts when the slide bar between Bid and Mid price is adjusted. This is especially helpful when the spread is considerable.
Option Chain Display/Functionality
Select Expiration Cycles
The redesigned Option Chain allows users control of what Expirations to view instead of the platform defaulting to a cycle approximately 30 days out.
Click on the Options Tab from Research.
A window with available Expirations will appear along with a Dashboard with pertinent information (Volume, IV, OI, Earnings Date, etc) for more informed decision-making.
As a bonus, this structure allows data to load faster – especially helpful for those symbols with large option chains.
Responsive P/L Graph
The P/L graph on the Options Tab is responsive to adjustments made to the trade set up for the entry Net Debit/Net Credit.
Note, the smaller the spread between the Bid/Ask, the smaller the graph adjustment will be.
The example illustrates a large spread to better illustrate this feature update.
Change Log
- Price representation on chart X/Y axis corrected
- Journal Notes enhancement
- Saved screeners adjustment
- Active Watchlist access corrected
- Close from Backtest saves Symbol
- Clarified wording on Warning Message
- Mobile version of Saved and System Screener
- Mobile app – rolling trade adjustments
- P/L ‘Go Big’ data correction
- Account Summary page enhancement
- Large number displays on HeatMap