strategy templates

Platform Features Release: Trade from the Chart, Price Slices, Reset Virtual Account Options

Announcing the latest Release of feature and functionality enhancements to the trading platform to improve the position evaluation process, trade submitting process as well as offer additional practice account settings:

Price Slices: Evaluate theoretical outcomes of option positions when using the Strategy Templates.

Trade from the Chart: Use the control box or lines on Chart to adjust the entry point, Target Price and/or Stop Price.

Reset Virtual Account – Add ‘funds’ to an existing account OR reset everything and start fresh. You decide.

Price Slices (Premium Feature)

The Button appears on the right side of the screen when using the Strategy Templates.

Select one of the 22 Option Strategy Templates.
Build the position.
Click the Price Slices button to start your evaluation
Change the Date (default ‘today’), Price levels and/or % Offset
Add IV to view how this affects the theoretical P/L
Click the Go Big icon to view additional Greek data

Learn More about Price Slice Functionality

Trade from the Chart

The button appears at the top of the chart for any symbol – whether there is an existing position or not.

Clicking this button activates an Order Window on the Chart, like this:

Note: Buy, Profit and Stop Loss line colors will match those displayed on the chart itself.

The values in the Order Window can be manually adjusted by $ or %

The values can also be dynamically adjusted by moving the corresponding line(s) on the Chart itself.

The Quantity value default is “1” to show the ‘per share’ dollar and percentage estimated risk, reward, as well as Position Total.

Click “Trade” for the prefilled Order Ticket to display.

The Order Ticket can be further adjusted, Staged or Reviewed to ensure it’s completed to your satisfaction, then Submitted.

Note: The brokerage selected must support Bracket Orders if the Stop/Stop Limit values are selected on the Order Window

Reset Tradier Virtual Account – 2 options

Tradier’s Virtual Account gives you the ability to add more “Cash” to your practice account – OR – completely start over:

On the account summary page, click “Reset Virtual Account”

Select “Balance Reset Only” – to keep your existing trade activity, but add more “cash” to your virtual account.

Select “Complete Reset” – if you want to remove all prior transactions, including Journal Entries, Gains, Orders, Positions, etc. Note: This selection cannot be undone once it’s processed.

Type RESET in the box provided, then click the “Confirm” button

Enhancements

ATM Option Strikes are bolded for easier identification

Change Log

Adjusted theme contrast
Corrected Order Type Limit price entry
Snapshot functionality restored

by Support Team

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.

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.

How Does the Stock Measure Up?

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.