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.
Chart Periods
You can add/remove and even extend Time Periods
Use the plus (+) to select the length and periodicity to display. Intervals range from minute-by-minute for a 1 Day Chart to month-by-month for up to 25 years (Maximum)
Click the 
on any time period to add it to the header for easy access to frequently used selections.
You may remove any favorite period by either clicking the “X” in the upper right of the button in the header or simply clicking the star again in the selector menu.
Finally, Extend the Chart by 10, 30, 60 even 90 periods beyond today to evaluate Chart Patterns. If you select “Extend By 30” on a daily chart, it will extend by 30 days. On a weekly chart, it will extend by 30 weeks. (Note: This feature is applicable to Daily, Weekly and Monthly charts).
Trend lines can be drawn through the extended period.
This feature can be toggled on/off by the same (+) in the header.
Dynamic Scan Information
The scan results provide relevant information for that scan. For example: Dividends will show Yield, Covered Calls will show the options position, potential return, net cost and more.
This allows you to quickly pick stock candidates and bypass others for high-probability trades. For example, you may wish to eliminate stocks priced too high or low, those with low volume, etc. Use the Navigational tools (Action Icon, The Score Icon, Send to Watchlist or Research for example) to dive deeper in selecting the best stock.
Filter Scan Icon
The Filter icon 
– located in the upper left area of the scan page – allows you to narrow candidates of an initial scan by applying additional parameters.
You can adjust the criteria at any time to further narrow or increase the number of results by eliminating, adding or adjusting entries.
This Smart Search feature filters data unique to the scan. Ex: Covered Calls Filtering offers Net Entry Cost, $ Return with no Movement, $ Return if Called out, etc.
Use drop-down box to select parameters and enter criteria in boxes.
Add rows if needed by clicking on ‘+’
If you need more space, click and drag the arrow in the bottom, right corner.
Click “Find”.
Click ‘Reset’ to start over. The “Query” button displays the criteria at the top of the Filter page. Click again to remove.
Give it a try!
Smart Action Icon
The Smart Action Icon 
adjusts available features depending upon where you are in the trading platform.
For Stocks you can ‘Buy’, ‘Sell’, view ‘Options’, etc. 
Any Strategy-specific options scan will have ‘Analyze’ and ‘Trade’ in the Action Icon Menu. You can click ‘Analyze’ to see the trade in the options chain. From there, you can Edit the structure or click ‘Trade’ to submit the trade to your to Brokerage Account and Journal.
Advanced Analytics
Some strategies are more responsive to time decay and/or volatility than others. This platform has tools to help analyze these components.
- Construct the position in the Option Chain table
- Select the ‘Go Big’ icon on the P&L Graph
- The Graph shows 3 data points: Current Day, Halfway point to Expiration Day & Expiration Day. The corresponding legend, immediately below the graph, follows the cursor slider along the graph.
- The bottom of the screen contains a Calendar (Time) & Volatility Scale. Both can be manipulated to analyze the position.
Time: You can select a date to analyze as well as user stepper buttons to move day by day backward or forward.
Volatility: Use the volatility slider or enter a value in the entry box to see the impact of changes in volatility. The slider bar also displays the current (circle), average (gray), and 1 year high / low of implied volatility (orange portion of the slider) for easy reference.
