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.



Life of Trade Journal View


Life Of The Trade

“Life of Trade” View in the Journal offers another way to view your trading activity and results.

Trades are grouped by Symbol, making it easier to follow the trade from Open-Adjust-Close – along with any Assigning/Exercising of the underlying stock.

This view further allows you to sort by Account, Symbol, etc for more targeted analysis.

More on "Life of Trade"

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:

Create Your Views

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.

Screener "How To"

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


Create Watchlists from Spectrum View

Spectrum View can be used to create or add Watchlists

1.  Select the Group, Operator and Time Period
Example:  Optionable, % Change, 1 Week

2.  Apply Filter for Price, Volume, Market Cap and the Selected Operator

3. Click the Arrow next to the Sector to expand to Industry, repeat to display list of stocks that fits the filtered criteria.

4. Use the Icon Toolbar to multi/select symbols to either send to an existing Watchlist or Create a New List.

Use the same filters on the HeatMap View to customize your search.

The box size denotes the Market Cap size.

Click on the individual box to view:

Market Activity
Earning/Dividend info,
View Chart Periods
Buy/Sell stock
Send to Research
Add to an Existing Watchlist.



Platform Features Release: December 2022


Announcing the latest Release which added a powerful Lower Indicator on the Charts Tab:  52 Week Hi/Lo.  Price/Date info has been added to X/Y axis


52-Week Hi/Low Indicator

The newest lower indicator:  52-week Hi/Low Indicator is a Broad Market Indicator.  It is not Stock specific.

View how individual Stocks/ETFs are faring compared to the Broad Market.

Select from NYSE, NASD or AmEx

There are two views:

Show Difference Only – Display either a green or red (or no) bar representing the net advancers/decliners for that period.
Show High & Low (uncheck box)– Displays both green/red bars to illustrate number with new 52 week high/lows.

The background color identifies a bullish or bearish trend, based upon the number of days selected (Trend Period)
Example:  If 3 days are selected, background highlight will begin on the 4th consecutive day of gains (or losses).


X/Y axis – Price/Date display

The cursor’s crosshairs will display the Price/Date info along the X/Y axis for easier reading.

This information will still appear in the upper/right corner above the chart:




Drawing Key Activation

Use your keypad to activate drawing lines on the Chart by following these steps:

1.  Click either in Header area above the chart – OR –
Click the Annotation icon>Line

2.  Click on chart, then “Alt” and “T” keys where you want to start line.

Once activated from either of the starting points (1), the function works on the current chart, without having to reactivate by clicking on the Header or Annotation icon.




Platform Features Release: November 2022


Announcing the latest Release allowing for customized Watchlist views.   Improvements in Journal functionality will increase responsiveness and allow users to better control the data displayed.  Format enhancements were also made to increase readability


Watchlist Views – Create, Save & Edit

The ability to create your own Watchlist views based on criteria important to you enhances the work flow of finding the best candidates for trading.

Click on  next to the (Default) Watchlist, then select “Add New” to get started.

Build your own views from over 160 data points, then adjust the display position in the order you want them to appear.

Click on icon to edit a view you previously created.

Learn more by clicking below:

Create Views

Improvements

The Journal default displays Order/Trade activity from the Activated Trade Account.

To switch or add accounts, simply click on the other Account tabs or select by group:   Real, Virtual, Manual or All accounts.

The improved functionality allows for faster journal activity display and easier trade analysis.

 


Change Log

  • Resolved Score Icon Navigation from Home/Market Tab
  • Corrected Fundamental/Dividend missing data
  • Moving Average indicator functionality restored on Custom Page
  • Corrected display data on Fundamental Tab
  • Addressed candlestick not appearing first 20 minutes on Mondays.
  • Rectified downloading data from Screener


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: 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