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
Two new features, exclusive to the premium desktop version of the trading platform have been designed and implemented to help you make better trading decisions and have more control in managing existing trades.
Custom is located in the redesigned former Market Tab and gives you control of features you want to see in one customizable location.
Alerts gives you more control of your trading by setting up notifications set by your criteria.
Both features allow for expansion on future releases.
Custom Home Page
You now have a Custom Home page!
Located in the “Home” Tab (formerly Market), this is a flexible feature which allows for a convenient way to research trades or find opportunities – in one place – all defined by you.
Start by adding Widgets: Chart, Quote and News pertaining to the stock, and even Market News The platform system will automatically adjust according to the available space on your desktop/laptop.
Each symbol can have multiple Chart set-ups – each with their own time period, chart type and indicators.
Want to rearrange the widgets? Custom allows you to do so.
Want to keep the settings, but change the selected stocks quickly? That’s covered too.
Alert Functionality
Alert capability gives you more control of managing existing trades or being notified of possible trade opportunities. Set by Last Price, $ or % Change, % Offset or Volume.
Receive triggered alerts on your computer and/or mobile device (with the mobile app).
Alert Management, located in Research, allows for easy modifying or removing active alerts from your current list.
Increase your profitability while minimizing risk on existing trades with this powerful feature!
Alerts are easily set up from the Research Dashboard.
Click on the bell icon, located in the Quote Box,
Complete each field
Click “Save”
Quotes are RealTime if you have Streaming Quotes on the platform – OR – have a linked brokerage account that provides RealTime quotes to the platform – AND – have logged into that account in the last 30 days.
Change Log
- Researching Staged Orders resolved
- Adjustments/Building trades in Order Ticket issues corrected
- Deleting Snapshot trade in chain corrected
- Research/Dashboard/EPS data aligned
- Scroll bar improvement on PCs in Journal, Watch Lists
- Corrected “Position/Order Display” on Charts
- “Existing Positions” label displays on Charts
- Earnings display corrected when adding 10,30,60,90 periods
- TDA – History data updated
- TDA – Login resolved for Android mobile & Google Pixel
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 useful when the Market is closed – to be reviewed when the Market is open to determine if it’s still a high-probability trade.
With one click, you can send to the Research Tab, Move to an Order Ticket or Delete and move on to the next staged order.
When Trade Sharing is enabled, Trades made in accounts you are following will be displayed in your Order Staging Tab. The Source will indicate the Account Name. Status of “Used” will display for those trades you submit on one of your accounts.
Expired Staged Orders will automatically be removed.
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 section to enter the code for the Account to be shared on your platform. Enter the code, then click “Add“
On the bottom, right panel box under “Options“, make sure to check boxes:
Show in Journal
Show in Staged Orders
Alert me about this (Needs permission)
Your device’s settings need to be permissioned for Alerts.
Finally, for easy trade identification, select a color identifier from the dropdown box in the right corner of the Options box.
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 trade ideas with peers or trading groups or have access to an Instructor’s Trades or Journal History.
Trade Sharing allows for potential trades to display in “Order Staging” listing the Source of the Order.
Journal Sharing can be used to follow a Trading Group, Instructors, Peer, Public Accounts as well as Newsletters/Trading Room applications.
Step 2: On the left-hand panel, click on “My Shared Accounts”
Shared Accounts are grouped into 4 categories:
- My Shared Accounts – Elect to share Order Staging and/or Journal Sharing
- Accounts I’m Following – Other peers, trading partners, instructors
- Subscription Accounts – Newsletter or Trading Group applications
- Public Shared Accounts – allows access to a Public Directory with performance metrics
Step 3: Set up your User Profile
Click “Edit“
Add a User Display Name
Provide a Bio and/or Information about the account. This is what others will see.
The Formatting option allows you to customize the Bio/Information box.
Click “Save“
Step 4: Set Up Account Profile
1. In the middle panel, click on the Account to be shared
2. On the bottom right panel of the page, click on “Create Sharing Profile“
3. On the pop-up window, add an Account Display Name and Account Description.
Note: Both are required.
You are also able to add #tags to this Account Profile.
4. Click “Save“
Available buttons allow you to Generate New Code and Disable Code.
Account Options
Once Shared, you can “Unshare” account by clicking on button located in the upper right of this box.
Share Journal is checked by default.
Check box for Share Staged Trades if you wish to provide that on the selected account.
A code is automatically generated to Privately Share/Peer-to-peer share
Duration drop-down menu allows you to set how long the code is valid:
Single use only
Hour
Day
Week
Until Disabled
Intraday Trade Finder Scan Updates (Premium Desktop Feature)
Trade Finder Scans are updated every 30 minutes during Market Hours on the Premium Platform. That’s 12 more times than the Standard Platform version, which updates once after the Market opens.
Trade Finder Scans are easily identified with a Rocket Icon in the upper left corner of the Scan box.
Premium Features Release: Intraday Scan Updates, Order Staging, Trade & Journal Sharing
Features Release Notes:
Intraday Scan Updates, Order Staging, Trade & Journal Sharing
Announcing the Premium Features Release of the Trade Tool Trading Platform
These features are exclusive to the Premium Trade Tool Trading Platform and designed to help you make better trading decisions. Trade Finder Scans are updated every 30 minutes throughout the trading day. Order Staging allows Orders to be stored for later consideration. Trade and Journal Sharing provide synergy: share trading ideas/activity with peers or have access to an Instructor’s Trades and Journal activity and history.
Intraday Trade Finder Scan Updates
Trade Finder Scans are updated every 30 minutes during Market Hours on the Premium Platform. That’s 12 more times than the Standard Platform version, which updates once after the Market opens.
Everyone knows the Market fluctuates, sometimes greatly changing direction. The premium scans respond to these changes throughout the trading day allowing you to make more informed trading decisions.
Order Staging
This feature allows the user to save Potential Trades for further consideration to decide the best ones to submit.
Staging is also useful when the Market is closed – to be reviewed when the Market is open to determine if it’s still a high-probability trade.
With one click, you can send to the Research Tab, Move to an Order Ticket or Delete and move on to the next staged order.
Trade and Journal Sharing
Select “Sharing” under the Portfolio Tab to to access these features of sharing trade ideas with peers or trading groups or have access to an Instructor’s Trades or Journal History.
Trade Sharing allows for potential trades to display in “Order Staging” listing the Source of the Order.
Journal Sharing can be used to follow a Trading Group, Instructors, Peer, Public Accounts as well as Newsletters/Trading Room applications.
Portfolio>Share is grouped into 4 categories:
- My Shared Accounts – Elect to share Order Staging and/or Journal Sharing
- Accounts I’m Following – Other peers, trading partners, instructors
- Subscription Accounts – Newsletter or Trading Group applications
- Public Shared Accounts – allows access to a Public Directory with performance metrics
Set up your User Profile:
Add a User Display Name and Information about yourself as it relates to trading.
Account Profile:
Settings are customized per trading account. You can include a summary of what the account is for, tags used, share/unshare.
The Options section allows you to Share Journal and/or Share Staged Trades from this Account.
For Private Share of the Journal Account, set up a code to share with select user(s).
Duration allows you to set how long the Share Capability is active: Single Use, Hour, Day, Week or Until Disabled.
Finally, you are able to set up a Public Share option.
Features Release: E*trade Brokerage added, Portfolio Greek View, Enhanced Journal Marking
Features Release Notes:
E*trade Brokerage added, Portfolio Greek View, Enhanced Journal Marking
We’re pleased to announce the latest Release of the Trade Tool Trading Platform.
The addition of E*Trade Brokerage allows more choices for users to trade directly from the platform, while linking up to 2 months’ of trading history. The extensive Journal features allow users to monitor and analyze trading profitability.
The Positions Tab now offers Greek View for an additional resource of active trade analysis.
The Journal Tab makes it easier to identify/select the type of accounts to review/analyze by colorizing the summary list to match the account tabs.
E*trade added to platform
Adding E*Trade to the Platform is easy as 1 – or – 1,2,3!
1. As a New Account, simply click the “Open New Account” Button (as shown) and follow the steps to open your new trading account.
To link an Existing Account:
1. Click on the drop-down box, select E*Trade
2. Read and Agree to Terms and Conditions (check box)
3. Click “Continue“
Greek View in Positions Tab
Analyzing Trades from the Positions Tab is now easier with the new Greek View.
Enhanced Journal Account Identification
The account tabs already have vertical color bar to help identify the type of account:
Green = Live
Yellow = Virtual
Red = Manual
Now the summary tab, above the account list, has clearer markings for the type of account(s) you wish to review.
Change Log:
- Bid/Ask added to Quote Bar (Research Tab)
- Corrected Closing error on Mobile App
- Resolved buffering in Scans>Options>Chain
- Added HR line to HeatMap filter display
- Chart sizing with Compare/Seasonal resolved
- Navigating Chart Compare function corrected for Intraday to Daily charts
- Journal note container display corrected
- Option Strike Display – Near, More or All settings are now session sticky
- Positions $ Change decimal places show .00
- Exporting Positions includes Price
- z-score included in container
Export Reports (Desktop)
Clicking on located on the upper left corner of the Positions and Gains tabs allows you to export that information as a .csv file.
The Journal give you the ability to export reports in a PDF file on your desktop platform. But that’s just the beginning.
You can export from the Transaction or Reconciliation view filtered by Account, Symbol, Tags, Notes and/or Date Range.
Life of Trade View also allows you to filter by Order Status in addition to the above criteria for even more focused report. Only want to print Closed Trades? Want to see how many trades are Unmatched? Select those filters.
The top of your Journal report displays the Tag Summary based upon the account(s) and filtering criteria selected.
The trade detail report displays the status, Open, Close, Expire with a color code of the trade: Blue=Open, Green=Profit, Red=Loss, Yellow=Unmatched.
Link Trades in Journal
Trades can easily be linked in the Journal. This is helpful to keep related trades grouped together for easier tracking and analysis.
Some common applications include:
- Covered Calls – keeping stock and selling Calls with different Expirations
- Adjustment/Repair Trades
- Other previously Unmatched trades
This feature is best used in the Life of Trade View in the Journal.
The following steps will allow you to Link Trades:
1. After selecting your account and sorting by symbol, expand one of the trade tabs you want to link to another trade group or set.
Click the ‘Link Icon‘
2. A pop-up window will list the Selected (Expanded) Trade, any related trade and Available Trade Sets for that symbol in that account.
Note: You can link trade sets both prior to and following your current, selected trade.
Example: You want to link a May 2019 expired Call to April 2019 and June 2019 Covered Call trade set.
3. Click “Link To This Trade Set” for trade set(s) to link selected trade to, then click “Close“.
In this example, we linked an Expired May 10 2019 short call to an April and June Covered Call trade set.
After linking the trade, notice the total Profit (Loss) Amount updated, but the trade duration did not.
This is because the May Call falls in between the original April trade entry and the June expiration.
If you have more trade sets to link, repeat the previous steps as outlined.
Final note: If you link a trade in error, simply expand the same trade tab and ‘uncheck’ the Link This Trade Set box.
Features Release: New Mobile Experience, Watchlist Management, Journal Export
Features Release Notes:
New Mobile Experience, Watchlist Management & Journal Export (Desktop), Option P/L Redesign, Position Default View, Research Tab addition
We’re pleased to announce the latest Release of the Trade Tool Trading Platform.
The New Mobile App has been redesigned and now aligns closely to the desktop platform.
Several Features are optimized for Landscape View: Charts, Journal and Option Templates.
“More” houses several key features including: Scans and the Journal. You can access the Help Center and create a Support Ticket from the location as well.
The Watchlist Tab now offers List Management/Modification features from single icon.
You can now Export Trades from the Journal on the Desktop platform.
The Option P/L table has been restructured with features moved or enhanced for simplification and maximizing space.
The Position default view is Share Performance and Expand All – multi-leg trades expanded for an easier view on active trades.
The Research Tab offers a one-click step to view Charts, in addition to keeping other selections.
New Mobile App – Available from the App Store!
The Mobile App has been completely redesigned: Easier navigation with the display, features and functions resembling the desktop version make the New Mobile App more user-friendly.
Some features are optimized for Landscape view, including Charts, Option Templates and Journal.
“More” houses the Scans and Journal plus you can access the Help Center and submit a Support Ticket from this location.
Click below to download to your iPhone or Android Mobile
Market Tab
The Market Tab is organized and easy to navigate as it mirrors the desktop version. Select the time-frame and scroll down the screen to view the Summary by Index. View Advanced/Decliners and 52 Week Hi/Low for Exchanges by 1, 3 or 6 Months or 1 Year.
Access Sector overview, just as in the desktop version. The Heatmap features and functions allows you to drill-down by Sector, Industry or Company/ETF and timeframe. From here, navigational icons allow you to send a Symbol to Research or to a Watchlist.
Calendar functions in similar fashion to the desktop version. View candidates in List or Tile View. Add to an Existing or create a New List. Selecting a particular symbol and rotating the screen to Landscape view will display the Chart. Return to Portrait view, to go the symbol’s Dashboard in Research.
Watch Lists:
Mobile offers List View and Tile View
List View allows you to scroll to see all data points.
Tile View allows you to select Small or Medium sized tiles
If you select a Symbol then rotate the device to Landscape, the chart will appear.
Both versions allow you to Manage/Modify the selected List.
More Tab: Scans, Journal, Help Center & Support Ticket
The Mobile redesign focused on accessibility. The “More” Tab houses major features eliminating layers of navigation.
Access the Scans. TradeFinder Scans can be sent to the Options Template for further analysis. Use the Rolling Icons to make adjustments according to your education’s guidelines. Of course, you can trade directly from this tab in your Live, Virtual or Manual account.
Journal provides the Life Of Trade View, Tags and Insight Graphs– use the Menu Bar in upper right corner to change Accounts.
Help Center – Access the User Guide, Quick Guides and Video Library
Support Ticket – Click to submit question about or assistance with the app or desktop platform
Journal provides the Life Of Trade View, Tags and Insight Graphs– use the Menu Bar in upper right corner to change Accounts.
Research Tab:
The Mobile Dashboard provides the overview of the Stock/ETF. Simply scroll to view the Research components: Technical, Inner Circle, Valuation (stock) and Fundamental (stock).
The feature-rich Chart tab allows you to select Time-Frame, chart profile, add indicators, save new Chart Profiles, etc. Rotate device to Landscape to view a larger Chart View.
Strategy Templates are found in the Option Tab with the Rolling Icons to make adjustments according to your guidelines.
Activity houses previous trade tab entries. News provides detailed articles mentioning or highlighting your current Stock/ETF research candidate.
Journal Functionality
On the Mobile App, your trading accounts are accessed via the Portfolio Tab.
The Journal is found under the “More” Tab which maximizes the features and functionality as found on the desktop version. Click on the Menu Bar (upper right corner)to select Account. You can also filter by specific Symbols, Tags or Date Range.
The Journal displays the Life of Trade for the account and any other filters you select. Rotate to Landscape to optimize view.
Tags and Insight Tabs will also display results from your selected Account and filters to provide feedback on strategies, scenarios and even symbols that have been profitable for you as well as identify those that haven’t been. This allows you to adjust your trading accordingly, perhaps by practicing the less-than-profitable trades in a Virtual Account.
Watchlist Management
Watchlist Management offers the following Symbol and List Management capabilities in one location in Mobile and Desktop.
- Rename currently selected Watchlist
- Add Symbol(s) to the current Watchlist
- Use Up/Down arrows to Drag/Rearrange Symbols in selected List
- Use the ‘x’ to remove Symbol from existing List
- Select/highlight one or more Symbols to add to another Existing Watchlist
- Select/highlight one or more Symbols to Create a New Watchlist
Bonus! Keep your Watchlist sorted by using this feature:
- Sort by any Heading (Example: Price, High to Low)
- Click on Manage Icon, then click “Done” at top of the screen
This setting will be ‘sticky’ until you change it
Export Trades from Journal – Desktop
In addition to exporting trade report information from the Positions and Gains tabs, you can now do so from the Journal in a PDF file on your desktop platform. But that’s just the beginning.
You can export from the Transaction or Reconciliation view filtered by Account, Symbol, Tags, Notes and/or Date Range.
Life of Trade View also allows you to filter by Order Status in addition to the above criteria for even more focused report. Only want to print Closed Trades? Want to see how many trades are Unmatched? Select those filters.
The top of your Journal report displays the Tag Summary based upon the account(s) and filtering criteria selected.
The trade detail report displays the status, Open, Close, Expire with a color code of the trade: Blue=Open, Green=Profit, Red=Loss, Yellow=Unmatched.
Option Tab Changes
The right side of the Option Tab table has been redesigned and simplified. This offers an easier view of the potential trade(s) and eliminates confusion of how to submit a trade from this table.
On the Option Chain, when there is no position entered:
1.Trade Detail box is blank.
2. Trade button is deactivated
3. P/L graph is blank
In addition, the Trade button was moved to the top of the Trade Detail Box. Two Option Table View names were changed to reduce confusion in understanding how to use the Option Table: Trade to Trading & Price to Pricing
When a Position is entered on the chain:
Trade Button is Activated.
Trade Detail Header appears
P/L Graph displays Trade
Position Tab Default
The Position Tab default view displays Share Performance and Expand All for trade detail on multi-leg positions for a high-level quick view.
Click on “Collapse All” to close all expanded positions.
Change the Position View by clicking on the arrow next to the current view listed.
Research Tab Addition
You now have another way to quickly access Charts: Click on the Research Tab, then select “Chart”.
Clicking “Stock” from the Research tab will still take you to that symbol’s Dashboard which includes the Chart Tab.
The Technical Score icon will also take you to the chart.
Change Log:
- Order Ticket drop-downs allow to click on field to change criteria
- Corrected Strikes loading sequence in “Backtest” mode
- Manual Trade Ticket date reset correction
- Order Ticket add-on buttons accessibility
- Template populating issue on TradeFinder scans resolved
- Search Scans field corrected
- Position Tab container size optimized to reduce need for horizontal scrolling in all views except “All”
- Chart compression resolved
- Crossover arrows on low price stocks functions correctly