Alert Functionality (Premium Desktop Feature)
Alert Functionality
Alerts can greatly improve trading effectiveness by notifying you on a potential trade opportunity and help you decide when to manage, enter or exit a trade.
Set up Alert notifications based on Last Price, Volume, $ Change, % Change, or % Offset.
If you’ve logged into the platform with either Streaming Quotes or RealTime Quotes through a linked brokerage account *within the last 30 days* – Alerts will be Real Time.
Alert Icons
- Add (+) New Alert – This icon is located on the symbol Quote Box
- Hollow Bell – Active Alert, not triggered
- Shaking Bell – Triggered alert, not yet viewed
- Solid Bell – Alert triggered today, already viewed
- Paused (z) or Used Alert – located in Alert Management Page
Set Your Alert
Click the Alert Icon, located on the symbol Quote Box and as shown on the Option Tab for the Chain or Strategy Template. The symbol, Score Icons, Last Price, $ and % Change automatically fill in. To complete the rest:
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- Select Method: 23 to choose from! See list below
- Select Operator: Above/Equal To or Below/Equal To
- Enter Value: $, % or Quantity (Quantity example: 11,000,000 or 11M)
- Select Expiration: Valid up to 6 months. Click on Calendar Icon to navigate months
- Add Notes, if desired
- Click Save
An Information notification appears: Alert Successfully Saved
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Alert Management
Manage your Alerts by going to: Research Tab>Alerts.
From this page, you can modify or remove alerts, view unread triggered alerts in one location and view prior alerts.
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- Select Method: See List on right
- Select Operator: Above/Equal To or Below/Equal To
- Enter Value: $, % or Quantity (Quantity example: 11,000,000 or 11M)
- Select Expiration: Valid up to 6 months. Click on Calendar Icon to navigate months
- Add Notes, if desired
- Click Save
An Information notification appears: Alert Successfully Saved
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Active Alerts
This table lists all active alerts including:
Trigger notification – A bell icon appears if alert was triggered
Delayed Alert icon, if applicable
Settings – Method, Operator, Value
Expiration Date – Alerts can be active for up to 6 months
Notes
Ability to modify or remove from list
Alert Notifications
In addition to platform notifications, as long as you allow notifications, alerts can be sent to your computer or mobile device even if you are not logged into the platform.
Hollow Bell
The Hollow Bell indicates this Alert is Active, but has not been Triggeredwill appear next to the symbol whether on the QuoteBox in Research or on a Watchlist .
Ringing Bell
The Ringing Bell icon indicates the alert has been triggered and notification sent out. The highlighted area on the Quote Box or where it appears on a Watch List allows you to access the alert notification by clicking on the bell.
This display will show until the alert is read either from a Watch List, Quote Box or the Alert History section of the Alert Page.
Solid Bell
Once an Alert is read or “Marked As Read” on the Alert Notification page, the icon becomes a Solid Bell.
Clicking on the icon will still display the triggered alert until the next Market Day.
Alert History
This section displays triggered alerts for the time period selected: Today or All. The highlighted entries are Unread Notifications – the notices were not clicked on from the platform.
Click “Mark All as Read” to update entries.
A note about Real-Time & Delayed Alerts
Note: There are two ways 15 minute Delayed Alert Notification applies with Alerts:
1. If it’s been more than 30 days since a linked brokerage account with RealTime Quotes has been logged into – OR – the platform does not have Streaming Quotes.
2. OTC stocks will show as delayed, regardless of RealTime or Streaming Quotes
One of two notices will appear for each Alert
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
Export Reports (Desktop)
Clicking on 
located on the upper left corner of the Positions and Gains tabs allows you to export that information as a .csv file.
The Journal give you the ability to export reports 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.
Link Trades in Journal
Trades can easily be linked in the Journal. This is helpful to keep related trades grouped together for easier tracking and analysis.
Some common applications include:
- Covered Calls – keeping stock and selling Calls with different Expirations
- Adjustment/Repair Trades
- Other previously Unmatched trades
This feature is best used in the Life of Trade View in the Journal.
The following steps will allow you to Link Trades: 
1. After selecting your account and sorting by symbol, expand one of the trade tabs you want to link to another trade group or set.
Click the ‘Link Icon‘
2. A pop-up window will list the Selected (Expanded) Trade, any related trade and Available Trade Sets for that symbol in that account.
Note: You can link trade sets both prior to and following your current, selected trade.
Example: You want to link a May 2019 expired Call to April 2019 and June 2019 Covered Call trade set.
3. Click “Link To This Trade Set” for trade set(s) to link selected trade to, then click “Close“.
In this example, we linked an Expired May 10 2019 short call to an April and June Covered Call trade set.
After linking the trade, notice the total Profit (Loss) Amount updated, but the trade duration did not.
This is because the May Call falls in between the original April trade entry and the June expiration.
If you have more trade sets to link, repeat the previous steps as outlined.
Final note: If you link a trade in error, simply expand the same trade tab and ‘uncheck’ the Link This Trade Set box.
Life Of Trade Icon/Color Codes
The Life of Trade Icon and Tab/Trade entry color show help you identify the status of your trades.
Icon Display and Color Coding
Note: Orders are automatically updated when you login to your trading account, whether Live, Virtual or Manual
Blue – Hollow Dots – No Connection
Active Order or Open Original Trade
Yellow – Hollow Dots – Open Connection
The Original Trade has been adjusted, but is still an Active Trade
Yellow – Solid Dots – Closed Connection
The Trade and any Adjustments have been closed, but one or more entries need to be
Matched or Reconciled
Green – Solid Dots – Closed Connection
Closed trade – which includes any adjustments – resulting in a Profit
Red – Solid Dots – Closed Connection
Closed Trade – which includes any adjustments – resulting in a Loss
Trade Entry Lines
Note: Depending on the Theme used, the following colors will vary. The bar color denotes whether the trade needs action – such as Reconciliation or Matching to another trade.
Blue Line
No action needed on these entries. The colored left tab shows the status of each trade:
Blue: (Open Trade, hollow dots, no connection), Yellow: (Adjusted, hollow dots, partial connection), Red: Loss (Closed, solid dots, connected), Green: Profit (Closed, solid dots, connected)
Yellow Line
Action is needed on these trade entries. The Trade may have gone through Expiration and needs to be Reconciled. By clicking on the Trade Line, the Trade Tab will display:
Once the action is completed, the entry will update on all Journal tables including the Tags, P/L Graph & Insight tabs.
It is important to reconcile expired trades to properly display profit and provide updated analytical information on your trading success.
Color Codes of The Trade Journal
The Tabs on the Journal are Color Coded for Easy Understanding of the Trade
Primary Tab Color Coding (see below for expiration tab coding)
Note: Orders are automatically updated when you check order status. Just make sure to select the time frame to cover the trades that need updating
Light Blue
Active Live Order
This indicates that you have a current live order
Dark Blue
Trade – Open
This indicates the opening transaction of a trade
Gray
Expired or Canceled Order
This can be from a order that you canceled, or a day order that did not get filled
Green
Closed Trade – Profit
This indicates a trade that you closed for a profit
Red
Closed Trade – Loss
This indicated a trade that you closed for a loss
Yellow
Closed Trade – Unmatched – Requires action to match to related
trade. Expand tab to see detail of trade.
Unmatched Trades can happen if there are multiple trades and an entry trade needs to be identified or because a multi-leg trade was split on exit, or change of stock position when an option expired (exercise/assignment)
This is easily matched by clicking the edit icon (pencil) and selected which open order to match to. In some cases there may only be one, and it is simply a verification.
Expiration Tab/Tagging Colors
Red or Green with No Color Tagging
This indicated the option trade expired Out of the Money (OTM)
There were no options exercised or assigned through expiration
Red or Green with Dark Green Color Tag
This indicated that there were ITM options exercised/assigned
However, there was no change is stock ownership. Example: Bull Call where both legs were exercised/assigned.
Red or Green with Yellow Color Tag
This indicates a change in stock ownership through exercise/assignment
This will happen with single leg options trade or where one leg of a spread was ITM at expiration
It is important to reconcile expired traded to properly display profit. If there are unreconciled expired options, the reconciliation window will automatically display when you go to the options tab.
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.
