Trading
Conditional Orders (OCO)
Conditional Orders Available with Tradier Brokerage One-Cancels-the-Other (OCO) orders allow two orders to be placed at once, combining a Limit [...]
Posted in Portfolio, Order Status, Functionality, Trading
Tagged Conditionals, OCO, Orders, Tradier, Order Ticket
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Key Ratio (formerly Valuation)
Key Ratio A stock’s key ratios provide valuable insights into various financial aspects of the company. They are derived from [...]
Posted in Valuation, Key Ratio, Release Notes, Key Ratio, Research, Stock Research, The Score, Trading
Tagged key ratio, how to read, views, definitions, trading, research, valuation
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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 [...]
Fundamentals Tab
FundamentalsFundamentals provide valuable insights into the financial health and performance of a company. They offer a comprehensive analysis of the [...]
Posted in Fundamental, Dashboaard, Research, Stock Research, Trading
Tagged fundamentals, dividends, profitability, cash flow, trading, growth, Accounts, earnings
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Position Notifications
When you Enable and Activate Account Notifications, you’ll receive emails on upcoming activity that may affect your existing positions. Upcoming [...]
Posted in Notifications, Account, Positions, Portfolio, premium, Trading
Tagged Premium, dividends, trading, Emails, Accounts, Notifications, earnings, positions, Expirations
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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 [...]
Posted in Screener, Release Notes, Watch, Research, Find, Functionality, Watch List, Find, Trading
Tagged views, customize, watch lists, data points, screener, research
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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 [...]
Posted in Portfolio, Activities, Release Notes, Watch, Positions, Functionality, Watch List, Trading
Tagged views, watchlists, customize, journal, watch lists, analyzing, Accounts
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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 [...]
Posted in Activities, Release Notes, Watch, Positions, Portfolio, Functionality, Watch List, Trading
Tagged watchlists, customize, journal, watch lists, analyzing, Accounts, views
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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 [...]
Posted in Activities, Release Notes, Positions, Portfolio, premium, Functionality, Trading
Tagged Premium, email, dividends, Expiration, trading, portfolio, Notifications, earnings, positions
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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 [...]
Posted in Options Chains, Release Notes, Research, Charting, Functionality, Charts, Options - Overview, Trading
Tagged charts, customize, research, option chain
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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 [...]
Posted in Release Notes, Research, Charting, Functionality, Charts, Trading
Tagged Annotations, indicators, research, charts, customize
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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 [...]
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, [...]
Posted in Fundamental, Research, Charting, Release Notes, Functionality, Trading
Tagged watchlists, trading, fundamental, research, Order tickets, charts, Premium
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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. [...]
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 [...]
Posted in Watch, alerts, premium, Release Notes, Functionality, Trading
Tagged alerts, research, charts, Premium, watchlists, trading
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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 [...]
Posted in alerts, premium, Custom Home Page, Release Notes, Functionality, Trading
Tagged news, alerts, research, app, charts, Premium, custom home page, trading
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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 [...]
Posted in Portfolio, Order Status, Trading
Tagged Order Staging, Trade Sharing, Premium, trading
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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 [...]
Posted in Account, Portfolio, Journal, Trade Journal, Trading
Tagged Trade Sharing, Journal Sharing, Follow Accounts, Premium
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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 [...]
Portfolio
Manage Your Portfolio from the Platform With Brokerage Integration you can trade directly from the platform with select brokerage firms. [...]
Brokerage Access
Trade directly with select Brokers. The Broker menu is located in the lower left corner of the screen and is [...]
Adding an Account
Accessing a live account is easy. Currently Choice Trade, Tradier, TD Ameritrade, E*TRADE and Ally Invest are offered through this [...]
Manual Account Overview
A Manual Account is versatile resource tool which can enhance your trading effectiveness. You can also use this to track trades [...]
Posted in Account, Portfolio, Trade Journal, Trading
Tagged manual account, brokerage, journal, navigation, How to, trade, portfolio, menu
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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 [...]
Posted in Portfolio, Location, Uncategorized, Trade Journal, Trading
Tagged menu, journal, virtual trade, trade, portfolio, How to, navigation, brokerage
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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 [...]
Posted in Account, Journal, Trade Journal, Trading
Tagged How to, menu, color tagging, navigation, trading account
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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 [...]
Posted in Positions, Portfolio, Order Status, Trading
Tagged trading, How to, portfolio, menu
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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 [...]
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 [...]
Posted in Portfolio, Location, Uncategorized, Trading
Tagged trading, brokerage, menu, How to, navigation
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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 [...]
Trade Management
This platform makes it easy to manage and adjust trades when needed. The Snapshot feature and the P/L graph enables [...]
Posted in Options Chains, Positions, Options - Advanced, Trading
Tagged trade management, snapshot, How to, navigation, menu, graph
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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 [...]
Updating Journal Entries
Logging into your account will update Journal entries for up to the last two months. However, trades that expired will [...]
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, [...]
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 [...]
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 [...]
Trade from the Options Tab
Trading from the Options Table is easy! When a position is set up on the Option Chain or from one [...]
Posted in Uncategorized, Options - Overview, Trading
Tagged How to, navigation, trade, menu, options overview
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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 [...]
Posted in Uncategorized, Options - Overview, Options - Advanced, Trading
Tagged navigation, trading, options, menu, How to
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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 [...]
Posted in Options Strategies, Portfolio, Options Chains, Options - Strategies, Trading
Tagged navigation, trading, menu, SNAP, How to
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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 [...]
Posted in Positions, Order Status, Trade Journal, Trading
Tagged How to, menu, portfolio, trading, positions
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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 [...]
Posted in Account, Portfolio, Journal, Options - Backtesting, Trade Journal, Trading
Tagged portfolio, menu, backtesting, manual account, journal, navigation, How to, trade
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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 [...]
Posted in Account, Portfolio, Journal, Trade Journal, Trading
Tagged menu, manual account, brokerage, virtual trade, journal, navigation, How to, trade, portfolio
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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 [...]
Posted in Positions, Portfolio, Trade Journal, Trading
Tagged trading, How to, positions, portfolio, menu
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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 [...]
Posted in Portfolio, Trading
Tagged virtual account, brokerage, buying power, trade account
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