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Platform Features Release: Economic Dashboard, Chart Adjustment, Chart Time Period

Announcing the latest Release of feature and functionality enhancements to the trading platform to improve the investment/trading decision process.

Economic Dashboard: View chart data from dozens of economic reports. Includes information on why it is important, what to look for, and how to apply the data to trading.

Chart Adjustment: Ability to compress and expand y-axis.

Chart Periods: New look, improved functionality.

Economic Dashboard

Located under the Home/Market Tab, this powerful research tool provides important economic information in chart format.

Select from 1*, 5,10 or 25-year views
Allows you to select display order as well as ‘hide’ charts.
Click on the Title to display: What the data represents, Why it is important, What to look for and How to apply the data in trading
Provides info on the Economic Report Category (Consumer), what the numbers represent (%, $, units, etc), how Frequent the data is reported (Quarterly, Annually, Monthly, etc)

* Some reports are released annually. 5, 10 or 25 year view are recommended in these instances.

Chart Adjustment

Adjusting the chart’s y-axis gives you more flexibility – whether it’s forecasting, adding notes, viewing current positions, etc.

Simply click you cursor to the right of the y-axis, then drag your mouse/cursor up or down.

To reset, click the ‘refresh’ icon on the chart toolbar

Chart Time Periods

The Chart Period format has been streamlined for a more streamlined look.

The current chart period will be displayed at the top of the ‘favorite’ (saved) drop-down list.

Change Log

‘x’ moved to left side of symbol list in Research Tab
Key Ratio and Compare Views are session sticky
Seasonal chart corrected to show Price
Cancel/Reuse display on Credit orders corrected
Stock data restored on Scan backtest
Staged Order display on chart functionality corrected
Schwab Order Ticket close orders corrected
Trade Station added under “Open New Account”
Reward/Risk more clearly marked on Trade from Chart
1 Day/1 Minute added to Custom Page charts
Resolved Seasonality percent chart
Corrected MACD histogram overlap
60-minute charts/Schwab conflict resolved
P/L Insight Graph includes up-to-date data
Tradier Live Account Ticket credit/debit correction
Staged Orders/Current Orders display consistency restored
Screener – Score resulting in 0 candidates resolved

by Support Team

Compare Tab

The Compare feature, found under the Research Tab, allows investors to review a particular stock against its industry peers. Different Views offer Investors perspectives with different investment strategies, such as value or growth investing, to identify stocks that align with their preferred strategies within a specific industry.

Some of the Compare benefits include:

Relative Valuation: Ratios like price-to-earnings (P/E), price-to-sales (P/S), or price-to-book (P/B) can be assessed whether a stock is overvalued or undervalued relative to its peers.
Identifying Outliers: If a company has significantly different ratios compared to its peers, it may warrant further investigation to reveal potential investment opportunities or risks.
Industry Trends: Analyzing ratios across an industry can reveal trends and patterns. For example, if the majority of companies in an industry experience a declining profit margin, it may indicate a broader industry challenge or trend.
Risk Assessment: Comparing key ratios can help assess the financial health and risk profile in an industry context. Companies with lower debt-to-equity ratios, for instance, may be considered less risky, especially if this trend holds across the industry.
Operational Efficiency: Comparing Ratios like return on equity (ROE) and return on assets (ROA) among industry peers can provide insights into a company’s operational efficiency.

NOTE:

While comparing key ratios within an industry offers valuable insights, it’s VITAL to consider other factors , such as the company’s business model, competitive advantages, management quality, macroeconomic conditions, etc. Ratios should be only part of a broader analysis to make well-informed investment decisions.

The fields automatically populate with industry peers. They can be changed to compare other symbols of your choice.

by Support Team

Price Slices - Premium Feature

Price Slices

Price Slices allow users to view theoretical outcomes of option positions, while providing the flexibility of changing data points, such as entry price or what the results will be if the stock price moves a specific dollar or percentage amount.
This feature is helpful with building discipline on when to exit a trade if it goes against you.

This feature is accessible when using the Strategy Templates on the Research>Option Tab

The default starting points include:

Entry Point – shown in Blue in our example.
High Point – considered Target or Resistance point – shown in Green.
Low Point – considered Stop or Support point – shown in Red

(Up to 7 Price slices can be added for additional evaluation. See below for more details)

On Research>Option Tab, click the down arrow next to the default “Call+Put” view in the upper left corner of the window to access the Strategy Templates:

Select your Strategy and set up the position:

Quantity, Expiration Date, Strikes

On the right side of the same screen, click the button to display the default settings.

Using our example:

Entry point is $206.04 (Current Stock Price) shown in Blue

High point – defaults to 5% above Entry: $216.34, shown in Green/Gold

Low point – defaults to 5% below Entry: $195.74, shown in Red

The values are for ‘today’: what the Profit or Loss would be if the stock price were the High or Low price.

The Date, Price and/or % Offset can be manually adjusted, as indicated by the underline – to view different scenarios.

Price Slices – Adjust the % Offset Value

% Offset values were manually changed to 10% and -10%.

The lines on the graph are dynamically updated

Price Slices – Adjust the lines

In this example, the Top and Bottom lines were adjusted on the graph itself.
The new placement dynamically updated the values on the right.

Price Slices – Add, Reset, Go Big

by Support Team

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