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.
Inner Circle - Money Flow
Activity by Volume & Number of Trades
Money Flow shows trading activity in two views.
The darker shade in the middle of each column – either dark green or red- indicates difference
between the buy/sell volume and buy/sell number of trades.
For example, on February 27th, the top graph shows approx. 1.75 Billion
buying volume from just over 50k trades (bottom graph). Selling volume of
approx 1.5 B resulted from less than 50k trades.
Where the volume and trade columns overlap is an indication of
‘big money’ (Institutions) moving in(dark green)or out (dark red)
of the stock.
Note the dark green line overlap on both graphs for the Feb. 27th example.
Valuation
Is it Overvalued or Undervalued?
Valuation looks at Key Ratios and Projected Price to evaluate the stock’s current value.
Key Ratios like both trailing and forward PE along with PEG (Price/Earnings/Growth) are weighed.
The Price compared to Book (flow of business), Cash Flow, and Sales are also very important factors to provide a well-rounded synopsis of the valuation modeling of the stock.
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!
- From the Calls+Puts chain (as well as “Calls” or “Puts”) enter the initial trade position.
- Next click one of the camera icons:
- Repeat the first step using the Rolling Icons to adjust the initial position to a new scenario:
- 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. 
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
Fundamentals
A complete perspective of performance in one place.
Fundamentals looks at 20 critical financial analysis ratios in 5 different categories: Growth, Profit, Cash Flow, Key Ratios, and of course, Earnings. 
We also take into account Quarter over Quarter, Year over Year, and Trailing Twelve Months’ (TTM) performance with our proprietary weighting formula. View historical data by clicking on the upper right corner buttons in each window.
Fundamentals is the slowest of The Score components to affect stocks, due to the limited times throughout the year data is released. Active investors would generally place more weight on Fundamentals than would a very short-term trader.
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.
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.
