Bracket Order Stop and Limit Adjustment
Adjust Limit and/or Stop Orders from the Chart
- Click on the Limit (or Stop) Order Dashed Line
- The Modify Order Price dialog box will appear
- Either move the dashed line to the new position, this will temporarily show up as a solid line. OR enter the new price in the dialog box.
- Click Modify
Once modified, the Limit order becomes a dashed line at the updated price.
Options Handling That Works
Options are properly assigned and exercised as they would be in a real account, removing the gaps found in most brokerage simulators.
Accurate Trade Capture
The Sandbox records and captures gains/losses on completed trades, giving you a clear picture of how your strategies perform over time.
Full Journal Support
When auto-journaled (default setting) is set, all activity is captured. Track your progress to see what strategies work, what needs more practice, for important feedback.
How To Add:
Sandbox has been added as a drop-down selection in the Portfolio section of your trading platform
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Click the bottom left corner tab of the platform to display all account tabs
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Click the “+” icon appearing below these tabs
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Select “Sandbox” from the dropdown list. Check the “I agree…” box
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Name your account and select a color identifier, if desired.
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Start trading!
Journal Tab - Reports
Journal Reports
Understanding your trading performance shouldn’t require digging through spreadsheets or guesswork. Journal Reports turn your trading data into clear, visual insights—so you can quickly see what’s working, what’s not, and where to focus next.
With intuitive graphs and concise summary outlines, Journal Reports provide a high-level view of your account performance across multiple categories, helping you connect the dots between results, behavior, and decision-making.
Whether you’re reviewing weekly performance, refining your edge, or building better trading habits, Journal Reports transform raw data into actionable insight—at a glance.
Click the Info Icon 
for a detailed outline on:
- What information the report provides
- Why it matters
- How to use it
- The application(s) the report is Best used for
Report Legend
Each Report has a legend where indicators can be toggled on/off simply by clicking on each one.
Journal Reports include insights by:
- Performance – Analyze results by time period to spot trends and consistency.
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Symbols – Identify which tickers were your most and least profitable.
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Account – Review performance across individual or multiple accounts.
- Behavior – See how trading habits impact outcomes.
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Conditionals – Evaluate performance based on specific trade criteria or setups.
Click on one of the above categories, then click on the Report to display
To make analysis even easier, users can group their Favorites into a single section—allowing you to focus on the symbols, strategies, or reports that matter most to you.
Simply, click the Star Icon to highlighteach Report to keep under “Favorites”
- The account(s) selected on the left side of the Portfolio Tab display the activity in the center panel for the default time period of 12 months
- Use the Filter Button to adjust the time period, symbols, etc to display
- The results from the center panel will be displayed on the right panel
Trading Sandbox Account - Overview
Unlike traditional broker-provided virtual accounts, the Sandbox is not bound by brokerage margin rules or limitations, giving you more freedom to practice and test strategies.
Trading Sandbox Account was built specifically to overcome these shortcomings, allowing traders to:
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Test advanced strategies without brokerage-imposed limits.
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Gain confidence in how options positions will behave through expiration and assignment.
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Track true results on completed trades for more effective learning and analysis.
As with other simulated trading systems, the Sandbox uses delayed market data. However, it goes beyond conventional paper trading platforms in several key areas:
Fast & Reliable Order Execution
Orders are processed quickly during market hours, creating a more realistic trading experience compared to laggy paper trading systems.
Supports Conditional Orders for Stocks
Effortlessly include Stop and Limit Orders when buying stock.
Options Handling That Works
Options are properly assigned and exercised as they would be in a real account, removing the gaps found in most brokerage simulators.
Accurate Trade Capture
The Sandbox records and captures gains/losses on completed trades, giving you a clear picture of how your strategies perform over time.
Full Journal Support
When auto-journaled (default setting) is set, all activity is captured. Track your progress to see what strategies work, what needs more practice, for important feedback.
How To Add:
Sandbox has been added as a drop-down selection in the Portfolio section of your trading platform
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Click the bottom left corner tab of the platform to display all account tabs
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Click the “+” icon appearing below these tabs
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Select “Sandbox” from the dropdown list. Check the “I agree…” box
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Name your account and select a color identifier, if desired.
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Start trading!
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.
Brokerages determine what Order Types and Duration selections are available.
All or None allows you to dictate whether to accept partial fill of an order or not. Toggle to turn this on/off.
The Order Summary appears below Order details as an additional security step to ensure your order is correct.
Click “Stage” for later review, “Review” to continue the Order process or “Clear” to start over.
Note: If you start an Order in one account, then switch accounts, you’ll review the following notice: 
Order Types are in a drop-down box and the types offered often vary from one brokerage to the next.
‘Duration’ – How long the order is good for: Day (current trading day) or GTC (Good til Cancelled) 
‘Condition’ – Must be met for the order to be filled/executed: “None” (no conditions) or “All or None” (all of the order must be filled, or none at all).
After completing the order ticket, click ‘review’, then ‘submit’.
Market - The Big Picture
Start here for the overall outlook.
Designed to show what the overall markets are doing by viewing the graphs, charts and maps. You can change the time frame to check trends, use the maps on the right side of the page for a picture of sectors in relation to the market. Even drill down to industry within the sector and more.
Market Overview: Get more of a broad view
View activity of the NYSE, Nasdaq or American Stock Exchange by time frame. The upper area of this part of the Market Tab shows the number of advancing or declining stocks by sliding your cursor along the graph.
Likewise, the bottom portion of shows the number of stocks that reached their 52-week High or Low by sliding your cursor along the lower graph.
The constant figures show the number of stocks in each category for the current/most recent trading day.
Market - Index Overview
In the default Graph View, get an visual view of Market or Volatility Index activity by a 1-day or 1, 3 or 6 month time frame. By sliding your cursor along the graph, an activity box will display more in-depth activity: Every two minutes for the 1-Day Graph, or Daily for the 1, 3 or 6 month graph.
The current market activity/most recent trading day, regardless of time-frame, is present on the default view under the Index box selections – or by selecting the List View to get: Current, point change and percentage change (green = positive, red= negative).
Strategy Template
A Strategy Template provides a shortcut to quickly create an option strategy, virtually eliminating structure errors. Once selected, you can modify the structure within the template using the tools on above the option tables: Moving Strikes up/down, rolling Time out/in, widening or narrowing Strikes.
Some strategies can be changed from all Calls to all Puts (and vice-versa).
Note: The templates will not allow you to exceed certain parameters, as attempting to do so would result in an invalid strategy. This is a built-in safety net and you would receive a notice similar to:
Watch - The Next Step
The Outlook.
You’ve checked the overall markets, found some stocks with matching outlook. Now to keep track of them. This platform allows you to create customized Watchlists – always with the ability to manage them by adding to transferring between or deleting from any list.
View them by a List or Tile View. Both options give you navigational tools to further research such as action arrows and The Score icons.
Tile View offers 1 Day, 1 Month, 3 Month and 6 Month periodicies.
List View allows you to sort stocks by symbol, most recent price, Change, % Change, etc.
Both Tile and List View a ‘bird’s eye view’ of the stock, can be moved to the Reseach Tab, added, transferred or deleted from a Watchlist.
“Personal Watchlists” – create your own lists tailored to your strategies and current market conditions.
Default lists such as “Large Cap”, “Main” and “ETFs” are already included.
“Active Watchlists“- lists stocks most active, gainers/losers and those at their 52 week high/low.
“Dynamic Watchlists“- are system generated and maintained lists.
“Virtual Watchlists” – automatically populates with the stocks trading in your virtual account.
Options Navigation
Expirations are displayed above the Option Table.
Select the months to view by clicking on the appropriate box. All available dates are displayed. Remember, the further out the option expiration is, the fewer dates are available.
Toggle between Calls Only or Puts Only view.
Change Option Table views to Pricing, Value, Greeks, Trade or new Custom views you create to suit your needs.
The small tab on the left side of the table will collapse the stock summary box & widen the option table.
The scroll bar on the right side and slide bars at the bottom on the table offer additional navigation.
