Platform Features Release: Sandbox Trading Account, Order Status Filter & more
Announcing the latest Release of feature and functionality additions and enhancements to the trading platform to assist the investment/trading decision process.
Trading Sandbox Virtual Account
Announcing a new Virtual Account with fast execution, accurate tracking and reliability you can depend on.
Order Status Filter Buttons
The Order Status Tab filter buttons makes it easy to locate previous orders
- All – Everything in the time period shows on the tab (Today, 1 Week, 1 Month, etc.)
- Open- Orders that have not yet executed as an active Trade/Position
- Working – Bracket orders where the underlying stock order is an active position (Stop/Limit orders)
- Filled – Executed orders whether to open/modify/close
- Canceled – Includes both manually canceled as well as day orders that did not get filled prior to the end of the Market Day
Extend Fibonacci Retracements
Fibonacci retracements can be extended right and/or left.
Click on an existing annotation, then use the toggle switches to adjust.
Don’t forget to “Save”
Note: Extend Right/Left can be edited/saved individually, not Set As Default.
Chart crosshairs
The cursor crosshairs on the chart have been adjusted so they no longer obscure the candlestick wicks
Other Additions
- Set “GTC” as default duration for Exit Order on Trade Ticket
- Modify TTM Squeeze formula to follow industry
- Auto-select Option Cycles for existing Order(s)
Change Log
- Resolved Screener glitch to move candidates to selected watch list
Platform Features Release: New Zoom Functionality, Chart Panning
Announcing the latest Release of feature and functionality additions and enhancements to the trading platform to assist the investment/trading decision process.
New Zoom Functionality
To activate Zoom, click on the Zoom button has been added to the icon toolbar:
- Once activated, the button changes color.
- Click/drag the mouse/cursor over the area of study.
- A “Reset Zoom” button will display when you want to restore the view.
Chart Panning Functionality
Click/drag now pans the time period/price range on the chart – when dragging your mouse/cursor either right/left
Other Additions
- “Choppiness Index” Chart Lower Indictor added
- “Are You Sure You Want To Cancel This Order?” added on Order Status tab
- Clicking on “Quotes By” box (lower right corner) will display source of quotes
Change Log
- Reuse .XSP and .SPX order functionality restored
- Trading Block OTM trade error fixed
- Schwab recognizes BRK.B now
- Resolved Liquidity Range in Screener
Platform Features Release: Alert and Chart Feature Enhancements
Announcing the latest Release of Charting and Alert enhancements.
Edit Alerts from any Accessible Screen
Price Info added to Go Big Chart View
Last, Bid, and Ask values have been added to the Big Chart window, with Trade capability
Price Chart Control
Toggle switch on/off to show/hide last value of certain lower indicators.
Change Log
- Price Slices bug fix
- Brokerages to set Virtual Account Limits
Chart Adjustment/y-axis
Chart Adjustment
Adjusting the chart’s y-axis gives you more flexibility – whether it’s forecasting, adding notes, viewing current positions, etc.
Simply click you cursor to the right of the y-axis, then drag your mouse/cursor up or down.
To reset, click the ‘refresh’ icon 
on the chart toolbar
Platform Features Release: New Zoom Functionality, Chart Panning
Announcing the latest Release of feature and functionality additions and enhancements to the trading platform to assist the investment/trading decision process.
New Zoom Functionality
To activate Zoom, click on the Zoom button has been added to the icon toolbar:
- Once activated, the button changes color.
- Click/drag the mouse/cursor over the area of study.
- A “Reset Zoom” button will display when you want to restore the view.
Chart Panning Functionality
Click/drag now pans the time period/price range on the chart – when dragging your mouse/cursor either right/left
Other Additions
- “Choppiness Index” Chart Lower Indictor added
- “Are You Sure You Want To Cancel This Order?” added on Order Status tab
- Clicking on “Quotes By” box (lower right corner) will display source of quotes
Change Log
- Reuse .XSP and .SPX order functionality restored
- Trading Block OTM trade error fixed
- Schwab recognizes BRK.B now
- Resolved Liquidity Range in Screener
Chart Time Period
Chart Time Periods
The Chart Period format has been streamlined for a more streamlined look.
The current chart period will be displayed at the top of the ‘favorite’ (saved) drop-down list.
“Extend By” can also be selected to “add time” to the left side of your chart.
Platform Features Release: Economic Dashboard, Chart Adjustment, Chart Time Period
Announcing the latest Release of feature and functionality enhancements to the trading platform to improve the investment/trading decision process.
Economic Dashboard: View chart data from dozens of economic reports. Includes information on why it is important, what to look for, and how to apply the data to trading.
Chart Adjustment: Ability to compress and expand y-axis.
Chart Periods: New look, improved functionality.
Economic Dashboard
Located under the Home/Market Tab, this powerful research tool provides important economic information in chart format.
- Select from 1*, 5,10 or 25-year views
- Allows you to select display order as well as ‘hide’ charts.
- Click on the Title to display: What the data represents, Why it is important, What to look for and How to apply the data in trading
- Provides info on the Economic Report Category (Consumer), what the numbers represent (%, $, units, etc), how Frequent the data is reported (Quarterly, Annually, Monthly, etc)
* Some reports are released annually. 5, 10 or 25 year view are recommended in these instances.
Chart Adjustment
Adjusting the chart’s y-axis gives you more flexibility – whether it’s forecasting, adding notes, viewing current positions, etc.
Simply click you cursor to the right of the y-axis, then drag your mouse/cursor up or down.
To reset, click the ‘refresh’ icon on the chart toolbar
Chart Time Periods
The Chart Period format has been streamlined for a more streamlined look.
The current chart period will be displayed at the top of the ‘favorite’ (saved) drop-down list.
Change Log
- ‘x’ moved to left side of symbol list in Research Tab
- Key Ratio and Compare Views are session sticky
- Seasonal chart corrected to show Price
- Cancel/Reuse display on Credit orders corrected
- Stock data restored on Scan backtest
- Staged Order display on chart functionality corrected
- Schwab Order Ticket close orders corrected
- Trade Station added under “Open New Account”
- Reward/Risk more clearly marked on Trade from Chart
- 1 Day/1 Minute added to Custom Page charts
- Resolved Seasonality percent chart
- Corrected MACD histogram overlap
- 60-minute charts/Schwab conflict resolved
- P/L Insight Graph includes up-to-date data
- Tradier Live Account Ticket credit/debit correction
- Staged Orders/Current Orders display consistency restored
- Screener – Score resulting in 0 candidates resolved
Platform Features Release: Trade from the Chart, Price Slices, Reset Virtual Account Options
Announcing the latest Release of feature and functionality enhancements to the trading platform to improve the position evaluation process, trade submitting process as well as offer additional practice account settings:
Price Slices: Evaluate theoretical outcomes of option positions when using the Strategy Templates.
Trade from the Chart: Use the control box or lines on Chart to adjust the entry point, Target Price and/or Stop Price.
Reset Virtual Account – Add ‘funds’ to an existing account OR reset everything and start fresh. You decide.
Price Slices (Premium Feature)
The 
Button appears on the right side of the screen when using the Strategy Templates.
Select one of the 22 Option Strategy Templates.
Build the position.
Click the Price Slices button to start your evaluation
Change the Date (default ‘today’), Price levels and/or % Offset
Add IV to view how this affects the theoretical P/L
Click the Go Big icon to view additional Greek data
Trade from the Chart
The 
button appears at the top of the chart for any symbol – whether there is an existing position or not.
Clicking this button activates an Order Window on the Chart, like this:
Note: Buy, Profit and Stop Loss line colors will match those displayed on the chart itself.
The values in the Order Window can be manually adjusted by $ or %
The values can also be dynamically adjusted by moving the corresponding line(s) on the Chart itself.
The Quantity value default is “1” to show the ‘per share’ dollar and percentage estimated risk, reward, as well as Position Total.
Click “Trade” for the prefilled Order Ticket to display.
The Order Ticket can be further adjusted, Staged or Reviewed to ensure it’s completed to your satisfaction, then Submitted.
Note: The brokerage selected must support Bracket Orders if the Stop/Stop Limit values are selected on the Order Window
Reset Tradier Virtual Account – 2 options
Tradier’s Virtual Account gives you the ability to add more “Cash” to your practice account – OR – completely start over:
On the account summary page, click “Reset Virtual Account”
Select “Balance Reset Only” – to keep your existing trade activity, but add more “cash” to your virtual account.
Select “Complete Reset” – if you want to remove all prior transactions, including Journal Entries, Gains, Orders, Positions, etc. Note: This selection cannot be undone once it’s processed.
Type RESET in the box provided, then click the “Confirm” button
Enhancements
- ATM Option Strikes are bolded for easier identification
Change Log
- Adjusted theme contrast
- Corrected Order Type Limit price entry
- Snapshot functionality restored
Trade from the Chart
Trade from the Chart
The button appears at the top of the chart for any symbol – whether there is an existing position or not.
Clicking this button activates an Order Window on the Chart, like this:
Note: Buy, Profit and Stop Loss line colors will match those displayed on the chart itself.
The values in the Order Window can be manually adjusted by $ or %
The values can also be dynamically adjusted by moving the corresponding line(s) on the Chart itself.
The Quantity value default is “1” to show the ‘per share’ dollar and percentage estimated risk, reward, as well as Position Total.
Click “Trade” for the prefilled Order Ticket to display.
The Order Ticket can be further adjusted, Staged or Reviewed to ensure it’s completed to your satisfaction, then Submitted.
Note: The brokerage selected must support Bracket Orders if the Stop/Stop Limit values are selected on the Order Window
Platform Features Release: July 2023
Announcing the latest Release of feature and functionality enhancements to the trading platform with the goal of improving the investment/trading decision process. These two areas of the platform have undergone a major redesign and expansion of metrics.
Key Ratio Tab(formerly Valuation)- Reworked and expanded data points offered as well as provided context of how well a stock is performing compared to its Industry and the S&P.
Fundamental Tab – Improved display of the expanded data available offer the ability to view fundamental metrics by Quarter, Year or Trailing Twelve Months (TTM) with the ability to adjust the time period and data display views.
Register for Office Hours, Wednesday, July 12th
Join us for a special Office Hours session, Wednesday, July 12th at 4:15 Eastern (15 minutes after Market Close)
Rance will be showcasing the Key Ratio and Fundamental tab data – how to read, understand and utilize the metrics provided.
Register using the button below. A confirmation email will be sent with a link to join for the scheduled time.
Key Ratio Tab
Key Ratio analysis is just one approach to evaluating stocks, and it should be complemented with other forms of analysis, such as technical analysis and market sentiment, for a well-rounded investment decision.
Key ratio indicators provide valuable information about a company’s financial health, profitability, growth prospects, operational efficiency, and overall value enabling traders to make more informed decisions:
Valuation: Helps determine whether a stock is priced attractively in relation to its earnings, sales, or book value.
Profitability: Signifies a company’s ability to generate returns for its shareholders.
Financial Strength: Assesses the ability to meet financial obligations and weather economic downturns.
Growth: Analyzes potential for expansion and increased earnings over time.
Efficiency: Measures how effectively a company utilizes its resources to generate output.
Cash Flow: Provides insights into the company’s ability to generate and manage cash.
Fundamental Tab
Fundamental Analysis involves a comprehensive examination of a stock’s financial health and its underlying value, as well as other relevant financial and non-financial metrics, to form an overall view of a company’s financial health and value.
This information is displayed in charts and graphs making it more useful in the analysis process.
It’s important to note that fundamental analysis is just one approach to evaluating stocks, and it should be complemented with other forms of analysis, such as technical analysis and market sentiment, for a well-rounded investment decision.
Enhancements
Price has been added to the Volatility Chart on the Option Chain display. Slide your cursor along the chart to display the Date, Price, HV & IV
Dollar and Percentage Move added to Line Settings:
Timeframe displayed on chart when not on “Favorite”:
Font Size Selector for Price Chart
Vega added to Strategy Templates. Click the ‘expand’ icon, if needed:
Change Log
- Linear Regression Channel period number updating
- Roll-out time icon synced with Risk Graph
- Added “No or Limited Dividend Information” message
- Corrected Backtest Net Debit/Net Credit responsiveness
- Reset button function restored on Projected Price