Custom (Premium Desktop Feature)

Custom Page  – Customize What You Want To See


Custom Page

You’ll find Custom under the Home tab (formerly Market tab).  Trade Central gives you a one-stop view of your selected Stocks/ETFs.   Add Quote Boxes, Multiple Charts and News for your selections and overall Market News.

Rearrange the content to fit your preferences, the platform will adjust to maximize the view according to the device you are using.

This is a flexible feature with a number of ways to structure the Custom page.  The widgets are adjustable, allowing you to rearrange, add, substitute or remove as needed.

Read below to learn more and get started:


Add Widgets

Check the box for “Quote“, “Chart“, and/or “News” and enter quantity for each then click “Enter”.

Add the Symbol in the appropriate box for the data to populate.

Note:  To remove a widget, click the ‘x’ in the upper right corner of the box.


Chart Widget

After adding “Chart” widget and Stock/ETF symbol, click the Gear Icon (upper right corner of widget box) to select:

Time Period: 1 Day, 1 Month, 3 Month,  6 Month or 1 Year
Chart Types:  Candlestick, OHLC or Line
Indicators:  Over a dozen indicators available to add to each chart.  You can edit and remove/change selected indicators on each chart.

Custom lets you add multiple chart set-ups per Symbol for a convenient way to research existing trades or find opportunities.


Widget Settings

Rather than enter a symbol on each Chart, Quote or News component, you can assign a number to each widget.

Then, 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 thru 12

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.


Adjust Custom Display

Adjust the order display by clicking on the Re-Arrange button on the Upper Right corner of Trade Central screen.

The display changes to placeholder bars for easy drag/drop action. Re-Arrange button changes to “In Process“.

Click on the Bulls-Eye icon to the left of the Stock/ETF symbol, then drag/drop to new location.

When completed, click on “Save“, then “In Process” to return to Trade Central main view.


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 widgetsCustom 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


Overview & News

Located in ‘The Dashboard’, the Overview provides a snapshot of the company, including the Sector and Industry.  By clicking on the Industry link, a list of stock symbols in the same category will appear.  The “Stock Detail” list will have current market information and The Score navigational icons.

The News section lists articles covering, related to, or mentioning the selected Company.  Click on any headline to be linked to the full article.