Symbol Journal
This is more than just documenting trades
This Journal has benefits and features that allow you to truly customize a vital part of the trading process. Each trade allows you to: Make Notes, add Tags for organizational purposes as well as Color Tags you customize, Outlook icons further customize each trade entry.
Customizing Indicators
Customize Indicator Settings – even in different Chart Profiles!
Customize the settings by clicking on the “Add Indicator” box at the top, center of the screen. Scroll to the Indicator you wish to add/edit. Left-click on the selection for a customization box to appear.
The Indicator window shows which settings can be changed.
Bonus! You can save different settings for the same indicator in different chart profiles. No need to change settings from one profile to the next.
In addition to the settings, this feature also provides a description of the indicator and the default settings.
Start Date
Click the Calendar and select any past Market date. You can quickly choose a previous date by clicking on the “month” then arrow back by year. The closing price for that stock will be displayed.
You are now ready to create the position to analyze – either by clicking “Bid” or “Ask” or by entering the quantity in the appropriate box(es).
Note: In order to ‘backtest’, the platform needs to establish an orientation point in time. If you change the ‘start date’, the option expiration cycle may change to re-establish the reference point in which to pull information from.
Go Big - Graphs & Charts
Anywhere you see the ‘Go Big’ icon 
, you can expand the graphic and access additional information.
The Chart Tab under Research has such a button in the icon toolbar as shown:
The Heat Map on the Market Tab will allow you to filter criteria such as stock price, volume, market cap, etc. 
In the Options Tab, you can do this with the P/L Graph and the Volatility Chart. The icon is located at or near the upper right of the graph or chart.
Expanding the Stock/Volatility Chart allows you to view past Historic Volatility, Intrinsic Volatility and stock price on a day-to-day basis.
For deeper Trade Analysis, use the Volatility Slider tool and the Date Picker, located at the bottom of the P&L Graph:
Trend Lines, Notes & Shapes and Advanced Annotations
Customize your charts with Trend Lines, Notes and Advanced Annotations.
These tool icons are available above the chart, just below the Indicators drop-down box.
The Gear Icon sets/manages the default for these tools, as well as whether to save Trendlines, Notes & Annotations on the chart (recommended).
Each Trendline, Note Entry and Annotation can be individually customized by color and, where applicable, transparency.
Clicking on any Trend Line, Note, or Advanced Annotation, will display the “Annotation Settings” box for that entry.
The Annotation Settings box can be repositioned elsewhere on the platform, if needed.
Line Color, Line Width and if applicable, Background Color and Transparency can be changed.
Be sure to click ‘Save’!
Note: Parallel channels are initially drawn horizontally. To change orientation click on the annotation then grab one of the ‘edit dots’ to drag to the position you wish.
Then click “Save” on the dialog box.
Crossover Arrows
The Crossover Arrows 
identify the crossover points on indicators.
For upper indicators, you can select 2 indicators and the chart will show the crossover arrow.
Example: If you select the 5 day and 20 day SMA the Green arrows will show the 5/20 crossover points when in an upward movement, Red for downward.
Only 2 moving averages can be selected at a time when utilizing this tool. If you wish to make a change to another moving average indicator, one must first be deselected before adding the new indicator.
indication
User Menu
Take a tour, have a question, change the theme – all from one place.
The User Menu is one of the 6-point Navigation system of this trading platform. You can access The Help Center from here, ask a support question, check your account, suggest a feature idea or provide feedback on the platform, even change the platform ‘theme’ (example “light” or “dark”) and more.
Journal Tag Analytics
Want to know how effective your trading strategies and practices are? This is where you’ll get your answers
Get visual feedback broken down by strategies and analytical data including a Profit Graph, Average Gross P&L, the frequency of each strategy executed, % Win Ratio, Number of Days in a Trade.
Journal Analytics is a powerful tool to reinforce consistency in the practice of the trading process- from the overview, evaluation, research, execution and exiting. Journaling identifies what works, what needs more discipline, etc. Analytics provide this information in easy-to-read data.
Tag Results-Table Summary Totals
Located below the Analytics Tab in the Journal, the Tag Result Table Summary displays trade performance by Date Range, Total P/L, Average P/L, Number of Trades (Count), % Profitable and Average Number of Days in Trades.
This data is dynamically updated by available filters including:
Type of account(s) (Manual, Virtual &/or Live)
Specific trading account(s)
Date Range
Stock symbol
Tags
Not only does this table provide valuable information, you can use it to compare strategies, track improvement in your overall trading, etc.
Insight Tab in Journal
The Insight Tab, along with Tags and Graphs update dynamically with the account(s), symbol(s), tag(s) and/or date range selected.
Insight breaks down Overall Performance by Winning and Losing trades in addition to:
- Number of closed trades
- Percent (Winning/Losing Trades)
- Total $ Profit/Loss
- Average Total Profit/Loss
- Biggest (Winning/Losing Trade)
- Average Days in Trade
