Platform Features Release: Compare and AI capability added, Tradier Streaming

Join us Wednesday, October 25th for a special Office Hours session for an in-depth review session of the newest enhancements to your platform.

Announcing the latest Release of feature and functionality enhancements to the trading platform with the goal of improving the investment/trading decision process.

Research Tab/Dashboard:

Compare Tab: Provides an at-a-glance comparison of competitors of the same industry group with the ability to change symbols and Swing, Position, or Investor views (also “All” and “Default”)

AI Analysis –  AI generated competitive analysis for Large-cap stocks in the same industry group.

Compare Tab

The Compare feature, found under the Research Tab, allows investors to review a particular stock against its industry peers.   Different Views offer Investors perspectives with different investment strategies, such as value or growth investing, to identify stocks that align with their preferred strategies within a specific industry.

Some of the Compare benefits include:

  1. Relative Valuation: Ratios like price-to-earnings (P/E), price-to-sales (P/S), or price-to-book (P/B) can be assessed whether a stock is overvalued or undervalued relative to its peers.
  2. Identifying Outliers:  If a company has significantly different ratios compared to its peers, it may warrant further investigation to reveal potential investment opportunities or risks.
  3. Industry Trends: Analyzing ratios across an industry can reveal trends and patterns. For example, if the majority of companies in an industry experience a declining profit margin, it may indicate a broader industry challenge or trend.
  4. Risk Assessment: Comparing key ratios can help assess the financial health and risk profile in an industry context. Companies with lower debt-to-equity ratios, for instance, may be considered less risky, especially if this trend holds across the industry.
  5. Operational Efficiency:  Comparing Ratios like return on equity (ROE) and return on assets (ROA) among industry peers can provide insights into a company’s operational efficiency.


While comparing key ratios within an industry offers valuable insights, it’s VITAL to consider other factors , such as the company’s business model, competitive advantages, management quality, macroeconomic conditions, etc. Ratios should be only part of a broader analysis to make well-informed investment decisions.

  1.  The fields automatically populate with industry peers.   They can be changed to compare other symbols of your choice.

AI Analysis

Located within the Activity Tab in Research, Stock AI analysis has the potential to enhance and streamline the process of evaluating and trading stocks in the financial markets.

Stock AI analysis can quickly process and analyze vast amounts of financial data, news, and market sentiment in real-time. This enables investors and traders to make more informed decisions based on a comprehensive view of the market.

Click on the AI Analysis Tab for the current symbol you are viewing.  A progress bar will appear while the information loads for the initial session view only.  The information will remain even if you log out and back in again during the same Market Day.


It’s important to note:
While Stock AI analysis offers these benefits, it also comes with challenges and risks, such as overreliance on algorithms, potential biases in data, and the need for continuous monitoring and oversight. Investors and traders should use AI analysis as a tool to complement their decision-making process rather than relying solely on it.

Streaming Quotes with Tradier

Your Tradier Account offers Real-Time Streaming Quotes! 

Simply log in to your Tradier account from the platform, and you’ll see the Real-Time quote updates without having to change screens or refresh your browser!


Change Log

  • At-the-Money Strike price bolded on Templates
  • Long Butterfly template error corrected
  • Resolved slider bar/template editing functioning
  • Event flag display function preserved
  • Slider bar function corrected on template page

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.

Register for Office Hours, July 12th

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.


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

Platform Features Release: April 2023

Announcing the latest feature(s)/function(s) updates, additions, or edits to the trading platform:

Cloning and Editing Trendlines

New Trendline Customization

Clone trendlines with the push of a button.  Easily define or edit  trendline endpoints.

Click on an existing trendline to display the Annotation Settings box, make your changes, then click “Save”.


  • Reusing canceled GTC Order preserves Duration

Change Log

  • Repaired contrast on Find>Scans>Filter table
  • Chart crosshair behavior resolved
  • Pivot Point indicator editing restored
  • Removed duplicate Inner Circle>Insider Information
  • Platform Notification>Don’t show again” fixed
  • Backtest>Analyze Date selection repaired
  • Corrected date display above chart
  • Seasonality Chart behavior corrected
  • Screener functionality repaired on several items
  • Hide function on Option functionality restored
  • Russell 2000 restored on Find>HeatMap
  • Backend fixes on previous releases
  • Net Debit/Credit responsiveness restored on Manual Accounts

Platform Features Release: March 2023

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

Valuation and Fundamental Data Points added
Users have more criteria to select from for both the Screener, to find potential trade candidates, and Watchlist Views to analyze candidates.

Valuation and Fundamental Data Points Added

Watch List Views

Over 30 data points were added to the Valuation and Fundamental sections for Watch List Views.

Build, Save, and Edit your customized Watch List Views to your needs.

Learn how to use this feature:

Create Your Views


Over 30 data points have been added to the Screener Function under the Valuation and Fundamental sections.

There are 3 Levels of Data Points.  Level 2 has more Data Points than 1,  Level 3 has all criteria available to select from.

Now users have more tools to choose customize screens.  These may be saved and edited at any time.

Screener "How To"


  • Added Average Volume line to (upper) Volume Indicator
  • Saving Annotations/Texts, etc on charts are an automatic function.  It no longer has to be selected.
  • Scroll function added to lists on Custom, Market and Watch pages
  • GAAP/non-GAAP PE/PEG (TPE and PE chart in Valuation section to reflect GAAP PE)

Change Log

  • Resolved Screener Export Function
  • Open/Close “save” function fixed in Backtest mode
  • 2nd email saving in Notification feature setup
  • Candlesticks and Volume bars line up

Platform Features Release: December 2022

Announcing the latest Release which added a powerful Lower Indicator on the Charts Tab:  52 Week Hi/Lo.  Price/Date info has been added to X/Y axis

52-Week Hi/Low Indicator

The newest lower indicator:  52-week Hi/Low Indicator is a Broad Market Indicator.  It is not Stock specific.

View how individual Stocks/ETFs are faring compared to the Broad Market.

Select from NYSE, NASD or AmEx

There are two views:

Show Difference Only – Display either a green or red (or no) bar representing the net advancers/decliners for that period.
Show High & Low (uncheck box)– Displays both green/red bars to illustrate number with new 52 week high/lows.

The background color identifies a bullish or bearish trend, based upon the number of days selected (Trend Period)
Example:  If 3 days are selected, background highlight will begin on the 4th consecutive day of gains (or losses).

X/Y axis – Price/Date display

The cursor’s crosshairs will display the Price/Date info along the X/Y axis for easier reading.

This information will still appear in the upper/right corner above the chart:

Drawing Key Activation

Use your keypad to activate drawing lines on the Chart by following these steps:

1.  Click either in Header area above the chart – OR –
Click the Annotation icon>Line

2.  Click on chart, then “Alt” and “T” keys where you want to start line.

Once activated from either of the starting points (1), the function works on the current chart, without having to reactivate by clicking on the Header or Annotation icon.

Platform Features Release: November 2022

Announcing the latest Release allowing for customized Watchlist views.   Improvements in Journal functionality will increase responsiveness and allow users to better control the data displayed.  Format enhancements were also made to increase readability

Watchlist Views – Create, Save & Edit

The ability to create your own Watchlist views based on criteria important to you enhances the work flow of finding the best candidates for trading.

Click on  next to the (Default) Watchlist, then select “Add New” to get started.

Build your own views from over 160 data points, then adjust the display position in the order you want them to appear.

Click on icon to edit a view you previously created.

Learn more by clicking below:

Create Views


The Journal default displays Order/Trade activity from the Activated Trade Account.

To switch or add accounts, simply click on the other Account tabs or select by group:   Real, Virtual, Manual or All accounts.

The improved functionality allows for faster journal activity display and easier trade analysis.


Change Log

  • Resolved Score Icon Navigation from Home/Market Tab
  • Corrected Fundamental/Dividend missing data
  • Moving Average indicator functionality restored on Custom Page
  • Corrected display data on Fundamental Tab
  • Addressed candlestick not appearing first 20 minutes on Mondays.
  • Rectified downloading data from Screener

Platform Features Release: October 2022

Announcing the latest Release of feature and functionality enhancements to the trading platform.   These features and enhancements help keep users informed with activity on their trades.  Functionality has been added to review a Watchlist in the Research tab, while being able to see at a glance which symbols have a price increase or decrease.

Notifications – Receive emails on upcoming Earnings, Dividends or Expiring Positions

Watchlist Research Functionality –  Access and view your Watch Lists in the Research Tab via a drop-down box

Price Action Arrows on Symbols in Research Tab – Instantly see latest price action while on the Research Tab

Trade Position Notifications – Premium Feature

Want to receive weekly emails of Expiring Positions, Upcoming Earnings and/or Dividends on existing trades you have in your accounts?

This Premium Feature allows you to do just that in a 2-part process:

First: Click on the the Envelope Icon at the top of the platform screen:

Go to “Notification Settings.”
Provide your email address(es).
Select Notifications you want to receive.
 Click “Save”.

Next: On your Portfolio Accounts, go to the Account Summary Page and Toggle the switch to the On position.

Repeat this process for each Account you want emailed Notifications.

Expiration Notifications will be emailed 2 days in advance.

Each Monday, prior to Market Open, an email will be sent where there’s an Earnings or Dividend for any of the positions in the account(s) you have activated.

The Notification Center will list what has been emailed to you for each account you have activated.

The Account Name and associated Color Tag will be displayed on each Notification and allows for quick identification.

Each Monday, prior to Market Open, an email will be sent where there’s Earnings or Dividend for any of the positions in the account(s) you have activated.

The Notification Center will list what has been emailed to you for each account you have activated.

The Account Name and associated Color Tag will be displayed on each Notification and allows for quick identification.

Research Watchlist Functionality

Users are able to access all Watchlists from the Research Tab.
Click the to access the dropdown list as shown in the graphic.
Lists with more than 20 symbols will have a scroll bar allowing for easier research of larger lists.

All other functionality remains the same: Symbols can be moved to other lists, have alerts set, deleted, add Journal notes

When a symbol is entered in the Symbol Search Box on the Research Tab, the symbol will automatically be displayed on the default “Recents” list.

In addition, when a symbol or group of symbols is sent to Research from anywhere else on the platform, it will appear on a list under the default “Recents” list.

Examples of when the “Recents” list will be displayed:

  • Sending a symbol/symbols from a list on a Watch Tab.
  • Selecting a group of symbols from a Scan or Screener list.
  • Clicking on the Technical Icon from any symbol when not in the Research Tab. will be displayed under “Recents”.

The functionality of adding a note, an alert or sending a symbol to a specific list remains the same.

Green and Red Arrows have been added to each symbol tab when in Research.

This applies to any selected Watchlist or the default “Recents” list.

Each time one symbol is clicked, the entire list will update the latest price update.

Change Log

  • Upper Indicator responsiveness corrected
  • Profitability info loads correctly on Fundamental Tab
  • Completed Bear Put description on Strategy Template
  • Corrected display data on Fundamental Tab

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