Platform Features Release: April 2023
Announcing the latest feature(s)/function(s) updates, additions, or edits to the trading platform:
Cloning and Editing Trendlines
New Trendline Customization
Clone trendlines with the push of a button. Easily define or edit trendline endpoints.
Click on an existing trendline to display the Annotation Settings box, make your changes, then click “Save”.
Enhancements
- Reusing canceled GTC Order preserves Duration
Change Log
- Repaired contrast on Find>Scans>Filter table
- Chart crosshair behavior resolved
- Pivot Point indicator editing restored
- Removed duplicate Inner Circle>Insider Information
- Platform Notification>“Don’t show again” fixed
- Backtest>Analyze Date selection repaired
- Corrected date display above chart
- Seasonality Chart behavior corrected
- Screener functionality repaired on several items
- Hide function on Option functionality restored
- Russell 2000 restored on Find>HeatMap
- Backend fixes on previous releases
- Net Debit/Credit responsiveness restored on Manual Accounts
Platform Features Release: March 2023
Announcing the latest features/functions updates, additions, or edits to the trading platform:
Valuation and Fundamental Data Points added
Users have more criteria to select from for both the Screener, to find potential trade candidates, and Watchlist Views to analyze candidates.
Valuation and Fundamental Data Points Added
Watch List Views
Over 30 data points were added to the Valuation and Fundamental sections for Watch List Views.
Build, Save, and Edit your customized Watch List Views to your needs.
Learn how to use this feature:
Screener
Over 30 data points have been added to the Screener Function under the Valuation and Fundamental sections.
There are 3 Levels of Data Points. Level 2 has more Data Points than 1, Level 3 has all criteria available to select from.
Now users have more tools to choose customize screens. These may be saved and edited at any time.
Enhancements
- Added Average Volume line to (upper) Volume Indicator
- Saving Annotations/Texts, etc on charts are an automatic function. It no longer has to be selected.
- Scroll function added to lists on Custom, Market and Watch pages
- GAAP/non-GAAP PE/PEG (TPE and PE chart in Valuation section to reflect GAAP PE)
Change Log
- Resolved Screener Export Function
- Open/Close “save” function fixed in Backtest mode
- 2nd email saving in Notification feature setup
- Candlesticks and Volume bars line up
Platform Features Release: December 2022
Announcing the latest Release which added a powerful Lower Indicator on the Charts Tab: 52 Week Hi/Lo. Price/Date info has been added to X/Y axis
52-Week Hi/Low Indicator
The newest lower indicator: 52-week Hi/Low Indicator is a Broad Market Indicator. It is not Stock specific.
View how individual Stocks/ETFs are faring compared to the Broad Market.
Select from NYSE, NASD or AmEx
There are two views:
Show Difference Only – Display either a green or red (or no) bar representing the net advancers/decliners for that period.
Show High & Low (uncheck box)– Displays both green/red bars to illustrate number with new 52 week high/lows.
The background color identifies a bullish or bearish trend, based upon the number of days selected (Trend Period)
Example: If 3 days are selected, background highlight will begin on the 4th consecutive day of gains (or losses).
X/Y axis – Price/Date display
The cursor’s crosshairs will display the Price/Date info along the X/Y axis for easier reading.
This information will still appear in the upper/right corner above the chart:
Drawing Key Activation
Use your keypad to activate drawing lines on the Chart by following these steps:
1. Click either in Header area above the chart – OR –
Click the Annotation icon>Line
2. Click on chart, then “Alt” and “T” keys where you want to start line.
Once activated from either of the starting points (1), the function works on the current chart, without having to reactivate by clicking on the Header or Annotation icon.
Platform Features Release: November 2022
Announcing the latest Release allowing for customized Watchlist views. Improvements in Journal functionality will increase responsiveness and allow users to better control the data displayed. Format enhancements were also made to increase readability
Watchlist Views – Create, Save & Edit
The ability to create your own Watchlist views based on criteria important to you enhances the work flow of finding the best candidates for trading.
Click on 
next to the (Default) Watchlist, then select “Add New” to get started.
Build your own views from over 160 data points, then adjust the display position in the order you want them to appear.
Click on 
icon to edit a view you previously created.
Learn more by clicking below:
Improvements
The Journal default displays Order/Trade activity from the Activated Trade Account.
To switch or add accounts, simply click on the other Account tabs or select by group: Real, Virtual, Manual or All accounts.
The improved functionality allows for faster journal activity display and easier trade analysis.
Change Log
- Resolved Score Icon Navigation from Home/Market Tab
- Corrected Fundamental/Dividend missing data
- Moving Average indicator functionality restored on Custom Page
- Corrected display data on Fundamental Tab
- Addressed candlestick not appearing first 20 minutes on Mondays.
- Rectified downloading data from Screener
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
Screener (Premium Desktop Feature)
Screener
Located under the Find Tab, the Advanced Screener is designed to allow the user to customize their own trade candidate searches. Several hundred data points are available to select from, build your Screen, Save for future use and Edit as needed.
Screener is flexible – allowing you to create save as many Screen searches as you wish, edit as needed, even download results.
Screens are user-defined, and 100% customized to the user’s specifications. They can be edited, saved, and deleted.
Left Control Panel
New – Create a new screener
Saved – Previously created and saved screens. Saved screens can be edited for single use, saved as a new screen, or to overwrite the previously saved screen
System – Templates available for use as starting points for new screeners. While the System screens themselves cannot be modified, they can be used as a foundation for newly created screens that can be modified for personal use and saved.
Select your criteria
There are 3 Levels of Data.
Level 1 offers Basic Information to select from. Level 2 expands upon what Level 1 offers. Level 3 offers all available, in-depth selections.
After choosing your criteria, you’ll be able to set the parameters for each criteria selection on the next screen.
Click “Run Search”
Note: The order the criteria are selected, will be the order the selections are displayed on the next screen.
The Results
The criteria selected in this example were Price ($50-200), Optionable, Score (Green or Yellow for each Icon), and 10-day Average Volume (5M-293M) resulting in 17 candidates.
From here, using the Icon Toolbar, candidates can be selected and:
- Sent to Research for further analysis
- Sent to an existing Watch List
- Used to create a New list
- Can be downloaded to a .csv file.
The Screen itself can be Saved (and named), or further modified – either by
adjusting the existing criteria or adding new data points – or a New Screen
can be created.
Additional data is accessible by clicking on “Company”, “Technical”, etc
above the list of candidates.
Icon Tool Bar – Hover Cursor over Icon to view function
Select one or more symbols
Send selections to Research
Create a New Watchlist with Selected Candidates
Send Candidate to an Existing Watchlist
Download to .csv file
System Screens are also available and new ones will be added.
The user can customize such screens and save to the platform just as any other
screen.
Candidates can be sent to Research, to a Watch List and/or
downloaded to a .csv file.
System Screens themselves cannot be modified and are designed to be
‘launching points’ for the user’s convenience if they wish to use them.
Note the colored bar graph of IV Range. It provides a ‘picture’ of where this
Stock/ETF is now for this datapoint.
Edit Screeners
Edit current, Saved or System Screeners by adjusting parameters of existing criteria using the slide bars, entering values in boxes, etc.
A Screener Update notice will appear prompting you to select “Run Search” after adjustments are completed. Updated results will populate the left table.
From here, use the Icon Toolbar for further options: Select, Add to Watchlist, Research or Download.
Toggle Criteria
The Toggle feature gives you additional flexibility in your Screener searches.
The ON position includes the selected criteria in calculating results.
The OFF position for that criteria will not affect the results when used to filter results. However, that data column will still be displayed with the other points selected.
Adding & Arranging Indicators
Select 
to add to your studies.
Indicators are grouped by Upper Indicators (which will appear on the Chart) and Lower Indicators (listed below the chart)
Once selected, you can customize the parameters – including the type of line you want for Moving Averages.
The upper Indicator selection summary appears above the chart and has an associated toolbar that allows edits (gear) hide/display(eye), refresh, or remove.. 
Lower indicators can be displayed/hidden, move placement up/down, or delete it to truly customize your view. 
Make sure to Save Your New Chart Settings 
Note: You cannot alter System Views: Active Trader, Options or Standard View. You will be prompted to either Overwrite or Save as a New Profile another available profile, such as Default or another Personal View.
