Platform Features Release: August 2022
Announcing the latest Release of feature and functionality enhancements to the trading platform. These allow for more customizing ability and streamlines functions on accessing or displaying information. Highlights include:
Screen for Weekly Options – The ability to screen for weekly options has been added to the Screen Function under Find.
Rearrange Screener Data Points – Change selection order directly on the Results page, by drag/drop action.
Large Chart Widget on Custom Page –The new widget fits an entire row on the custom page.
Customize Moving Averages – The Moving Average thickness can now be customized.
Vertical Zoom on Chart – Function expanding to allow for Horizontal and Vertical Zoom.
Double-click function on Expiration Cycle Page –Eliminates need to click “Okay” button
Screen for Weekly Options
The Screener – located under the Find Tab – now provides the ability to screen for Weekly Options.
Now customizing your own searches is even better!
Remember, you can save Screens for future use – and even edit/update them as needed.
Rearrange Screener Criteria
Rearrange Screener data points on the Results page by clicking 
located on the upper left corner of each data point, then drag up/down.
The data points are filtered with each entry in the order they are listed.
Additional edits can be made with the existing Screener data points:
Click 
to keep the data point but disregard in an updated “Run Search”.
Click 
to remove the data point from an updated “Run Search”.
Save to keep the edited Screener for future use.
Large Chart Widget on My Custom Page
An individual chart can be set on an entire row on the Custom Page by selecting the Large Chart widget.
The Custom Page set-up and arrangement remain the same.
Customize Moving Average Lines
All Moving Average Indicators, Exponential, Simple, Triangular and Weighted can be customized to set Line Width. The default setting is ‘1’.
This update, along with previously added, user-defined “Line Type” allows for even more identification in charting analysis.
Expiration Cycle Double-click Functionality
Quickly access one or more Expiration Cycles by double-clicking on each row you wish to evaluate.
The selected dates will automatically display on the Chain.
Click “Expiration Cycles” button again to revise/add to existing cycles.
Vertical & Horizontal Zoom Functionality
Change Log
- Corrected “Extend By” behavior on Chart with Streaming
- Created ability to reconcile partial trades
- Updated Annotation editing capability when adding text
- Resolved Edge browser/Annotations conflict
- Volatility Stop Indicator – expanded
- Fixed navigation break: Chain>Chart>Chain
- Analyze function restored on certain strategies
- Alert tool-tip correction
- Adjusting Parallel lines now saving
- Corrected Pending/Executed Order on Chart display
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 a previous stock split, a button appears above to view Adjusted/Unadjusted Chart.
Data Points added to Option Chain
Get % return on Expiration and annualized % values for covered positions.
Intraday Chart Period Update
1 Week displays as 7 Days. 2 Weeks displays as 14 days.
Chart Adjusts for Splits
When a stock has a Split history, 
will appear next to the Indicator Box above the chart.
Make sure the chart period selected covers when the split occurred. This is identified on the x-axis of the chart as 
.
When the “UnAdj” button is clicked, the chart will display ‘before’ & ‘after’ split pricing.
Click the “UnAdj” button again to restore the prior chart display.
New Option Data Points Added
New data points have been added to assist in analyzing returns.
Covered Return – return based on expiration for $ used to buy shares for covered positions.
TVI% – Covered Return annualized
These are available on the Calls/Puts Chain and are also available as data points for Option Chain Custom Views
Chart Enhancements: Chart Periods & Candlestick Range
Change Log
- Resolved Saved Screener settings glitch
- Corrected Backtest Analyze date ability
- Restored sort capability in Institutional Activity
- Corrected profit/loss % display in Virtual Accounts
- Restored missing PEG/TTM data
- Enhanced contrast/dark theme notation
- Corrected Virtual Account Gain/Loss display
- Lower Indicator placement ability restored
- Earnings Data restored, added Time of Day
- Duplicate TDA Journal tab resolved
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 to create Annotations, Trendlines and Notes on the Chart. Each can be customized by color, size and easily placed on individual charts.
Volume and Moving Average Indicator Updates:
Users have the ability to further differentiate Moving Averages on the charts by changing the type of Line.
Volume can now be selected as an Upper Indicator and/or Lower Indicator
Enhanced Annotations, Trendlines, Notes & Fibonacci capabilities
Additional & Enhanced Tools for Charting
Enhanced Annotations, Trendlines, Notes & Fibonacci Retracements allow you to customize and edit for greater flexibility on your charting.
Rays, Horizontal Lines and Arrows have been added. All allow you to select the color and thickness of each for greater differentiation on the charts. Easily reposition with a simple click and drag to new location.
Notes can be text and color edited as well as repositioned.
Parallel Lines have been added and they, along with Fibonacci Retracements – allow you to customize the color and transparency on the charts.
Edits are easy: Click on the entry, edit as needed on the Annotation Box – which can be moved anywhere on the platform- as needed, to make any changes.
Volume and Moving Average Enhancements
Customize your Moving Average indicator Lines – not only by color – but by the type of line:
Volume, already available as a Lower Indicator, can be added as an Upper Indicator on the charts.
In addition, the Volume bar colors can be customized as they are an independent indicator from the candlesticks. This is done by clicking on the gear icon, as shown.
Change Log
- Added Stock/ETF symbol to Option Chain Window
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, additions or edits to the trading platform:
The Smart Trade Ticket is easier to use and allows for future capability depending on what brokerages offer. One Example if this would be Conditional Orders.
Global Chart Settings have always housed where to control candlestick/volume bar colors as well as Tooltip displays. Now, clicking on the gear allows you the ability to display Annotations, Positions/Orders and Events.
The Fundamental Tab under Research has an improved, easier to read display with additional features for a clearer snapshot of a stock’s past and forecasted performance.
You’ll be able to differentiate a Conditional Order from a Staged Order as well as a Yet-To-Be-Executed-Order with the enhanced Order/Trade Display.
Smart Trade Ticket
Smart Trade Ticket
The redesigned Trade Ticket has defined sections for Stock/ETF trades and Option Trades. The Stock Ticket is divided into Open and Exit sections for easier use.
The Close Ticket provides a summary of any Profit/Loss on the trade. Brokerages determine available Order Types, which may include the following to open a trade:
Note: Closing Order Types may also include Trailing $ and Trailing %.
If there is an existing position on a Symbol when a new order is created, the Smart Ticket system will identify if there is an existing Non-Stock/Multi-leg Position or an existing Stock position.
If Non-Stock/Multi-leg position, clicking “Close” will navigate the user to the Option Trade Ticket. Clicking “Ok” will lead the user to the Stock/ETF Ticket.
If there is an existing Stock position, a summary of the existing will display along with the ability to Close or Add to the existing position.
Global Chart Settings
Global Chart Settings
Manage common chart settings from one location by clicking on the left-most Gear icon on the Chart Header which is located under the saved chart periodicities.
In addition to setting your Bullish/Bearish candlestick and corresponding Volume bar colors and control of whether you want Tooltips to display on the chart, you can view/hide:
All Chart Settings
Annotations
Orders/Positions
Events (Dividends/Earnings)
Simply click the ‘eye’ icon to display/hide your selection. Once finished with your Global Settings, click “Update,” then “Close.” To reset to default settings, click “Reset.”
Improved Fundamental Display
Fundamental Data has a new look
The area charts under the Research>Fundamental tab have been replaced with bar charts for easier understanding.
A Tooltip appears when you hover your cursor over the bar charts providing information for that data point.
Estimated Earnings is now in the same window as Historic Earnings for clearer comparison as both sets of data now have the same orientation
The Earnings display has been enhanced to illustrate past and projected data in the same window to match the orientation for a more accurate ‘apples to apples’ comparison.
Click on any of the legend icons to toggle the data displayed.
The Analysts’ Target Window displays the current stock price as a horizontal line for reference.
Custom Page Enhancements
The widgets with that number will automatically populate accordingly.
To change displaying one symbol to another using a Watchlist, simply click on the Action Icon of new Symbol and select the number of the current Symbol you want to replace.
A refresh icon 
has been added to the Header to make it easy to update the Custom Page display after rearranging widgets.
We’ve increased the number of symbols that can be tagged from 6 to 12.
Using the Watchlist displayed on the left side of the screen, click the Action Icon (triangle) to left of Stock Symbol you want to display and assign a number, 1 to 12.
Delete Notice added to Research Tab
A Warning Notice now displays when ‘x’ is clicked on the Research Tab requiring confirmation prior to removing the list of symbols from the tab.
Change Log
- Heat Map filter setting/saving improved
- Interval call split adjustments
- Greek Summary displays on Positions tab
- ETF list on Home Page issue resolved
- Strike Arrow functionality restored on Option Chain
- Sorting Scan after scrolling behavior corrected
- Eliminated stacking Indicators on charts
- Alert list is scrollable
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 Alert Capabilities, Watchlist Alerts Information Button, Trade Function from Charts
We’ve increased Alert capabilities to give users more ability to identify trade entry, exit and management opportunities. An Info button (i) is added to on the Alert Management Page to assist/guide users on the criteria offered.
Set Alerts by Watchlist as well as individual symbol.
Trade functionality is available from the Charts, streamlining the process when you have an existing trade or staged trade. Where there are more than one position on the same symbol, you’ll be given the option of what action to take.
Increased Alert Functionality
Set Alerts by Watchlist
You are able to set Alerts on your Personal Watchlists . There are 2 ways to do this:
1. On the Watch Tab using the Alert Icon in the Icon bar
2. The Alert Management Page, click “Watchlist”, then select from the drop-down which will automatically populate available lists to choose from.
Criteria available for single stock/etf symbols are available to set for an entire watchlist, include Real Time, up to 6 month activation and the ability to add Notes.
Clicking the “Detail” button will display the symbols contained in the selected Watchlist
With the exception of Last Price, all Methods are available for both individual alerts as well as Watchlist Alerts.
Simple Moving Average
Exponential Moving Average
Bollinger Bands
Keltner Channels
6 Month Hi/Low
52 Week Hi/Low
As you see, SMA & EMA offer numerous time periods. The shorter the time period, the more alerts you will receive – especially when set on Watchlists.
Note: The Active Alert box on the left side of the Alert Management page will have ‘wl‘ indicated when the alert is on a Watchlist.
A Reminder on Alerts:
Alerts 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.
Alerts on OTC stocks will be delayed
Make sure to enable “Push Notifications” on your computer as well as mobile devices (if you have the app downloaded). You do not have to be logged into the platform to receive alerts as long as you have these notices activated.
Information Button – Alert Management Page
An Information Button has been added to the Alert Management page.
Located next to the Method drop-down, (i) clicking on this button will display in-depth information on criteria available to set your alerts.
Trade from Charts (Live, Virtual, Manual or Staged Orders)
Submitting existing trades or staged orders is streamlined.
In the example chart above, there are two staged orders and a Live Trade.
Clicking “Trade“, located above the stock chart , will display a menu of an existing trade(s) in the activated trade account.
Staged Orders, on the same symbol, will display regardless of the trade account activated.
Staged orders will be shown in bold/black.
Active trades, whether Live, Virtual or Manual will be shown lighter/blue.
To the right is what displays after clicking “Trade”:
1. Open (Enter) the Bull Call Position
2. Open (Enter) the Straddle Position
3. Close the existing Active Trade (Manual, Virtual or Live)
The next action will take you to the Order Ticket to continue the trade process, as usual.
Change Log
- Ability to save Backtested trades after Market hours restored
- Dividend display corrected
- Adjusted links in BZ news
- Mobile App – scrolling issue resolved in Scans
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
Technical Analysis
Technicals: The fastest indicators of The Score
In Technical Score, 3 primary categories of studies are evaluated – MACD, RSI, and Momentum.
Momentum is made up of 4 different trend analysis timelines.
5 = Stock over the 5-day moving average
15 = Stock over the 15-day moving average
5/21 = 5-day moving average over the 21-day moving average
15/50 = 15-day moving average over the 50 day moving average
Note: Momentum indication is from fastest to slowest. This can be helpful in determining your time frame/outlook for the appropriate strategies.
By clicking on the Technical Score Icon anywhere in the platform, you’ll be taken to the Chart Tab under Research for that Company/Symbol.
Go to Charts for more in-depth information.
Chart Navigation
Hovering the cursor over the icons will display it’s function.
In the upper right of the Chart screen, you can select which Chart Profile to research from the drop-down box, then save or delete the profile.
The next set of icons immediately below this gives more charting capabilities: Increase/Decrease price ranges, Reset price range, Hide/Show Navigation Bar, Move the date Back/Forward, Export/Print Chart
Other features include the Navigation Bar (below the chart). The shaded area corresponds to the chart time period. Slide one or both tabs of the bar to adjust the time period covered.
The “Hide/Show” button near the top-right of the screen will collapse the Indicator Detail area above the chart.
Chart Types
Lines, Bars, Candles & Comparisons
You have the flexibility in not only the way the data is displayed, but you also have choices in comparisons: Year-over-Year comparisons of your current Stock, up to a 5-year period. You can also compare your current stock to another stock, another index, ETF, etc.
Chart Periods
You can add/remove and even extend Time Periods
Use the plus (+) to select the length and periodicity to display. Intervals range from minute-by-minute for a 1 Day Chart to month-by-month for up to 25 years (Maximum)
Click the 
on any time period to add it to the header for easy access to frequently used selections.
You may remove any favorite period by either clicking the “X” in the upper right of the button in the header or simply clicking the star again in the selector menu.
Finally, Extend the Chart by 10, 30, 60 even 90 periods beyond today to evaluate Chart Patterns. If you select “Extend By 30” on a daily chart, it will extend by 30 days. On a weekly chart, it will extend by 30 weeks. (Note: This feature is applicable to Daily, Weekly and Monthly charts).
Trend lines can be drawn through the extended period.
This feature can be toggled on/off by the same (+) in the header.
