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: New Option Chain Functionality/Appearance, Responsive P/L Graph

Features Release Notes:
New Option Chain Functionality/Appearance, Responsive P/L Graph

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

Option Chain Functionality/Display has been revamped to allow users to control which information to view and increase responsiveness.  Symbols, such as SPY and SPX, will load noticeably faster.  An incorporated Dashboard provides a snapshot of current activity allowing users to make more informed decisions.
Responsive P/L Graph adjusts when the slide bar between Bid and Mid price is adjusted.   This is especially helpful when the spread is considerable.


Option Chain Display/Functionality

Select Expiration Cycles

The redesigned Option Chain allows users control of what Expirations to view instead of the platform defaulting to a cycle approximately 30 days out.

Click on the Options Tab from Research.
A window with available Expirations will appear along with a Dashboard with pertinent information (Volume, IV, OI, Earnings Date, etc) for more informed decision-making.

As a bonus, this structure allows data to load faster – especially helpful for those symbols with large option chains.


Responsive P/L Graph

The P/L graph on the Options Tab is responsive to adjustments made to the trade set up for the entry Net Debit/Net Credit.

Note, the smaller the spread between the Bid/Ask, the smaller the graph adjustment will be.

The example illustrates a large spread to better illustrate this feature update.


Change Log

  • Price representation on chart X/Y axis corrected
  • Journal Notes enhancement
  • Saved screeners adjustment
  • Active Watchlist access corrected
  • Close from Backtest saves Symbol
  • Clarified wording on Warning Message
  • Mobile version of Saved and System Screener
  • Mobile app – rolling trade adjustments
  • P/L ‘Go Big’ data correction
  • Account Summary page enhancement
  • Large number displays on HeatMap


Option Chain Functionality

Option Chain Video



Research>Option Tab,  click on “Expiration Cycle” for  the “Call+Put”, “Calls” or “Puts” view.


Option Chain Expiration Cycles

The Option Chain Expiration Table gives you control of selecting which Expiration Cycle(s) you want to view.

The Option Dashboard provides a wealth of pertinent information to make informed decisions easier.
See below for more detail

Expiration Cycles:  All available options will be displayed. Monthly Options are indicated with an asterick

 

 

 


Select Expiration Cycles

Click ‘OK”

Chain will display for selected   



Chain Views

Different views are available for options such as Calls + Puts,  Calls only or Puts only.  Select from the drop-down box  or  toggle the screen using the arrows   in the chain header.

In addition, there are over 20 strategy templates on the Options tab.


Create Customized Option Table Views

Create, edit and re-create custom Option Views.

This feature allows you to create up to two customized Option Tables.  Add/remove categories or even change the order of category columns by clicking on the criteria, then drag/drop it to the new location.

Click ‘save’ and you’re done.

Note:  You can change the order of your variables you select by clicking/dragging the variable up or down.  The custom views can be changed at any time – to adjust to the user’s needs.  


Position Indication on the Chain

When evaluating an existing position on the options chain, the positions held are indicated with arrows on the chain. The arrows point to the quantity entry box of the held position.

Green arrows  indicate Long or Buy positions.

Red arrows  indicate Short or Sell positions.


Snapshot: Comparing Positions

The Snapshot feature gives you the ability to compare up to three scenarios in one view without having to change screens or erase previous setups.  You can even submit a trade from this part of the platform!

  1. From the Calls+Puts chain (as well as “Calls” or “Puts”) enter the initial trade position.
  2. Next click one of the camera icons: 
  3. Repeat the first step using the Rolling Icons to adjust the initial position to a new scenario:
  4.  Click the 2nd camera icon & repeat the above steps for the last trade comparison.

Note: The position lines are color coded to match the Snapshot (or New) icon.

Once you decide on the optimal position, click ‘Trade’ from the P&L Graph and you’ll be taken to the Order Ticket of your brokerage account with the option information auto-filled. 


Trade Management

This platform makes it easy to manage and adjust trades when needed. The Snapshot feature and the P/L graph enables you to visually assess adjustments.

Once the existing trade is showing on the options page, take a ‘snapshot’.  Enter the adjustment, then take another ‘snapshot’.

To submit the adjustment to the Order Ticket of your brokerage account, click “Trade”. The smart ticket system will even handle the trade adjustment automatically by entering the appropriate buy/sell, open/close combination.  


Rolling Positions

It’s easier & faster to evaluate your Trade

Once you have entered a position, you can easily make adjustments for further evaluation using the group of Rolling Icons in the upper-center part of the Option Table.

These icons will allow you to move the whole position:  

Up or Down Strike Prices

Extend or Shorten Time

Widen or Narrow the Spread

The [X] acts as a clear function.  Clicking once will clear the current positions in the chain.  Clicking a second time will act as “all clear”.  This will clear any snapshot trades and fully reset the option chain.