Support Team

Trade Finder Scans are updated every 30 minutes during Market Hours on the Premium Platform.  That’s 12 more times than the Standard Platform version, which updates once after the Market opens.

Everyone knows the Market fluctuates, sometimes greatly changing direction.  The premium scans respond to these changes throughout the trading day allowing you to make more informed trading decisions.

This feature allows the user to save Potential Trades for further consideration to decide the best ones to submit.

Staging is also useful when the Market is closed – to be reviewed when the Market is open to determine if it’s still a high-probability trade.

With one click, you can send to the Research Tab,  Move to an Order Ticket or Delete and move on to the next staged order. 

Select “Sharing” under the Portfolio Tab to to access these features of sharing trade ideas with peers or trading groups or have access to an Instructor’s Trades or Journal History.

Trade Sharing allows for potential trades to display in “Order Staging” listing the Source of the Order.

Journal Sharing can be used to follow a Trading Group, Instructors, Peer, Public Accounts as well as Newsletters/Trading Room applications.

Portfolio>Share is grouped into 4 categories:

• My Shared Accounts – Elect to share Order Staging and/or Journal Sharing
• Accounts I’m Following – Other peers, trading partners, instructors
• Subscription Accounts – Newsletter or Trading Group applications
• Public Shared Accounts – allows access to a Public Directory with performance metrics

Set up your User Profile:
Add a User Display Name and Information about yourself as it relates to trading.

Account Profile:
Settings are customized per trading account.    You can include a summary of what the account is for, tags used,  share/unshare.

The Options section allows you to Share Journal and/or Share Staged Trades from this Account.

For Private Share of the Journal Account, set up a code to share with select user(s).

Duration allows you to set how long the Share Capability is active:  Single Use, Hour, Day, Week or Until Disabled.

Finally, you are able to set up a Public Share option.

Adding E*Trade to the Platform is easy as 1 – or – 1,2,3!

1. As a New Account, simply click the “Open New Account” Button (as shown) and follow the steps to open your new trading account.

To link an Existing Account:
1. Click on the drop-down box, select E*Trade
2. Read and Agree to Terms and Conditions (check box)
3. Click “Continue“

Analyzing Trades from the Positions Tab is now easier with the new Greek View.  

The account tabs already have vertical color bar to help identify the type of account:

Green = Live
Yellow = Virtual
Red = Manual

Now the summary tab, above the account list, has clearer markings for the type of account(s) you wish to review.

The Mobile App has been completely redesigned:  Easier navigation with the display, features and functions resembling the desktop version make the New Mobile App more user-friendly.

Some features are optimized for Landscape view, including Charts, Option Templates and Journal.

“More” houses the Scans and Journal plus you can access the Help Center and submit a Support Ticket from this location.

Click below to download to your iPhone or Android Mobile

Market Tab

The Market Tab is organized and easy to navigate as it mirrors the desktop version.   Select the time-frame and scroll down the screen to view the Summary by Index.  View Advanced/Decliners and 52 Week Hi/Low for Exchanges by 1, 3 or 6 Months or 1 Year.

Access Sector overview, just as in the desktop version.   The Heatmap features and functions allows you to drill-down by Sector, Industry or Company/ETF and timeframe.   From here, navigational icons allow you to send a Symbol to Research or to a Watchlist.

Calendar functions in similar fashion to the desktop version.  View candidates in List or Tile View.  Add to an Existing or create a New List.   Selecting a particular symbol and rotating the screen to Landscape view will display the Chart. Return to Portrait view, to go the symbol’s Dashboard in Research.

Watch Lists: 

Mobile offers List View and Tile View

List View allows you to scroll to see all data points.
Tile View allows you to select Small or Medium sized tiles

If you select a Symbol then rotate the device to Landscape, the chart will appear.

Both versions allow you to Manage/Modify the selected List.

Watchlist Management offers the following Symbol and List Management capabilities in one location in Mobile and Desktop.

1. Rename currently selected Watchlist
2. Add Symbol(s) to the current Watchlist
3. Use Up/Down arrows to Drag/Rearrange Symbols in selected List
4. Use the ‘x’ to remove Symbol from existing List
5. Select/highlight one or more Symbols to add to another Existing Watchlist
6. Select/highlight one or more Symbols to Create a New Watchlist

Bonus!  Keep your Watchlist sorted by using this feature:

1. Sort by any Heading (Example: Price, High to Low)
2. Click on Manage Icon, then click “Done” at top of the screen

This setting will be ‘sticky’ until you change it

In addition to exporting trade report information from the Positions and Gains tabs, you can now do so from the Journal in a PDF file on your desktop platform.  But that’s just the beginning.

You can export from the Transaction or Reconciliation view filtered by Account, Symbol, Tags, Notes and/or Date Range.

Life of Trade View also allows you to filter by Order Status in addition to the above criteria for even more focused report.   Only want to print Closed Trades?  Want to see how many trades are Unmatched?  Select those filters.

The top of your Journal report displays the Tag Summary based upon the account(s) and filtering criteria selected.

The trade detail report displays the status, Open, Close, Expire  with a color code of the trade:  Blue=Open,  Green=Profit,  Red=Loss,  Yellow=Unmatched.

The right side of the Option Tab table has been redesigned and simplified.  This offers an easier view of the potential trade(s) and eliminates confusion of how to submit a trade from this table.

On the Option Chain, when there is no position entered:

1.Trade Detail box is blank.

2. Trade button is deactivated

3.  P/L graph is blank

In addition, the Trade button was moved to the top of the Trade Detail Box.   Two Option Table View names were changed to reduce confusion in understanding how to use the Option Table:   Trade to Trading & Price to Pricing

When a Position is entered on the chain:

Trade Button is Activated.

Trade Detail Header appears

 P/L Graph displays Trade

The Position Tab default view displays Share Performance and  Expand All for trade detail on multi-leg positions for a high-level quick view.

Click on “Collapse All” to close all expanded positions.

Change the Position View by clicking on the arrow next to the current view listed.

Click here for more on Position Views available

You now have another way to quickly access Charts:   Click on the Research Tab, then select “Chart”.

Clicking “Stock” from the Research tab will still take you to that symbol’s Dashboard which includes the Chart Tab.

The Technical Score icon will also take you to the chart.