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
Customize Watchlist Views
Customize Watchlist Views
You have the ability to customize Watchlist Views – based upon criteria you want to see.
Click on the 
next to “Default” or current view you are on to create a different View.
If/When you want to edit any of your personal views, simply click the 
icon, remove/add criteria, adjust placement, then click “Save”.
From Assets to Z-Score, there are over 160 data points to select from including data from: Company Information, Technicals, Valuation, Fundamentals & Options.
Simply:
1. Name the View
2. Select Data Points
3. Arrange – clicking on arrows to move up/down
4. Save
Your Watchlists are now more powerful because they show the data you want to see to help you make your trade decisions.
The Result:
Note: The Symbol, Score Icons and Last Price are fixed
Research Your Watchlists
Research Watchlist Functionality
Users are able to access all Watchlists from the Research Tab.
Click the to access the dropdown list as shown in the graphic.
Lists with more than 20 symbols will have a scroll bar allowing for easier research of larger lists.
All other functionality remains the same: Symbols can be moved to other lists, have alerts set, deleted, add Journal notes
When a symbol is entered in the Symbol Search Box on the Research Tab, the symbol will automatically be displayed on the default “Recents” list.
In addition, when a symbol or group of symbols is sent to Research from anywhere else on the platform, it will appear on a list under the default “Recents” list.
Examples of when the “Recents” list will be displayed:
- Sending a symbol/symbols from a list on a Watch Tab.
- Selecting a group of symbols from a Scan or Screener list.
- Clicking on the Technical Icon from any symbol when not in the Research Tab. will be displayed under “Recents”.
The functionality of adding a note, an alert or sending a symbol to a specific list remains the same.
Top Level Navigation
Designed so trading workflow makes sense.
Home provides an overview of the current market from charts to maps and customize your own view.
Watch more detail of selected stocks matching overall outlook.
Find identify opportunities from scans, strategies, outlook and more.
Research gives you all the detail you need on the intuitive Dashboard
Portfolio keeps your accounts, trades and journal in one place.
