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: Additional Alert Functionality, Watch List Alerts, Info Button, Trade from Charts

Features Release Notes:
Additional Alert Capability,  Set Watchlist Alerts, Alert Management Info Button, New Trade Button on Charts

Announcing:  Expanded Alert Capabilities,  Watchlist Alerts  Information Button, Trade Function from Charts

We’ve increased Alert capabilities to give users more ability to identify trade entry, exit and management opportunities.  An Info button (i) is added to on the Alert Management Page to assist/guide users on the criteria offered.

Set Alerts by Watchlist as well as individual symbol.

Trade functionality is available from the Charts, streamlining the process when you have an existing trade or staged trade.  Where there are more than one position on the same symbol, you’ll be given the option of what action to take.


Increased Alert Functionality

Set Alerts by Watchlist

You are able to set Alerts on your Personal Watchlists .  There are 2 ways to do this:

1.   On the Watch Tab using the Alert Icon in the Icon bar
2.   The Alert Management Page, click “Watchlist”, then select from the drop-down which will automatically populate available lists to choose from.

Criteria available for single stock/etf symbols are available to set for an entire watchlist, include Real Time,  up to 6 month activation and the ability to add Notes.

Clicking the “Detail” button will display the symbols contained in the selected Watchlist

With the exception of Last Price, all  Methods are available for both individual alerts as well as Watchlist Alerts. 

Simple Moving Average
Exponential Moving Average
Bollinger Bands
Keltner Channels
6 Month Hi/Low
52 Week Hi/Low

As you see, SMA & EMA offer numerous time periods.   The shorter the time period, the more alerts you will receive – especially when set on Watchlists.

Note:  The Active Alert box on the left side of the Alert Management page will have ‘wl‘ indicated when the alert is on a Watchlist.

A Reminder on Alerts:

Alerts are RealTime if you have Streaming Quotes on the platform – OR – have a linked brokerage account that provides RealTime quotes to the platformAND – have logged into that account in the last 30 days.

Alerts on OTC stocks will be delayed

Make sure to enable “Push Notifications” on your computer as well as mobile devices (if you have the app downloaded). You do not have to be logged into the platform to receive alerts as long as you have these notices activated.


Information Button – Alert Management Page

An Information Button has been added to the Alert Management page.

Located next to the Method drop-down, (i) clicking on this button will display in-depth information on criteria available to set your alerts.


Trade from Charts (Live, Virtual, Manual or Staged Orders)

Submitting existing trades or staged orders is streamlined.

In the example chart above, there are two staged orders and a Live Trade.

Clicking “Trade“,  located above the stock chart , will display a menu of an existing trade(s) in the activated trade account.

Staged Orders, on the same symbol, will display regardless of the trade account activated.

Staged orders will be shown in bold/black.

Active trades, whether Live, Virtual or Manual will be shown lighter/blue.  

To the right is what displays after clicking “Trade”:
     1.  Open (Enter) the Bull Call Position
     2.  Open (Enter) the Straddle Position
    3.  Close the existing Active Trade (Manual, Virtual or Live)

The next action will take you to the Order Ticket to continue the trade process, as usual.


Change Log

  • Ability to save Backtested trades after Market hours restored
  • Dividend display corrected
  • Adjusted links in BZ news
  • Mobile App – scrolling issue resolved in Scans


Custom (Premium Desktop Feature)

Custom Page  – Customize What You Want To See


Custom Page

You’ll find Custom under the Home tab (formerly Market tab).  Trade Central gives you a one-stop view of your selected Stocks/ETFs.   Add Quote Boxes, Multiple Charts and News for your selections and overall Market News.

Rearrange the content to fit your preferences, the platform will adjust to maximize the view according to the device you are using.

This is a flexible feature with a number of ways to structure the Custom page.  The widgets are adjustable, allowing you to rearrange, add, substitute or remove as needed.

Read below to learn more and get started:


Add Widgets

Check the box for “Quote“, “Chart“, and/or “News” and enter quantity for each then click “Enter”.

Add the Symbol in the appropriate box for the data to populate.

Note:  To remove a widget, click the ‘x’ in the upper right corner of the box.


Chart Widget

After adding “Chart” widget and Stock/ETF symbol, click the Gear Icon (upper right corner of widget box) to select:

Time Period: 1 Day, 1 Month, 3 Month,  6 Month or 1 Year
Chart Types:  Candlestick, OHLC or Line
Indicators:  Over a dozen indicators available to add to each chart.  You can edit and remove/change selected indicators on each chart.

Custom lets you add multiple chart set-ups per Symbol for a convenient way to research existing trades or find opportunities.


Widget Settings

Rather than enter a symbol on each Chart, Quote or News component, you can assign a number to each widget.

Then, 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 thru 12

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.


Adjust Custom Display

Adjust the order display by clicking on the Re-Arrange button on the Upper Right corner of Trade Central screen.

The display changes to placeholder bars for easy drag/drop action. Re-Arrange button changes to “In Process“.

Click on the Bulls-Eye icon to the left of the Stock/ETF symbol, then drag/drop to new location.

When completed, click on “Save“, then “In Process” to return to Trade Central main view.


Premium Features Release: Custom Home Page & Alert Functionality

Features Release Notes:
Custom Home Page,  Alert Capability

Announcing:  New Powerful Premium Features Added to the Trade Tool Trading Platform

Two new features, exclusive to the premium desktop version of the trading platform have been designed and implemented to help you make better trading decisions and have more control in managing existing trades.

Custom is located in the redesigned former Market Tab and gives you control of features you want to see in one customizable location.

Alerts gives you more control of your trading by setting up notifications set by your criteria.

Both features allow for expansion on future releases


Custom Home Page

You now have a Custom Home page!

Located in the “Home” Tab (formerly Market), this is a flexible feature which allows for a convenient way to research trades or find opportunities – in one place – all defined by you.

Start by adding Widgets:   Chart, Quote and News pertaining to the stock, and even Market News   The platform system will automatically adjust according to the available space on your desktop/laptop.

Each symbol can have multiple Chart set-ups – each with their own time period, chart type and indicators.

Want to rearrange the widgetsCustom allows you to do so.
Want to keep the settings, but change the selected stocks quickly?  That’s covered too.


Alert Functionality

Alert capability gives you more control of managing existing trades or being notified of possible trade opportunities.  Set by Last Price, $ or % Change, % Offset or Volume.

Receive triggered alerts on your computer and/or mobile device (with the mobile app).

Alert Management, located in Research, allows for easy modifying or removing active alerts from your current list.

Increase your profitability while minimizing risk on existing trades with this powerful feature!

Alerts are easily set up from the Research Dashboard.  

Click on the bell icon, located in the Quote Box,
Complete each field
Click “Save”

 

Quotes are RealTime if you have Streaming Quotes on the platform – OR – have a linked brokerage account that provides RealTime quotes to the platform – AND – have logged into that account in the last 30 days.


Change Log

  • Researching Staged Orders resolved
  • Adjustments/Building trades in Order Ticket issues corrected
  • Deleting Snapshot trade in chain corrected
  • Research/Dashboard/EPS data aligned
  • Scroll bar improvement on PCs in Journal, Watch Lists
  • Corrected “Position/Order Display” on Charts
  • “Existing Positions” label displays on Charts
  • Earnings display corrected when adding 10,30,60,90 periods
  • TDA – History data updated
  • TDA  – Login resolved for Android mobile & Google Pixel