Trading

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 [...]
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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 [...]
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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 [...]
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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, [...]
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The Order Ticket – Stock/ETF

The Order Ticket is designed for ease of use and flexibility. Selecting “Stock/ETF” or “Options” will display the appropriate ticket. [...]
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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 [...]
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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 [...]
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Order Staging (Premium Desktop Feature)

This feature allows the user to save Potential Trades for further consideration to decide the best ones to submit. Staging is also [...]
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Following a Shared Account (Premium Desktop Feature)

Under Portfolio>Sharing,  click on “Accounts I’m Following” on the left-hand panel. The center panel, above the Account List has a [...]
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Set Up Trade & Journal Sharing (Premium Desktop Feature)

Trade and Journal Sharing   Step 1: Select “Sharing” under the Portfolio Tab to to access these features of sharing [...]
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Portfolio

Manage Your Portfolio from the Platform With Brokerage Integration you can trade directly from the platform with select brokerage firms. [...]
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Brokerage Access

Trade directly with select Brokers. The Broker menu is located in the lower left corner of the screen and is [...]
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Adding an Account

Accessing a live account is easy.  Currently Choice Trade, Tradier, Ally Invest (formerly TradeKing) and TD Ameritrade and E*TRADE are offered [...]
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Manual Account Overview

A Manual Account is versatile resource tool which can enhance your trading effectiveness.  You can also use this to track trades [...]
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Virtual Account Overview

Virtual Trading gives you the real trading experience without risking any money.     It is a valuable “next step” learning [...]
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Color Tag Trading Accounts

Select a unique color for each trading account on the Account Summary tab.  Each trade in that account will display that color on  [...]
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Order Types – How to Enter

Market Order are Buy or Sell orders to be executed immediately at current the Market Price.  Execution of the trade [...]
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Positions Tab

The Positions Tab offers 4 table views of your current trades.   You can access these by clicking on the [...]
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Access Trading Account Information

No need to login to Brokerage Account site for normal day-to-day activity. Each account includes a Summary page showing the [...]
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Expand Trade Detail – Positions Tab

There are 3 ways to expand multi-leg trades in the Positions Tab. Smart Icon – Click on the   icon to the left [...]
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Trade Management

This platform makes it easy to manage and adjust trades when needed. The Snapshot feature and the P/L graph enables [...]
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Reconcile Trade Notice

The Tags including the P/L Summary, Graph and new Insight tabs rely on updated Journal entries which includes reconciled trades. The [...]
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Updating Journal Entries

Logging into your account will update Journal entries for up to the last two months.   However,  trades that expired will [...]
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Tag Results-Table Summary Totals

Located below the Analytics Tab in the Journal,  the Tag Result Table Summary displays trade performance by Date Range, Total P/L,  [...]
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Insight Tab in Journal

The Insight Tab, along with Tags and Graphs update dynamically with the account(s),  symbol(s), tag(s) and/or date range selected. Insight [...]
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P/L & Duration/Timeline Graphs

Journal Trade Graphs This tab offers two views of your Closed, Matched or Reconciled trades:  P/L by Trade Duration and [...]
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Trade from the Options Tab

Trading from the Options Table is easy! Once you are connected directly to selected brokerages firms via the platform, you [...]
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Trading from the Option Template

From Template to trade is easy.   Simply click the “Trade” button on the Option Template and the Order Ticket [...]
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Trading from Options Page & Strategy Templates

Structure and analyze any options position.  When ready, click “Trade” to create and submit an Order Ticket. Comparing trades with [...]
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I own the stock, how to I enter a Covered Call trade?

When you already own the stock, but want to enter a Covered Call position, follow the following steps: 1. From [...]
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Save Backtested Trades to Manual Account

Want to keep record of backtested trades?   Send them to the Manual Account.  While in Backtest Mode,  structure your [...]
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Delete Journal Entries

Whether you entered a trade incorrectly, or want to remove Cancelled Orders from your Virtual or Manual Account, you have the [...]
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Account Differences Explained

When you set up your Live Account with TD Ameritrade, Choice Trade or other Brokerage you may notice account value [...]
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Virtual Account Buying Power Calculations

Virtual Account Buying Power Calculation This is an example of how Buying Power is calculated.  Check with your broker for [...]
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