Performance Channels

Performance Channels can assist in visual analysis across both the P/L Graph and the Chart.

  • Dark Green – Stock movement affects gain
  • Light Green – At maximum gain
  • Dark Red – Stock movement affects loss
  • Light Red – At maximum loss

The width of the channel on the chart represents the timeframe of the trade.  If options expire in 30 days, the channel will display back 30 days on the chart.  This give a visual reference for the time frame of the trade.

Note:  Channels are displayed based on expiration of the trade.  Past performance is not indicative of future results.  Performance channel date orientation is for reference only.


Earnings, Dividends and more...

The far right, lower box in Research provides the following:

Earnings Tab:  Get Earnings date, number of business days until announcement, Estimated and Actual Trailing Twelve Months (TTM) EPS, and link to the prior 12 Quarter Earnings details.

Dividend Tab:  Get Yield, Amount,  Payout Ratio (dividend/EPS), the Ex-Dividend Date (deadline to complete a stock purchase to be entitled to dividends),  Payout information, Frequency and link to the prior 12 Quarter Dividends.

Scans Tab: Quickly view how many & which scans the stock symbol appears on.

Index Tab: Lists the symbol and indices name(s) on which this stock appears.

Split Date:  Provides most recent Split Date, Detail and a link to view Split History

 


Icon Navigation

More than a picture, icons will help guide you through the trading process.

This graphic shows the function of some of the icons found in The Trade Tool.
Hint: Most icons will display a short description of its function or purpose by hovering the cursor over it.


Chart Navigation

Hovering the cursor over the icons will display it’s function.
In the upper right of the Chart screen, you can select which Chart Profile to research from the drop-down box, then save or delete the profile.

 

The next set of icons immediately below this gives more charting capabilities: Increase/Decrease price ranges, Reset price range, Hide/Show Navigation Bar, Move the date Back/Forward, Export/Print Chart

Other features include the Navigation Bar (below the chart).  The shaded area corresponds to the chart time period.  Slide one or both tabs of the bar to adjust the time period covered.

The “Hide/Show” button near the top-right of the screen will collapse the Indicator Detail area above the chart.


Chain Views

Different views are available for options such as Calls + Puts,  Calls only or Puts only.  Select from the drop-down box  or  toggle the screen using the arrows   in the chain header.

In addition, there are over 20 strategy templates on the Options tab.


The Tile

The Scan Name and number of results are displayed on each Tile.   Click on the on the upper right corner of the screen to display Scan Criteria.

Click on the name of the Scan Header to view results.

Use the toolbar icons on the results page to Research, send to a Watchlist, Filter, etc. 


Strategy Snapshot

It’s the “Cliffnotes” version of your strategy

Each strategy template provides a quick reference for the construction and application of the strategy.  The snapshot shows:

  • what the strategy outlook is on the color-coded range from ‘Very Bearish’, ‘Mildly Bearish’, ‘Neutral’, ‘Mildly Bullish’ or ‘Very Bullish’.
  • what effect ‘time decay’  and ‘volatility’ has on the strategy:  ‘Increase’, ‘Neutral’ or ‘Decrease’.
  • debit or credit trade
  • risk & reward level
  • strategy structure
  • an overview summary of the strategy

 


Chart Types

Lines, Bars, Candles & Comparisons

You have the flexibility in not only the way the data is displayed, but you also have choices in comparisons:  Year-over-Year comparisons of your current Stock, up to a 5-year period.  You can also compare your current stock to another stock, another index, ETF, etc.


Tile View Sizes

Tile View is available in 3 sizes on the Market or Watch Tabs.

Scans and Earnings/Dividends Calendar under the Find tab offer 4 Tile View sizes:  Extra Small to Large.

The platform’s adaptive and responsive technology will automatically adjust the number of tiles shown based upon the available space as well as allow continual scrolling for large lists.


Overview & News

Located in ‘The Dashboard’, the Overview provides a snapshot of the company, including the Sector and Industry.  By clicking on the Industry link, a list of stock symbols in the same category will appear.  The “Stock Detail” list will have current market information and The Score navigational icons.

The News section lists articles covering, related to, or mentioning the selected Company.  Click on any headline to be linked to the full article.