Advanced Indicators
We offer select Advanced Upper and Lower Indicators that are not just derived from the price, including proprietary indicators like “Invest4Score” and “Insider Score”. They are accessible by using the “Add Indicator” drop-down box.
Upper Indicators include:
- Event Flags – showing Earnings and Dividends
- Journal Display
- Support/Resistance
- Extrema Trend Lines
Lower Indicators include:
- Historic Volatility/Implied Volatility
- Insider Score
- Institutional Percentage
- Invest4 Score
- Momentum Score
- Open Interest
- Options Volume
- Put Call Ratios
Trade Management
This platform makes it easy to manage and adjust trades when needed. The Snapshot feature and the P/L graph enables you to visually assess adjustments.
Once the existing trade is showing on the options page, take a ‘snapshot’. Enter the adjustment, then take another ‘snapshot’.
To submit the adjustment to the Order Ticket of your brokerage account, click “Trade”. The smart ticket system will even handle the trade adjustment automatically by entering the appropriate buy/sell, open/close combination. 
Clickable Legends
When comparing trades using the Snapshot feature, the P/L Graph can get a little crowded. You can clear some of the lines by simply clicking on the legend to toggle visibility.
Clickable legends are also available in other graphs and charts within the platform.
Rolling Positions
It’s easier & faster to evaluate your Trade
Once you have entered a position, you can easily make adjustments for further evaluation using the group of Rolling Icons in the upper-center part of the Option Table.
These icons will allow you to move the whole position: 
Up or Down Strike Prices
Extend or Shorten Time
Widen or Narrow the Spread
The [X] acts as a clear function. Clicking once will clear the current positions in the chain. Clicking a second time will act as “all clear”. This will clear any snapshot trades and fully reset the option chain.
Calendars
Under the “Find” Tab, Calendar allows one to search for company’s Dividends, Earnings or Splits.
Select “DIV”, “EPS”, “SPL” by calendar date. Use the drop-down menu on the upper left corner to select S & P 500 stocks, All Equities, Optionable, etc.
Use the navigational buttons on the upper right, above the calendar to move the time period forward or back.
Once selected, the stock symbols will automatically populate the right side of the screen. The navigational icons, allow you to perform such functions as select/adding/managing icons to send to a Watchlist or to Research, you can also further Filter candidates.
Lower Indicators
The “Add Indicator” drop-down box has a section of Lower Indicators you can add below the main chart.
Many of the Indicators allow you to customize the parameters prior to adding.
Once the Indicators are in place, the icon tool bar – found on the upper right above each graph- gives you the ability to edit (Gear), hide (Eye), move up/down (Arrows) or delete (X) to truly customize your view.
Position Download Ability
Downloading/exporting capability added to the Positions tab.
This feature is also available in the “Gains” tab.
This allows even greater flexibility with record-keeping from the Journal/Brokerage Account.
Elements of the Template
The Trade Finder Templates are designed to allow you to ‘visually trade’.
When evaluating a position, a Bull Put for example, the template automatically sets up the trade. You can use the rolling icons to adjust the position: Roll the position up/down, roll out the time frame, adjust the strikes, etc. You can even adjust the Net Credit(Debit) of the trade in an attempt to get a more favorable entry cost/credit.
The Performance Channels show the profit/loss of the position.
The P/L summary at the bottom left of the screen shows the Risk/Reward ratio, Net/Total Credit (Debit),the break-even stock price point, the max reward/max risk with corresponding stock price.
A snapshot on the right side of the screen, provides a visual structure of the strategy, what market 
conditions are favorable to the trade, whether volatility and/or time positively, negatively or is neutralized by the strategy.
Greeks and Volatility are also shown.
Once satisfied with the position set-up, click ‘Trade’ and the order will auto-fill in the “Order Ticket” of your brokerage account.
Important! While adjustments may to the template may be made, the system limits what can be changed in order to stay within the constraints of the strategy. This safety measure ensures you stay in the type of trade you intend to be in.
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.
Historic & Implied Volatility
This chart displays Historic (HV) and Implied (IV) Volatility with the ability to overlay Call/Put IV
Historic Volatility (green line) is based on how the stock actually moved.
Implied Volatility (blue line) is based on how the options are priced.
When expanded, the stock chart, 12-Month Mean (Average) IV and one-year IV High/Low (red line) are also shown. This is very helpful in understanding if option premiums are comparable to historic values.
High HV indicates recent strong movement.
High IV indicates higher premium and, in many cases, anticipated movement.
Note: You can remove the Stock Chart, HV, IV or Call/Put IV simply by clicking on the corresponding indicator above the chart/graph.
