Platform Features Release: August 2022


Announcing the latest Release of feature and functionality enhancements to the trading platform.  These allow for more customizing ability and streamlines functions on accessing or displaying information.  Highlights include:

Screen for Weekly Options – The ability to screen for weekly options has been added to the Screen Function under Find.

Rearrange Screener Data Points – Change selection order directly on the Results page, by drag/drop action.

Large Chart Widget on Custom Page –The new widget fits an entire row on the custom page.

Customize Moving Averages – The Moving Average thickness can now be customized.

Vertical Zoom on Chart – Function expanding to allow for Horizontal and Vertical Zoom.

Double-click function on Expiration Cycle Page –Eliminates need to click “Okay” button


Screen for Weekly Options

The Screener – located under the Find Tab – now provides the ability to screen for Weekly Options.

Now customizing your own searches is even better!

Remember, you can save Screens for future use – and even edit/update them as needed.


Rearrange Screener Criteria

Rearrange Screener data points on the Results page by clicking located on the upper left corner of each data point, then drag up/down.

The data points are filtered with each entry in the order they are listed.

Additional edits can be made with the existing Screener data points:

Click to keep the data point but disregard in an updated “Run Search”.

Click to remove the data point from an updated “Run Search”.

Save to keep the edited Screener for future use.


Large Chart Widget on My Custom Page

An individual chart can be set on an entire row on the Custom Page by selecting the Large Chart widget.
The Custom Page set-up and arrangement remain the same.


Customize Moving Average Lines

All Moving Average IndicatorsExponential, Simple, Triangular and Weighted can be customized to set Line Width.   The default setting is ‘1’.

This update, along with previously added, user-defined “Line Type” allows for even more identification in charting analysis.


Expiration Cycle Double-click Functionality

Quickly access one or more Expiration Cycles by double-clicking on each row you wish to evaluate.

The selected dates will automatically display on the Chain.

Click “Expiration Cycles” button again to revise/add to existing cycles.


Vertical & Horizontal Zoom Functionality


Change Log

  • Corrected “Extend By” behavior on Chart with Streaming
  • Created ability to reconcile partial trades
  • Updated Annotation editing capability when adding text
  • Resolved Edge browser/Annotations conflict
  • Volatility Stop Indicator – expanded
  • Fixed navigation break: Chain>Chart>Chain
  • Analyze function restored on certain strategies
  • Alert tool-tip correction
  • Adjusting Parallel lines now saving
  • Corrected Pending/Executed Order on Chart display


Platform Features Release: April 2022


Announcing the updates, additions and edits to the trading platform:

Capability to adjust charts for splits

When a stock had a previous stock split, a button appears above to view Adjusted/Unadjusted Chart.

Data Points added to Option Chain
Get % return on Expiration and annualized % values for covered positions.

Intraday Chart Period Update
1 Week displays as 7 Days.  2 Weeks displays as 14 days.


Chart Adjusts for Splits

When a stock has a Split history,  will appear next to the Indicator Box above the chart.

Make sure the chart period selected covers when the split occurred.   This is identified on the x-axis of the chart as .

When the “UnAdj” button is clicked, the chart will display ‘before’ & ‘after’ split pricing.

Click the “UnAdj” button again to restore the prior chart display.


New Option Data Points Added

New data points have been added to assist in analyzing returns.

Covered Return – return based on expiration for $ used to buy shares for covered positions.

TVI% – Covered Return annualized

These are available on the Calls/Puts Chain and are also available as data points for Option Chain Custom Views


Chart Enhancements:  Chart Periods & Candlestick Range


Change Log

  • Resolved Saved Screener settings glitch
  • Corrected Backtest Analyze date ability
  • Restored sort capability in Institutional Activity
  • Corrected profit/loss % display in Virtual Accounts
  • Restored missing PEG/TTM data
  • Enhanced contrast/dark theme notation
  • Corrected Virtual Account Gain/Loss display
  • Lower Indicator placement ability restored
  • Earnings Data restored, added Time of Day
  • Duplicate TDA Journal tab resolved


Platform Features Release: Enhanced Annotation Capability and Indicator Settings


Announcing the latest features/functions updates, additions or edits to the trading platform:

Enhanced Annotation Capability
Additional features have been added to create Annotations, Trendlines and Notes on the Chart.  Each can be customized by color, size and easily placed on individual charts.
Volume and Moving Average Indicator Updates:
Users have the ability to further differentiate Moving Averages on the charts by changing the type of Line.
Volume can now be selected as an Upper Indicator and/or Lower Indicator


Enhanced Annotations, Trendlines, Notes & Fibonacci capabilities

Additional & Enhanced Tools for Charting

Enhanced Annotations, Trendlines, Notes & Fibonacci Retracements allow you to customize and edit for greater flexibility on your charting.

Rays, Horizontal Lines and Arrows have been added.  All allow you to select the color and thickness of each for greater differentiation on the charts.  Easily reposition with a simple click and drag to new location.

Notes can be text and color edited as well as repositioned.

Parallel Lines have been added and they, along with Fibonacci Retracements – allow you to customize the color and transparency on the charts.

Edits are easy:  Click on the entry, edit as needed on the Annotation Box – which can be moved anywhere on the platform-  as needed, to make any changes.

More Info on Trendlines, Notes, Advanced Annotations

Volume and Moving Average Enhancements

Customize your Moving Average indicator Lines – not only by color – but by the type of line:

Volume, already available as a Lower Indicator, can be added as an Upper Indicator on the charts.

In addition, the Volume bar colors can be customized as they are an independent indicator from the candlesticks.  This is done by clicking on the gear icon, as shown.


Change Log

  • Added Stock/ETF symbol to Option Chain Window


Platform Features Release: Smart Trade Ticket, Global Chart Settings, Updated Fundamental Tab, Order/Trade Chart Display

Features Release Notes:
Smart Trade Ticket, Global Chart Settings, Updated Fundamental Tab, Order/Trade Chart Display

Announcing the latest features/functions updates, additions or edits to the trading platform:

The Smart Trade Ticket is easier to use and allows for future capability depending on what brokerages offer.  One Example if this would be Conditional Orders.
Global Chart Settings have always housed where to control candlestick/volume bar colors as well as Tooltip displays.  Now, clicking on the gear allows you the ability to display Annotations, Positions/Orders and Events.
The Fundamental Tab under Research has an improved, easier to read display with additional features for a clearer snapshot of a stock’s past and forecasted performance.
You’ll be able to differentiate a Conditional Order from a Staged Order as well as a Yet-To-Be-Executed-Order with the enhanced Order/Trade Display.


Smart Trade Ticket

Smart Trade Ticket

The redesigned Trade Ticket has defined sections for Stock/ETF trades and Option Trades. The Stock Ticket is divided into Open and Exit sections for easier use.

The Close Ticket provides a summary of any Profit/Loss on the trade.    Brokerages determine available Order Types, which may include the following to open a trade:


Note:   Closing Order Types may also include Trailing $ and Trailing %.

If there is an existing position on a Symbol when a new order is created, the Smart Ticket system will identify if there is an existing Non-Stock/Multi-leg Position  or an existing Stock position.

If Non-Stock/Multi-leg position, clicking “Close” will navigate the user to the Option Trade Ticket.  Clicking “Ok” will lead the user to the Stock/ETF Ticket.

If there is an existing Stock position, a summary of the existing will display along with the ability to Close or Add to the existing position.


Global Chart Settings

Global Chart Settings

Manage common chart settings from one location by clicking on the left-most Gear icon on the Chart Header which is located under the saved chart periodicities.

In addition to setting your Bullish/Bearish candlestick and corresponding Volume bar colors and control of whether you want Tooltips to display on the chart, you can view/hide:

All Chart Settings
Annotations
Orders/Positions
Events (Dividends/Earnings)

Simply click the ‘eye’ icon to display/hide your selection. Once finished with your Global Settings, click “Update,” then “Close.” To reset to default settings, click “Reset.”


Improved Fundamental Display

Fundamental Data has a new look

The area charts under the Research>Fundamental tab have been replaced with bar charts for easier understanding.

A Tooltip appears when you hover your cursor over the bar charts providing information for that data point.

Estimated Earnings is now in the same window as Historic Earnings for clearer comparison as both sets of data now have the same orientation

The Earnings display has been enhanced to illustrate past and projected data in the same window to match the orientation for a more accurate ‘apples to apples’ comparison.

Click on any of the legend icons to toggle the data displayed.


The Analysts’ Target Window displays the current stock price as a horizontal line for reference.


Custom Page Enhancements

The widgets with that number will automatically populate accordingly.

To change displaying one symbol to another using a Watchlist, simply click on the Action Icon of new Symbol and select the number of the current Symbol you want to replace.

A refresh icon has been added to the Header to make it easy to update the Custom Page display after rearranging widgets.

We’ve increased the number of symbols that can be tagged from 6 to 12.  

Using the Watchlist displayed on the left side of the screen, click the Action Icon (triangle) to left of Stock Symbol you want to display and assign a number, 1 to 12.


Delete Notice added to Research Tab

A Warning Notice now displays when ‘x’ is clicked on the Research Tab requiring confirmation prior to removing the list of symbols from the tab.


Change Log

  • Heat Map filter setting/saving improved
  • Interval call split adjustments
  • Greek Summary displays on Positions tab
  • ETF list on Home Page issue resolved
  • Strike Arrow functionality restored on Option Chain
  • Sorting Scan after scrolling behavior corrected
  • Eliminated stacking Indicators on charts
  • Alert list is scrollable


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.


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.


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.


Adjust Chart Height & Width

The height of the chart can be adjusted by clicking and dragging the tab under the main chart.

This is a feature unique per device.   You can have separate settings for your laptop/desktop,notebook or even tablet.

To widen the chart, click the blue tab on the left side of the chart.  This will collapse the Quote Bar to the left of the chart.  You can ‘undo’ this by clicking the tab again.   


Advanced Indicators

We offer select Advanced Upper and Lower Indicators that are not just derived from the price, including proprietary indicators like “Invest4Score” and “Insider Score”.  They are accessible by using the “Add Indicator” drop-down box.

Upper Indicators include:

  • Event Flags – showing Earnings and Dividends
  • Journal Display
  • Support/Resistance
  • Extrema Trend Lines

Lower Indicators include:

  • Historic Volatility/Implied Volatility
  • Insider Score
  • Institutional Percentage
  • Invest4 Score
  • Momentum Score
  • Open Interest
  • Options Volume
  • Put Call Ratios


Lower Indicators

The “Add Indicator” drop-down box has a section of Lower Indicators you can add below the main chart.

Many of the Indicators allow you to customize the parameters prior to adding.

Once the Indicators are in place, the icon tool bar – found on the upper right above each graph- gives you the ability to edit (Gear), hide (Eye), move up/down (Arrows) or delete (X) to truly customize your view.