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 or “Clear” 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’.
Platform Features Release: Additional Alert Functionality, Watch List Alerts, Info Button, Trade from Charts
Features Release Notes:
Additional Alert Capability, Set Watchlist Alerts, Alert Management Info Button, New Trade Button on Charts
Announcing: Expanded Alert Capabilities, Watchlist Alerts Information Button, Trade Function from Charts
We’ve increased Alert capabilities to give users more ability to identify trade entry, exit and management opportunities. An Info button (i) is added to on the Alert Management Page to assist/guide users on the criteria offered.
Set Alerts by Watchlist as well as individual symbol.
Trade functionality is available from the Charts, streamlining the process when you have an existing trade or staged trade. Where there are more than one position on the same symbol, you’ll be given the option of what action to take.
Increased Alert Functionality
Set Alerts by Watchlist
You are able to set Alerts on your Personal Watchlists . There are 2 ways to do this:
1. On the Watch Tab using the Alert Icon in the Icon bar
2. The Alert Management Page, click “Watchlist”, then select from the drop-down which will automatically populate available lists to choose from.
Criteria available for single stock/etf symbols are available to set for an entire watchlist, include Real Time, up to 6 month activation and the ability to add Notes.
Clicking the “Detail” button will display the symbols contained in the selected Watchlist
With the exception of Last Price, all Methods are available for both individual alerts as well as Watchlist Alerts.
Simple Moving Average
Exponential Moving Average
Bollinger Bands
Keltner Channels
6 Month Hi/Low
52 Week Hi/Low
As you see, SMA & EMA offer numerous time periods. The shorter the time period, the more alerts you will receive – especially when set on Watchlists.
Note: The Active Alert box on the left side of the Alert Management page will have ‘wl‘ indicated when the alert is on a Watchlist.
A Reminder on Alerts:
Alerts are RealTime if you have Streaming Quotes on the platform – OR – have a linked brokerage account that provides RealTime quotes to the platform – AND – have logged into that account in the last 30 days.
Alerts on OTC stocks will be delayed
Make sure to enable “Push Notifications” on your computer as well as mobile devices (if you have the app downloaded). You do not have to be logged into the platform to receive alerts as long as you have these notices activated.
Information Button – Alert Management Page
An Information Button has been added to the Alert Management page.
Located next to the Method drop-down, (i) clicking on this button will display in-depth information on criteria available to set your alerts.
Trade from Charts (Live, Virtual, Manual or Staged Orders)
Submitting existing trades or staged orders is streamlined.
In the example chart above, there are two staged orders and a Live Trade.
Clicking “Trade“, located above the stock chart , will display a menu of an existing trade(s) in the activated trade account.
Staged Orders, on the same symbol, will display regardless of the trade account activated.
Staged orders will be shown in bold/black.
Active trades, whether Live, Virtual or Manual will be shown lighter/blue.
To the right is what displays after clicking “Trade”:
1. Open (Enter) the Bull Call Position
2. Open (Enter) the Straddle Position
3. Close the existing Active Trade (Manual, Virtual or Live)
The next action will take you to the Order Ticket to continue the trade process, as usual.
Change Log
- Ability to save Backtested trades after Market hours restored
- Dividend display corrected
- Adjusted links in BZ news
- Mobile App – scrolling issue resolved in Scans
Premium Features Release: Custom Home Page & Alert Functionality
Features Release Notes:
Custom Home Page, Alert Capability
Announcing: New Powerful Premium Features Added to the Trade Tool Trading Platform
Two new features, exclusive to the premium desktop version of the trading platform have been designed and implemented to help you make better trading decisions and have more control in managing existing trades.
Custom is located in the redesigned former Market Tab and gives you control of features you want to see in one customizable location.
Alerts gives you more control of your trading by setting up notifications set by your criteria.
Both features allow for expansion on future releases.
Custom Home Page
You now have a Custom Home page!
Located in the “Home” Tab (formerly Market), this is a flexible feature which allows for a convenient way to research trades or find opportunities – in one place – all defined by you.
Start by adding Widgets: Chart, Quote and News pertaining to the stock, and even Market News The platform system will automatically adjust according to the available space on your desktop/laptop.
Each symbol can have multiple Chart set-ups – each with their own time period, chart type and indicators.
Want to rearrange the widgets? Custom allows you to do so.
Want to keep the settings, but change the selected stocks quickly? That’s covered too.
Alert Functionality
Alert capability gives you more control of managing existing trades or being notified of possible trade opportunities. Set by Last Price, $ or % Change, % Offset or Volume.
Receive triggered alerts on your computer and/or mobile device (with the mobile app).
Alert Management, located in Research, allows for easy modifying or removing active alerts from your current list.
Increase your profitability while minimizing risk on existing trades with this powerful feature!
Alerts are easily set up from the Research Dashboard.
Click on the bell icon, located in the Quote Box,
Complete each field
Click “Save”
Quotes are RealTime if you have Streaming Quotes on the platform – OR – have a linked brokerage account that provides RealTime quotes to the platform – AND – have logged into that account in the last 30 days.
Change Log
- Researching Staged Orders resolved
- Adjustments/Building trades in Order Ticket issues corrected
- Deleting Snapshot trade in chain corrected
- Research/Dashboard/EPS data aligned
- Scroll bar improvement on PCs in Journal, Watch Lists
- Corrected “Position/Order Display” on Charts
- “Existing Positions” label displays on Charts
- Earnings display corrected when adding 10,30,60,90 periods
- TDA – History data updated
- TDA – Login resolved for Android mobile & Google Pixel
Order Staging (Premium Desktop Feature)
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.
When Trade Sharing is enabled, Trades made in accounts you are following will be displayed in your Order Staging Tab. The Source will indicate the Account Name. Status of “Used” will display for those trades you submit on one of your accounts.
Expired Staged Orders will automatically be removed.
Following a Shared Account (Premium Desktop Feature)
Under Portfolio>Sharing, click on “Accounts I’m Following” on the left-hand panel.
The center panel, above the Account List has a section to enter the code for the Account to be shared on your platform. Enter the code, then click “Add“
On the bottom, right panel box under “Options“, make sure to check boxes:
Show in Journal
Show in Staged Orders
Alert me about this (Needs permission)
Your device’s settings need to be permissioned for Alerts.
Finally, for easy trade identification, select a color identifier from the dropdown box in the right corner of the Options box.
Set Up Trade & Journal Sharing (Premium Desktop Feature)
Trade and Journal Sharing
Step 1:
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.
Step 2: On the left-hand panel, click on “My Shared Accounts”
Shared Accounts are 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
Step 3: Set up your User Profile
Click “Edit“
Add a User Display Name
Provide a Bio and/or Information about the account. This is what others will see.
The Formatting option allows you to customize the Bio/Information box.
Click “Save“
Step 4: Set Up Account Profile
1. In the middle panel, click on the Account to be shared
2. On the bottom right panel of the page, click on “Create Sharing Profile“
3. On the pop-up window, add an Account Display Name and Account Description.
Note: Both are required.
You are also able to add #tags to this Account Profile.
4. Click “Save“
Available buttons allow you to Generate New Code and Disable Code.
Account Options
Once Shared, you can “Unshare” account by clicking on button located in the upper right of this box.
Share Journal is checked by default.
Check box for Share Staged Trades if you wish to provide that on the selected account.
A code is automatically generated to Privately Share/Peer-to-peer share
Duration drop-down menu allows you to set how long the code is valid:
Single use only
Hour
Day
Week
Until Disabled
Portfolio
Manage Your Portfolio from the Platform
With Brokerage Integration you can trade directly from the platform with select brokerage firms. Currently TD Ameritrade and Choice Trade are available. With more on the way.
Brokerage Access
Trade directly with select Brokers.
The Broker menu is located in the lower left corner of the screen and is always accessible. From here you can see your balance, positions, and orders.
There is also an integrated Order Ticket. This can be accessed directly or from any of the “Buy”, “Sell” or “Trade” buttons or from clicking on the Action Icon menu.
Adding an Account
Accessing a live account is easy. Currently Choice Trade, Tradier, Schwab, E*TRADE are offered through this platform. More brokerages will be added.
To add an Existing Brokerage Account or add a Virtual or Manual Account:
1. Clicking on the “+” icon will display the screen below
2. Select your Brokerage, Virtual or Manual Account from the drop-down
3. Read & Accept Terms and Conditions
4. Click “Continue”
Live Accounts will prompt you to enter your credentials on the next screen.
Virtual** and Manual Accounts will automatically activate.
To add a New Live Account, click on the “Open New Account” box on upper right of the above screen.
Select the account you want to add by clicking the selected brokerage.
Click the “Done” button.
You’ll be directed to the brokerage website to guide you through the process of completing an application.
**TradeStation requires a completed account application to create a Virtual Account.
Manual Account Overview
A Manual Account is versatile resource tool which can enhance your trading effectiveness. You can also use this to track trades from an outside brokerage account.
Use the Manual Account for educational purposes.
- It offers flexibility and control, while providing the Analytics and Journal to help you reinforce the “Learning to Earning” process. This allows you to focus on learning the strategies.
- Place trades any time of day or night – all get immediately executed at the price entered. No need for the market to be open.
- No Buying Power limits – no expensive spread margin requirements to adhere to, no limit on how much you can buy/sell
- Place trades in the past.
- Enter trades from Backtest Mode
Use to tracking external accounts
- Can be used to track trades placed at brokers not integrated into the platform
- You can enter the date and fill prices of your actual trades
- This enables portfolio management along with your other accounts
- You can use full Journal function for tracking your progress
Manual Accounts are identified by a narrow Red Bar and are, by default, Auto-Journaled.
Entering trades in a Manual Account takes only a few steps and is similar to a regular trade.
You can also bring up the ticket from any trade point. Simply start a trade and select the manual account just like you would select any other account.
(Bold indicates unique to Manual ticket):
1. Enter the Stock Symbol, or name of Company (Smart search will display potential matches)
2. If this is a past trade, use the calendar/date picker to select date
3. Click “Stock”, “Call” or “Put” to build trade, change quantity, Expiry and Strike (if applicable)
4. Bid/Ask will automatically populate if a specific price is not entered
5. Complete Order Type, Duration and Condition
6. Click “Review” to confirm information is correct, then ‘Submit” on next screen.
The order will appear in Order Status as “Executed” and operate the same way as other accounts.
